Mobile Estimates

Accessing the Estimates Section

  1. Tap the menu icon (three horizontal bars) in the upper-left corner.
  2. Select Estimates from the menu.

Estimates Page Overview

On the Estimates page, you’ll find a list of all estimates with their current status. You can view estimates by selecting one of the four tabs at the bottom:

  • All – Shows all estimates
  • Draft – Displays estimates that are drafts
  • Won – Lists estimates that have been accepted
  • Lost – Displays estimates that were declined

By default, the All tab is selected, showing estimates with all statuses.


Adding a New Estimate

Tap the Add (+) button in the top-right corner.


Select an existing customer from the list, or use the search bar to find them.

If you’re creating an estimate for a new customer, tap + to add a new customer.


After selecting a customer, if the customer has multiple service locations it will redirect you to the list of all service locations. Select one and it will proceed.


Enter a description for the estimate, then tap the arrow icon to continue.


Adding Items to the Estimate

  1. Select the warehouse where you’ll source the items.
  2. Find the items you need by searching or scrolling, and tap the slider bar on the right to select each item.
    • Adjust the quantity (QTY) as needed.
  3. If the item isn’t listed, tap + to add a new item.
  4. If the item has a barcode, tap Scan at the top-right to scan it.
  5. Once items are selected, tap the arrow icon to proceed.

Once the required items have been selected, you’ll be directed to the Estimate Preview screen with the details of the part and prices.

Tap on Hide line item prices, this will give you the option to Show all the pricing (Unit Price and Line item discount). When selected, you can add/edit line item discounts.

If you need to add more items, just tap the Item button and add more items to the estimate.

Add tax or discount, it will give you the option to add tax or discount in percentage value or monetary value.

Notes – Type in Notes for Customer.

Save the estimate by clicking on the check icon on the top right.


Sign

Tap Sign to open the signature pad.


Sign

After clicking on the sign, the signature pad will pop up. Place your signature and select if you want to perform the work now or later. Click on the check icon on the top right to save.

Perform work later – Marks the estimate as “Won” and saves it.

Perform work now – Allows you to create a new job or add a task to an existing job.


Attach Picture to Estimate

To attach pictures to estimate, click on the Picture Tab. It will let you choose to attach pictures from the gallery or open your camera.


More Tab

Other options will show once you have tapped More.


Present Mode

Estimate presentation mode


Present Mode

This will provide a detailed presentation of the estimated items, including the subtotal, total discount, and the final amount due.


Other Options

Mail – Send the estimate through email right away.

Attach to Job – The estimate’s information will be copied and attached to an existing job.

Convert to Job – The estimate information will be copied and will be converted into a new job.

Convert to Invoice – This will convert the estimate into an invoice.

Copy – The estimate’s information will be copied and you will be prompted to select a customer to whom the estimate will be assigned.

Delete– This will remove the estimate.


Click on Convert to Invoice.


You will notice that the status has changed to Invoiced after tapping into Convert Invoice.


Convert to Job

After clicking on convert to job, notice that the estimate status will change to Scheduled.

The estimate will automatically be converted into a job and assigned to you.

If you go to the Job Module, the job that we converted from the estimate will be listed there.


Save Estimate

The estimate will now be listed in the Estimate All and Draft List.