To send your client form link to your prospective clients, you’ll want to tap the menu (three horizontal lines icon in the upper left corner of your Home screen), and then on the Client Intake Forms heading. Copy the link from there! Join us in the tutorial below to learn more about how to use […]
Notifications: Can I be notified when my client opens the estimate?
To receive a notification when an estimate is opened, viewed, or approved you’ll want to enable the notifications settings in your Cost Estimator mobile app. To do this in your mobile app, tap menu>settings>permissions and enable notifications within your device settings.
Overview: How to Use the Cost Estimator App
To get started, just to tap on the blue circle + button in the lower right corner of the Home screen. You’ll see a little pop up menu where you can select to create an Estimate, an Invoice, or an Image Render. Tap Estimate when you’re ready to input the full scope of work, create […]
Business Logo & Info: How do I add & update my business logo?
To add your business log, you’ll want to tap Menu>Business Info and upload from there Follow along in our video tutorial below!
Client Intake Form: What is the client intake form?
The Client Intake Form is a unique URL you can share with your clients when they are interested in doing a project with you. The short form asks clients for details about their desired project, and asks them to provide any photos of the site if they have them. Completed forms instantly appear in the […]
How do I update invoice status
To update your invoice status, you’ll want to record payments and the total will automatically update. To do this, you can use the following steps: Tap into the folder where the estimate/invoice is saved Tap into the invoice to the “Preview Invoice” Screen Tap the “Record Payment” button Enter the details such as Amount, Payment […]