Quote Page
Basics
Use the Quote page to add and update quotes in FieldFX Mobile.
Getting There
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Select a quote on the Quote Search page.
OR
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Select Create a new quote on the Quote Search page.
Quote Breadcrumbs
The Quote breadcrumbs display at the top of the page.
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Select FX to open the Home page.
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Select Quotes to open the Quote Search page.
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Select the tracking number to open the Details tab on the Quote page.
Quote Status Indicator
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The Quote Status indicator displays the quote’s status.
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Select the indicator to view the next status in the quote workflow.
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To change the status, choose a status and select Proceed.
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.
Using the Walkthrough
To display the walkthrough, select the help question mark button on the sidebar.
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.