We recommend using Once Track for this. You can create a new enquiry or quote card then either:
- Create a new Calendar entry from the card menu. From the Appointment editor you select the staff member then it can be sent to the staff member's Once Mobile from the Schedule tab.
- Select the "Transfer to Once User..." from the card menu to send it directly to the selected Once Mobile user.
Using just Once Mobile, if you have more than one user in your Once subscription, you can pass quotes/orders between users. Such as partially completing a quote then transferring it to another Once use as in Step 2 above
As well as scenarios like the above, passing orders around has many uses. If a surveyor is unable to make it to an appointment, it can be passed to a different surveyor, or even if you just want to ask another member of your company a question on an order, or have them complete it for you.
Also see: Passing orders between users and storing completed orders/quotes
Note that the system is designed so only one person should be editing an order at a time. In Once Mobile you can view quotes and orders you have sent to another users but to edit the order you will either have to request it is sent back to you or you can make a copy of the order in which case it will have a new reference number.
As Once Track and Once Mobile are designed operate without an internet connection then it's possible for more than one person to be editing the same order at the same time, in which case that last one to send the order/sync with the cloud will become the new version in Once Track. If you Post (email) the same order from Once Mobile or Once Track to your business, then you will have a copy of each version in your email.