Mobile Estimates
How to access Estimates
To Access the Mobile estimates section, click the three horizontal bars on the upper left and select Estimates.
Estimates Page
On the Estimates Page, you will find a list of all the available estimates and their status.
At the bottom, four different tabs are separating the estimates by status: All, Draft, Won, and Lost.
By default, when accessing the Estimates module you will land on the All tab where you can see all of the estimates regarding their statuses.
Adding Estimates
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 a list of existing customers. Select the existing customer from the list or use the search bar.
If you are creating an estimate for a new customer, tap on the plus icon to create 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.
Give the estimate a description, and click on the arrow icon to proceed.
Add Items to the Estimate
- Select which warehouse you want to get the item from.
- Search or select the items by tapping on the slider bar on the right side of that item. The QTY or the quantity of the item can also be changed.
- If the Item is new and it’s not on the list, tap on the plus icon to create a new item.
- 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 arrow button at the top right of the screen.
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
Click on the sign button to have the customer sign the estimate.
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 – will mark the estimate as won and save it.
Perform work now – This will give you two options, create this estimate for a new job or add this as a task on an existing job.
Present Mode
Estimate presentation mode
Present Mode
This will show you a breakdown presentation of the estimates items, sub-total, total discount, and how much you need to pay.
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.
Click on the Check icon on the top right to save the estimate.
Save Estimate
The estimate will now be listed in the Estimate All and Draft List.
