- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
In the MobiWork app, you can easily search for a specific quote; this section will highlight how to access and utilize these search features.
If you would like to search for a specific quote in your MobiWork app, there are several different ways you can do so.
To search for a quote, you will first need to access the Quotes page. Once you are on this page, press the Actions Panel button:
From the Actions Panel, you can select either the "Today" or "Search" option to locate a specific quote:
The "Today" search will display all the quotes that were generated that day:
From the Search page, you will be able to input data in order to locate a specific quote:
On the Search page, input the following information:
The customer's name
The quote's status
The user assigned to the quote
The date that the quote was created
And the number of results that you would like to appear
Once you are satisfied with information entered, press the Search button to initiate the search.
If you have any questions or need further assistance, please let us know. We'd be happy to help!