How to Create a Quote

Overview

Using the Service module in Simpro Mobile, you can efficiently create new service quotes in the field and start your work immediately.

Video

Create a service quote

Follow the instructions below to create a quote in the Service module:

1. Tap the + icon > + NEW QUOTE
2. If you use multi-company, select the relevant Company to build the quote.
3. Under Customer tap CHOOSE.
   • Alternatively tap the + icon to create a new customer.
4. Tap ADD.
5. Under Site tap CHOOSE.
   • Alternatively tap the + icon to create a new site.
6. Tap ADD.
7. Enter Quote name as required.
8. If the customer has a default cost centre it is added to the quote automatically.
9. Tap + ADD.
10. Tap to CHANGE and Rename cost centre as required.
11. Manually enter or tap Insert Script to complete the Description.
12. Tap ADD.
13. Select a Sales person as required. The Assigned Technician defaults to the logged in user.
14. The Service Fee defaults to the one selected on the customer card. Alternatively, select a Service Fee as required.
15. The Due Date defaults to today’s day so that appears on the schedule once it has been created.
16. Enter an Order number and Description as required.
17. Add Notes as required.
18. Tap CREATE.
    • Note that all quotes created in the Service module are service quotes.

You can now complete the quote and add items in the Service module. Learn more in How to Complete a Scheduled Quotes.