Mobile Quotes - FAQs

Getting started

1. What is Mobile Quotes?

Mobile Quotes lets your field technicians create and send quotes directly from the Skimmer Pro mobile app while they're on-site with customers. It's the same quotes feature you know from the web, now available on mobile.

2. Who should use Mobile Quotes?

Any field team member who spots repair needs, equipment upgrades, or upsell opportunities during service stops. It's especially valuable for:

Owners/Admins who use the mobile app for all their work
Technicians who service pools regularly
Field staff who identify repair opportunities

3. Do I need to be using Web Quotes already?

No, you can start with Mobile Quotes even if you've never used quotes on the web. The setup is the same for both, so you'll configure it once and use it everywhere.

4. What version of Skimmer Pro do I need to access quotes on mobile?

You need Skimmer Pro v 12.11 or higher. Check your app store for updates.

Setup & permissions

5. How do I enable Mobile Quotes for my team?

Make sure everyone is on Skimmer Pro v12.11 or higher
Go to Settings Roles & Permissions and assign at least one Mobile Quotes permission level to each role:
- Can view and build quotes in app - team members can create quotes and submit them to the office for review
- Send for customer approval in app - team members can also send directly to the customer and capture signatures on the device
Field teams: Open the mobile app → Route Dashboard → tap "+" → Quote

6. How will I know when someone sends a quote for approval?

You'll receive an email notification. The email goes to the address(es) listed in Settings > General > "Send alert to"—you can have multiple emails separated by commas.

Creating quotes

7. Where do I create a quote in the mobile app?

You can create quotes from multiple places:

Route Dashboard: Tap the "+" button, select Quote
Customer Profile: Go to the customer, scroll to the Quotes section, tap Add
Route Stop: When viewing a stop, tap "+" and select Quote

8. What can I include in a mobile quote?

Everything you can include in a web quote:

Line items (from product catalog or custom)
Quantities and pricing
Discounts (flat rate or percentage)
Fees
Deposits (flat rate or percentage)
Photos (from camera or photo library)
Internal notes (not visible to customer)
Expiration date

9. Can I use my product catalog on mobile?

Yes. When adding a line item, you can select products from your catalog. Pricing and details auto-populate, but you can edit them if needed.

10. Can I pull photos from my photo library?

Yes! This is a new feature for Mobile Quotes. When adding photos, you can take a new photo with the camera, OR Select an existing photo from your device library. This is perfect for showing equipment damage, including reference images, or using photos you took earlier during the visit.

11. How many photos can I attach?

You can attach 5 photos per quote, this gives you plenty of room to show what the customer needs to see.

12. Can I attach videos or PDFs?

Not on mobile. This release supports photos only (from camera or library). Video and PDF on mobile are planned for future releases.

Important note: If an admin creates a quote on web with a video attachment, you won't be able to see the video when you view that quote on mobile. You'll see all photos, but videos won't display.

13. What if I need to edit a quote after I start it?

If you haven't sent it yet, just tap back into the quote and edit it. Quotes stay as "Draft" until you send them.

Once you've sent it:

If sent to the office for approval, admin can edit before sending to the customer
If sent directly to the customer: Customer sees it as-is
Once approved by the customer, it's locked and can't be edited (it's a signed agreement)

14. Can I save a quote and finish it later?

Yes. Tap "Save as draft" and the quote stays on your device. You can come back to it anytime before sending.

15. Why doesn't my quote have a quote number yet?

Quotes created offline don't get quote numbers until they sync with the server. This is normal behavior. Once you have an internet connection and the quote syncs, it will get a quote number and be visible on the web.

To manually sync: Go to Settings in the mobile app and tap Sync Now.

Sending quotes

16. How do I send a quote?

It depends on your permission level: If you have "Can view and build quotes in app" permission: Tap "Send to office for approval." The admin will review and send to the customer.

17. If you have "Send for customer approval in app" permission: Tap "Send email" to send directly to the customer, OR tap "Get customer signature" to capture their approval on your device immediately.

18. How does "Get customer signature" work?

If you have "Send for customer approval in app" permission:

After reviewing the quote with the customer, tap "Get customer signature."
Hand your device to the customer
They sign with their finger on the screen
They tap Approve or Reject
The quote is marked as approved (or rejected) immediately

19. How does the customer receive the quote?

If sent via email: Customer gets an email with a link to view the full quote. They can review all the details (line items, photos, total) and then approve or reject it. If captured on device: They sign on your device immediately—no email needed.

20. What happens if I lose connection while sending?

No problem. If you're offline when you try to send, the quote is saved locally on your device. As soon as you're back online, it will sync automatically and send. You'll see a message that says "Working offline - your quote will be sent when you're back online."

After sending

21. How do I know if a customer approved or rejected the quote?

You'll get a notification in the app when the status changes. You can also check the Quotes section on the customer's profile to see the current status.

22. What are the different quote statuses?

Draft: You saved it, but haven't sent it yet
Needs Review: You sent it to the office, waiting for the admin to review and send tothe customer (only for "Can view and build" permission)
Sent: Quote was sent to the customer, waiting for their response
Approved: Customer accepted
Rejected: Customer declined

23. Can I create a work order from an approved quote on mobile?

Not yet. Work orders from quotes are created in the web app only. Creating work orders from mobile quotes is on our roadmap for a future release.

24. Can I create an invoice from a quote on mobile?

No. Invoices from quotes are created in the web app only. Creating an invoice from mobile quotes is on our roadmap for a future release.

25. Do mobile quotes sync with the web?

Yes. All quote data syncs between mobile and web. If you create a quote on mobile, it shows up in the web app (once it syncs). Ifan admin edits it on the web, the changes sync back to mobile.

26. How many quotes can I see on mobile?

You can see the last 5 quotes per customer on mobile. To view all quotes for a customer, use the web app.

Troubleshooting

27. I created a quote, but it's not showing up on the web. What's wrong?

Check your sync status. Go to Settings in the mobile app and look for the sync indicator. If it says "syncing" or shows an error, wait for the sync to complete, or try manual syncing. If you were offline when you created the quote, it won't show up on the web until you're back online and sync completes.

28. I tried to send a quote, but it's still showing as Draft. What happened?

Make sure you tapped "Send to office for approval" or "Send email" (not just "Save as draft"). If you saved it as a draft, it stays on your device until you send it. Open the draft quote and tap the appropriate send button to submit it.

29. A customer says they never received the quote email. What do I do?

If you have "Can view and build" permission: Check with your admin - did they send the quote to the customer yet? Quotes you create go to the office first. If you have "Send for customer approval" permission: Check the quote status. If it says "Sent," the email was delivered.

Common reasons customers don't see quote emails:

Email went to spam/junk folder
Wrong email address on file
The customer's email filters blocked it

Ask the customer to check spam. If it's not there, verify their email address on the customer profile.

30. Can I delete a quote on mobile?

No. Quote deletion is only available in the web app.

31. I see a quote, but the photos aren't loading. What's wrong?

Check your internet connection. Photos need to sync from the server. If you're offline or have a weak connection, photos may not load. Also try connecting to WiFi or moving to an area with better signal, then refresh the quote.

32. I can see photos on a quote, but the customer mentioned a video. Where is it?

Videos aren't visible on mobile in this release. If you created the quote on web and attached a video, you'll see the quote and any photos, but not the video. To view the video, open the quote in the web app.