Estimator's Mobile App

The estimators' version of the mobile app consists of 5 main pages:

Dashboard(1), Agenda(2), Lead Map(3), Messenger(4), Side-bar menu(5)

Dashboard

The Dashboard is the estimator’s home screen, providing information about estimates for today (of which quoted or confirmed), last week, two weeks, and last month.

Agenda

In the Agenda section, the estimator can find the tasks assigned to them. It consists of 2 tabs: Todo and Finished.
In the “To Do” tab, the estimator can see the list of all the tasks for today, while in the “Finished” tab, the estimator can find the tasks that have been done.
To change the date, click on the “date” sign in the upper left corner and choose the needed date or date range from the calendar.

Note that once a specific time range on the calendar is chosen, when moving to other pages and returning to the “Agenda” page, the chosen time range will still be available.

If any tasks have been cancelled, they will appear in the "Cancelled" section.

Lead map

On the Lead Map, the estimator can see all leads and tasks relative to their location.

You can jump to the Leads List(1), search them by location(2), and filter them out by various parameters(3).

Leads list

Leads map

After the lead map is downloaded and pins show on the map, the map will still be available for use even if you lost internet connection.

Messenger

In the Messenger section, you can exchange messages and files with the team.

You can format text to be bold, italic, or underlined by surrounding the text in symbols:

* - for bold text (*bold* → bold)
~ - for italic (~italic~ → italic)
_ - for underlined (_underlined_ → underlined)

Or by using dedicated buttons(1).

You can send a photo or other file by tapping on the file button(2).

And you can also send audio messages by tapping and holding the audio button(3).

For MP3, MP4, and PDF files, a preview is available.
For the rest, instead of a preview, there is a download button.
When sending a lead/estimate/workorder/invoice from the web, the respective lead/estimate/WO/invoice number shows in the link name.
The link itself opens inside the app.

Sidebar menu

The sidebar menu is a quick way to get into all the main modules and settings in the system.

Profile link - opens the profile page where you can see user details, track time, and clock in and clock out.
Estimator / Field worker switcher - switch between two modes if your permissions and user type allow that.
Main modules links - quickly jump to the main modules in the system.
Forms - opens a page with available default forms and forms with the "general" trigger.
Contact support - opens a dropdown with Arbostar support contact information.
Settings - opens a settings page, more about them in the Settings article.
Log out - ends the session and logs you out of the app.
🌛 - toggles dark / light mode.

Other sections

If you click on the "Search" icon at the top, you can search for clients, leads, estimates, etc.

And you can go back to previously searched results using Search history.

If you click on the “Plus” sign at the top of the page, 8 options will open: “Client”, “Lead”, “Estimate”, "Workorder", "Schedule WO.", "Invoice", "Payment" and “Task”, helping you create a new client/lead/ estimate and task accordingly.