Mobile Estimates

📱 Access the Estimates Section

1. Tap the menu icon (three lines) in the top-left corner.
2. Choose Estimates from the menu.

📄 Understanding the Estimates Page

You’ll see all your estimates listed with their current status. Use the tabs at the bottom to filter:

• All – Shows every estimate
• Draft – Estimates still being worked on
• Won – Estimates the customer accepted
• Lost – Estimates the customer declined

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

➕ Create a New Estimate

1. Tap the + button at the top right.

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.

If the customer has more than one location, select the correct Service Location.

1. Add a description for the estimate.
   • Note: After an invoice is created and the user performs a sync with OneTrack, an estimate number will be automatically assigned to the job.
2. Tap the arrow icon to continue.

🛠 Add Items to the Estimate

1. Pick the warehouse where the items come from.
2. Browse or search for items, then tap the slider to add them.
   • Adjust the quantity as needed.
3. To add a new item, tap the + icon.
4. To scan a barcode, tap Scan (top-right).
5. Tap the arrow icon to proceed.

👁 Preview and Finalize

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 Hide line item prices to toggle showing unit prices and discounts. When selected, you can add/edit line item discounts.
• To add more items, tap the Items button.
• Add tax or discounts (either percentage or amount).
• Add notes for the customer.
• Tap the checkmark (✔) at the top right to Save.

✍️ Get a Signature

• Tap Sign.

✍️ Get a Signature

1. Use the signature pad to sign.
2. Choose:
   • Perform work now – Allows you to create a new job or add a task to an existing job.
   • Perform work later – Marks the estimate as “Won” and saves it.
3. Tap the checkmark to save.

📷 Add Pictures

• Tap the Picture tab to add photos.
• Choose to take a photo or upload from your gallery.

More Tab

Other options will show once you have tapped More.

📽 Present Mode

• Show a clean summary of all estimate items, discounts, and totals.

Present Mode

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

📤 Other Actions:

• Mail – Email the estimate.
• Attach to Job – Link it to an existing job.
• Convert to Job – Turn the estimate into a new job.
• Convert to Invoice – Turn the estimate into an invoice.
• Copy – Duplicate the estimate for another customer.
• Delete – 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.

💾 Saving the Estimate

Once saved, you’ll see the estimate in the All and Draft lists.