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How do I view my Assessment Quote from a Works Job?
How do I view my Assessment Quote from a Works Job?
Bayden Douglas-Blackmore avatar
Written by Bayden Douglas-Blackmore
Updated over a week ago

So you've created a Works job on the back of your Assessment job being approved, but need to refer back to the initial Quote to create/send PO's and Invoices?

This can be done within the 'Assets' tab of the Works job.

Simply navigate to the 'Viewing Assets For' dropdown, and click the Assessment Job that contains the original quote.

From here, users will notice the list of assets attached to the assessment job. Users can filter by ascending or descending order based on date, just click the 'Created At' column title.

You can also filter by Asset 'type', in which you would select 'Quote'.

Once you've found the original quote, simply click the 'eye' button on the far right of the asset. The quote/asset will open up in a new tab, for you to refer back to.

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