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Boqs - Create
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Boqs
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Create
New BOQ
Record ocular details and list needed products/services. Costing happens in the quotation stage.
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Header
Account / Site Name
*
Link to Existing Project (Optional)
Status
Draft
Scheduled
Visit Done
Under Review
For Quotation
Cancelled
Archived
Scope Type
Products Only
Products + Services
Target Ocular
Actual Ocular
Assigned To
Contact Person
Phone
Email
Overall Notes
Site Address
Address Line 1
Barangay
Country
State/Province
City
ZIP Code
Product Groups (Category as Header)
Add Category
Service Sections
Add Section
Create BOQ
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Tips
Products
: group by Category; add multiple products per category.
Services
: select a Service and add Notes under a named section (e.g., “Electrical Works”).
Ocular dates and re-schedules will be logged in status/visit logs.
Assigned user is a dropdown (first + last name), not a raw ID.
Category
Remove
Products
Add Product
Product
UOM
Qty (Est.)
Optional?
No
Yes
Notes
Section Title
Remove
Services
Add Service
Service
Notes (optional)