Quotes

A quote is a priced offer for one or more service levels, given to a customer before they commit. When a customer accepts a quote, JATT Portals can auto-promote it into a job (connote) without re-keying the data.

Where quotes live

In the sidebar, click Quotes under Pickup & Delivery. The list shows every quote with status, customer, route, total, and date.

Creating a quote

1. Click Create Quote (the green button in the sidebar).
2. Fill in the same kind of fields as Create Booking — customer, pickup, delivery, cargo, options.
3. Tick all the service levels you want priced in parallel (Standard, Express, etc.).
4. Click Calculate Rate.

The pricing section shows one priced row per service level. The customer can decide which one to accept.

Approving a quote

When the customer accepts:

1. Open the quote.
2. Click Approve.

What happens behind the scenes:

• The quote’s status flips to APPROVED.
• A new connote is created with all the quote’s details copied across (customer, addresses, cargo, options, the accepted service level’s rate).
• The quote keeps its APPROVED status (it doesn’t flip to “Converted” — the source quote is preserved as the audit trail).
• The connote appears on the Jobs list with status Pending.

Common cases

• Customer changes their mind on service level — open the quote, change the selected service level, Approve again. A new connote is created; the previous connote stays in the system (cancel it if not needed).
• Customer wants minor edits — approve to create the booking, then edit the job inline from the drawer.
• Quote came in from the embedded widget — handled the same way. The widget posts to the same Quotes API; data shows up on the Quotes page identically.

Quote vs Booking — which to use

• Use Create Quote when the customer wants to compare options or hasn’t committed yet.
• Use Create Booking when the customer has already committed and you just need to enter the job.