How do I Use the New Sales Experience in the Mobile App?

Learn how to use the New Sales Experience on your Apple and Android apps.

Steps for Apple

Steps for Android

Use the New Sales Experience in the iOS App

To use the New Sales Experience Estimates in the iOS App:

• Navigate to the Job that you want to add an estimate to. 
• Once there, you can create a new estimate in two ways:
  • You can select the blue Add New button on the Job, then select Financials and Estimate.
    
  • The other way to access the New Sales Experience Estimates is to select Financials under the Files tab.
    
  • From there, select the blue + Button in the top right-hand corner and select Estimate from the dropdown menu. 
    
• Once you navigate to the next page from either option above, select the Layout you would like to use. 
  
• Once there, you can create your estimate by clicking on the page you would like to edit.
  
  

1. Edit/Reorder your Estimate pages.
2. Create and edit your Cover Page.
3. Create and edit your Introduction Page.
4. Create and edit your Inspection Page.
5. Create and edit your Estimate Details Page.
6. Create and edit your Signing & Upgrades Page.
7. Create and edit your Terms and Conditions Page.

Use the New Sales Experience in the Android App

To use the New Sales Experience Estimates in the iOS App:

• Navigate to the Job that you want to add an estimate to. 
• Once there, you can create a new estimate in two ways
  • You can select the Blue "+" button on the bottom right, then select Financials and Estimate
    
  • The other way to access the New Sales Experience Estimates is to select Financials, then select the blue "+" button in the bottom right corner.
    
    
    • From there, select the option labelled Estimate.
      
• Once you navigate to the next page from either option above, select the Layout you would like to use. 
  
  
  
  
• Once there, you can create your estimate by clicking on the page you would like to edit.
  
  

1. Reorder and edit your Estimate pages. This will take you to the screen below. Here you can:
   
   1. Click and drag the page titles to reorder the pages.
   2. Toggle page views on or off.
   3. Add custom pages.
2. Create and edit your Cover Page.
3. Create and edit your Introduction Page.
4. Create and edit your Inspection Page.
5. Create and edit your Estimate Details Page.
6. Create and edit your Signing & Upgrades Page.
7. Create and edit your Terms and Conditions Page.