uSeR MANuAL
Contents
1. Models Based on the power obtained the app will offer you a series of models that adapt to the Installation gt 3D Reality You can take a 3D picture to include on the estimate sheet gt Materials Choose the material that will be used in the installation gt Summary You can view the units and materials chosen in the estimate you have prepared gt Generate estimate he estimate generated will be saved on the device and may be sent directly to the client 8 3 2 MULTI ESTIMATE gt Select the client gt Heating or refrigeration Ask the client the purpose of the unit gt Position The compass will give you the coordinates gt Number of rooms The maximum number of rooms in which the installer can install units will be four gt Select the room Based on the number of rooms selected you will have to choose each one to create the estimate H ITACH l Hi QUOTE APP USER MANUAL 14 gt Position Select the coordinates using the compass Windows Depending on whether it is done with insulation without insulation or if the window is large or standard gt Area Select the room area type using the wheel FOLLOW THE SAME PROCEDURE FOR THE REMAINING ROOMS Total power You can view the total power in each room divided between the rooms previously selected Multi types Here you can select the wall unit type Basic or Akebono Models In basic wall unit or Akebono using the power returned th2. USER MANUAL Hi Quote Air conditioning solutions HITACHI ANDROID iOS H ITACH Hi QUOTE APP USER MANUAL 2 1 INTRODUCTION Hitachi s Hi quote app simplifies managing your sales appointments you will be able to generate projects very easily and you will have the option of preparing a personalised estimate from a mobile device or tablet This user manual will help you to understand the key processes and features of the estimate management tool Hi Quote Android iOS The sections you will find in the app are gt Registration process gt Home screen gt Settings screen gt Clients section gt Appointments section gt Estimate generator section gt 3D Reality section Hi Quote ak Air reminding iaie Hi Quote HITACHI HITACHI ACCEPT AVE YOU FORGOTTEN YOUR PASSWORD REGISTRATION HITACHI Hi Quote HITACHI REGISTRATION Hi Quote HITACHI Hi QUOTE APP USER MANUAL 2 REGISTRATION PROCESS This is the first screen that will appear when you open the app In order to use the tool you must register In the Darse de alta register icon you must enter a series of mandatory data in order to complete the registration process If you close the app and then open It again you will have to log in with the email and password you entered when registering Another option would be to remember the password with a tab so that when you open the app you will be automatically logg
3. client If you wish to view the client s full details simply tap the file and go to a screen with the client s full details H ITACH l Hi QUOTE APP USER MANUAL 5 In order to edit or delete a client swipe the file from right to left to reveal 2 buttons that allow you to edit the client s details or delete them SEE CUSTOMERS CUSTOMER DATA S oo HOW TO GET THERE Ht NAME SURNAME TRAFALGAR DAY NURSERY amp PRE SCHOOL HOW TO GET THERE Hi C duote Hi Qu ote HITACHI i HITACHI Each client has a file showing all of the details entered In addition you can also view the client s location on a map This tool will allow you to plot the route from your location to the client s location by marking it on the map 5 APPOINTMENTS SECTION In this section you can create view and edit the appointments whenever you wish 5 1 CREATE APPOINTMENT In order to create an appointment first you must select the client type gt Cliente nuevo new client Fill in the form in order to create the client point 4 1 save it and select the date and time in order to create the appointment gt Cliente existente existing client Select the client from the list displayed on the device After selecting the client select the date and time of the appointment HITACHI CREATE VISIT Wed 4 Nov 12 18 Thu 5 Nov 13 Hi QUOTE APP USER MANUAL 6 Date and time picker After selecting a client you must select the date and tim
4. e application will display the models you can choose Exterior units You can view the list of exterior units 3D Reality You can take a 3D picture in each room to include on the estimate sheet Materials Choose the material that will be used in the Installation Summary You can view the units and materials chosen in the estimate you have prepared Generate estimate he estimate generated will be saved on the device and can be sent directly to the client Hi Quote Air conditioning solutions HITACHI ANDROID iOS
5. e of the appointment This picker will be the usual Android or iOS picker It will also show the previous reminder which will trigger the device to show a warning You can also write notes about the appointment After entering all of the details save the appointment and it will appear in 5 2 VER VISITAS VIEW APPOINTMENTS 0 2 VIEW EDIT AND DELETE APPOINTMENTS SEE VISITS lt NOVEMBER 2015 gt SEE IN LIST MODE In this section you can view the appointments created In section 9 1 There are two displays Calendar display The calendar will specify with a dot the days on which you have scheduled an appointment with the client In addition the current day will be shown In red Tapping this day will show the details of the day HITACHI Hi QUOTE APP USER MANUAL 7 lt SEE PENDING VISITS p 4 SEE PENDING VISITS p MODIFY VISIT FF SEE IN CALENDAR MODE FF SEE IN CALENDAR MODE WEDNESDAY 04 NOVEMBER WEDNESDAY 04 NOVEMBER O ies Wed 4 Nov 12 18 Thu 5 Nov 13 19 a OOOO a 0000 FRIDAY 06 NOVEMBER FRIDAY 06 NOVEMBER Create visit List view This view shows a list of the appointments in In order to view the appointments you have on a certain day tap Edit appointment when you select Modificar visita edit the selected day and all of the appointments for that day will appear in chronological order In this screen you can edit or delete each visit swiping the cell of each visi
6. ed in This section includes a shortcut to all of the features of the app Using the 5 function buttons you will be able to access each section of the app appointments clients estimate manager 3D reality information and settings and an information area 3 1 INFORMATION AREA This section includes information about the apps such as General information The user manual Email address for sending f Facebook questions and suggestions and Twitter related to the tool Y links H ITACH Hi QUOTE APP USER MANUAL 4 4 CLIENTS SECTION This section will be the base of every estimate as this is where users will create and manage their clients This section consists of two subsections one for registering new clients and another for managing them view and edit existing clients 4 1 CREATE CLIENTS NEW CUSTOMER In this section you can register new clients In order to do this enter the client s details and tap save client When entering the client s address it must be entered ina way that allows It to be automatically completed This means that as addresses are entered they will be automatically completed via a connection to Google and you must select the last suggested address 4 2 VIEW AND EDIT CLIENTS This section includes the list of clients that you have registered and will be displayed tn file format with their name phone number and email address You can tap the phone icon to directly call the
7. ing the icons under the estimate status Icon you Can perform a Series of actions gt View the estimate to do this tap the PDF icon In the cell gt Send the estimate to do this tap the envelope icon In the cell This opens an email message with the client s address so that the user can send it gt Edit estimate To do this tap the pencil icon This opens the estimate creation process described in section 8 3 8 2 ACCEPT AND DELETE ESTIMATES In this section you can assign a status to your budget There are three options accept reject or delete After selecting the preferred status it will appear in the ver modificar presupuesto view edit estimate section 8 3 CREATE ESTIMATES IIn this section you can create an estimate from your mobile device or tablet This app is developed to allow each installer to perform a 1x1 or multi installation according to the client s needs HITACHI Hi QUOTE APP USER MANUAL 13 8 3 1 1X1 ESTIMATE The steps to follow in this type of estimate are as follows Select the client gt Heating or refrigeration The client will be asked for the type of installation gt Position he compass will give you the coordinates gt Windows Depending on whether It is done with insulation without insulation or if the window is large or standard gt Area Select the room area type using the wheel gt Power This returns the estimated power which can be changed gt
8. l A pop up window is displayed with the details to complete gt Material name text gt Unit price gt Units linear metres hours m2 etc gt Discount that could apply After completing the pop up tap OK and the new material will be generated The material list contains the following properties of each material 1 It can be edited 2 It can be deleted by swiping the cell to the left revealing these options 3 Tapping the material expands the cell where you can edit the discount applicable to the material MATERIALS SETTINGS MODIFY MATERIAL M COBRE DOBLE 1 43 68 AISLADO M COBRE DOBLE 1 41 2 AISLADO M COBRE 1 4 AISLADO M COBRE 3 8 AISLADO i a i _ Materiales adicionales M COBRE 5 8 AISLADO Metros M MANGUERA ALIMENTACI N 3 HILOS M MANGUERA ALIMENTACI N 5 HILOS M MANGUERA INTERCONEXI N lt p M COBRE 1 2 AISLADO M CONDUCTO FIBRA HITACHI Hi QUOTE APP USER MANUAL 10 6 3 INSTALLER DETAILS DATA INSTALLER In this section you can view and edit all of the lt data you require phone number tax number password etc using the form that you completed when setting up the app The data that can be edited will appear in a List which once edited will be updated by tapping GUARDAR DATOS save data at the bottom of the screen 7 3D REALITY SECTION This section adds significant value to the tool You will be able t
9. o superimpose a Hitachi unit in the room using 3D reality In order to do this HITACHI Hi QUOTE APP USER MANUAL 11 HITACHI AIR CONDITIONING UNITS 99 gt Take a picture of the area in which YOu wish to place the unit and it will go directly to the 3D screen gt After taking the picture you can select the chosen unit from all units in the carousel at the top of the screen by tapping it gt You can also move the unit around the screen by dragging It with your finger gt Rotate it bottom left button to switch between the 3 positions of the unit side left side right and front gt Resize it so that it fits in its actual size After the unit has been placed correctly you can save the capture on the mobile devices film reel In the estimate manager this feature will include the picture taken in the estimate 8 ESTIMATE GENERATOR SECTION This is one of the most important sections In the app In this section you can manage your estimates view them edit them accept them reject them create them and send them 8 1 VIEW AND EDIT ESTIMATES This section shows a list of all estimates prepared and their status The information that will appear is the clients name phone number current status of the estimate Pending accepted or rejected HITACHI lt ACCEPT REJECT BUDGETS oo p TUESDAY 03 NOVEMBER lt VIEW MODIFY BUDGET TUESDAY 03 NOVEMBER MODIFY Hi QUOTE APP USER MANUAL 12 Us
10. t from right to left as shown below If you wish to edit it choose the date again chronological order It includes a shortcut to the calendar view and an appointments search engine In this screen you can also edit or delete each visit swiping the cell of each visit from right to left as shown below appointment the sections that you can edit will appear After making the changes Save them by tapping GUARDAR CAMBIOS save changes Hi ITACH Hi QUOTE APP USER MANUAL 8 6 SETTINGS SECTION In this section you can change your details the Hi Quote ones that will appear on the estimates view and HITACHI edit new materials and view the units available SETTINGS in the app The settings screen appears as follows AIR CONDITIONING UNITS MATERIALS DATA INSTALLER lt EQUIPMENT LIST p 6 1 UNITS Hitachi Premium 18 PSB Sensor This section shows the list of units and a search engine so that you can check the units loaded in the app This list shows the amount Image and name of the unit along with a brief description PEE sas e In order to access the unit details simply tap the cell and you will be able to see all of the features of the unit Hitachi Premium 35 PSB Sensor H ITACH Hi QUOTE APP USER MANUAL 9 6 2 MATERIALS This section lists all of the materials registered and includes a search engine by material type Materials can be registered by selecting A ADIR MATERIAL add materia
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