--- title: How Do I Create an Estimate on the Mobile App? description: Easily create Estimates on the go using the Mobile App. --- [Skip to content](https://support.jobnimbus.com/how-do-i-create-an-estimate-on-the-mobile-app#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en) 3. [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-mobile) # How Do I Create an Estimate on the Mobile App? ## Easily create Estimates on the go using the Mobile App. **Note: **This article applies to Legacy Estimates only. For information on the New Sales Experience Estimates, [click here](https://support.jobnimbus.com/how-do-i-use-the-new-sales-experience-in-the-mobile-app?hsLang=en). #### On This Page [Steps for Apple](https://support.jobnimbus.com/how-do-i-create-an-estimate-on-the-mobile-app#iOS) [Steps for Android](https://support.jobnimbus.com/how-do-i-create-an-estimate-on-the-mobile-app#Android) ### 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. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-05-2024-07-38-50-6955-PM.png?width=326&height=705&name=image-png-Dec-05-2024-07-38-50-6955-PM.png) - Alternatively, you can select **Financials** from the record's **Files** tab and then click the **blue + **at the top of the screen. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-05-2024-07-39-47-0927-PM.png?width=326&height=705&name=image-png-Dec-05-2024-07-39-47-0927-PM.png) - Once given the option, choose **Estimate (Legacy).** In the Create Estimate window, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/IMG_2573-jpg.jpeg?width=345&name=IMG_2573-jpg.jpeg) 1. Set a **date **for your Estimate, which will populate today's date by default. 2. Select a [**Template Design**](https://support.jobnimbus.com/how-do-i-create-a-financial-template?hsLang=en) to format the information in the way it's been configured. 3. Click **Options** to either add a new Section to the Estimate or save it as a Template once Line Items have been added. 4. **Import Line Items** from an existing Saved Estimate Template.  1. Check out [this Webinar episode](https://www.youtube.com/watch?v=IUBe8Uj_zOg&t=449s) for more information about Saved Estimate Templates. 5. **Manually add Line Items** by searching for or adding [Products & Services.](https://support.jobnimbus.com/how-do-i-add-products-services-to-jobnimbus?hsLang=en) 6. Add an **Internal Note** (which will only be visible to your team). 7. Add a **Customer Note **(which will be visible to the customer). 8. View **Profit/Margin** details, **sub/totals **for different payment methods, and [**add a markup**](https://support.jobnimbus.com/can-i-add-different-mark-ups-to-individual-line-items?hsLang=en) to the Estimate. ![](https://support.jobnimbus.com/hs-fs/hubfs/IMG_2574-jpg.jpeg?width=345&name=IMG_2574-jpg.jpeg) 9. **Save **the Estimate when you are finished. ### For Android - Navigate to a **Contact or Job** page. - Click the **+ icon**and choose **Estimate (Legacy)** from the options that appear. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot_20240514-145814-png-1.png?width=345&height=767&name=Screenshot_20240514-145814-png-1.png) - Alternatively, you can open the **Financials** tab and then click the **blue + **at the bottom of the next screen. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot_20240514-145814%20(1)-png.png?width=345&height=767&name=Screenshot_20240514-145814%20(1)-png.png)![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot_20240514-145854-png.png?width=345&height=767&name=Screenshot_20240514-145854-png.png) - Once given the option, choose **Estimate (Legacy).** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-16-2024-08-56-11-3918-PM.png?width=345&height=767&name=image-png-May-16-2024-08-56-11-3918-PM.png) - In the **Create Estimate** window, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot_20240516-145838-png.png?width=345&height=767&name=Screenshot_20240516-145838-png.png) 1. Set a **date **for your Estimate, which will populate today's date by default. 2. Select a [**Template Design**](https://support.jobnimbus.com/how-do-i-create-a-financial-template?hsLang=en) to format the information in the way it's been configured. 3. **Add Line Items** by clicking **Add Item** and searching for or adding [Products & Services.](https://support.jobnimbus.com/how-do-i-add-products-services-to-jobnimbus?hsLang=en) 4. Add another **Section **to include more items. 5. Add an **Internal Note** (which will only be visible to your team). 6. Add a **Customer Note **(which will be visible to the customer). 7. **Save **the Estimate. 8. Save the Estimate as a **Template **to be used another time. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-16-2024-09-32-59-8497-PM.png?width=345&height=767&name=image-png-May-16-2024-09-32-59-8497-PM.png) a. Check out [this Webinar episode](https://www.youtube.com/watch?v=IUBe8Uj_zOg&t=449s) for more information about Saved Estimate Templates. 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