How Do I Create an Estimate on the Mobile App? (Android)

Easily create Estimates on the go using the Mobile App.

Navigate to a Contact or Job page

  • Click the blue and choose "Estimate" from the options that appear

    Screenshot_20220908-154722

  • 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:

  1. Select a Template Design to format the information in the way it's been configured
  2. Set a date for your Estimate, which will populate today's date by default
  3. Add Line Items by searching for or adding Products & Services
  4. Add another Line or Section to include more items
  5. Add a Customer Note (which will be visible to the customer)
  6. Add an Internal Note (which will only be visible to your team)
  7. Save the Estimate
  8. Save the Estimate as a Template to be used another time
    1. Check out this Webinar episode for more information about Saved Estimate Templates

Review this article to get to know your Estimate details.