Work types and caveats

Content owner: Quote Control product. Last reviewed: 26 August 2026.

Work types classify a quotation using company-approved labels. Caveats add controlled customer wording when an explicit structured condition is met, or when an estimator selects an optional manual caveat.

Quote Control does not scan engineer recommendations, customer scope, line-item descriptions or other free text for keywords.

Maintain work types

Use Administration → Work types.

Add or rename a work type

1. Choose Add work type.
2. Replace New work type with a short, customer-neutral company label.
3. Use the up and down actions to put the label in the intended selection order.
4. Review any Caveats that should use the new work type.
5. Choose Publish work types.

Each published work type keeps a stable internal identifier. Renaming its label does not create a separate category.

Retire or restore a work type

1. Change the work type’s Status control.
2. When retiring it, review the warning and every caveat named as affected.
3. Confirm Deactivate.
4. Choose Publish work types.

An inactive work type is no longer offered on new quotations. A newly added row that has never been published can be removed before publication. A published work type is retained for historical integrity and is retired rather than deleted.

Maintain caveats

Use Administration → Caveats.

For a site-triggered caveat, first create or confirm the reusable site under Administration → Reference data → Sites. Caveat wording is not entered on the site record. It is maintained under Caveats and linked to the reusable site’s stable identifier.

Caveat fields

Field	Meaning
Title	Short identifier presented with the caveat
Internal guidance	Administrator guidance only; it is not executed and does not print on the customer PDF
Required when	The structured trigger evaluated by Quote Control
Customer wording	Approved wording available for the controlled quotation and customer PDF
Active	Whether the caveat can apply to new work
Order actions	The order of caveats in the controlled list

Supported triggers

Trigger	Behaviour
Selected manually	Makes the active caveat available for an estimator to include; it is not automatically required
A configured work type is selected	Requires the caveat when any chosen work type in its configured set is selected
A configured site is selected	Requires the caveat when the quotation uses any selected reusable site
Quote exceeds the proforma threshold	Requires the caveat when the quotation total excluding VAT is strictly above the active proforma threshold
An obsolete part is quoted	Requires the caveat when at least one quoted part is marked obsolete

Add or amend a caveat

1. For a site-triggered caveat, create or confirm the reusable site under Administration → Reference data → Sites.
2. Open Administration → Caveats, then choose Add caveat or find the existing caveat to amend.
3. Enter a concise Title.
4. Add Internal guidance only when it helps administrators or estimators understand the policy. Do not put customer wording in this field.
5. Choose Required when. For a site rule, choose A configured site is selected, then select at least one reusable site. Search sites by name, customer or address. For a work-type rule, select at least one work type.
6. Enter the approved Customer wording.
7. Set the active state and order.
8. Choose Publish caveats.

For example, a service company could create a work type called Specialist access and a caveat that becomes required when that work type is selected. The trigger uses the work-type identifier; it does not look for the words “specialist access” in the scope.

For a site-specific policy, choose A configured site is selected and select the relevant reusable sites. Quote Control stores their stable identifiers. A one-off site with the same words does not trigger the caveat, and an archived site remains visible on a control version that already references it. An active caveat must still include at least one active site when it is published.

A submitted revision keeps the control version it used. Later publications apply only to a new draft or revision.

Effect on existing work

Publishing Work types or Caveats creates a new control version. New drafts and revisions use the active definitions. Historical revisions retain their original labels, rules and customer wording.

Retiring a work type or caveat prevents its use on new work. It does not remove the item from a historical revision. Review work-type caveat links before publication so the new control graph remains deliberate.

Read Commercial controls and payment terms for the proforma threshold used by one caveat trigger.