Home > SI 2017 Documentation > Administrator Guide > Setup > Control Panel > Mobile Quote Settings

Mobile Quote Settings

Settings

 

Here you can manage your default Mobile Quote settings.

 

 

The Manage Quote Settings has various tabs. These settings sync to your mobile device.

Price

 

 

Price Type

Here you can choose a default Price Type for your Mobile Quotes.

 

Labor Price/Hr

Here you can enter or use the Select link to set your Labor price per hour. The Select link will display two options, each with a slider: Phase Price or Labor Price.

 

 

For Phase Price, the low and high numbers are derived from your Base Labor Price set for your Phases.


For Labor Price, the low and high numbers are derived from your Labor Items where you have chosen to use the "Use specific cost and price" option:

 

 

Tax

Here you can choose your tax rate for your Mobile Quotes.

Payment

 

 

Show Deposit

Here you can choose whether you will be showing a deposit amount on the Mobile Quote and what that percentage is.

 

Use Contingency

Here you can choose whether you will be using a contingency amount on the Mobile Quote and what that percentage is.

Permissions

 

 

Allow users to adjust settings

Here you can grant or deny users that ability to adjust settings in the Mobile Quote app.

Presentation

 

 

Here you can Add or Clear a presentation file for your Mobile Quote. This can be either a PDF or a Microsoft PowerPoint file.

Last modified
10:53, 25 Jan 2017

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