In this article, you will learn how to create and send estimates using the Workiz mobile app.
Creating an estimate
There are two ways to create estimates on the mobile app: standalone estimates and estimates created from a job. Your role and/or permissions may determine how you can create estimates.
Creating an estimate from a job
From the Workiz app, select the job you want to create an estimate for
Select the Finance tab
Next to Estimates, select the + icon
Next to Items, select the + icon
Choose an existing item from the list of items and services or select New to create a new item
Adjust the quantity as desired and select Save
Repeat Steps 4–6 until you have added all of the items you want to include for this estimate
Creating a standalone estimate
From the Workiz app, select the menu icon > Estimates
Select the + icon
Select the client you want to create an invoice for
Next to Items, select + icon
Choose an existing item from the list of items and services or select New to create a new item
Adjust the quantity as desired and select Save
Repeat Steps 4–6 until you have added all of the items
Sending an estimate
From the estimate page, select Send to client
Complete the Send estimate fields:
Send by: Choose whether you want to send this invoice via email or text message
Let client pay with a credit card: Decide whether you want to allow this client to pay online using a credit card and check the box accordingly
Select Send
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