Financials

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

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

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For Android

  • Navigate to the Contact/Job 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.