Distinguishing Between Types of Quotes

There are different types of quote tools in OASIS based on your needs or business model. Use the Quotes page for jobs explained below. Use the Projects page for all other jobs. In general, most groups use the Projects page for all business. However, some groups find the Quotes page helpful for "Quick" or "Daily" quotes.

Daily Quotes

This is a simple quote, in which the customer is already known. To create a new Daily Quote, you will prompted to select the customer. However, 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 Quotes

This quote is meant to be used when working with a simple project. 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.

Project Quotes

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