There are two different ways you can access the Settings page:
You can directly access the Settings page, by hovering over the Quote feature from your MobiWork menu, and clicking on the "Settings" option:
While you are on the Quotes feature page, you can also click on the More Actions button located at the top-right of your MobiWork web interface, and from the drop-down select the "Settings" option:
Once you are on the Settings page, there will be several different sections that you can access to further customize your quotes:
In the "General Settings" section, you can customize how you refer to your quotes, specify the expiration date, and determine the number type used to organize your quotes:
To modify this information, simply click on the Pencil icon located in the top right corner. This action will trigger the Edit Quote Settings pop-up window to appear:
In this pop-up window, you can update the following information:
The term used to indicate how you refer to your quotes (e.g., singular: estimate, plural: estimates).
Indicate what number system you would like to use to manage your quotes (MobiWork ID is selected by default).
The default number of days the expiration date should appear after the quote has been generated.
Once you are satisfied with your changes, click on the Save button to implement your updates.
With the "Custom Fields" section, you can add additional fields to your quotes along with the already existing fields. When you are on the add, edit, view, import/export pages these new fields will appear.
You decide how you want the fields to be displayed. If you want them to be searchable, optional, required, visible by the customer, appear once, etc. you can. It's all up to you!
To add the custom fields, click on the Add Field button and then input the desired information for your new field:
The terms for the "Custom Fields" columns are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the custom field. |
| "Type" | The type of custom field. |
| "Required" | If checked, the custom field needs to be completed. |
| "Searchable" | If checked, the custom field will become searchable within the New Search pop-up window. (It will not be searchable in the Free Text Search bar). |
| "Actions" | Allows you to view, edit, or delete the custom field |
When you click the Plus Sign button, the Add Field pop-up window will automatically appear. Input the desired type, name, etc. into the fields provided and then click Add to save the new quote custom field:
The terms for the adding a custom field are defined below:
| Name: | Description: |
|---|---|
| "Property Name" | The name of the custom field. |
| "Property Type" | is the type of custom field, including the following: |
| ------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| "String" | a field where the user can enter text; The field supporting limiting the number of characters that can be entered. |
| "Number" | a number field that does not accept decimals; The maximum and minimum number for the field can be defined. |
| "Decimal" | a number field that does accept decimals; The maximum and minimum number for the field can be defined. |
| "Date" | a field that allows the selection of the date from a pop-up calendar of a 3-field layout; It can be specified whether the current date will automatically appear and cannot be edited. |
| "Yes/No" | a yes/no field indicated by a checkbox. |
| "Multiple Choice" | a multiple option field where the values within it can be specified within "Select Values" by placing a comma between each value; You have the ability to indicate if the first value is invalid (i.e: you can give instructions as the first value, such as Select One:). |
| "QR Code" | a field that captures barcode/QR code data (for the device only). |
| "Signature" | a field to capture signatures (for the device only). |
| "Header" | a bold label that does not allow input. |
| "Image Capture" | an image capturing field that allows photos to be taken or existing images uploaded from the mobile device gallery into the field; It can be specified to not allow images from the device gallery. |
| "Notes" | adds notes to the notes list for the entity; For example, if a form is filled for a work order, then the Note Field content will be added to the work order notes list. |
| "Phone Number" | a phone number field that can be indicated if the phone number will appear in one or three fields. |
| "Phone Number + Extension" | a phone number field that allows an extension to be added; It can be indicated if the phone number plus extension will appear in one or four fields. |
| "SSN" | allows the user to input the Social Security Number within 3 fields (###-##-#### format). |
| "Time Field" | Allows you to specify a 12- or 24-hour time format |
| "Text Area" | a larger text field for multiple sentences, notes, etc. |
| "Vertical Separator" | a vertical line separator between fields. |
| "Vertical Spacing" | places spacing between rows between fields. |
| "Multiple QR Code" | allows the scanning and input of multiple QR codes continuously in this field. |
| "Customer Field" | allows the selection of the customers (available in the permissions) to appear in the field. |
| "Product Field" | allows the selection of the Products (available in the permissions) to appear in the field. |
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| "User Field" | allows the selection of the users available in the permissions to appear in this field; Default to Device User will display the user who is logged in on the device within the field. |
| "Project Field" | allows the selection of the projects available in the permissions to appear in the field. |
| "Asset Field" | allows the selection of the assets available in the permissions to appear in the field. |
| "Store Field" | allows the selection of the stores available in the permissions to appear in the field. |
| "Dynamic Header" | allows you to show the data from the associated work order or customer (such as work order description, customer's name, etc.). |
| "Multiple Option Dropdown" | is a dropdown where you can select multiple options. |
| "Document Field" | allows you to upload a document in the field, such as PDF, image, video, etc. |
| "External URL" | a string field that hyperlinks to the URL added in the field. |
| ------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| "Required" | Indicates if the custom field is required to fill or not. |
| "Searchable" | If checked, the custom field will become searchable within the New Search pop-up window. (It will not be searchable in the Free Text Search bar). |
| "Customer Visible" | will allow customers to view the form field on the Customer Portal. |
| "Number of Times" | include once, which will show the form field one time, or multiple open-ended, which will add the form field multiple times. |
| "Device Read Only" | means the field cannot be edited on the device. |
| "Web Read Only" | means the field cannot be edited on the web. |
| "Long Question Type" | is for the label of the field; It is a user interface setting which gives more space for the label on the device. |
| "Field Description" | are any comments that describe the field. |
| "Show Advanced Options" | includes the following fields outlined below: |
| "QuickBooks Field Name" | only applies to customer forms/custom fields; This refers to the name of the corresponding field in QuickBooks, which is used during the import/sync. |
| "Label CSS" | is a web only feature that allows the entered HTML CSS attributes to be applied to the field label. |
| "Initial Value for this Field" | sets the initial value of this field when the form is added/opened on the device (This needs to be configured by the MobiWork Professional Services Team). |
Tags serve as a visual indicator of custom statuses or categories, greatly enhancing organizational clarity by enabling you to identify designated quotes at a glance. These labels are highly adaptable, making it possible to tailor them to your business's unique requirements; this flexibility means that tags can represent a wide spectrum of information.
When you attach tags to quotes, you establish an efficient method for sorting and locating quotes based on specific criteria. This streamlined approach proves invaluable when handling a substantial volume of quotes.
To add a new tag in your MobiWork Quote settings, click on the Plus Sign icon:
Once you click on the Plus Sign icon, the Add Tag pop-up window will then appear:
In this pop-up window, you can enter the following information:
- Enter the name of the tag.
- Instead of using a white font, you can choose to use a dark font. This is helpful when using a light-colored background for the tag to help the text stand out.
- Select the background color of the tag.
To add a new tag to your quote, open the View Quote pop-up window and in the "Summary" panel click on the Plus Sign for the "Tags" column; if you have already added tags to your quote, this icon will turn into a Pencil icon:
From the Add Tag pop-up window, you have the capability to assign multiple tags to a single quote, allowing you to capture various facets of a quote's status or category. This comprehensive tagging system simplifies the task of finding the right quote precisely when you need it.
If you would like to remove any tags from a quote, click on the Pencil icon again. The Add Tag pop-up window will appear again; from this window you will then be given the option to remove the tags by unchecking the specified tags:
Once you are satisfied that the selected tags have been removed, press the Add button to save your changes.
After adding tags to your Quote settings page, a new column header will appear in your "List" tab. When you tag a quote, you will immediately see its associated tags in a convenient, at-a-glance display within the "List" tab:
The "Categories" section will allow you to add a unique category identifier to better organize your quotes (e.g., internal, external, etc.).
You can also use quote categories to narrow your search in the New Search pop-up window.
When you first access this section there will be no categories listed. To add a new category, click on the Plus Sign button:
By clicking on the Add Category page you will automatically be brought to the Add Category page. From this page, enter the name for your new category and when you are done click on the Add button:
The terms found in the "Categories" section are defined below:
| Name: | Description: |
|---|---|
| "Name" | What the quote category is called. |
| "Actions" | Allows you to edit or delete the selected Quote Category. |
MobiWork allows you to include ad hoc markups to your quotes. To add a new markup, click on the Plus Sign button:
The Add Markup pop-up window will then appear:
In the pop-up window enter the:
Name- What the markup will be called for future use.
Markup Type- How the markup will be displayed; either in a percent format (e.g., 100%) or a numerical format (e.g., 100).
Markup- How much the markup should be.
Enabled- The "Enabled" checkbox indicates whether the chosen markup should be visible when adding line items to the quote.
Apply Before Tax- If checked, the markup should be applied to the total before tax.
The columns for the "Markups" section are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the markup. |
| "Type" | How the markup is being applied on the quote (i.e. custom, percentage, or numerical). |
| "Markup" | The value of the markup. |
| "Enabled" | If the markup is enabled or not. |
| "Actions" | Will allow you to edit or delete the selected markup. |
MobiWork allows you to include ad hoc discounts to your quotes. To add a new discount, click on the Plus Sign button:
The Add Quote Discount pop-up window will then appear:
In the pop-up window enter the:
Discount Name- What the discount will be called for future use.
Discount Type- How the discount will be displayed; either in a percent format (e.g., 100%) or a numerical format (e.g., 100).
Value- How much the discount should be.
Enabled- The "Enabled" checkbox indicates whether the chosen discount should be visible when adding line items to the quote.
Apply Before Tax- If checked, the discount will be applied to the total before tax.
The columns for the "Discounts" section are defined below:
| Name: | Description: |
|---|---|
| "Discount Name" | The name of the discount. |
| "Discount Type" | How the discount is being applied on the quote (i.e. custom, percentage, or numerical). |
| "Discount" | The value of the discount. |
| "Enabled" | If the discount is enabled or not. |
| "Actions" | Will allow you to edit or delete the selected discount. |
The "Terms and Conditions" section for quotes, will allow you to create a template that will input specified terminology and phrases for the selected quote. You can also use the "Terms & Conditions" field to enter notes regarding the quote or invoice. To add a new terms & conditions template, click on the Add Terms & Conditions button:
Once you click on the Add Terms & Conditions button, the Add Terms & Conditions pop-up window will appear:
In this pop-up window indicate the following specifications:
The name of the terms and conditions.
If the terms and conditions should be included by default on quotes.
The nomenclature of the terms and conditions.
Once you have finished inputting the desired information, click the Add button to save the terms and conditions.
After you added your terms and conditions on the Settings page, you will be able to access them on the "Summary" tab of the View Quote pop-up window:
To add the terms & conditions, click on the Pencil icon; the Edit Terms & Conditions pop-up window will then appear. From this pop-up window, you can choose the desired terms & conditions from the listed selection.
Once you have selected the desired terms and conditions, click the Add button:
The terms found in the "Terms & Conditions" section are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the Terms & Conditions. |
| "Default" | Indicates if the selected Terms & Condition is to be implemented by default. |
| "Text" | The text that comprises the Terms & Conditions. |
| "Actions" | Allows you to edit or delete the selected Terms & Conditions. |