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Quick Quoter

Posted
Updated
ByJayson Heathcote

Key Points

  • The Quick Quoter allows you to build complete participant quotes in one place.

  • Quotes guide service planning and can be converted directly into funding allocations.

  • Access to the tool depends on user permissions.

  • The quoting process follows a guided, step-by-step workflow.

  • Quotes can be saved as drafts, edited later, or approved to create allocations.

  • Scheduling, transport, public holidays, and special services can all be included.

Accessing the Quick Quoter

Navigate to a participant/client profile and click on the Quick Quote Tab

Navigate to the participant or client profile.

At the top of the profile, locate and click on the Quick Quote tab.

If you cannot see this tab, you do not have the required permissions. Contact your FlowLogic administrator to request access.

Creating a New Quote

Select Create Quote to start the guided quoting process.

Complete the basic quote information:

  • Service start and end dates (plan period)

  • Quote name (clear and descriptive)

  • Funding type:

    • Self-managed

    • Plan-managed

    • NDIA-managed

  • Plan manager/funding administrator (if applicable)

  • Available funding amount (optional but recommended)

Entering funding helps provide a more accurate view of the budget.

Click Next to continue.

Adding Service Items

In Step Two, find service items using:

  • Search

  • Service category

  • Region filters

Searching by name or code is usually the fastest option.

Click and drag service items from the list into the selected items panel.

Remember to include:

  • Core services

  • Travel or transport (if required)

Public holiday items do not need to be added at this stage.

Scheduling Services

Move to the scheduling step.

A dialogue will indicate how many items are available for scheduling. Some items may be added later in the review stage. Service items appear at the top of the scheduler:

  • Day services show with a sun icon

  • Evening/night services show with a moon icon

To assign a service:

  1. Click the item

  2. Drag and drop it into the schedule

Configure Each Service


For each scheduled item, set:

  • Billing ratio

  • Frequency (weekly, fortnightly, monthly, annually)

  • Start and end times

  • Total hours

Add Transport (If Required)

If transport is needed:

  • Toggle transport on

  • Select the transport item

  • Enter kilometres

  • Assign it to the service

Save and close once confirmed.

Monitor Budget

At the bottom of the scheduler, you can view:

  • Total allocated amount

  • Available funding

  • Cumulative cost

This updates as services are added.

Public Holiday Handling

If services overlap with public holidays:

  • The system will prompt you to apply holiday rates

  • You can include or exclude them as required

Holiday costs are automatically added to the total.

Review and Configure

In the review step, you can:

  • Adjust service details

  • Add items such as sleepovers

  • Confirm frequencies and quantities

All totals are recalculated automatically at the bottom of the screen.

Save as Draft (Optional)

If the quote isn’t ready for approval:

  • Save it as a draft

  • Drafts remain editable and clearly marked

Finalising the Quote

Schedule of Supports

Review all services and allocations in the Schedule of Supports step.

You can:

  • Export or print the quote

  • Add notes to the entire quote or individual items

Save and Approve

When ready:

  1. Save and approve the quote

  2. Choose Save and Create Funding Allocation

  3. Click Go to Funding Allocation

You’ll be taken directly to the new allocation, showing:

  • All service items

  • Quantities

  • Total funding amount

Managing Quotes After Creation

  • You can return to Quick Quote at any time

  • View, edit, or review existing quotes

  • Drafts can be approved later

  • Unneeded quotes can be deleted

Outcome

You now know how to:

✔ Access and use the Quick Quoter
✔ Build a complete participant quote
✔ Schedule services and transport
✔ Manage public holidays and special services
✔ Save drafts or approve quotes
✔ Generate funding allocations directly from quotes

The Quoting Tool helps ensure participant plans are accurate, flexible, and ready for rostering and service delivery.

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