How to Complete a Quote


Use the Service module in field to access current project information and manage quote / job work in real time. Field technicians can easily present and bill quotes, enter clock in and clock off times, parts used, view / upload linked documents, and email job cards when the job is complete.

You can view the assigned and scheduled project quotes on the Schedule. However, only the service quotes are accessible for further processing.

To proceed with managing service quotes, you should be assigned mobility licence for the Service module in your employee card.