Quote Tab

The Quote tab allows the create a quote and email it to the person requesting the quote.

Also, if the quote is acceptable to the client, they can sign on the screen of the mobile device and the Field Service Mobile will create a sales order from the quote.

This tab contains three screens. One is known as the Add/Edit/Delete/View Quote Item screen, the next as the Quote Details screen and the last as the Quote List screen.

Quote Details screen in detail

This screen allows the user to collect all of the data to create a quote for a customer.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the Quote List screen.	If there are already one or more saved quotes for this task, then Field Service Mobile shows Quote List screen. If there are no saved notes for this task, then this button has no effect.	Always	None	1
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen. This button, positioned in the Control Bar, spans the entire width of the screen except where any other buttons are positioned. Inside this button, once a quote has been saved, the quote number is shown.	Shows the Selected Task Details screen.	Always	None	2
Delete Note button	To allow the user to delete a quote that has already been saved to the cloud and has a status of Open.	Deletes the current quote from the cloud. If, after the deletion, the selected task has one or more quotes saved then Field Service Mobile shows the Quote list. If, after the deletion, the selected task has no quotes saved then Field Service Mobile shows the Quote Details screen with all data entry fields set to default values.	When viewing a quote that has been saved and the status for that quote is Open.	None	3
Saving To Cloud indicator	To inform the user that the quote is being saved to the cloud.	None	After the Save button has been pressed until the data has been saved to the cloud.	None	4
Discard Changes button	To allow the user to clear any changes that have been made within the Quote Details screen.	Shows the alert below. If the user presses OK on the alert, then Field Service Mobile reverts the contents of all data entry fields back to the previous values. If no data has been saved to the cloud for the current quote, then all data entry items will be set to default values. If data has been saved previously for the current quote, then all values revert to their previous values when the note data was last saved. If the user presses Cancel on alert, then the alert is hidden, and no changes are made.	Once changes are made to any of the data entry items within the screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	To allow the user to save any changes that have been made within the Quote Details screen.	Saves all the data entered within the Quote Details screen.	Once the Quote Item list contains one or more Quote Item List entry instances.	None	6
Add New Quote Item button	To allow the user to navigate to the Add/Edit/Delete/View Quote Item screen so that they may add a new quote item.	Shows the Add/Edit/Delete/View Quote Item screen with the data entry items set to default values.	When the current quote status is set to Open.	None	7
Quote Item list	To display all of the quote items for the current quote.	None	Always	None	8
Quote Item List entry	To display the Item, Description, Quantity and Amount values for a particular quote item.	Displays the Add/Edit/Delete Quote Item screen with the data entry items set to the values of the current quote item.	When one or more quote items have been added for the current quote.	None	9
Total text display field	To show the total of the amount values for each quote item saved to the cloud plus any applicable tax. If a quote item has not yet been saved to the cloud, then its value is as yet unknown, and its value will not be included in the total amount shown. If a quote item has been edited by changing either the Item dropdown list contents or the Quantity text field contents in the Add/Edit/Delete Quote Item screen, then the previous value of the Amount text display field in the Quote Item List entry will be used in the total. If a quote item has been deleted by using the Add/Edit/Delete Quote Item screen, then the previous value for the Amount text display field will be used in the total. Once any changes are made as detailed above the user must save the data to the cloud using the Save button and wait for completion of this saving action for the Total text display field to be updated to the correct value.	None	Always	None	10
Purchase Order Number text field	To allow the user to enter a purchase order number for the current quote.	None	When the value of the Status text display field of the current quote is Open. If the Status text display field of the current quote is set to any value except Open, then the Purchase Order Number text field is replaced with a non-editable Purchase Order Number text display field filled with the value of the Purchase Order Number text field when the data was saved to the cloud.	None	11
Status text display field	Displays the status of the quote.	None	Always	None	12
Send Mail checkbox	Allows the user to decide whether an email is sent to the address entered in the Email text field when the current quote is saved to the cloud. Checked means that an email will be sent. Unchecked means that an email will not be sent.	None	When the value of the Status text display field of the current quote is Open. If the Status text display field of the current quote is set to any value except Open, then the Send Mail checkbox is replaced with a non-editable Send Email text display field. If the Send Mail checkbox was checked when the quote was saved to the cloud, then the Send Mail text display field is set to Yes. If the Send Mail checkbox was unchecked when the quote was saved to the cloud, then the Send Mail text display field is set to No.	None	13
Email text field	Displays the default email address for the current case contact person. However, if the user wants to, they can edit the contents of the Email text field.	None	When the value of the Status text display field of the current quote is Open. If the Status text display field of the current quote is set to any value except Open, then the Email text field is replaced with a non-editable Email text display field filled with the value of the Email text field when the data was saved to the cloud.	None Note: This field will allow the user to type in any character. However, if the data entered does not form a valid email address the data will be deemed invalid and the Save button will not be available.	14
Apply To Current Job checkbox	Allows the user to decide whether the quote being created will be applied to the project and case of the selected task.	None	When the value of the Status text display field of the current quote is Open. If the Status text display field of the current quote is set to any value except Open, then the Apply To Current Job checkbox is replaced with a noneditable Apply To Current Job text display field. If the Apply To Current Job checkbox was checked when the quote was saved to the cloud then the Apply To Current Job text display field is set to Yes. If the Apply To Current Job checkbox was unchecked when the quote was saved to the cloud, then the Apply To Current Job text display field is set to No.	None	15
Clear Signature Drawing Box button	Allows the user to clear the contents of the Signature drawing box.	Clears the contents of the Signature drawing box.	When the Signature drawing box contains data.	None	16
Signature drawing box	Allows the user to capture the customer’s signature to show that the customer has approved creating a sales order from the quote.	None	When the value of the Status text display field of the current quote is Open. If the Status text display field of the current quote is set to any value except Open, then the Signature drawing box is replaced with a noneditable Signature drawing display box filled with the data from the Signature drawing box field when the data was saved to the cloud.	None	17

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the Quote List screen.

If there are already one or more saved quotes for this task, then Field Service Mobile shows Quote List screen.

If there are no saved notes for this task, then this button has no effect.

Always

None

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

This button, positioned in the Control Bar, spans the entire width of the screen except where any other buttons are positioned.

Inside this button, once a quote has been saved, the quote number is shown.

Shows the Selected Task Details screen.

Always

None

Delete Note button

To allow the user to delete a quote that has already been saved to the cloud and has a status of Open.

Deletes the current quote from the cloud.

If, after the deletion, the selected task has one or more quotes saved then Field Service Mobile shows the Quote list.

If, after the deletion, the selected task has no quotes saved then Field Service Mobile shows the Quote Details screen with all data entry fields set to default values.

When viewing a quote that has been saved and the status for that quote is Open.

None

Saving To Cloud indicator

To inform the user that the quote is being saved to the cloud.

None

After the Save button has been pressed until the data has been saved to the cloud.

None

Discard Changes button

To allow the user to clear any changes that have been made within the Quote Details screen.

Shows the alert below.

If the user presses OK on the alert, then Field Service Mobile reverts the contents of all data entry fields back to the previous values.

If no data has been saved to the cloud for the current quote, then all data entry items will be set to default values.

If data has been saved previously for the current quote, then all values revert to their previous values when the note data was last saved.

If the user presses Cancel on alert, then the alert is hidden, and no changes are made.

Once changes are made to any of the data entry items within the screen.

Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.

Save button

To allow the user to save any changes that have been made within the Quote Details screen.

Saves all the data entered within the Quote Details screen.

Once the Quote Item list contains one or more Quote Item List entry instances.

None

Add New Quote Item button

To allow the user to navigate to the Add/Edit/Delete/View Quote Item screen so that they may add a new quote item.

Shows the Add/Edit/Delete/View Quote Item screen with the data entry items set to default values.

When the current quote status is set to Open.

None

Quote Item list

To display all of the quote items for the current quote.

None

Always

None

Quote Item List entry

To display the Item, Description, Quantity and Amount values for a particular quote item.

Displays the Add/Edit/Delete Quote Item screen with the data entry items set to the values of the current quote item.

When one or more quote items have been added for the current quote.

None

Total text display field

To show the total of the amount values for each quote item saved to the cloud plus any applicable tax.

If a quote item has not yet been saved to the cloud, then its value is as yet unknown, and its value will not be included in the total amount shown.

If a quote item has been edited by changing either the Item dropdown list contents or the Quantity text field contents in the Add/Edit/Delete Quote Item screen, then the previous value of the Amount text display field in the Quote Item List entry will be used in the total.

If a quote item has been deleted by using the Add/Edit/Delete Quote Item screen, then the previous value for the Amount text display field will be used in the total.

Once any changes are made as detailed above the user must save the data to the cloud using the Save button and wait for completion of this saving action for the Total text display field to be updated to the correct value.

None

Always

None

Purchase Order Number text field

To allow the user to enter a purchase order number for the current quote.

None

When the value of the Status text display field of the current quote is Open.

If the Status text display field of the current quote is set to any value except Open, then the Purchase Order Number text field is replaced with a non-editable Purchase Order Number text display field filled with the value of the Purchase Order Number text field when the data was saved to the cloud.

None

Status text display field

Displays the status of the quote.

None

Always

None

Send Mail checkbox

Allows the user to decide whether an email is sent to the address entered in the Email text field when the current quote is saved to the cloud.

Checked means that an email will be sent. Unchecked means that an email will not be sent.

None

When the value of the Status text display field of the current quote is Open.

If the Status text display field of the current quote is set to any value except Open, then the Send Mail checkbox is replaced with a non-editable Send Email text display field.

If the Send Mail checkbox was checked when the quote was saved to the cloud, then the Send Mail text display field is set to Yes.

If the Send Mail checkbox was unchecked when the quote was saved to the cloud, then the Send Mail text display field is set to No.

None

Email text field

Displays the default email address for the current case contact person.

However, if the user wants to, they can edit the contents of the Email text field.

None

When the value of the Status text display field of the current quote is Open.

If the Status text display field of the current quote is set to any value except Open, then the Email text field is replaced with a non-editable Email text display field filled with the value of the Email text field when the data was saved to the cloud.

None

Note:

This field will allow the user to type in any character. However, if the data entered does not form a valid email address the data will be deemed invalid and the Save button will not be available.

Apply To Current Job checkbox

Allows the user to decide whether the quote being created will be applied to the project and case of the selected task.

None

When the value of the Status text display field of the current quote is Open.

If the Status text display field of the current quote is set to any value except Open, then the Apply To Current Job checkbox is replaced with a noneditable Apply To Current Job text display field.

If the Apply To Current Job checkbox was checked when the quote was saved to the cloud then the Apply To Current Job text display field is set to Yes.

If the Apply To Current Job checkbox was unchecked when the quote was saved to the cloud, then the Apply To Current Job text display field is set to No.

None

Clear Signature Drawing Box button

Allows the user to clear the contents of the Signature drawing box.

Clears the contents of the Signature drawing box.

When the Signature drawing box contains data.

None

Signature drawing box

Allows the user to capture the customer’s signature to show that the customer has approved creating a sales order from the quote.

None

When the value of the Status text display field of the current quote is Open.

If the Status text display field of the current quote is set to any value except Open, then the Signature drawing box is replaced with a noneditable Signature drawing display box filled with the data from the Signature drawing box field when the data was saved to the cloud.

None

Add/Edit/Delete/View Quote Item screen in detail

This screen allows the user to add, edit, delete and view quote items.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the Quote Details screen.	Displays the Quote Details screen.	Always	None	1
View Previous Quote Item button	To allow the user to view the previous quote item.	Populates the Item dropdown list, Quantity text field and Description text field with the values from the previous quote item.	When there are two or more quote items entered and Field Service Mobile is not showing the first quote item.	None	2
View Next Quote Item button	To allow the user to view the next quote item.	Populates the Item dropdown list, Quantity text field and Description text field with the values from the next quote item.	When there are two or more quote items entered and Field Service Mobile is not showing the last quote item.	None	3
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen.	Displays the Selected Task Details screen.	Always	None	4
Add Quote Item button	Adds a new quote item for the current quote.	Adds a new quote item for the selected task and populates the Item dropdown list, Quantity text field and Description text field fields with default values.	If the Status text field of the current quote has a value of Open.	None	5
Delete Current Quote Item button	Deletes the currently displayed quote item for the current quote.	Deletes the current sales order item and shows the Quote Details screen.	If the Status text field of the current quote has a value of Open.	None	6
Item Search button	To show the normally hidden Item Search text box to allow the user to type in a search query.	If the user presses on the Item Search button, then the Item Search text box slides out from the righthand side of the Item Search button allowing the user to type in a search query.	If the Status text field of the current quote has a value of Open. If the Status text field of the current quote has a value other than Open, then the Item Search button will be hidden.	None	7
Item Search text field	To allow the user to enter a search query which will be used to show only matching items in the Item dropdown list making it easier and quicker to find the desired item.	As the user types the search query text in the Item Search text box the Item dropdown list changes to show the user how many items match the search query. Once the user has typed the query, they should press on the Item dropdown list to show the matching items.	If the Item Search button is visible and after the Item Search button has been pressed but the user has not pressed anywhere on the screen except for the Item Search button or Item Search text box.	None	8
Item dropdown list	To allow for the user to select from a list of items. The list will be either the full list of all items in the system if the user has not entered a search query using the Item Search text box or a subset of all items in the system matching the search query if they have entered a search query.	None	If the Status text field of the current quote has a value of Open. If the Status text field of the current quote has a value other than Open, then the Item dropdown list will be replaced with an Item text display field.	None	9
Quantity text field	To allow the user to add a quantity for the current quote item in the current quote for the selected task.	None	If the Status text field of the current quote has a value of Open. If the Status text field of the current quote has a value other than Open, then the Quantity text field will be replaced with a Quantity text display field.	None	10
Description text field	To allow the user to add a description for the current quote item in the current quote for the selected task.	None	If the Status text field of the current quote has a value of Open. If the Status text field of the current quote has a value other than Open, then the Description text field will be replaced with a Description text display field.	None	11

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the Quote Details screen.

Displays the Quote Details screen.

Always

None

View Previous Quote Item button

To allow the user to view the previous quote item.

Populates the Item dropdown list, Quantity text field and Description text field with the values from the previous quote item.

When there are two or more quote items entered and Field Service Mobile is not showing the first quote item.

None

View Next Quote Item button

To allow the user to view the next quote item.

Populates the Item dropdown list, Quantity text field and Description text field with the values from the next quote item.

When there are two or more quote items entered and Field Service Mobile is not showing the last quote item.

None

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

Displays the Selected Task Details screen.

Always

None

Add Quote Item button

Adds a new quote item for the current quote.

Adds a new quote item for the selected task and populates the Item dropdown list, Quantity text field and Description text field fields with default values.

If the Status text field of the current quote has a value of Open.

None

Delete Current Quote Item button

Deletes the currently displayed quote item for the current quote.

Deletes the current sales order item and shows the Quote Details screen.

If the Status text field of the current quote has a value of Open.

None

Item Search button

To show the normally hidden Item Search text box to allow the user to type in a search query.

If the user presses on the Item Search button, then the Item Search text box slides out from the righthand side of the Item Search button allowing the user to type in a search query.

If the Status text field of the current quote has a value of Open.

If the Status text field of the current quote has a value other than Open, then the Item Search button will be hidden.

None

Item Search text field

To allow the user to enter a search query which will be used to show only matching items in the Item dropdown list making it easier and quicker to find the desired item.

As the user types the search query text in the Item Search text box the Item dropdown list changes to show the user how many items match the search query. Once the user has typed the query, they should press on the Item dropdown list to show the matching items.

If the Item Search button is visible and after the Item Search button has been pressed but the user has not pressed anywhere on the screen except for the Item Search button or Item Search text box.

None

Item dropdown list

To allow for the user to select from a list of items.

The list will be either the full list of all items in the system if the user has not entered a search query using the Item Search text box or a subset of all items in the system matching the search query if they have entered a search query.

None

If the Status text field of the current quote has a value of Open.

If the Status text field of the current quote has a value other than Open, then the Item dropdown list will be replaced with an Item text display field.

None

Quantity text field

To allow the user to add a quantity for the current quote item in the current quote for the selected task.

None

If the Status text field of the current quote has a value of Open.

If the Status text field of the current quote has a value other than Open, then the Quantity text field will be replaced with a Quantity text display field.

None

Description text field

To allow the user to add a description for the current quote item in the current quote for the selected task.

None

If the Status text field of the current quote has a value of Open.

If the Status text field of the current quote has a value other than Open, then the Description text field will be replaced with a Description text display field.

None

Quote List screen in detail

This screen allows the user to view all of the quotes that have been added for the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Add New Quote button	Allows the user to display the Add/Edit/Delete/View Quote Item screen so that they may add a new file record.	Shows the Add/Edit/Delete/View Quote Item screen with default values for all data entry fields.	Always	None	2
Quote list	To show the user all of the quotes for the selected task.	None	Always	None	3
Quote List entry	To show the user the Transaction, Status, Apply To Current Job, Total and Quote Status of a particular quote within the Quote list. Also, to function as a button where, when the user presses on it, the Quote Details screen is displayed.	Shows the Quote Details screen with the data entry fields pre-filled with the values for the current quote.	Always	None	4

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Add New Quote button

Allows the user to display the Add/Edit/Delete/View Quote Item screen so that they may add a new file record.

Shows the Add/Edit/Delete/View Quote Item screen with default values for all data entry fields.

Always

None

Quote list

To show the user all of the quotes for the selected task.

None

Always

None

Quote List entry

To show the user the Transaction, Status, Apply To Current Job, Total and Quote Status of a particular quote within the Quote list.

Also, to function as a button where, when the user presses on it, the Quote Details screen is displayed.

Shows the Quote Details screen with the data entry fields pre-filled with the values for the current quote.

Always

None

General Notices