Contents x
    Pushing a New Quote into Sparky
    • 12 Nov 2023
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Pushing a New Quote into Sparky

    • Updated on 12 Nov 2023
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article Summary

    Push Quantities created in Groundplan to a Sparky Quote.

    1. From the Sparky tab, click Push to New Quote

    sparky-push-to-new-quote.png

    1. Enter first 3 letters of Contact / Customer to begin your search, and click to select the result
      Alternatively, click +New Customer to create
    2. (Optional) Enter Description for the Job
    3. Select Task options All Stages into one task OR One Stage per task
    4. Click Create

    sparky-push-to-new2.png

    1. Click Quote number to view the Quote in Sparky

    sparky-push-to-new-quote-3.png

    sparky-quote-new.png


    Frequently Asked Questions

    Why is the quote number different in Sparky from the link I click in Groundplan?

    The number displayed in Groundplan is a background ID. The number in Sparky is the Quote number also searchable from within Groundplan.


    If I update my pricing in Sparky, will this update my Projects?

    No, not automatically.

    You will need to de-configure and reconfigure the integration again. The updated pricing will show when pushed to a Quote in Sparky.


    If I need to use Groundplan Once-Off Item, where will it appear in my Quote?

    Groundplan Once-Off Items appear within the Other Items section of the Sparky Quote.

    sparky-once-off-item-faq.png


    Can I push negative quantities to Sparky

    No. You cannot push negative quantities to Sparky.


    I want to include items in my Quote, but I don't want them to appear on the Plan. Is there a way to add them?

    Yes. Add them as Additional Items from the Worksheet tab.

    Choose from Groundplan Once-off Items (appears in "Other Items"), Sparky Products (appears in "Products") or Pre-Builds (occurs in both the Pre-Builds and Products if there are separate Products within the Pre-Build).

    sparky-additional-items-labour-FAQ.png


    Why are all the items in the Groundplan Sparky Tab not going through to the Sparky Quote?

    Groundplan will only push Quantities greater than zero (0) to a Sparky Quote.




    💡Accessed your Company's free 1 hour Training Session?

    Organise your session today! Click Help > Send us a Message and ask to book in for free training.

    Trainers can assist with:

    • Workflow solutions
    • Time-saving tips
    • Making sure you're getting the most out your subscription

    If you've accessed your free training and need further support, reach out to book a 1 or 2 hour paid session.

    Was this article helpful?
    What's Next