Where Are My Financial Documents on the Mobile App?

Access your customers' Estimates, Invoices, Work Orders, and other financial records from the Mobile App.

On This Page

Steps for Apple

Steps for Android

For iOS

Your financial documents are located in your client's file. 

1. To access your client's financial documents, navigate to a Contact or Job page.
2. Click on the Files tab.
3. Select Financials from the menu.

All associated financial documents will appear here.

Toggle the switch next to Related at the top to show or 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. 

1. To access your client's financial documents, navigate to a Contact or Job page.
2. Click on the Files tab.
3. Select Financials from the menu.

All associated financial documents will appear here.

Toggle the switch next to Related at the top to show or hide documents that are linked to the parent Contact or Job's related records.