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: If you don't need the Customer to accept the quote, you can approve the Quote yourself and continue to schedule the job.

 

Creating a Quote

Using quick access

  1. If you have 3D touch enabled on your iPhone (6s and later) firmly press the Telstra Trades Assist icon from the home screen to bring up a list of options

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

 

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

 

Within the App

  1. Tap  from  or 
  2. Tap 
  3. Type the customer name to search and select the Customer that the job is for
  4. Select the site address at which you will do the work

 

Tip:  If the site address is not listed, a new site address will need to be added to this Customer. Click here to learn how 

 

  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.)
  1. Give the Job a Title and add a short description to provide more detail on the Job

  1. Set the urgency of the job as required
  2. Scroll down to see all fields

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

 

Tip: Parts added through the Mobile App will need to be added again using the Admin Console if they are required for future use as those added through the iPad or iPhone app are just ad hoc. Click here to learn how to add materials

 

  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

  1. Tap 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:  To see more on how to share your Insurance Certificate through the iPad or iPhone app click here

 

  1. Tap  to attach a text or image note to the Job.
  2. 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

 

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: If you are the admin, you can 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. To learn how to adjust employee permissions, click here

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