Quotes List View

This section outlines all the functions and indicators found within the quotes list view section in the mobile app. Tapping the quotes icon on the bottom menu shows a list of all your open quotes, with the most recent at the top. You'll see the date the quote was created, the type of job, the customer the quote was issued and the amount quoted. There are also icons to indicate that a quote has been sent to the customer or approved.

A. New Quote option - Tap the plus icon if you want to create a new quote.
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B. Archived Tab - Select this if you want to view the archived quotes.
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C. Search Quote field - Tap the search quotes bar and enter any quote details like the job type, contact, or pool to auto-search.
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​D. Quote Status - This area is where the quote status will be shown. It will show if it's in Draft, Sent, or Approved. Rejected quotes will go straight to the Archived Quotes tab.
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E. Quote Details - This section shows an overview of the quote. The date it was created, amount, job type, contact name, pool address, and how many tasks are there within the quote.

The archived quotes section is where you can see rejected quotes and quotes that have been converted to a job. can. From this screen, you can preview the quote as a PDF, but cannot make changes to it. However, on the web version, you can download this PDF.

Tap on the search quotes bar and enter any quote details like the job type, contact, or pool to auto-search. You will also see the quote details such as the job type, the date it was created, and to whom it was sent.

Tap Contacts in the bottom menu bar and find the contact you want to view the quotes for.

In the contact details screen, you will see the Jobs, Quotes, and Invoices tab. Select the Quotes tab to view all the quotes created for that contact. The next screen will display all active quotes for that contact.

Tap Pools in the bottom menu bar and find the contact you want to view the quotes for.

In the pool details screen, you will see the Jobs, Quotes, and Invoices tab. Select the Quotes tab to view all the quotes created for that pool. The next screen will display all active quotes for that contact.