iOS Mobile App

Everything you need to take advantage of your mobile app for iPhone

Jil Overstreet avatar Alyssa Moretti avatar Abbey Weber avatar
32 articles in this collection
Written by Jil Overstreet, Alyssa Moretti, and Abbey Weber
Jobs, Estimates, Events

Schedule a Job [iOS]

Quickly create a job on your iPhone or iPad!
Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

How do I create an estimate from my iPhone?

Learn how to create an estimate with ease from your iPhone
Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

View Your Company's Schedule (iPhone)

View your company's schedule on the iPhone mobile app with just a couple quick steps.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Directions to Jobs/Estimates (iPhones)

Learn how to quickly access directions to a job or estimate's service address.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Approve a Job on the iPhone

Get approval from your customer before a job starts or after the work is complete (separate from an estimate).
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I turn an estimate into a job from my iPhone?

Learn how to turn your estimate into a job in a few easy steps!
Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

Estimate Approval & Signature (iPhone)

When in person, your customer can sign and approve an estimate right on your iPhone!
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Send Customers Photo or Document Attachments (iPhone)

Once you've saved attachments to a job/estimate, select which attachments you'd like to include to send to your customer.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

View an Estimate or Invoice (iPhone)

Preview an estimate or invoice on your iPhone.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Print an Estimate or Invoice (iPhone)

Print an estimate or invoice from your mobile app on the iPhone.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Unschedule a Job or Estimate (iPhone)

Unschedule a job or estimate from your calendar from your iPhone without deleting it completely.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Change Invoice/Estimate Number on an iPhone

Change the number of an invoice or estimate from your iPhone.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I add a photo to a job from my iPhone?

Learn how to add an image in a few easy steps!
Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

Add Attachments to a Job/Estimate (iPhone)

Add attachments to a job or estimate before selecting which items you'd like to send to your customer.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Who can I share a job with and how?

Learn who can be in your network and how to refer overflow or out-of-industry work to
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I track the time a job takes from my iPhone?

Maximize your company time by learning how long it takes to complete a job from start to finish!
Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

'Open Work' Section

How jobs and estimates end up in the 'Open work' section of the mobile app.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago