Financials

How Do I Create Smart Estimates on the Mobile App?

Easily create Smart Estimates on the go using 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

    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 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.