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How to Refresh Quote Pricing

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How to Refresh Quote Pricing

  • August 14, 2025
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Back to: Complete Jobman Set-Up Guide for Administrators

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Use Refresh Pricing to easily update the pricing of your quote materials, labour, and product components!

This is handy when you have quotes in Jobman which were created in the past, and now want to send or re-send, but your catalogue has been updated in the meantime.

Please Note: To be able to do this, you must have Can refresh quote pricing enabled for your staff role.

To refresh your quote pricing, follow these steps:

  1. Navigate to Quotes and click into the quote you want:

    (The quote can be in any status.)

  2. Using the three-dot menu at the top of the quote, select Refresh Pricing:

  3. A confirmation will pop up and ask you to confirm. Click Refresh Pricing again:

You should now see that the pricing for your quote materials, labour, and product components has been updated.

Previous Lesson
How to Create and Send a Quote
Lesson 7 within section Quoting.
Next Lesson
How to Copy and Revise Quotes
Lesson 9 within section Quoting.

Course Syllabus

  • General Navigation and Usability
    • General Navigation
    • User Control and User Settings
    • User Licenses and Staff Types
    • Staff Roles and Permissions
  • Getting Started
    • Connect to Your Cloud File Storage
    • Connect to Your Accounting Software
    • Setting Up Your Staff
    • Setting Up and Managing Staff Login Details
  • CRM Management
    • How to Add Contacts
    • How to Manage Contacts
    • Contact Types, Roles, and Sources
    • Contact Emails and Resources
  • Lead Management
    • What is a Lead?
    • How to Create a Lead Workflow
    • How to Create a Sales Labour Centre
    • How to Create an Agenda Screen for Your Sales Team
    • Lead Settings: Types and Statuses
    • Lead Settings: Details
    • Lead Settings: Members and Member Types
    • Create Lead Item Types and Specifications
    • Automated Triggers in Lead Workflows
    • How to Create a Lead
    • How to Manage and Edit a Lead
  • Job Management
    • How to Create a Job Workflow
    • Automated Triggers in Job Workflows 
    • Job Settings: Types, Statuses, Details, and Members
    • How to Create Labour Centres for Your Jobs
    • How to Create Agenda Screens for Your Jobs and Staff
    • Understanding Your Capacity
    • How to Create a Job
    • How to Manage and Edit a Job
    • How to Create a Work Order from a Job
    • How to Use Your Target Calendar
  • Kiosk
    • How to Set Up Kiosk Staff Working Hours
    • Overview of Kiosk Mode Functions
    • How to Create Agenda Screens for Your Kiosk Staff
    • Staff Member Types and Automated Task Allocation
    • How to Create Activity Screens for Your Staff
  • Quoting
    • The Four Levels of a Jobman Quote
    • How to Build Products
    • How to Create Styles and Range Options
    • How to Build Quote Presets
    • Quote Templates
    • Quote Statuses
    • How to Create and Send a Quote
    • How to Refresh Quote Pricing
    • How to Copy and Revise Quotes
    • How to Create, Send, and Sync Invoices
  • Catalogue Management and Inventory
    • Catalogue Settings
    • Setting Prices and Measurements for Catalogue Materials
    • How to Create and Import Catalogue Materials
    • How to Create Catalogue Services
    • How to Add and Manage Inventory Items (Stock)
    • Price Matrices
  • Purchase Ordering and Inventory Picking
    • How to Create Purchase Order Statuses
    • Managing Job Resource Materials
    • How to Create and Send Purchase Orders
    • How to Manage, Edit, and Receive Purchase Orders
    • Picking List and Inventory
    • How to Set Up Minimum Stock Quantities for Purchase Ordering
    • Supplier Integration – Hafele
    • Supplier Integration – Wilson & Bradley
  • Reporting
    • Reports in Jobman
    • Quote Summary Report
  • Job Alerts and Forms
    • How to Create and Use Job Alerts
    • How to Create and Use Job Forms
  • Payroll Set-Up and Time & Attendance
    • How to Set Up Staff Pay Rates
    • How to Log Staff Time and Attendance
    • How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
  • CAD/CAM Integration
    • How to Connect Your CAD/CAM Software
    • Cabinet Vision
    • Mozaik
    • Microvellum
    • Winner Flex
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