Quoting from your phone
Mobile app2 min readUpdated
The phone app builds a full quote — customer, rooms from your templates, tasks, pricing, then publish, email or text it — using the same server-side pricing as the web app, so the two can never disagree.
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 the whole pipeline: 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
Creating a quote on the phone follows the same shape as the web editor:
- Pick the customer and the property — or create them.
- Build the rooms from your company's room templates, or add a custom area.
- Tick tasks on and off, room by room.
- Adjust pricing: discount, tax, hourly rate, and — if your role allows it — an override of the total.
- Publish the customer link, or email or text it.
The server owns every price. Each edit round-trips through the same endpoints the web builder uses, and the phone shows the totals it gets back. It does not compute a price locally and hope the two agree.
Accepting on the customer's behalf
Sometimes the customer says yes while you are standing there, and asking them to go back to a desk and click a link is silly. Accept & schedule on a quote row does both jobs at once:
It marks the quote accepted and opens the booking form with the job already filled in. The dialog is explicit about what that means, because it is not the same as the customer accepting online: they will not be asked to accept it themselves, and the acceptance is recorded against your name. That record is the point — six weeks later it says who agreed to what.
Booking carries straight 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.