Mobile App: Create an Estimate

1.  Tap on the New Estimate button at the top of the main menu.

 

2.  Tap on Plus icon to add a customer.

 

3.  The customer list displays.  In this example, we are going to search for the customer.

 

4.  After entering the partial customer name, I select my customer by tapping on the name.

 

5.  Next tap on the Plus icon next to Items.

 

6.  Select an item from the list.  You could also search for an item on the search bar.

 

7.  Update the price, quantity or description.  Then tap Done.

 

8.  Tap Save to save the estimate.

 

9.  The estimate has been saved.