Find your way around the app

Quoti has five tabs at the bottom of the screen: Home, Schedule, Inbox, Sales and More. The + button creates new clients, quotes, jobs and invoices, and the search icon on Home finds anything in your account.

The five tabs

• Home shows your day: your next visit (Next up), what Needs you (new requests, unread messages, quotes waiting, jobs ready to invoice), This week (booked, collected, visits) and the Today list of visits. When Quoti Ai has something waiting for your OK, its cards show up here too.
• Schedule shows your visits on a calendar.
• Inbox holds your texts with clients, under Messages. Filter with All, Unread or Leads, or tap New Message. A badge on the tab shows unread messages.
• Sales shows your Requests, Quotes, Jobs and Invoices. Tap See all on any of them for the full list.
• More holds your booking page, your business settings, money, help and your account.

Some team roles see fewer tabs and settings than the owner.

Create something new

1. Tap the + button.
2. Choose Client, Quote, Job or Invoice.

Search for anything

1. On Home, tap the search icon at the top right.
2. Type a name, street, phone number or #number.
3. To narrow the results, tap All, Clients, Requests, Quotes, Jobs or Invoices.

Results you opened recently show under Recent.

Find your settings

1. Tap More.
2. In the Run your business section, tap a tile: Business profile, Branding, Services & prices, Quoti Ai, Team & crews, Business hours, Texts & emails, Visits & reminders, Taxes or Quotes.
3. To see every setting in one list, tap All settings at the top of that section.

Each tile shows what's saved, like the number of services or Not set. A To do chip means something still needs your attention.

Below the tiles, the Money section has Quoti Payments and Invoices. At the bottom of More you'll find Help & support, Your account, Connected apps, About Quoti and Log out.

Get help

Tap the help button next to the More title, or tap the Help & support card in More. From the Help Center you can tap Meet with a Quoti Specialist or Report a bug.

Tips

• The Settings list (from All settings) groups everything by topic: Business, Clients & sales, Work, Invoices & payments, Messages and Account. A few rows have other names there: Texts & emails is Message templates, and Your account is My profile.
• On a computer, the same account works at quoti.ai/login. See "Use Quoti on your computer".

Related articles

• Get started with Quoti
• Use Quoti on your computer
• Set up your business profile, logo and colours
• What Quoti Ai does