You can access the Quotes Templates page by hovering over the Quotes feature from your MobiWork menu and clicking on the "View Quote Templates" option:
Once you access the "View Quotes Templates" option, you will be brought to the "List" tab.
Below is a list of the main features that are located on the "List" tab:
Search Area
Global Actions
List Columns
List Right-Click Actions
List Individual Row & Actions
Results per Page
MobiWork is committed to simplifying data management for your business, by offering a range of search options to streamline your workflow. From the free-text search, which allows you to enter specific search queries directly, to the ability to create your own saved searches for your everyday use, MobiWork has you covered. Furthermore, you can use the predefined saved searches that MobiWork already provides to locate a specific query or date range (e.g., created today).
These search functions are consistent across all MobiWork features, with the only differences being the predefined search data and the parameters for the new search. The following subsections will outline the various search features that are available to you.
Free-Text Search
You can type in the search bar (free-text search) to locate a specific quote template; once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:
- Customer's Name (any word under the customer's name will be appropriate)
- Quote ID (must be the exact number)
If the number of quote templates surpasses the number range, the subsequent number of templates will be found on the next page:
To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Quote Templates section.
Predefined Saved Searches
Saved searches are a powerful search tool where the search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar.
The default saved search for Quote Templates is the "Show All" search. These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.
By default, MobiWork provides several saved searches for you to use, which are organized by status and date (e.g., Rejected, Approved, Open, etc.):
You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.
If you would like to view all your quote templates, click on the "Show All" option from the drop-down menu:
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the search menu:
After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| "Name" | The name of the quote template. |
| "External ID" | The external ID (outside of MobiWork) of the quot template; this ID will work as an additional identifier for your quote template. |
| "Creation Date" | The date that the quote template was created in MobiWork. |
| "Last Modified Date" | The last date that the quote template was modified. |
| "Integration Status" | The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated. |
| "Page Size" | The number of results per page. |
| "Save This Search" | Allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to All Users" | Allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window.
After creating a saved search, you can adjust the search criteria (e.g., dates, tags, categories, etc.) to include more data or to be more selective in the data that is being searched.
Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.
To manage, edit, or remove any saved searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:
You can add a new saved search by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.
You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.
If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
The "Global Actions" section is located at the top-right of your Quote Templates feature page:
The "Global Actions" section includes:
The Plus Sign button which will allow you to quickly add a new quote.
The More Actions button (represented by the three vertical dots) which will allow you to edit selected quotes, delete selected quotes, import/export from excel, and more.
The Graduation Cap which will activate the Onboarding Assistant.
The Plus Sign button which will allow you to quickly add a new quote template.
The More Actions button (represented by the three vertical dots) which will allow you to delete selected quote templates.
The Graduation Cap which will activate the Onboarding Assistant.
| Name: | Description: |
|---|---|
| "Delete Selected" | Deletes the selected quote templates. Please note that this is a nonreversible action, in which the quote template will be deleted. To delete individual line items, you will first need to access the View Quote Template pop-up window. |
The "List" tab will display your quote templates' ID, the name of the quote template, the description of the quote template, the external ID, and actions.
The "List" tab is the default view when you access the Quote Templates feature.
List Tab Columns
In the "List" tab, the columns are structured to display specific data related to each individual quote template.
These columns are organized as: "ID," "Name," "Description," "External ID" and "Actions:"
The corresponding rows under the column headings will display the relevant quote template data.
The checkboxes (multiple selection area) found to the left of the "ID" column, will allow you to select either one or multiple quote templates to manage, edit, remove, etc.:
By clicking the topmost checkbox in the column heading you will select all the quote templates.
The "List" tab column headings are defined as:
| Name: | Description: |
|---|---|
| "Multiple Selection Area" | Checkboxes that are used to select multiple quote templates. By clicking the topmost checkbox, you can select all quote templates. |
| "ID" | The ID of the quote template. |
| "Name" | The name of the quote template. |
| "Description" | The description of the quote template and what it does. |
| "Actions" | The View icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a quote template. |
List Tab Individual Actions
When selecting a quote and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, delete, or add a quote.
Any actions that are done with the Individual Actions button will only apply to the selected quote template:
The View icon found under the "Actions" column will allow you to quickly access the View Quote Template pop-up window of the selected quote template:
The options that are displayed when you select the Individual Actions button are also available under the right-click actions.
List Tab Right-Click Actions
When right-clicking with your mouse on a quote template in the "List" tab, you will be able to view, edit, delete, or add a quote.
The options that are displayed when you right-click on a quote template are also available when you select the Individual Actions button.
Any actions that are done with the right-click actions will only apply to the selected quote template:
The definitions for the actions found in the Individual Actions and when you right-click in the "List" tab are below:
| Name: | Description: |
|---|---|
| "View" | Opens the View Quote Template pop-up window. |
| "Edit" | Allows you to edit the overall quote template details, including the title and description, assigned quote manager, deposit requirements, and more. To edit line items, including parts, services, discounts and more you will need to access the View Quote Template pop-up window. |
| "Delete" | Deletes the selected quote template. Please note that this is a nonreversible action, in which the quote template is deleted. To delete individual line items, you will first need to access the View Quote Template pop-up window. |
| "Add Quote" | The "Add Quote" option allows you to generate a new quote using the template from the selected quote. |