A Project Budget Quote in FieldInsight lets you create a reusable quote structure that can later flow directly into a Project Budget. This saves you from manually setting up the budget every time you start a new project.
Why use a Project Budget Quote?
Instead of building a project budget from scratch for every new project, you can:
create a quote with your stages, cost codes, and items
save it as a template in your Library
reuse it for future customer quotes
convert an accepted quote into a Project Budget
This is especially useful for repeatable project work.
Step 1: Create a Project Quote
To get started:
Go to Sales
Select Quotes
Click + Add Project Quote
This opens the Project Quote structure.
Step 2: Build the quote structure
Inside the Project Quote, you can organise the quote into stages.
For example, you might create stages like:
Installation
Admin
Under each stage, you can then:
add a Cost Code
add Line Items under that cost code
Example
Under the Installation stage, you might:
choose a cost code such as Project Engineer
add a Service item like General Labor
enter the quantity, such as 10 hours
add other items, such as Products, where needed
You can repeat this process for each stage.
For example, under the Admin stage, you can add another cost code, select the relevant item, and enter the required hours.
Step 3: Add extra quote information
Each stage can also include additional details.
You can add:
a stage description, such as Installation Works
extra text or notes
images that will appear in the Quote PDF
This helps provide more context for the customer when they review the quote.
Step 4: Save the quote to the Library
Once you’ve built your Project Quote, you can save it to the Library so it can be reused later.
To do this:
Return to the Quotes list
Find the quote you created
Click the down arrow next to the quote number
Select Add to Library
Once added, the quote will appear in the Library.
When you open it from the Library, you’ll be able to see the stages, such as Installation and Admin, and expand them to review the structure.
You can also rename the template so it is easier to identify later, for example:
Construction Work Template
Installation Template
Some fields may appear in the template form, but these can be ignored if the quote is only being used as a reusable template.
Step 5: Use the Library quote for a new customer quote
When you need to send a quote to a customer using that template:
Go to Quotes
Open the Library
Find the relevant Project Quote template
Click the down arrow
Select Use
This creates a new quote based on the template.
From there, you can:
select the customer
complete the relevant quote fields
update the stages, items, or quantities as needed
For example, you may decide to add extra items to the Installation stage or adjust quantities before sending the quote.
You can also use Preview to check how the quote will appear, including the listed items.
Step 6: Convert an accepted quote into a Project Budget
Once the quote has been accepted, you can convert it into a Project Budget.
To do this:
Update the quote status to Quote Accepted
Scroll down and click Create Project Budget
FieldInsight will then let you choose the project the budget should be copied to.
Step 7: Create the project
If the project does not exist yet, you can create it from the quote.
To do this:
Click + Add Project
Enter the project name
Set the Tentative Start Date
Assign the Project Manager
Choose the Project Status
Click Save
Once the project is created, you can continue and generate the Project Budget.
Step 8: Review the created Project Budget
After creating the Project Budget, FieldInsight will copy across the structure from the Project Quote, including:
stages
cost codes
items
For example, if your quote included Installation and Admin, those stages will now appear in the Project Budget.
You’ll also be able to review:
the Budget Summary
the Cost Budget
the Sales Budget
Final result
Without a Project Budget Quote, you would need to manually create each stage and add the budget details every time.
By using a Project Budget Quote, you can:
build the structure once
save it as a template
reuse it for future quotes
quickly create project budgets for new projects
This makes project setup faster and more consistent.