Home > SI 2016 Documentation > User Guide > Mobile Quote > Creating a Quote

Creating a Quote

SI_2015_logoset-1 - small.png

Steps

 

Note: The current Mobile Quote App still references "SIX", "SIX 2013", and "SIX 2013 R2" throughout. No worries, Mobile Quote works seamlessly with SI 2016.

Step 1

 

You can type in a name for your Quote directly on the Start Screen and click the [Create Quote] button:

 

start screen quick start populated.PNG

 

Or you can click the Create New Quote link from the main menu:

 

create new quote link.png

 

This will open the Create New Quote screen:

 

create new quote screen.PNG

 

At any point, you can edit this information via the Quote Settings link from the Quote Menu:

 

quote settings link.png

 

Once the Quote is created you will see the following instructions display:

 

lets build a quote message.PNG

Step 2

 

Tap the [Action] button to add Locations to the Quote:

 

action button.PNG

 

The [Add Location] button will allow you to select Locations that have been synced from your SI 2016 Settings:

 

add location to quote.PNG

 

The [Create Location] button allows you to manually type in a name:

 

new location.PNG

 

If you wish to add images to your Locations, you can do this via the [Action] button then the [Manage Pictures] button:

 

manage photos.png

Step 3

 

Select a Location along the left side of the interface and then tap the [Action] button, then tap the [Add Items] button:

 

add items button.PNG

 

Here you can select to add Equipment, Packages, or Wire:

 

add item.PNG

 

When you click on a Category you will then be prompted to select a Subcategory. Select one and click [Done]:

 

add item 2.PNG

 

The item will be added to the Quote. To edit the item, click on it:

 

added item.PNG

 

The Edit Item screen will open:

 

edit item.PNG

Step 4

 

Review your Quote. Click the [Menu] button then the Review Quote link:

 

review quote link.PNG

 

This will display a summary of your Quote:

 

review quote.PNG

Step 5

 

Approve the Quote. If all is good, click the Approve Quote link:

 

approve quote link.PNG

 

This will display the Quote for signing:

 

approve quote.PNG

Step 6

 

Synchronize your Quote to SI 2016.

Last modified
09:49, 29 Feb 2016

Tags

This page has no custom tags.

Classifications

This page has no classifications.