iOS Mobile App

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

Jil O. avatar Alyssa Moretti avatar Abbey W. avatar +1
33 articles in this collection
Written by Jil O., Alyssa Moretti, Abbey W. and 1 other
Jobs, Estimates, Events

Schedule a Job [iOS]

Quickly create a job on your iPhone or iPad!
Jil O. avatar
Written by Jil O.
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 O. avatar
Written by Jil O.
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 W. avatar
Written by Abbey W.
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 W. avatar
Written by Abbey W.
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 W. avatar
Written by Abbey W.
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 O. avatar
Written by Jil O.
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 W. avatar
Written by Abbey W.
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 W. avatar
Written by Abbey W.
Updated over a week ago

View an Estimate or Invoice (iPhone)

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

Print an Estimate or Invoice (iPhone)

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

Change Invoice/Estimate Number on an iPhone

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

'Open Work' Section

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