Using Quote Folders in Workflow Max

Folders are a way of itemising similar costs and tasks into smaller chunks – essentially allowing you to create sub-jobs.  Folders have been a feature in Jobs since way back - but have only recently become available in quotes.  This is great news for WorkflowMax users who quote in stages or phases – giving you flexibility to build quotes the way you want.  This much-anticipated feature opens a world of possibilities, empowering WorkflowMax users to create structured, professional-looking quotes.  Here’s how it works in practice…  Scenario – John at Orange Landscaping is quoting a construction project with three stages – Consents & Engineering, Excavation and Safety [...]