The WorkGuru Mobile App allows you to quickly add new and manage existing quotes while on the go.
Active quotes can be accessed by tapping Quotes from the mobile app menu.
Mobile Quotes Dashboard
On the mobile quotes dashboard, Search for or scroll the list to display quotes. Tap on the status widgets to display the Issued, Draft and Expired lists of quotes. Tapping on a quote tile will display the quote details.
Mobile Quote Details
Review the quote details. Tap Status to change the quote status.
Select the new status from the popup. If Accepted, a new project will be created.
Emailing Quotes
Email the quote from the mobile app by tapping Email Quote.
The mobile app will automatically compose a contextual email message to the quote clients contact details. Review and update TO, SUBJECT and MESSAGE fields if required and tap Send Quote. Note: the app will attach the quote generated with the default quote template.
Add Files
Add files to the quote by tapping +File and select a file from the device's file browser.
New Quote
You can also quickly add a quote via the app while on the go with the Mobile App. From the footer, in any page click the Plus in the footer to access the Quick Actions menu and tap New Quote. From the Mobile Quotes Dashboard, tapping the Plus in the footer will take you directly to the new quote.
New Quote Details
From the Create tab, enter the following details:
- Quote Name - Enter quote name.
- Client - Search for and scroll to select existing client. Tap + New to add a new client.
- Template (Optional) - Scroll to select an existing project template to apply to the new project (Recommended).
- Quote Date - Scroll to set date quote issued/created. Defaults to current date.
- Valid Date - Scroll to select date quote pricing valid to. Defaults to default expiry date.
- SalesPerson - Defaults to the logged in user, change to assign the quote to another manager.
Tap Start Quote to save changes and review line items.
New Quote Line Items
From the Items tab, if you've selected a template in the Create tab, review the line items have applied correctly. If you haven't selected a template, Search and scroll to select Tasks and Products. If you need to add an Ad Hoc line item (not from your task or product library) tap +Add for tasks and +Blank for products.
Tap Continue when line items have been added.
Email and Save New Mobile Quote
If you want to email the quote to the client immediately review or update the To, Subject and Message fields as required and tap Send Quote.
If you don't need to email the quote immediate, tap Save & Exit to issue the quote
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