Creating and Linking Quotes to Jobs with Defects
Turn defects into customer-ready remedial quotes with automatic job linking. Learn the three methods for creating bundled quotes from job defects.
Last updated: 21 May 2026
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Roles: Admin, Accounts, Contract Manager
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When an engineer reports defects on a job, Opscel gives you two ways to turn those defects into a customer-ready remedial quote — and both methods now keep a permanent, visible link between the quote and the job it came from.
What This Guide Covers
- •Three methods for creating remedial quotes from job defects
- •How quote-to-job linking works automatically
- •Viewing the link from both quote and job pages
- •Role-based access and button visibility
Two Paths for Remedial Quotes
This guide covers the Dashboard Widget Path — the fastest way to create quotes directly from defects. There's also a Worksheet Path where engineers fill out a detailed Remedial Scope of Works on-site before the quote is generated.
See Remedial Scope of Works Guide for the worksheet-based workflow.
Defects vs Carried-Forward Faults
Important distinction: Defects (this guide) are for generating customer-facing quotes from issues found on this job. Carried-Forward Faults are for tracking ongoing issues across visits at a site (internal record only).
You can log the same issue in both places if it needs tracking AND quoting. See Fire Safety Jobsheets & Fault Tracking for details on carried-forward faults.
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