Quotations on Phone
In the dedicated mobile shell (/m), staff can open branch quotations, search and filter by status, and tap through to detail. Sticky Send / Accept / Convert open the desktop quotation screen — there is no in-shell PDF, accept, or convert writer on phone.
Open Quotations
- On your phone, open the mobile shell at /m (for example
yourshop.expedite.business/m). - Tap More on the bottom bar (Home / Jobs / More stay on the bar).
- Tap Quotations — or open
/m/quotationsdirectly.
Find a quotation
- List — quotations for your current branch (branch-scoped).
- Search — quote number, customer, or related text on the list cards.
- Status chips — Open (default), All, Draft, Sent, Accepted, Converted.
- Tap a card — opens that quotation’s detail.
- Refresh — use the refresh button if the list looks stale.
Empty list shows No quotations found (try clearing search or chips). Load errors show a retry path so you can try again.
Quotation detail
Detail shows a short summary — quote number, customer, totals, status, and valid-until when set.
When the quote is actionable, sticky CTAs appear at the bottom. These deep-link to the desktop quotation page at /quotations/:id — they do not send, accept, convert, or open a PDF inside the /m shell:
- Draft — sticky Send quotation → desktop
/quotations/:id - Sent — sticky Accept / Send → desktop
/quotations/:id - Accepted — sticky Convert to invoice → desktop
/quotations/:id - Converted with an invoice id — sticky View invoice → phone invoice detail at
/m/invoices/:id
Rejected or Expired quotes usually have no sticky primary; you can still open the desktop quotation from the detail copy when you need the full screen.
/m/quotations is for quick lookup and a one-tap jump to those desktop screens.
/m/invoices list and Receive payment deep-link. Full quote → invoice steps: Invoices & quotations.
Related
Last updated: 15 September 2026