Learn how to create a new Quote directly from the FieldTask Mobile App.

FieldTask allows you to create Quotes directly from the Mobile App. The Quote creation process is divided into three sections:

1. Customer
2. Items
3. Review

Start Creating a Quote

• Open the FieldTask Mobile App.
• Open the Quick Actions menu.
• Tap New Quote.

The New Quote page will open. You can Save the Quote at any point or Discard it if you no longer need it.

1. Customer

The first step is to provide the basic customer and Quote information.

Start from a Template

You can choose Start from a template to begin the Quote using an existing Quote Template.

Customer Details

Select:

• Customer — Select the customer for the Quote.
• Service Location — Select the location where the service will be provided.
• Salesperson — Select the salesperson associated with the Quote.
• Technician — Assign a technician to the Quote.
• Quote Title — Enter the title of the Quote.

The Service Location is associated with the selected customer. If the customer has multiple locations, you can select the appropriate one.

The Quote will also display its expiry information. In the example shown, the Quote is set to expire after 30 days.

Once the required information has been entered, tap Continue to items.

2. Items

The Items section is where you add the Products, custom items, and documents associated with the Quote.

Add Items

You can add items to the Quote in two ways:

• Add from catalog — Select an existing item from your catalog.
• Add custom item — Create an item specifically for this Quote.

Add Documents

You can also attach documents to the Quote using:

• Camera — Take a new photo.
• Gallery — Select an image from your device.
• Job Documents — Select documents already associated with the job.

The screen shown allows up to 10 documents to be attached.

Once you have added the required items and documents, tap Continue to review.

3. Review

The Review section lets you check the Quote before sending it.

From here, you can review the selected Customer and Items and adjust the Quote's totals.

Discount

You can apply a discount using either:

• Percentage (%)
• Fixed amount

Tax

You can enter the applicable Tax rate.

The tax shown is prefilled from your Quote settings, but it can be changed for the individual Quote.

Customer Note

You can add a Customer Note that will be shown on the Quote for the customer.

Terms

You can select the Terms to use for the Quote, including your default terms.

After reviewing the Quote, tap Save & Send to save and send it.

You can also use Save at the top of the Quote to save your progress without sending it, or Discard the Quote if you no longer need it.

If you are interested in learning how to edit the quotes you made, you can read this help guide. To learn how you can delete a quote, you can read this help guide.