How Do I Create Smart Estimates on the Mobile App?

On This Page

• Steps for Apple
• Steps for Android

For iOS

• Navigate to the Contact/Job you would like to create the Smart Estimate for.
• Click + at the top right of your screen and select Financials to create a new Smart Estimate
  
  
  
  
• Choose the Template you would like to use
  
  
  
  
• Next, fill out the necessary fields for your Estimate
  
  
  
  
• Confirm overage/waste factor or edit if needed then  Save.
  
  
  
  

For Android

• Navigate to the Job or Contact you would like to create the Smart Estimate for.
• Click + at the bottom right of your screen and select Smart Estimate.
  
  
  
  
• Choose the Template you would like to us click Next.
  
  
• Next, fill out the necessary fields for your Estimate.
  
  
  
  
• Confirm overage/waste factor or edit if needed. Click Next then Save.