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Registering the Mobile Quote App

How to register the Mobile Quote app with SI

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Written by Ashok P
Updated over 5 months ago

This article explains how to register the Mobile Quote 2.0 app with SI.

Re-register SI

Once you have purchased Mobile Quote licenses, you will need to re-register your SI Server to pull down the new licenses.

1/ Log into any SI Client with a user assigned to the Administrator user group.

2/ Click Start > Help > Register.

start menu.jpg

3/ Enter your product key (if not pre-populated) and click the Register button.

register dialog 2.jpg

A confirmation of your registration update will be displayed.

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Register your iPad® with SI

Video

The first time you open the Mobile Quote app, you will have the option of registering and syncing the app with SI or using the app in Trial mode.

1/ Tap the Connect to SI button to register.

connect button.png

2/ Enter your SI Server's IP address or machine name, SI Username, and SI Password.

The Port field will be pre-populated with 9011, and unless you changed this port when you configured your SI Server (not likely), you do not need to do anything with this field.

3/ Click the Register button.

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You will get a confirmation that the device has been registered.

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You will then be prompted to synchronize Mobile Quote with SI.

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If you have not already set up your Mobile Quote preferences/settings in SI, you can skip this step if you wish to do it later.

You can sync Mobile Quote with SI anytime via the Sync button when viewing My Quotes in the app.

sync button.png

SI Settings

In the SI Control Panel, there is a Mobile Devices setting that allows you to manage your registered devices.

You can unregister an iPad if you wish to register a different one. You can also purchase additional licenses.

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