Features - Quotes
Search Quotes
Overview

In the MobiWork app, you can easily search for a specific quote; this section will highlight how to access and utilize these search features.

How to Access the Feature

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:

Today Search

The "Today" search will display all the quotes that were generated that day:

Search

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.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!