Tap > Quotes to open your quotes list.

Your quotes that are in progress will display in this list with the most recent at the top.

Each quote contains an indicator of whether the quote is a simple or detailed quote, as well as shows the status and substatus, if applicable.

From here, tap the quote you would like to view.

If you know some of the details of the quote, you can search for it.

1. Tap the search button (magnifying glass). 
2. Use the Term dropdown to select what you're searching for:   
   

   Terms include Quote Name, Reference Number, Job Number, Client or Description.

    
3. Type in any Keywords
4. Set a date range (visible when searching Approved Quotes only)
5. Click Search.

Quotes matching your search terms will be displayed.

The default status when viewing quotes from the Quotes List is In Progress. To view quotes in other statuses (e.g. Approved or Pending Approval) from the Quote List:

1. Tap the (Filter by) button.
2. Select the status you want to open and Apply
3. Select the quote you would like to view.

Acceptance Status sub filter

If you select Approved, this will give you an additional filter to let you filter by your acceptance statuses.

 

 

List of Quote statuses: