How Do I View an Estimate on the Mobile App? (iOS)

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

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
    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.

    Check out this article for information on editing Estimate details.