This guide will walk you through the steps to create a new estimate on the mobile app. The screenshots are from the iPhone app, but the Android app looks basically the same and the steps to follow will be the same.
First, open the left menu and click on 'Estimates'.
On this page, click on the green plus sign to create a new estimate.
First click 'Customer' to select a existing customer for this estimate, or add a new one.
On the customers page search for and click the name of the customer you want to add.
Back on the estimate, adjust the invoiced (created) date and the due date (expiry) and add any notes. Then click 'Add line item' to start adding items to this estimate.
Click the line item you want to add from your list. You can also search for line items here.
Adjust the price, quantity and description of the line item and when you're ready to add it, click 'Save'.
Once you've repeated this process to add all the line items you want, add any discount or surcharge (if needed) and click 'Save' to complete the estimate.
Once the estimate has been created, you'll want to share it with the customer. Click 'Generate PDF' to share it.
Once you've opened the PDF estimate and reviewed it, click the green plus sign.
On this page click 'Email'.
This will generate a new email to your customer with the estimate attached. Change any details you want and then click 'Send' when you're ready. You can include a signature request for customer sign-off.
That's it! You just created an estimate on the mobile app. If you have any questions, email us at firstname.lastname@example.org