Sales on mobile

The Borkol mobile app shows the same Quotes, Invoices and Payments as the dashboard, under Sales, with search and status filters on each list.

What you can do on the app#

• Open a quote or invoice to see its customer, lines, totals, scope items and terms.
• Resend email on a sent quote or invoice.
• Cancel a quote that is still Draft, Requested or Sent.
• Add payment or Mark as paid on an invoice, and see the invoice's recorded payments.
• Open a quote's View invoice link once it has been converted.
• Open any stored PDF (including a signed quote's second PDF).
• Browse the global Payments list and tap through to the invoice a payment belongs to.

What stays on the web#

Writing or editing a quote or invoice — the lines table, scope groups, the photo picker — happens only in the dashboard, along with Sales settings, libraries and template editing. A screen that needs one of these links out to app.borkol.com instead of trying to reproduce it on the phone.