Where Can I Find All of My Clients' Estimates in the Mobile App? (iOS)

Quickly locate any Estimates associated with your Contacts or Jobs that may need additional attention.

Scroll down the home page to locate the Pending Estimates section.

The three that appear here are either in a "Draft" or "Sent" status and are sorted from last created to first by default, with the most recently created Estimate at the top of the list.

The dollar amount in orange indicates the total of all Estimates that are still pending.



Click "View All" to see all existing Estimates associated with a Contact or Job.


  • By default, your view will reflect Estimates that:
    • are assigned to you (the user)
    • are in the status of "Draft" or "Sent"
    • are in any Signature Status
    • have been recently created (descending order)


Filter
the list by clicking on the tabs at the top.

  • Assigned to
    • Select the name of another team member to see their assigned Estimates

  • Status
    • Choose another status from the dropdown to view more Estimates

  • Signature Status
    • Toggle between Estimates for which a signature has been requested/completed

  • Sort View
    • Change the order in which the Estimates appear at the top by either those most recently created or those with the highest dollar amount