Quoting from your phone

The phone app is not a viewer. It builds a quote from nothing and sends it, without going back to a desk.

The list

The Quotes tab is every quote you have: search by number, customer, or address, and filter by status — All, Draft, Ready, Sent, Viewed and the rest. Every row carries the quote number, the customer, the property and the total, so you can tell two Johnsons apart without opening either.

Two things sit in the top corner: the leads inbox, badged with the number of quote requests still waiting for an answer (see Leads and customers on your phone), and Magic Quote.

Building one

The phone puts the quote on one screen, not a row of steps.

1. How often? One time, every week, every two weeks, or once a month.
2. Add rooms from your company's room list, or name an area of your own. Tick tasks on and off. A task row shows the name and the minutes. Add one, remove one, or move it up and down. How often that task happens, and how the time is counted, sit under Advanced.
3. Send quote emails it or texts it.

The math behind the price sits under Advanced. Most people can skip it.

On an empty business quote, Start from a common job offers four starting points. They show only while the quote has no rooms yet. Picking one fills the areas, the tasks, how often you come, and what you both agree to. You can change any of it. A second tap does not add the rooms again.

• Office. Lobby, desks, restrooms, and the break room. Every week.
• Clinic. Waiting room, exam rooms, and restrooms. Every week.
• Store. Sales floor, fitting rooms, and the stock room. Every week.
• After a build or a move. One visit after construction or moving out.

The server owns every price. Each edit goes through the same pricing the web builder uses, and the phone shows the totals it gets back. It does not work out a price on the phone and hope the two agree.

Accepting on the customer's behalf

Sometimes the customer says yes while you are standing there. Asking them to go back to a desk and tap a link is silly. Accept and book does both:

The box shows who pays what, how often you come, the first day, and the start time. Book it puts the first visit on the calendar. They will not be asked to accept it online, and the yes is recorded against your name. Six weeks later it says who agreed to what.

The app will not book the same quote twice. If that day is already taken, the quote stays accepted and you pick another first day.

Booking carries on into Scheduling a visit and, for regular work, Recurring schedules.

Magic Quote on the phone

The phone is where Magic Quote belongs, because it is the thing with the camera and the microphone in it. Capture is three targets and no form — photo, voice note, and two text shortcuts — and it works with no cell signal and no Wi-Fi at all.