Mobile: EstimatesMobile: Estimates

The Estimates list shows estimates for the customer. Remember, an estimate is a simplified proposal… more like an invoice with no inventory or payment options.

At the top of the Estimates window are three icons:

  • Back Arrow takes you back to the customer details screen.
  • Magnifying Glass is used to search for specific estimates using a wildcard search. Enter the word or phrase and click Filter to display only estimates containing that word or phrase.
  • Plus Icon opens a new, blank estimate for this customer.

The proposal list shows:

  • Estimate Number
  • The Date of the estimate
  • The Total value of the estimate
  • Once the estimate has been archived, a red Archived is displayed on the left side.

Tap on an estimate to see the full details.

Note: The Estimate module has not been optimized for mobile view. So you might find it easier to use a computer to create an estimate.


iPoint Version: 9.0814
Last modified: 20 Aug 2020

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