The Quoting feature in the Sera mobile app empowers you to build professional, accurate quotes right from the field. You can offer customers multiple solution tiers (Good, Better, Best), manage quote statuses, and present options for digital approval, or send via email for further review - all in just a few taps. 
How to access Quotes
From the Job Summary, tap Quotes
You will land on the quote overview screen where you can view, create, or manage all quotes associated with this job. All quotes associated to the job including any open, draft or denied quotes for this address from prior jobs will be separated by status tabs.
Presenting Quotes
You can present quotes to the customer from the mobile app through Presentation Mode. Quotes are available to present to the customer only when they are in Open status. From the Open tab, tap the Present button.
Presentation Mode will display a card for each quote. You can click any of the quotes to expand the quote to full screen to allow for customer review of any line items, descriptions, job expected totals and membership savings comparisons. Scroll right or left to view any other quotes for comparison.
Once the customer has selected a quote, tap Accept & Sign to approve this quote and obtain a customer signature.
Quote cards with a customer's signature and that are approved will appear in Presentation Mode with an Accepted green banner at the bottom.
