How to access Estimates
To Access the Mobile estimates section, click the three horizontal bars on the upper left and select Estimates.
Once you get to the Estimates Page, you will find a list of all the available estimates and their status. To add new estimates, tap on the Add / + (plus) button at the top right of the screen.
After tapping the + or Add, you will be directed to list of customers. Select the customer or Search the customer.
The field employee can also add a new customer by tapping the + (plus) button at the top right of the screen.
Upon getting to the Create New Estimates Page, you will need to fill out the Estimate Description. There will be no items yet, so you need to tap on the + (plus) button on the upper left.
Search or select the items by tapping on the slider bar at the left side of that item. The QTY or the quantity of the item can also be changed.
If that item has a barcode, SCAN it by tapping Scan at the top right of the screen.
Once you have selected the items that you need, tap the check button at the top right of the screen.
Once the required items has been selected, you’ll be directed to the New Estimate screen again with the details of the part and prices.
If you need to add more items, just tap the + (plus) button again.
You can ADD a Discount or Tax for the the estimate as well by tapping the Zero’s colored by blue at the right side.
There are two options for the discount, it can be a Percentage or Money value. Tap the slider to which kind of discount you want to use then add the value.
To Disable Discount, tap the check box next to it.
Tax Rates Page
When you get to the Tax Rates Page, select one from the pre-configured list of tax that are available.
Once everything has been added and checked, the discount and tax will be automatically calculated.
Tap the check button to save the estimate.
Once the estimate has been saved you’ll be directed to the summary of the estimate. After reviewing again and missed something, you can edit the estimate by tapping the pencil button at the top right of the page.
Back into the Preview Page of the Estimate, you will find the Sign button below. Tap it to get to the Sign Page.
Here is where you can have the customer put their signature. Tap Clear if they need to remove or redo the signature. Hit Save to finalize the signature.
Sending Estimates to Email
Back to the Preview Page of the Estimate, Tap on the Mail button on the upper right and an option to Share with email will show on the bottom. Select the email and select Just once or Always to send the Estimate.