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 four 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.
Starting time tracking for the user.
Deleting the quote.
Exporting the quote PDF.
Printing the quote
Emailing or texting the quote to the customer (for either their approval or for their records).
Creating work orders.
Creating purchase orders.
Creating sales orders.
Creating an invoice.
Creating a project.
Creating a template from the specified quote.
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. |
| "Print Quote" | Prints the quote. |
| "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 Purchase Order" | Creates a purchase order from the quote. |
| "Create Sales Order" | Creates a sales order from the quote. |
| "Create Invoice" | Creates an invoice from the quote. |
| "Create Project" | Creates a project from the quote. |
| "Create Quote Template" | Creates a quote template from the selected quote. |
| "Create Quote Template With Quote ID" | Creates a quote template from the selected quote with the quote ID. |
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.
The "Payments" tab is the second tab located in the View Quote pop-up window. This tab will display if a deposit is required, and if so, how much of the deposit has been paid:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, or delete the quote.
The Individual Actions are identical to the right-click actions and will allow you to view, edit, or delete the quote.
The Plus Sign button will allow you to add payments (cash, check, or credit card) for the deposit.
The "Payments" tab has six columns which are defined below:
| Name: | Description: |
|---|---|
| "Date" | The date that the action was performed (i.e., when the quote was added or when the deposit was paid) |
| "Type (Unique Identifier) | Specifies which quote requires a deposit and, if applicable, the type of payments that were made to the deposit |
| "Deposit Required" | The amount of money for the quote, that is required to be prepaid before a service, appointment, or action can be done. Once selected, you will be able to input the deposit amount. |
| "Deposit Collected" | The amount of money paid to the deposit |
| "Balance" | The remaining balance on the quote |
| "Actions" | Allows you to view, edit, or delete any payments made towards a deposit |
The "Documents" tab will allow you to store quote-specific documentation (e.g., contracts, photos, etc.) for future use. This tab will also list the type of document file, the date it was uploaded, the user who uploaded it, and more.
To add a new document or file, you must click on the Plus Sign button and then drag & drop or choose a file to upload:
General Documents
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, download, or delete the document.
The Plus Sign will add a new document or file.
The topmost Individual Actions will allow you to add a new document or refresh the tab.
The Paper icon will allow you to view the file.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, download, or delete the document.
The terms for the "General Documents" are defined below:
| Name: | Description: |
|---|---|
| "User" | The user who uploaded the document or file. |
| "Date" | The date that the document or image file was uploaded. |
| "Type" | The type of document (e.g., PDF, Word, image, Excel, etc.). |
| "Name" | The name of the document. |
| "Comment" | Any comments or notes associated with the document. |
| "Actions" | Allows you to view, edit, download, or delete the document. |
Quote PDF
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to download or delete the document.
The Paper icon will allow you to download the document file.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to download or delete the document.
The Plus Sign will add a new PDF quote document.
The terms for the "Quote PDF" section are defined below:
| Name: | Description: |
|---|---|
| "User" | The user who uploaded the PDF file. |
| "Date" | The date the PDF file was uploaded. |
| "Renderer Name" | The name of the PDF renderer. |
| "Actions" | Allows you to download or delete the PDF file. |
The "Form" tab will contain any images related to the quote; only after you upload an image file will you be able to access all of the actions displayed below:
The Individual Actions button will allow you to edit, export all the image forms associated with the quote, and refresh the tab.
You can use the Paper icon to view the image, or use the Individual Actions button to view the image in a separate tab, a separate window, or delete the image.
You can use the Pencil icon to edit the image or the Individual Actions button too add a new image.
The "History" tab lists the historically recorded details of the quote; including status dates, the time duration of the status, the user assigned to the quote and more:
The terms for the "History" tab are defined below:
| Name: | Description: |
|---|---|
| "Date" | The date of the historical activity. |
| "Description" | The description of the activity. |
| "User" | The user who performed the activity. |
| "Status" | The status of the quote (e.g., "Open," "Checked Out," "Waiting for Clarification," "Waiting for Approval," "Change Requested," "Approved," "Rejected," and "Completed"). |
| "From" | The date that the quote status was first selected. |
| "To" | The date when the quote status was changed to another status. |
| "Time Spent in Status" | The duration of time spent in a specific status. |