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How Do I Create Smart Estimates on the Mobile App?
Easily create Smart Estimates on the go using the Mobile App.
On This Page
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.