- Help Center
- Mobile App
- Financials
Where Are My Financial Documents on the Mobile App?
Access your customers' Estimates, Invoices, Work Orders, and other financial records from the Mobile App.
For iOS:
Your financial documents are located in your client's file. To access your client's financial documents:
- Navigate to a Contact or Job page
- Click on the Files tab
- Select Financials from the menu

All associated financial documents will appear here.
Un/check the box next to "Related" at the top to show/hide documents that are linked to the parent Contact or Job's related records.
For Android:
Your financial documents are located in your client's file. To access your client's financial documents:
- Navigate to a Contact or Job page
- Select the Financials tab from the menu
All associated financial documents will appear here.
Click on the Related filter at the top to show/hide documents that are linked to the parent Contact/Job's related records.