- Help Center
- Mobile App
- Financials
How Do I Create an Estimate on the Mobile App?
Easily create Estimates on the go using the Mobile App.
For iOS:
Navigate to a Contact or Job page
- Click the + icon in the top right corner and select "Financials" to reveal a dropdown of available options
- Alternatively, you can select Financials from the record's "Files" tab and then click the blue + at the top of the screen
- Once given the option, choose Estimate
In the "Create Estimate" window, you can:
- Set a date for your Estimate, which will populate today's date by default
- Select a Template Design to format the information in the way it's been configured
- Click "Options" to either add a new Section to the Estimate or save it as a Template once Line Items have been added
- Import Line Items from an existing Saved Estimate Template
- Check out this Webinar episode for more information about Saved Estimate Templates
- Manually add Line Items by searching for or adding Products & Services
- Add an Internal Note (which will only be visible to your team)
- Add a Customer Note (which will be visible to the customer)
- View Profit/Margin details, sub/totals for different payment methods, and add a markup to the Estimate
- Save the Estimate when you are finished
For Android:
Navigate to a Contact or Job page
- Click the + icon and choose "Estimate" from the options that appear
- Alternatively, you can open the "Financials" tab and then click the blue + at the top of the screen to make your selection
- Once given the option, choose Estimate
- In the "Create Estimate" window, you can:
- Select a Template Design to format the information in the way it's been configured
- Set a date for your Estimate, which will populate today's date by default
- Add Line Items by clicking Add Item and searching for or adding Products & Services
- Add another Section to include more items
- Add a Customer Note (which will be visible to the customer)
- Add an Internal Note (which will only be visible to your team)
- Save the Estimate
- Save the Estimate as a Template to be used another time
a. Check out this Webinar episode for more information about Saved Estimate Templates
Review this article to get to know your Estimate details.