Concept1 min read
Worksheets and how they differ from quotes
A worksheet is the internal costing document on the project's Worksheet tab.
It is not the customer-facing quote: quotes are what you present, worksheets are where the job is costed and reconciled.
- Worksheet kinds: Worksheet and Amendment.
- Worksheet statuses: Draft, Submitted, Approved, Edited, Rejected, Invoice Recorded.
- Sections a worksheet line can sit in: Change Order, Discount, Worksheet, Insurance Claim, Supplement, Upgrade, Work Not Doing.
Recording an invoice is an action on the worksheet, which is how a costed worksheet becomes an invoice (and, when QuickBooks is connected, syncs there).
Permissions: View on Worksheet, Create on Worksheet, Modify on Worksheet.
Who can do this
Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.
- View on Worksheet
- Create on Worksheet
- Modify on Worksheet
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