You can quickly collect payment using your Cost Estimator app by including your payment links directly in your invoice so your clients can submit payment faster and projects get started sooner! To do this, you can use these steps: Follow along in our tutorial below to see how to get started.
Payment: How do I record a payment on an invoice?
Recording a payment on your invoice is quick and easy with a few steps! Tap Projects tab on the lower right and then tap into the folder where it’s saved and tap into the invoice to view the details. Once there, tap record payment to record any paid payments, or tap Edit to add Deposit […]
Notes & Disclaimer: How do I edit Notes and Disclaimer fields?
Editing the notes and disclaimer fields is quick and can be completed with a few taps using the steps below. Take a look at the tutorial below to walk through the steps!
Invoice: How do I create an invoice without creating an estimate?
To create an invoice without creating an estimate first, you’ll want to tap the blue +circle button on the lower right corner. On the pop up menu, tap the Invoice button. Complete the fields and tap Next at the bottom and follow the prompts to save and send. Follow along with our tutorial below!
Images: How do I add images (or add more) to an existing estimate?
To add images to a saved estimate, tap into the folder where the estimate is saved and into the estimate so you can see the details of the estimate. At the top, you’ll see a series of icons – tap on the icon labeled, “Photos” and tap the + under the Photos section. Once uploaded, […]
Images: How do I use the image render feature?
The image rendering feature is a great way to show your client what to expect with the finished project! You have three ways to access it: Watch the tutorials below to learn how to best use each method!
Folders: How do I change the folder where my estimate is saved?
Changing folders where an estimate is saved can be completed with a few taps. To get started, you’ll want to use these steps and follow along in the tutorial below: If you do not currently have any new folders created and need help, please watch the second tutorial included below to walk through how to […]
Folders: How do I add, edit and delete folders?
Adding, editing, and deleting folders helps keeps projects organized and is a completely customizable process! To get started, tap on Projects on the lower right corner and then tap the pencil icon to enter edit mode and then tap Add Folder to get started. To edit, tap on an existing folder to make changes. And, […]
Download: How do I download an estimate?
Quickly download an estimate for your records using these steps and tutorial below.
Print: How do I print an estimate?
To print your estimate, you can use the steps below, or you can send the estimate to yourself like the below tutorial walks through and print from there.