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The SAH quoting tool lets you build a detailed service quote for a participant, monitor their funding against planned services, and convert the quote directly into a client profile, agreement, and roster templates. Access it from Operations → Quotes → Support at Home Quotes.

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Creating a new quote

Click Add New Support at Home Quote to open the quote form.

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Client information

Choose how to link the quote to a client: Set the Quote Status (for example, Draft or Sent) and the Quote Duration to define the period the quote covers.

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Classification and contributions

Select the participant’s Classification Level (1 to 8). This determines the ongoing quarterly budget available. Set the contribution percentages for each service category: Contribution rates vary based on the participant’s financial status and whether they are grandfathered under former Home Care Package rules.

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Funding information

Enter the available funding amounts for each applicable stream:
  • Unspent Funds - any unspent balance carried over from a previous period
  • End of Life - funding for participants with three months or less to live (A$25,000)
  • Restorative Care - short-term restorative funding (up to A$6,000 for 16 weeks)
  • AT - Assistive Technology funding
  • HM - Home Modifications funding
Add any applicable Supplements for participants with special funding entitlements.

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Adding services

1

Add a service line

Click Add Service in the services section of the quote. Select the service code from the list.
2

Set hours and frequency

Enter the number of hours and the frequency (for example, weekly or fortnightly). Select the days of the week the service is delivered and the repeat pattern.
3

Handle public holidays

Choose how public holiday shifts are managed for this service:
  • Exclude - the service does not run on public holidays
  • Add as separate line item - a separate line is added at the public holiday rate
4

Mark expenses

For one-off purchases (for example, a wheelchair or piece of equipment), tick the Expense checkbox and provide a description. Expense items are treated differently from service hours in the budget calculation.

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Monitoring the budget

The quote displays the total funding available against the total cost of planned services. Review this as you add services to make sure the plan stays within the participant’s budget.

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Cloning a quote

To base a new quote on an existing one, use Clone Quote. This copies all services and settings into a new quote that you can then modify. Useful when a participant’s needs are similar across funding periods or when creating variations for comparison.

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Downloading a quote

Click Download Quote to export the quote to a Word document. The Word export uses Word Tags configured under Maintenance → Word Tags. Make sure your Word Tags are set up before downloading.

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Converting a quote

When a quote is approved and ready to action, click Convert Quote. This automatically creates:
  • A Client Profile (if the quote was for a new client or lead)
  • An Agreement linked to the participant with the relevant funding type and dates
  • Roster Templates based on the services and schedule in the quote
Review the generated records after conversion to confirm all details are correct before rostering begins.
Budget information from the Services Australia API feeds into the client profile under the SAH tab → Funding. Keep this up to date to ensure the quote reflects the participant’s actual available funding.

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Running into issues?

See SAH claiming errors for common errors and fixes.

Quotes

General guide to creating and managing quotes

SAH agreements

Set up Support at Home agreements

AT and HM funding

Manage Assistive Technology and Home Modifications funding

Billing to SAH

Submit claims to Services Australia