Financials

How Can I Update Line Items on My Mobile Estimates?

Easily manage your Line Item details using the Mobile App.

Note: This article applies to Legacy Estimates only. For information on the New Sales Experience Estimates, click here.

On This Page

Steps for Apple

Steps for Android

For iOS

To update, delete, or move Line Items, tap the three dots at the top of an Estimate and choose Edit.



Within the editor, you can:

  1. Remove a Line Item by swiping to the left and clicking the red trash can icon.



  2. Select the three dots to reveal the options to add Sections and Items or edit the product/service details (such as cost, price, and unit of measurement).



  3. Click and hold the three horizontal lines on the right to drag and drop the order in which the items appear.



Remember to click Save when you are finished making your changes.

For Android

To update, delete, or move Line Items, tap the three dots at the top of an Estimate and choose Edit.


Estimate 4


Within the editor, you can:

  1. Remove a Line Item by swiping completely to the left. 



  2. Select the three dots to reveal the options to add Sections and Items or edit the product/service details (such as cost, price, and unit of measurement).

  3. Click and hold the two horizontal lines on the left to drag and drop the order in which the items appear.


    Remember to click Save when you are finished making your changes.