A job is a piece of work the vessel wants priced — a haul-out, a refit item, a repair. A quote is one vendor's offer for that job. Jobs and quotes sit together in Finance → Jobs and Quotes: you create the job first, then attach the quotes that come back for it.
The jobs list
The page lists the vessel's jobs with Job, Category, how many Quotes each has collected, and when it was Created. The search box filters by job name.
Add New opens Add job, which asks for:
- Title (required)
- Category — free text, shown as a tag on the list. There is no fixed list; use whatever wording suits your fleet.
- Description
Adding and editing a job needs Edit Jobs. Delete needs Delete Jobs, and a job that still has quotes against it cannot be deleted — the action is greyed out, with a hint to remove all quotes first.
A job's page
Clicking a job, or View Details, opens it. The page shows the job's title, category and description, and three figures for the quotes received: Quotes Received, Lowest Quote and Highest Quote, in the vessel currency.
Below that is the quote list, with a search over the vendor name and the quote description.
Adding a quote
Add New on the job page opens Add Vendor Quote, which starts with the quote document:
- Upload and extract using AI — Nauticare reads the quote and pre-fills the form, including matching the vendor by name where it recognises one of yours.
- Upload without extraction — the file is attached and you fill the form yourself.
- Skip file upload — record the quote with no document.
The form itself has:
- Vendor — one of the vessel's vendors, or None
- Description
- Amount — in the vessel currency
- Date Received
- Valid Until
None of these are required, so a quote can be logged with only what you know so far. If the AI cannot read the document — including when your company has used up its monthly AI allowance, which the message then says — you fill the form in yourself. Re-run extraction tries the document again and Clear empties the form. Adding and editing quotes needs Edit Quotes.
Reviewing a quote
Every quote starts as Pending. The row actions offer Approve and Reject while it is pending, and Set Pending once it has been decided, so a decision can be taken back. The status is shown as a coloured tag: pending, approved or rejected.
Approving a quote is a record of the decision. It does not create an expense, place an order or close the job — the resulting spend is recorded separately as an expense.
The Valid Until column flags a quote whose date has passed as Expired.
Files and deletion
Download File fetches the quote document; where none was uploaded the action reads File not uploaded and is disabled. Delete needs Delete Quotes. Deleting the last quote on a job frees that job to be deleted too.