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Differences between Projects, …
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Last modified on 12/18/2015 12:52 PM by User.

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Differences between Projects, Project Quote, and Daily Quote

Daily Quotes

A Daily Quote is meant to be a very simple quote where the customer is already known. Upon creating a new Daily Quote, you will be prompted to select the customer. It does not have the ability to add multiple customers and does not have any project management features such as follow ups, multiple phases, or multiple bids in one container.

Simple Project Quotes

A Simple Project Quote is meant to be just that: a simple project. It is similar to a Daily Quote in that it has a more simple appearance, except that most notably there is a Customers tab where multiple customers can be added. It does not have any of the project management features such as follow ups, multiple phases, or multiple bids in one container.

Project Quotes

Project Quotes are the full-featured project management tool in OASIS. They allow for multiple customers per bid, multiple bids per phase, and multiple phases within the same project container. There are follow up tools for project management as well.