The "Quote Required" function within the Nexus Service Manager mobile app is designed to simplify the process of managing quotes for service visits, providing a streamlined workflow for both technicians and office staff.
Mobile App Functionality:
The "Quote Required" function offers a user-friendly interface with the following key functionalities:
- Display Quote Form:
- A simple free text area is provided for technicians to quickly enter quote details.
- Load Existing Quote:
- If a quote already exists for the visit, the system retrieves it from the database.
- The existing quote details are then populated into the free text area, allowing for easy review and modification.
- Enter Quote Details:
- Free Text Mode: Technicians can enter all necessary quote information in a single, convenient text area.
- Save Quote:
- Upon clicking "Save," the entered data is validated.
- The system deletes any existing quote for the visit and saves the new quote to the database.
- The technician is then redirected to the job list.
- Marking a Job "Quote Required":
- With the "Mobile Enable Quote Required" setting enabled in Advanced Settings under Mobile Settings, technicians gain the ability to mark a visit as "Quote Required" or "Completed."
- This allows technicians to directly inform the office that a quote needs to be generated.
- Once "Quote Required" is selected, the free text field is available for the tech to add the information needed for the quote.
Office (Computer) Functionality:
The "Quote Required" functionality extends to the desktop interface, enhancing communication and workflow:
- Dedicated "Quote Required" Tab:
- Within the job details on the computer, a new tab labeled "Quote Required" is added.
- This tab displays the free text information entered by the technician on the mobile app.
- New Job Status: "Quote Required":
- Marking a job as "Quote Required" on the mobile app automatically sets the job status to "Quote Required" on the computer.
- This provides clear visibility to office staff, indicating that a quote needs to be generated.
Conclusion:
The "Quote Required" function within the Nexus Service Manager mobile app, coupled with its integration into the desktop interface, significantly streamlines the process of creating and managing quotes for service visits. Its flexibility, ease of use, data persistence, and clear communication features make it an invaluable tool for technicians and service managers alike. By enabling the "Mobile Enable Quote Required" setting, companies can take full advantage of this feature, improving efficiency and communication between field technicians and office staff.
Updated: 15 March 2025