- Frequently Asked Questions (FAQ)
- Assets
- Branches
- Customers
- Overview
- Adding Customers
- Billing and Invoices
- Customer Arrangement and Terms
- Customer Fields
- Customer Status and Categories
- Delete or Disable Customers
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- Manager Field
- Marketing and Sales
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- View Customer Pop-up Window
- Customer Requests
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- Dashboards
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- Inbound REST API
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- Overview
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- Inventory and Parts
- Importing Product Inventory
- Remove Parts From Inventory
- Invoices
- Mailchimp
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- QuickBooks
- Quotes
- Recurrent Routes
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- Review Us
- Sage
- Sales Tax
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- Troubleshooting
- User Settings
- Overview
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- Display User Device Location on Map
- Documents and Email
- Google and Outlook Integration
- Import and Export Excel Documents
- Max Session Idle Time for Users
- Permissions Template
- Saved Login and Session Management
- Saved Searches
- Single Sign-On (SSO)
- Updating the User Password
- User Locked Out
- User Preferences
- MobiWork Locations
- User Interface
- Work Orders
This section will go over some commonly asked questions regarding quote approval.
When a quote is sent to a customer, it has the "Waiting for Approval" status. Once it is approved by the customer, the quote's status will automatically be updated to "Customer Approved."
Once approved, you can create an invoice or project directly from the quote. Please note that a contract, work order, or recurrent service is not created at this point.
If the quote date is expired, as shown by the "Expiration Date" field, then the customer will no longer be able to access the Approve button on the quote review and approval page; and thus, the customer will no longer be able to approve the quote.
If you have any questions or need further assistance, please let us know. We'd be happy to help!