Quote Page

Introduction

Basics

Use the Quote page to add and update quotes in FieldFX Mobile.

Getting There

Quote Breadcrumbs

The Quote breadcrumbs display at the top of the page.

image
  • Select FX to open the Home page.

  • Select Quotes to open the Quote Search page.

  • Select the tracking number to open the Details tab on the Quote page.

Quote Status Indicator

  • The Quote Status indicator displays the quote’s status.

    FXM Quote page Quote pending
  • Select the indicator to view the next status in the quote workflow.

  • To change the status, choose a status and select Proceed.
    FXM Quote page Select Quote Status

Sidebar

Select the sidebar buttons to do the following:

Button Action

Details

View quote information

Items

Add or View quote items

Reports

Add or View quote reports

Walkthrough

Basics

Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

To move through the explanations of each feature, select Prev or Next.

To close the walkthrough, select End tour.

Customizing Walkthrough Text

Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.

In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.

Each stop can display multiple slides.

For details on customizing the help text, see FX Mobile Tour Builder.

Videos

Adding a Quote

Adding Quote Items

Converting a Quote into a Job

Changing the Status of a Quote

Attaching a Report to a Quote