How Do I View an Estimate on the Mobile App?

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

• Steps for Apple
• Steps for Android

For iOS

From the Home Page

• Click on the Estimates button at the top of your screen
  
  
  
  
• A list view of all Estimates will appear
  • Use the filters at the top to see:
    
    • Estimates assigned to a specific team member
      
      
      
      
    • Estimates assigned to a specific status
      
      
      
      
    • Estimates based on their signature status
      
      
      
      
    • A different order of the Estimates
      
      
      
      

From a Contact or Job's Page

• Click on the Files tab
• Select Financials from the menu
• Click on the Estimate you want to view
  
  
  
  • Note: show/hide files that are associated with a related record by checking the box next to "Related" at the top

Viewing Estimate Details

When viewing an Estimate, you can:

1. Share the Estimate elsewhere
   1. Choosing "Email" from the menu will populate an editable draft in which you can plug a Template, add more attachments, and customize as necessary before sending.
2. Click the 3 dots, which allows you to:
   1. Edit the Estimate details
      1. You will be given the option to delete the file in the "edit" window if you have the correct permission
   2. Duplicate the Estimate
   3. Convert the Estimate into another document
   4. View the document as a PDF
3. Change the Estimate's Status
   1. When you email an Estimate from the Mobile App, the Status will automatically change to "Sent"
4. See the Estimate's total and your profit
   1. Clicking into this tab will give you a detailed summary of the following information:
      
      
      
      
5. See the Related Contact/Job information
6. See any Signature requests
7. View the Estimate as a PDF

Scrolling down the page will show you Line Item details, the Sales Rep assigned to the job, and any Internal or Customer Notes you have added to your Estimate.

For Android: 

From the Home Page

• Click on the Estimates button at the top of your screen
  
  
  
  
• A list view of all Estimates will appear
  • Use the filters at the top to see:
    
    • Estimates assigned to a specific status
      
      
      
      
    • Estimates based on their signature status
      
      
      
      
    • A different order of the Estimates
      
      

From a Contact or Job's Page

• Select the Financials tab
• Click on the Estimate you want to view
  
  
  
  • Note: show/hide files that are associated with a related record by clicking the Related filter at the top

Viewing Estimate Details

When viewing an Estimate, you can:

1. Share the Estimate elsewhere
2. Click the 3 dots, which allows you to:
   1. Edit the Estimate details
   2. View the document as a PDF
   3. Delete the Estimate (if you have permission)
3. Change the Estimate's Status
4. See the ID Number, Date, Related Contact/Job, and Signature requests
5. Review all of the Line Items on the Estimate

Scrolling down the page will show you the Sales Rep assigned to the job and any Internal or Customer Notes you have added to your Estimate.