Quick actions on Quotes in Sales web app

We have added the following action menus in the Sales web app:

  • Mark a Quote as Confirmed, in the list of Open Quotes
  • Create an Invoice from a Quote, in the list of Confirmed Quotes.

Click on the three-dots at the beginning of a Quote in the list to open the menu, and select the actions: “Mark as Confirmed” or “Create Invoice”.

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Punch items in Floor plans

You can now add a Add Punch Item in a Floor Plan

Open the Floor Plan on your mobile, tap + and select Punch Item. Position the item then tap to edit the Punch details.

The Punch item appears on the Floor plan as an orange colored icon.

Invoice/Quote Address field

Up to now, the client address displayed a PDF invoice or quote was the address of the linked Company or Contact.

You can now specify an address specific to an invoice/quote which overrides the company or contact address.

When the Address field of an invoice/quote is filled in, this is the Address that will be displayed in the PDF file download.

Sales Form templates

You can now embed Form templates that are sales-related, directly in the Sales app.

Select the form templates to embed in the Sales Options menu / Display tab / Sales form templates section.

A link to the forms for each of the selected templates will appear in the left pane menu in the Sales web app and on the main screen of the Sales mobile app. In addition, a link to the Inbox for these form templates will be displayed.

NB: The Inbox is the list of Forms that have a pending workflow Action.
See: https://www.upvise.com/forms/help/workflow/inbox.htm

Open Punch items in Forms and Projects

When Punch Items have been added in a Project or a Form, the total count of items is displayed on the Project or Form home screen on the web.

If there are any Open Punch items remaining, the count display will be highlighted in orange in order to alert the user. If there are no Open items and some Completed items which are not Closed, the highlight is blue. If there are only Closed items, the highlight is gray.

Quoting for Job Change requests

We have made it easier to handle quotes for Job Change Requests. You can now create multiples Quotes for one Job.

The workflow is as follows:
1. First create a Job from a confirmed Quote. (cf https://www.upvise.com/jobs/help.htm#8)
2. When you receive a request for a job change, open the Job and add a new Quote to the Job.
N.B.: if you have already created a second Quote, you can also link it to the existing Job by editing the Quote and setting the Job field.