Where Are My Financial Documents on the Mobile App?

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

• Steps for Apple
• Steps for Android

For iOS: 

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

1. 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.

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:

1. Navigate to a Contact or Job page
2. 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.