Estimates on the mobile app can be created in several ways.
One way to create a new estimate is to click on the “Plus” sign and tap on the “Estimate”.


On the new page you have an option to choose the existing client from the “Client” list or create a new client by clicking on the “New Client” button.

To move to estimation page, click on the “Confirm Client” button.



On the "Create Estimate" page you can add scheme, add services/ products/ bundles, a crew note and choose a brand.

When you click on the service, you can either put the price or you can use the calculator to calculate the price of the service.



Another way to add a new estimate is to navigate to the client’s page you would like to create an estimate for and click on the button on the bottom right side of the screen. Click on the “Create Estimate” option to start building the new estimate.



You can also turn already existing leads into estimates.
One way is to navigate to the lead’s list, click on the dots next to the preferred lead and choose the “Create estimate” option from the menu.



Another way is to create an estimate from the client's lead profile.

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