Distinguishing Between Types of Quotes

There are different three different types of quotes in OASIS: Daily Quote, Simple Project , and Full Project. Each quote is available to be created from the Home page or the page identified below in each description.

Daily Quotes

Daily Quotes are created from the Quotes page in OASIS. This is a quote in which the customer is already known and any customer exceptions will automatically apply. This type of quote does not have the ability to add multiple customers. It also does not have project management features, including the ability to create follow ups, multiple phases, or multiple bids.

Simple Project

Simple Projects are created from the Quotes page in OASIS. This quote is meant to be used when working with a simple project where revisions are unlikely. It features the Customers tab in which multiple customers can be added. However, this type of quote does not have project management features including the ability to create follow ups, multiple phases, or multiple bids.

Full Project

Projects can be created from the Projects page. This is the full-featured project management tool in OASIS. It allow for follow ups, multiple customers per bid, multiple bids per phase, and multiple phases within the same project.