- 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
Adding, editing, and managing quotes has never been easier; in MobiWork you can do it all with just a few clicks of your mouse.
MobiWork allows you to easily create new quotes, view the quote summary, and add payments towards the outstanding balance; you can also easily send quotes to your customers for approval.
The two tabs in the View Quote pop-up window will highlight the summary and payment information regarding your quote.
Table of Contents
- View Quote
- How to Access the Page
- Quote View Layout
- Upper Right Corner Actions (Detailed)
- Pencil Button
- Individual Actions Button
- Edit
- Edit Status
- Delete
- Export Quote to PDF
- Email Quote to Customer
- Email Quote Approval to Customer
- Text Quote to Customer
- Create Work Order
- Create Invoice
- Question Mark Button
- X Button
- Summary Tab
- Payments Tab
- Add Quote
- Export Quotes
- Edit Quote
- Send a Quote for Approval
- Mobile Quote Layout
- Search Quotes
- View Quote on the Device
- Add Quote
- Send Quotes to Customer
- Edit Quote
- Quote Discounts, Markups, and Signatures
- Quote Checkout