> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Estimates - Mobile App > Build, edit, send, and get sign-off on estimates from your phone in the field, then convert an accepted one to an invoice in a tap. You can create, edit, and send estimates in the FieldPulse mobile app. Once an estimate has been accepted, convert it to an invoice with ease! Note that the process of creating an invoice is very similar if you choose to create an invoice instead of converting an estimate into an invoice. *** # Creating an Estimate To create a new estimate, navigate to the *Sales* tab in the bottom menu, then select *Estimates*. *(**Note:** There are many ways to create a new estimate including from a job record, customer record, or the Actions button.)* Untitled step Once here, you can sort your existing estimates using the menu at the top of the screen. Additionally, you can select the *Create New* button to build a new estimate. Untitled step You can select *Import Template* to build your estimate from an existing template, or fill out the details to start from scratch. If you expect to use this estimate frequently, toggle on *Save as Template* to save time in the future! You can now select a customer to link to this estimate. If the estimate is connected to an existing job or project, search for and select the job/project in the *Related Job*/*Related Project* field. Include internal notes and tags as needed on the estimate as well. You can also manually adjust the estimate expiration date. To change your default estimate settings, learn more [the default estimate and invoice settings](/using-fieldpulse/estimates-invoices/default-estimate-invoice-settings). Untitled step Now it's time to add items to your estimate. There are a variety of ways to do this, based on your business needs and your preferences. ## Add Line Item: Selecting Add Line Item will allow you to search your item list in order to add items to the estimate ### Insert Bundle: Bundles are for services and parts that are often grouped together. To learn more about bundles and how to create them, [the line item bundles guide](/using-fieldpulse/estimates-invoices/line-item-bundles-groupings) #### Pricebook: Selecting Pricebook will allow you to select and add flat-rate jobs from your Pricebook ### Additional Details ***Add Estimate Option*** allows you to create multiple estimate options for your customer to choose from. ***Add Line Item:*** Selecting Add Line Item will allow you to search your item list in order to add items to the invoice. ***Add Grouping:*** allows you to organize your line items on the estimate, as well as control the visibility of the line item names and prices for your customer. Simply create a grouping then drag and drop line items into it to begin organizing your invoice! ***Insert Bundle:*** Bundles are for services and parts that are often grouped together. To learn more about bundles and how to create them, [the line item bundles guide](/using-fieldpulse/estimates-invoices/line-item-bundles-groupings). ***Insert PO Items:*** Populate an invoice with items from a purchase order. To learn more, visit the [Purchase Orders article](/using-fieldpulse/purchase-orders/purchase-orders). ***Pricebook:*** By selecting Pricebook, you will have the option to add flat-rate jobs straight from the Pricebook you created. ***The Granite Group:*** Add purchase orders items from The Granite Group to your estimate. To learn more, visit [The Granite Group article](/integrations-partners/suppliers-distributors/the-granite-group-integration). ***Apply Markup/Margin:*** allows you to apply a markup or achieve a margin, which will overwrite all the item prices in your estimate. ***Create Add-On Options:*** allows you to create add-ons for your customer to select and add on to the standard items listed in the estimate. This may look like an extended warranty, upgraded parts, or an additional service. Additional estimate options including markup, margin, and add-on options on mobile After saving your estimate, you can now view the estimate record. Use the top menu to add related material to the estimate or view recent changes. When you're ready, select *View Estimate* to show the estimate in person, or to email it to your customer. If your customer accepts the estimate, select *Convert to Invoice* to transfer all the details from the estimate into an invoice record to save time. Untitled step You can also change the estimate status on this page in order to track the progress being made. Saved estimate record with top menu to view or email the estimate *** # Estimate Statuses As you create and send estimates, FieldPulse makes keeping track of the statuses easy. On your *Estimates* page, notice the statuses listed on the right side of each estimate record. The *Draft*, *Sent*, and *Accepted* statuses are automatically updated by FieldPulse, while the remaining statuses can be manually updated to continue keeping track of your estimate long-term. You can also use the menu at the top of the *Estimates* page to sort your estimates by status. Estimate list showing Draft, Sent, and Accepted status labels per record *** # Customer Estimate Experience To preview, send, or show an estimate, select *View Estimate* on the estimate record. Untitled step Once here, you can select the estimate view you'd like to use: *Dynamic Estimate*, *PDF*, or *Variant Proposal*. You can also send the estimate to your customer using the *Send* button, or select *Present* to show your customer the estimate in-person. To change the estimate settings for this estimate, select *Settings*. If you want to change your default estimate settings, visit [this article](/using-fieldpulse/estimates-invoices/default-estimate-invoice-settings). Untitled step If you select *Settings*, you will be presented with these options. Untitled step *** # Video Tutorial