There are several different ways you can access the View Quote pop-up window in MobiWork.
The following sections demonstrate some common methods of how to access the View Quote pop-up window from your MobiWork web platform.
Quote List Page
The easiest way to access the View Quote pop-up window is through the "List" tab. For more information on how to access the "List" tab, please see the Quote List page.
Once you are on the "List" tab, there are four different ways to access the View Quote pop-up window:
Select the desired quote ID.
Right-click on the selected quote and click on the "View" option from the drop-down.
Select the Paper icon under the "Actions" column.
Click on the "View" option from the Individual Actions drop-down.
You can use these features to access the View Quote pop-up window only in the "List" tab.
To see how to access the View Quote pop-up window from the "Kanban" tab please see the following subsection:
Quotes Tab: Kanban
For more information on how to access the "Kanban" tab please see the Quotes List page.
Click on the quote to open the View Quote pop-up window:
Customers
Another way you can access the View Quotes pop-up window is through the View Customer pop-up window. For more information on how to access the View Customer pop-up window please see the View Customer page.
Once you are on this page select the "Quotes" tab:
All the quotes associated with the customer will be displayed on this tab. To access an individual quote and open its View Quote pop-up window click on either the Paper icon or the "View" option from the Individual Actions drop-down:
Select the desired quote ID.
Right-click on the selected quote and click on the "View" option from the drop-down.
Select the Paper icon under the "Actions" column.
Click on the "View" option from the Individual Actions drop-down.
Invoices
Another way you can access the View Quotes pop-up window is through the View Invoice pop-up window. For more information on how to access the View Invoice pop-up window please see the View Invoice page.
If the invoice was generated from a quote, you can click on the quote ID directly from the "Summary" tab; this action will open the View Quote pop-up window:
Regardless of the method that you choose to access the View Quote pop-up window, it will automatically appear.
Overview and Layout
Once you open the View Quote pop-up window, you will be automatically directed to the "Summary" tab:
These features are available in all six tabs and in both, the pop-up window and the full-size view:
Please note that if you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
Quote Full-Size View
By clicking on the upwards arrow in the left-hand corner, you can expand the View Quote pop-up window so that it is full-size:
The full-size View Quote pop-up window can be seen below. All the tabs, buttons, and features are identical to how they would appear in the pop-up window:
Quotes Tabs
There are two tabs in all for the View Quote pop-up window; each tab displays different information regarding the quote:
You can navigate to other tabs by clicking on the desired tab.
Quote ID and Status
The quote ID and the status will be displayed towards the top of the View Quote pop-up window:
You can quickly change the status of the quote by clicking on the status and selecting the desired new status.
The statuses that are available are:
"Open"- If the quote has been generated but not sent to the customer.
"Waiting for Clarification"- Further clarification is being requested regarding the quote.
"Waiting for Approval"- The quote is pending approval from the customer.
"Approved"- The quote has been approved by the customer.
"Rejected"- The quote has been rejected by the customer.
Upper Right Corner Actions
In the upper right corner of the View Quote pop-up window there will be four buttons that will allow you to perform additional actions on the quote:
The PDF button will allow you to export the quote into a PDF document.
The Individual Actions button will allow you to perform various actions, such as:
Editing the quote itself or the quote status.
Deleting the quote.
Export the quote to PDF
Emailing or texting the quote to the customer (for either their approval or for their records).
Creating work orders.
Creating an invoice.
The Question Mark button which will direct you to the respective MobiWork Features page.
The X will close out of the View Quote pop-up window.
The Quote's Upper Right Corner Actions can be found in the top-right corner of the View Quote pop-up window. These actions are located in this section, regardless of the tab you are on:
The Upper Right Corner Actions section includes:
The PDF button will allow you to export the quote into a PDF document.
The Individual Actions will allow you to perform various actions.
The Question Mark button which will direct you to the respective MobiWork Features page.
The X will close out of the View Quote pop-up window.
After clicking on the vertical three dots in the top-right corner, the Individual Actions drop-down menu will appear:
From the Individual Actions drop-down menu, you can select various actions that will help manage the specified quote.
The complete list of actions found in the Individual Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Edit" | Allows the user to edit the details of the quote. |
| "Edit Status" | Allows the user to edit the quote status. |
| "Delete Quote" | Allows the user to delete the quote. |
| "Export Quote to PDF" | Exports the quote into a PDF. |
| "Email Quote to Customer" | Emails the quote to the customer. |
| "Email Quote Approval to Customer" | Emails the quote to the customer for approval.. |
| "Text Quote to Customer" | Texts the customer the quote for approval. |
| "Create Work Order" | Creates a work order from the quote. |
| "Create Invoice" | Creates an invoice from the quote. |
The "Summary" tab is the default tab you will be directed to; it will display all the requisite information regarding a quote.
The panels found on the "Summary" tab will summarize the data from the other View Quote tabs, including notes, line items, and more:
Where applicable, you can edit or add additional information directly in the "Summary" tab:
The Arrow icon (found in the top left of designated boxes) will open the corresponding tab in the View Quote pop-up window.
The Individual Actions button (the three dots) will display different options (e.g., view, edit, delete, etc.) depending on the corresponding panel.
The Paper icon will allow you to view the selected data in a separate window.
The Pencil icon will allow you to edit the selected data or field.
The Plus Sign icon will allow you to add additional reminders, notes, line items, etc.
The Trash Can icon will allow you to delete the selected data.