Project phases can be used to enhance your quote workflow by grouping tasks and/or costs together into a phase to display on a quote document template. A phase can be any unit of work such as a floor, room or a progress milestone.
Phases are created from the quote details page when either creating or editing a quote.
Enter the phase name into the Project Phases field. Once entered, select the value from the drop-down. Note: It is recommended that phases do not contain spaces. WorkGuru will concatenate phases with spaces automatically.
The phases can then be assigned to task lines in the quote:
And also product lines:
This will group allocated task and/or product lines together by phase. You can then customise your quote document templates to display the phases either by summary or detail.