Overview

This section will go over some commonly asked questions regarding quotes and work orders.


Uploading Quote Images to Work Orders

In MobiWork, you can transfer images from your quotes to your work orders. To do this, first download the image from the "Documents" tab in the View Quote pop-up window.

Once downloaded, navigate to the "Documents" tab in the View Work Order pop-up window and upload the image. For detailed instructions on accessing these tabs, please refer to the View Work Order page or the View Quote page.


Associate Quote With a Work Order

If you need to associate a quote with a work order after the quote has been created, you can do so from the View Quote pop-up window. Open the quote's Individual Actions menu and select the "Associate Work Order" action:

The Associate Work Order pop-up window will appear:

Enter the corresponding work order ID in the provided field and click the Save button to establish the association.

Once saved, the quote and work order will be linked. If the work order ID you enter cannot be found, an error message will appear indicating that the work order was not found.

Associate Quote With a Recurrent Service

If you need to associate a quote with a recurrent service after the quote has been created, you can do so from the View Quote pop-up window. Open the quote's Individual Actions menu and select the "Associate Recurrent Service" action:

The Associate Recurrent Service pop-up window will appear:

Enter the corresponding recurrent service ID in the provided field and click the Save button to establish the association.

Once saved, the quote and work order will be linked. If the work order ID you enter cannot be found, an error message will appear indicating that the work order was not found.