Create a job on the mobile app
Capture work with or without a customer, enter the site address, and confirm the original save before creating another job.
AllQuote mobile app guides
Task instructions for the installed iPhone and Android app: quotes, invoices, jobs, calendar scheduling, site photos and files, timesheets, forms, stock counts, payments and business settings, alongside offline recovery, takeoff viewing and permitted workspace editing, measurement tools and updates. The native app and web workspace have different screens; these guides call out those differences.
28 mobile guides shown.
Find jobs and recurring visits on mobile
Use the Jobs filters and search to locate saved work without confusing a quote, recurring agreement and individual visit.
Use the calendar and schedule a job on mobile
Find the right day, book an existing unscheduled job or move a visit, then distinguish a confirmed schedule from a saved offline change.
Offline work and Sync centre
Distinguish cached records, pending changes and confirmed server saves, and resolve failed sync before signing out.
Metric and imperial mobile calculators
Calculate areas and material counts, convert cubic quantities, and distinguish US from imperial gallons.
Review, edit and export takeoffs on mobile
Review saved plans in the native viewer, or open the embedded web workspace to measure, edit and export when your app and permissions allow.
Check and apply mobile app updates
Recognise update progress, apply a downloaded update at a safe time, and distinguish app-store builds from compatible over-the-air updates.
Add job photos, files and voice notes on mobile
Keep site evidence with the correct job and distinguish a queued upload from an uploaded document.
Log time and review location suggestions on mobile
Record hours against a job or category and check suggested visits before they become time entries.
Complete forms and compliance records on mobile
Fill required answers, attach evidence, record authorised signatures and verify the final submitted or issued state.
Check and count stock on mobile
Review item identity and storage location before applying a physical count or quantity adjustment.
Record an invoice payment on mobile
Record money already received, check office confirmation, and use card or payment-link options only where supported.
Business access and account settings on mobile
Separate personal and business settings, preserve pending work and review the exact account, business and billing effects before permanent deletion.
Review document currency and GST from mobile
Check the correct business, saved document currency and configured GST before sending a quote or invoice.
Create, recover and send a quote on mobile
Build a manual quote, check the original save, review the customer copy and deliberately send or share it.
Find, create and send an invoice on mobile
Find the right invoice, create one from a quote or reviewed manual lines, and check the saved result before sending.
Log customer asset service and test results on mobile
Identify the customer asset, record the work actually done and check service, test and defect history separately.
Review and sign on to a SWMS or JSA on mobile
Read the actual method statement, record your own acknowledgement and check the current document and crew sign-on state.
Complete and recheck an equipment prestart on mobile
Choose the right machine and checklist, record real answers and signatures, then verify the locked result before a later recheck.
Allocate company equipment to a job on mobile
Find the right machine, check the intended operator and readiness, then verify the saved allocation and its prestarts.
Find, create and update customer contacts on mobile
Search the current business’s customer directory, avoid duplicates, save contact details and reopen the right customer’s work.
Log company equipment maintenance on mobile
Check due and booked service dates, record actual work and meter readings, and verify the original maintenance history after sync.
Manage service agreements and recurring visits on mobile
Review the agreement, generate and allocate visits, handle invoice tax review, and distinguish a temporary pause from ending future work.
Send and recover mobile conversations
Find the right customer or team thread, distinguish a queued reply from confirmed history, and recover a failed message without guessing delivery.
Control location sharing across businesses on mobile
Review the master sharing switch, each business’s availability and hours, phone permissions and current sharing status.
Respond to an incoming job offer on mobile
Check the business and job, accept only after a live result, and recover closed offers or queued declines.
Sign in, register and confirm your email on mobile
Use ordinary account credentials, confirm a new registration by email before it exists, and recover an unconfirmed or invited account without guessing.
Set up Zapier from a phone browser
The mobile app does not configure Zapier. Use the AllQuote website in your phone’s browser to accept the invitation, connect and test a Zap.
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