Frequently Asked Questions

How do I create Estimates on iOS?

Estimates allow you to create and send an approximate outline of your Items or Services to your Client for approval before beginning the work. Once the Estimate is approved by the Client, you can easily convert it into an Invoice to start collecting payment!

 

Creating Estimates

You can create Invoices on iOS with just a few quick steps: 

  1. Once logged into your account, tap on Estimates at the bottom
  2. Tap on New (top right corner)

    New_Estimate

  3. Create your Estimate as usual with a Client, Estimate date, description, line entries, etc
  4. When you're done, tap on Save at the top right corner
  5. Feel free to tap on the Paper Plane symbol (in top right corner) to send the Estimate by email, or you can hit the Arrow symbol (top left corner) to return to the Estimates page. Your created Estimate will be saved as a draft. 

    Estimate_Header

In the Estimates section, you can also check the status of your Estimates to see whether your Clients have viewed or Accepted an Estimate yet: 

Estimates_List

 

 

Accepting an Estimate

When you send an Estimate to your Client, they receive an email with a link to the Estimate and a button to Accept it with a single click. This allows the Client to confirm your quote so you can start invoicing them.

To Accept an Estimate yourself, you can use the below steps: 

  1. Tap on the Estimates icon at the bottom
  2. Tap on the Estimate you want to mark as Accepted
  3. Tap on the ... symbol at the top

    Estimate_Option

  4. Select Accept and the Estimate will now be marked as Accepted.

    Accept 


 

Converting Estimates Into Invoices 

Once the Estimate has been reviewed by your Client, converting it into an Invoice is easy: 

  1. Tap on the Estimates icon at the bottom
  2. Tap on the Estimate you want to convert into an Invoice
  3. Tap on the ... symbol at the top

    Estimate_Option

  4. Select Convert to Invoice and resume with editing the Invoice as needed.

    Convert_to_Invoice


Viewing Comments

Tap on the banner above any Estimate to view the history: 

Estimate_Comment_Button

This includes details on the Estimate, including comments between you and your Client: 

Estimate_Comments