Financials
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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.

      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

        Screen Recording 2-7-2023 at 1.53 PM

      • Choose the Template you would like to use

        Iphone SE

      • Next, fill out the necessary fields for your Estimate

        IMG_9FE1FC418308-1

      • Confirm overage/waste factor or edit if needed then  Save.

        IMG_A8EDFD1F292B-1

      For Android

      • Navigate to the Contact/Job you would like to create the Smart Estimate for.
      • Click + at the top right of your screen and select Smart Estimate

        invoice 2nd

      • Choose the Template you would like to us click Next 

        Android SE

      • Next, fill out the necessary fields for your Estimate

        Measurements

      • Confirm overage/waste factor or edit if needed. Click Next then  Save.

        Screenshot_20230207-150324

        Screenshot_20230207-150357