If you know some of the details of the quote, you can search for it:
Tap the search button
Use the dropdown to select what you want to use to search for:
Type in the Keywords field
You can search for quotes in any status.
Quotes matching your search terms will be displayed. In addition, the search results will tell you what it has searched for, i.e. the keyword and search term, as well as the quote status it has searched within.
Searching Approved Quotes
When searching quotes in the Approved status, you'll have an additional date range selection and you won't need to type in keywords to search.
Create a quote
To create a new quote in AroFlo Field:
In the main menu, tap Quotes.
Tap the green plus button towards the bottom right
Complete the fields by tapping either the (magnifier icon) to search, or the (add icon) to add a Client and (as needed) Location.
Select a Task Type.
When you've completed all the fields, tap Create > OK.
Edit quote details
The quote then opens in edit mode so you can add items and checklists to it, record the client's approval or rejection of the quote, or change any of the details you entered earlier.