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Free-Text Search
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Predefined Saved Searches
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New Search
To create a new saved search, select the "Create a New Advanced Search" option from the drop-down 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.
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
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:
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| online-help.platform.features.estimates.list.Description1.paragraph | online-help.platform.features.estimates.list.Description2.paragraph |
| "Manager" | The individual responsible for managing the quote. |
| online-help.platform.features.estimates.list.externalid1.paragraph | online-help.platform.features.estimates.list.externalid2.paragraph |
| "Customer" | The customer associated with the quote. |
| "Status" | The status of the quote (e.g., "Open," "Checked Out," "Waiting for Clarification," "Waiting for Approval," "Change Requested," "Approved," "Rejected," and "Completed"). |
| "Status Change Date" | The date when a quote status has been updated (e.g., from Waiting for Approval to Approved). |
| online-help.platform.features.estimates.list.percentage_between1.paragraph | online-help.platform.features.estimates.list.percentage_between2.paragraph |
| "Payment Status" | The status of the deposit payment. |
| "Quote Date" | The date that the quote was created. |
| "Expiration Date" | The date that the quote is due to expire if not approved or rejected. |
| "Submitted Date" | The date that the quote was submitted to the customer for approval. |
| "Rejected Date" | The date that the quote was rejected by the customer. |
| "Approved Date" | The date that the quote was approved by the customer. |
| "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. |
| "Sort By" | Sorts your search in ascending or descending order by: quote ID, quote date, invoice date, expiration date, name, and status. |
| "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
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Tabs are located under the MobiWork logo. You can change the way that the information is displayed by clicking on the desired tab:
There are three tabs that you can toggle between on the Quotes feature page. They are the "List," Map," and "Kanban" tabs.
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By clicking the topmost checkbox in the column heading you will select all the quotes.
The "List" tab column headings are defined as:
| Name: | Description: |
|---|---|
| "Multiple Selection Area" | Checkboxes that are used to select multiple quotes. By clicking the topmost checkbox, you can select all quotes. |
| "ID" | The ID of the quote. |
| "Description" | The description of the quote. |
| "Manager" | The individual responsible for managing the quote. |
| "Customer" | The customer associated with the quote. |
| "Status" | The status of the quote (e.g., "Open," "Checked Out," "Waiting for Clarification," "Waiting for Approval," "Change Requested," "Approved," "Rejected," and "Completed"). |
| "Creation Date" | The date the quote was generated in the system. |
| "Expiration Date" | The expiration date of the quote. |
| "Actions" | The View icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a quote. |
List Tab Individual Actions
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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 pop-up window. |
| "Edit" | Allows you to edit the overall quote 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 pop-up window. |
| "Edit Integration Status" | Edits the integration status of the selected quote (i.e., Keep the existing value, Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, Not Integration). |
| "Delete" | Deletes the selected quote. Please note that this is a nonreversible action, in which the quote and all entities associated with it (including work orders, sales orders, invoices, etc.) will be deleted. |
| "Export Quote to Word" | Exports the selected quote into a Word document. |
| "Export to PDF" | Exports the selected quote into a PDF document. |
| "Print Quote" | Allows you to print a customer-facing version of the quote. |
| "Email Quote to Customer" | Emails the PDF version of the quote to the customer. |
| "Email Quote to Customer" | Emails the quote and link to the customer. |
| "Text Quote to Customer" | Texts the quote and the link to the customer. |
| "Create Work Order" | Creates a new work order from the quote. |
| "Create Purchase Order" | Creates a new purchase order from the quote. |
| "Create Sales Order" | Creates a new sales order from the quote. |
| "Create Invoice" | Creates a new invoice from the quote. Invoices created from the quote can be used to generate progressive invoicing. |
| "Create Project" | Creates a new project from the quote. |
| "Create Quote Template" | Creates a quote template in MobiWork that can be reused when generating new quotes. |
The "Map" tab will visually display all your customer-associated quotes (represented by pins) on a map. MobiWork utilizes the same map system that is utilized in Google Maps; the buttons and functions will work the same way:
If you click on a pin, you will be able to view the customer details of the selected pin (i.e., address).
Map Tab Layout
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Kanban Tab Layout
Kanban Tab Columns
Kanban Tab Columns
The quote's ID number and description will be displayed. To open the View Quote pop-up window, simply click on the desired quote:
You can update the status of a selected quote by dragging & dropping the quote to the desired status column:
There are eight different columns:
"Open" - The quote is open and has not been sent to the customer for approval.
"Waiting for Clarification" - The quote is waiting for further clarification from the customer.
"Waiting for Approval" - The quote is waiting on customer approval.
"Approved"- The quote has been approved by the customer.
"Rejected" - The quote has been rejected by the customer.
If you would like to collapse a column so that only your chosen columns are visible, you can click on the arrow to the right of the column header:
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| Name: | Description: |
|---|---|
| "Edit Selected Quotes" | Edits the selected quotes. |
| "Delete Selected Quotes" | Deletes the selected quotes. Please note that this is a nonreversible action, in which the quote and all entities associated with it (including work orders, sales orders, invoices, etc.) will be deleted. |
| "Edit Selected Quotes Integration Status" | Edits the third-party integration status of the selected quotes |
| "Import Quotes from Excel" | Imports quotes from Excel into MobiWork. |
| "Export Quotes to Excel" | Exports the selected quotes to Excel. |
| "Settings" | Directs you to the Settings page where you can further customize the information and settings (e.g., categories, statuses, actions) found on your quotes. |