Overview

Say goodbye to the hassle and frustration of manual quote generation; our platform streamlines the process, allowing you to effortlessly craft detailed quotes tailored to your exact specifications. Not only will you be able to create the quote, but you can populate it with all the essential details you require; including notes, comments, the assigned user, and you can even specify if a deposit is necessary.

From comprehensive notes and comments to assigning users and specifying deposit requirements, MobiWork empowers you to populate your quotes with all the essential details in just a few clicks. What's more, our intuitive interface lets you add discounts, markups, and organize line items into customizable sections, ensuring unparalleled clarity and organization.

In this section, we will guide you through accessing the Add Quote pop-up window and demonstrate how to effortlessly add parts, services, and more to your newly created quote, setting you on the path to unmatched efficiency and success.

How to access the page

There are a couple of different ways that you can add a new quote into MobiWork, including directly from the "List" tab.

From the Quotes' Drop-Down

1. The fastest and easiest way to add a quote is by accessing the drop-down menu from the Quotes feature located in your MobiWork menu:



2. Select the "Add Quote" option from the drop-down.

3. The Add Quote pop-up window will then appear.

From the Quotes' More Actions

On the Quotes feature tabs you will also be able to import your quotes from Excel or QuickBooks:

1. Plus Sign- Adds a new quote.

2. More Actions- Allows you to access the import drop-down actions.

The Plus Sign button will allow you to add a singular instance of a quote, while the import option will allow you to add multiple quotes.

From a Quote Template

You can add a quote from a quote generated template; this will have the added benefit of having your quote already formatted with the terms and details for a specific situation.

To add a quote from a template you must first be on the Quote Templates page. For more information on how to access this page and about quote templates please see the Quote Templates page:

1. Click on the desired quote template ID and from the View Quote Template pop-up window click on the Individual Actions button and from the drop-down select the "Add Quote" option:

2. Right-click on the selected quote template and choose the "Add Quote" option from the drop-down.

3. Click on the Individual Actions button and from the drop-down choose the "Add Quote" option.

From the Customer Profile

Another way you can add a new quote, is through the Customers feature page. For more information on how to access Customers feature page, please see the Customers List section:

1. Click on the desired customer name, and from the View Customer pop-up window click on the Individual Actions button. From the drop-down that appears, select the "Add Quote" option:



• You can also add a quote by clicking on the Plus Sign in the "Quote" column of the "Summary" tab:



2. Right-click on the selected customer and choose the "Add Quote" option from the drop-down.

3. Click on the Individual Actions button and from the drop-down choose the "Add Quote" option.

Add quote line items

Once you have created a new quote, it is time to populate it with the required parts and services. You can also add discounts and markups as well as sections to help separate the quote items for clearer organization.

You can also easily add a part, service, or section to the quote's line items by clicking on the respective icon:

The following subsections will illustrate how to add these different entries to the quote.

Add part

In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Part" option:

The Select Part pop-up window will appear. From there, choose the desired part:

After selecting a part from the Select Part pop-up window, the Add Part to Quote pop-up window will appear, allowing you to adjust the quantity, section, and other details:

In this pop-up window enter the following details:

• Product- The name of the part or product. By clicking the Pencil icon you can reselect the desired product.

• Description- The description of the part or product. This field is optional.

• Price and Cost- These fields will be automatically filled based on the saved data you have in your parts catalog; however, you can directly edit the price and cost when adding it to the quote. For more information about your parts catalog, please see the Parts List (Catalog) page.

• Quantity- Specify the quantity of the part or product needed for the quote.

• Discount- If applicable, you can enter an individual discount for the selected part.

• Section- You can also directly add the part to a specific section for better organization of the quote line items.

Add service

In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Service" option:

The Select Service pop-up window will appear. From there, choose the desired service:

After selecting a service from the Select Service pop-up window, the Add Service to Quote pop-up window will appear, allowing you to adjust the quantity, section, and other details:

In this pop-up window enter the following details:

• Service- The name and type of service.

• Description- The description of the service. This field is optional.

• Price and Cost- These fields will be automatically filled based on the saved data you have in your services catalog; however, you can directly edit the price and cost when adding it to the quote. For more information about your services catalog, please see the Service Catalog (list) page.

• Quantity- Specify the hours worked by the user for the service.

• Discount- If applicable, you can enter an individual discount for the selected service.

• Section- You can also directly add the part to a specific section for better organization of the quote line items.

Add mark up

In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Markup" option.

You will be able to add additional markups to choose from, from the Quote Settings page. For more information on how to add or edit a markup, please see the Quote Settings page:

Once you click on the "Add Markup" option, the Add Markup pop-up window will appear:

In this pop-up window select the type of markup you would like to apply. If the selected markup has predefined values for the fixed amount and percentage, these values will be automatically applied. If there are no predefined values for the selected markup, you can manually input the fixed amount and percentage.

After applying this markup, you will be able to see it in the "Total & Balance" panel of your quote:

If you decide to no longer apply the markup, you can select the Trash Can icon next to the marked-up amount.

Add discount

In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Discount" option. This discount option will allow you to add a discount to the entire quote.

You will be able to add additional general discounts to choose from, from the Quote Settings page. For more information on how to add or edit a general discount, please see the Quote Settings page:

Once you click on the "Add Discount" option, the Apply Discount pop-up window will appear:

In this pop-up window select the type of discount you would like to apply. If the selected discount has predefined values for the fixed amount and percentage, these values will be automatically applied. If there are no predefined values for the selected discount, you can manually input the fixed amount and percentage.

After applying this discount, you will be able to see it in the "Total & Balance" panel of your quote:

If you decide to no longer apply the discount, you can select the Trash Can icon next to the discounted amount.

Add section

In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Section" option:

Once you click on the "Add Section" option, the Add Section pop-up window will appear:

In this pop-up window enter the following details:

• Header- The name of the section.

• Description- The description of the section.

• Lump Sum View- By clicking on the lump sum view for the Add Section pop-up window, you will be able to hide the individual line items for the items listed in the specified section. This option is different from the "Lump Sum View" checkbox in the Add Quote pop-up window and the Edit Quote pop-up window; this lump sum view will apply to the entire quote.

• Type- The type drop-down indicates the category (i.e., Required, Optional, Alternate) to which the section, along with its corresponding parts and services, belongs. Optional or Alternate sections allow customers to select the options they prefer from the emailed quote. This is especially helpful for Good, Better, Best estimates.

• Selection- If you select the Optional or Alternate types, then the "Selection" field will appear. This field will indicate if the parts or services in the section are selected by default.

• Image- Allows you to upload a small image for the section.

The section will then appear in the "Line Items" panel; the parts and services listed under it will be contained in the respective section:

You can add parts or services to a specified section through the Add Part to Quote or Add Service to Quote pop-up window and selecting the desired section from the "Section" drop-down.

You can also use the section header to store comments about the quote.

Add multiple quotes

You can import quotes from your Excel document. Please note that to import the quotes correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple quotes at once.

Please note that:

• Headers marked with an asterisk (*) are required.

• Headers marked with two asterisks (**) are conditional and are required if specific criteria are met.

Once you have entered the quotes in the Excel document correctly, you can upload that document to MobiWork:

1. First, access the Quotes feature page. Please see the Quotes List section for more information on how to access this page.

2. When you are on the Quotes feature page, select the More Actions button and from the drop-down click on the "Import Quote From Excel" option:



3. Upload your Excel file to the drag & drop feature and then click on the Import button:



4. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:



5. Once you are redirected to the Import Quotes Results page, click the Done button:



6. The newly uploaded quotes from Excel will then be displayed in MobiWork with your other quotes.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Duplicate quote

Duplicating a quote provides a quick and convenient way to carry over essential data from an existing quote to a new one, without the need to create a separate template.

This method ideal for one-time use, whereas templates are better suited for recurring or standardized quotes.

You can quickly duplicate an existing quote from either the "List" tab:

Or you can duplicate the quote from the View Quote pop-up window:

Regardless, of how you decide to duplicate a quote the Duplicate Quote pop-up window will appear. This pop-up window has the ssame fields as the Add Quote pop-up window.

In this pop-up window, you can specify the customer, deposit amount (if applicable), assigned quote manager, and other relevant details:

Please note that the line items and terms and conditions from the original quote will be duplicated. However, any associated assets, reminders, or notes from the original quote will not be carried over.