Overview

In the MobiWork app, you can easily search for a specific quote; this section will highlight how to access and utilize these search features.

How to access the Feature

If you would like to search for a specific quote in your MobiWork app, there are several different ways you can do so.

To search for a quote, you will first need to access the Quotes page. Once you are on this page, press the Actions Panel button:

From the Actions Panel, you can select either the "Today" or "Search" option to locate a specific quote:

Today Search

The "Today" search will display all the quotes that were generated that day:

Search

From the Search page, you will be able to input data in order to locate a specific quote:

On the Search page, input the following information:

  • The customer's name

  • The quote's status

  • The user assigned to the quote

  • The date that the quote was created

  • And the number of results that you would like to appear

Once you are satisfied with information entered, press the Search button to initiate the search.