How do I view an Estimate on the Mobile App? (iOS)

You can view Estimate details and profit margin right from the Mobile App.

To view your estimates on the Mobile App:

  • Navigate to a Contact
  • Select "Financials" from the Contact Menu.

Mobile App - How to create Estimate - Financial Viewer

  1. Add a new Estimate
  2. Choose to show or hide Estimates from Related Contacts
  3. Your Estimates. Click on an Estimate to view details

 

 

 

 

 

 

 

 

Viewing Estimate Details.

Mobile App - How to create Estimate - Estimate Viewer

  1. Edit the Estimate
  2. View the Estimate Total. Clicking on the Estimate Total will pull up the Total details, including the Cost and Profit.
    Mobile App - How to create Estimate - Estimate Total Viewer
  3. View the status of the signers you required to sign the Estimate
  4. View the Line Items added to the Estimate

 

 

 

Scrolling down the page will show you the rest of the Line Items on your Estimate and the Notes you have added to your Estimate.

Mobile App - How to create Estimate - Estimate Viewer2Clicking on "Download Estimate PDF" will download the Estimate to your device.