Creating a Job or Quote

Every Job begins with a Quote. Using Telstra Trades Assist you can easily create Quotes while you're onsite or in the office and email it to your Customer to review and accept.

This article shows you how to create a Quote using the app which we will show on the iPhone.  If you are using the iPad, it will look similar.

Tip: Approve a Quote yourself and continue to schedule the job If you don't need the Customer to accept the quote

 

Creating a Quote

There are a couple of ways you can create a quote

Using quick access

  1. To launch the quick access menu long press the Telstra Trades Assist app.

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  2. Select New Job/Quote then follow from step 3 below 

Tip: Press an icon on the home screen firmly to allow the 3D touch function as a quick way to access a range of frequently used functions within an app.

 

Within the App

From Jobs

  1. Tap  from  or  or
  2. Tap 
  3. Type the customer name to search and select the Customer that the job is for then proceed to step 5 below.

OR

From Customers

  1. Tap
  2. Tap or search the customer you wish to create a job/quote
  3. Tap on the  on the customer profile
  4. Tap on New Job/ Quote

  5. Select the site address at which you will do the work

Tip:  Add a new site address to the customer if the desired address is not listed. Learn how to do this here

  1. Tap  to create a custom quote.  If you are using a template, tap the required template and the customer and job details will automatically appear.  (You can edit these fields prior to sending a quote by following the same steps below.)
  2. Give the Job a Title and add a short description to provide more detail on the Job

  3. Set the urgency of the job as required
  4. Scroll down to see all fields

  5. Tap  to add the required labour to the quote
  6. Select Labour Type to confirm the type of labour needed
  7. Select the Duration needed to complete the Job
  8. Hourly rate and total price will be automatically populated
  9. Tap Done
  10. Tap 
  11. Search your Parts list by typing the name of the part and select the required part to add materials to the Job
  12. Tap  to add a new material if the material doesn’t exist in your parts list

Tip: Add parts again to the admin console that were added on the mobile app for a job if they are required for future use as those added through the iPad or iPhone app are just ad hoc. Learn how to add new materials here.

  1. Tap the material to add to the Job
  2. Select the Quantity for the Job
  3. Tap  to add the material to the Job.
  4. If additional materials are required, continue to add materials by repeating steps 14 to 19.
  5. Tap  if you need to add a checklist for your worker
  6. Search for and add the Checklist

  7. Tapmceclip0.png to choose the Insurance Certificate you want to send along with your quote if required. If it is set to send automatically it will already be listed.

Tip: Learn how to share your Insurance Certificate through the iPad or iPhone app here

  1. Tap  to attach a text or image note to the Job.

Tip:  Learn how to add a note to a quote here

  1. Tap Done

  1. Select the action from the drop-down menu (the actions you see will depend on your access permissions). If you have permission to create Quotes, a menu will appear which gives you the option of saving the Quote to drafts, sending the Quote to the customer, sending the Quote to a manager for approval or simply approving the Quote yourself

 

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  • Save to Drafts:  Save the quote as a draft in Jobs to action later
  • Send Quote to Customer:  Emails the quote to the primary customer contact to accept or reject
  • Send Quote to Admin:  Sends the quote to be approved by admin to send to the customer, approve and/or schedule
  • Approve:  Approves the quote to be scheduled without requiring customer acceptance

 

Tip: Pre-define settings for your team members so all Quotes come to you before they are sent to the customer, or the team member can have authority to send directly to the customer, and you are notified of the Quote at the same time If you are the admin. Learn how to adjust employee permissions here

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