Managing Quotes on WIZniche Mobile
The Quotes List Page feature in WIZniche Mobile helps you track, filter, and manage all service quotes with ease, giving you visibility into customer requests, approvals, and payments, all from your mobile app.
Accessing Quotes
From the home screen, tap on the Quotes card to view your total quoted amount and access your quote list.
Browsing the Quote List
The Quotes screen displays all quotes categorized by status (e.g., Approved, Open, Pending). Each quote entry shows:
Customer name and type (Homeowner, Business, Inspector)
Quote ID and date
Service item(s) included
Current quote status and amount
Use the search bar at the top to look up specific quotes by ID or customer name.
Using Filters
Tap the filter icon in the top right to narrow down your list by:
Tags
Customer Type
Status (Requested, Pending, Open, Approved, Cancelled, Closed)
Employee
Date
These filters help you stay organized and quickly find quotes based on what matters most to you.
Viewing and Managing a Quote
Tap any quote to open its details. You’ll see:
Assigned employee
Quote status and date
Job items and pricing breakdown
Taxes, discounts, and deposits (if any)
Opportunity rating
You can take quick actions using the buttons provided:
Send: Share the quote with a customer
Approve: Approve the quote internally
Convert: Move the quote forward in your workflow
Sign: Capture signatures if needed
You can also update the quote’s status by tapping the status dropdown and choosing from:
Requested
Pending
Open
Approved
Cancelled
Closed
Once you’ve made your updates, hit Save to finalize.