Navigation Menu Overview

Navigation Menu:

Quick Proposal – bypasses the Scheduling function, use when you are in a hurry

View Schedule – to display today’s scheduled jobs (appointments)

Search – Search for a previously created proposal by Customer Name or date

Schedule Jobs – schedule a job for today or a day in the future

Presentation Section:

• Quick navigation to Presentation assets; brochures, images, videos

More:

Refresh Data – Use this feature when you need to pull database changes mid-day.

Check Versions – allows you to check the progress of a refresh. Check here to see if the refresh has completed. Do not start a new quote if the price book download has not completed.

Download Past Jobs – pulls all of the proposals you have written from the database and all of the customers associated with your company.

Settings – display the defaults for Proposal

Logout - its a good idea to Logout at the end of the day. If you are on a network all data will sync to your company database. If you are not on a network the data will remain on your tablet and sync when a network is available.

Check Versions – allows you to check the progress of a refresh. Check here to see if the refresh has completed. Do not start a new quote if the price book download has not completed.

Default Settings:

Changes will apply to all NEW quotes.

Show Model Numbers - slide ON (green) to display model numbers on the Customer proposal

Show Line Item Pricing

Slide ON (green) to show pricing ($) for ALL items on the customer proposal

Slide OFF to present proposal with the system total.

Send Brochures with Proposal Email. Slide on to send links to brochures with the customer email.

Select Parts, Labor, Compressor Warranty or Guarantee label. Label displays on the customer Proposal

Ductless Design Criteria Mitsubishi Electric default Parameters

Taxes & Fees – this section adds Sales Tax to the full system price and displays on the Customer proposal.

Tap "+" to add a Sales Tax and Fee to the quote price.

Related articles:

How Do I Download Past Jobs to a New Tablet?