Mobile: Estimates

Mobile: 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 searches 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• Once the estimate has been archived, a red Archived is displayed on the left side.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.

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