1) Open MoblieBiz Pro and Go to Home > “+” icon.
2) Choose “New quote”.
3) Choose your customer by clicking on “Select existing..”
4) Select your Status. (Proposal, In Negotiation, Purchasing, etc.)
5) Then click on “Save”.
6) Click “Add Item” to add items to your line item.
7) Choose an item.
8) Update the “Quantity” and change the Rate if necessary.
9) Then click on “Save”
10) Repeat step 6 to 9 to add more items.
11) You now create an estimate.
Convert estimate to invoice