The Create Quote and Maintain Quote tabs display information on new and existing quotes. There are a variety of icons that may appear with line items or pricing details. There are additional icons used to differentiate quote status.
Quote Status Icons
The table below shows the icon and what status is associated with it.
| Status | Icon | Description |
| Deferred | |
The quote is deferred for action at a later date. |
| Deleted | The quote was removed. | |
| Lost | ![]() |
The potential sale was lost. |
| Saved | ![]() |
The quote has been saved. |
Quote Line Item and Pricing Icons
| Name | Icon | Description |
| Clipboard | ![]() |
Appears for service jobs to check the availability of a Checksheet. |
| Exclamation Mark in a Yellow Box | ![]() |
Indicates the job has/is an unpriced part. |
| Handshake | ![]() |
Enables you to set a deal price. |
| Job Detail List | ![]() |
Initiates a pop-up window detailing the parts and labour required for that job. |
| P or C |
Initiates a pop-up window detailing the job's pricnig. P = Promotional |
|
| Trashcan | ![]() |
Removes the job from the quote. Note: There is no confirmation window. One click completely removes the job. |
KB Article #5875






