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Mobile Estimates Dashboard and Builder

Manage your estimates efficiently with the dedicated "Estimates" section in the Stack mobile app. This guide will walk you through understanding mobile estimates, navigating the estimate dashboard, and using the estimate builder.

What is a Mobile Estimate?​

A mobile estimate allows a skilled service technician to evaluate a job on-site, creating a detailed list of tasks, parts, supplies, personnel, and time required. While estimates are precise, they may change as the job progresses. With Stack, you can manage this entire process in real-time, directly with your customer.

Estimate Dashboard​

The Estimate Dashboard provides a comprehensive view of all your estimates, offering insights into their current status:

  • Sent Estimates
  • Accepted Estimates
  • Declined Estimates
  • Invoiced Estimates

Filtering Options​

Refine your search results using:

  • Search Bar
  • Estimate Status Filter
  • Date Range Filter

You can view all estimates in various states (draft, due, paid, etc.), whether they were created on the web or mobile.

Interacting with Estimate Cards​

  • Tap: Perform the primary action for the estimate (e.g., edit a draft estimate).
  • Long Press: Access all available actions for the estimate (e.g., copy link, mark as accepted).
  • Left Swipe: Reveal key actions such as edit, delete, and more.

Estimate Builder​

To create a new estimate in the Stack mobile app:

  1. Open the left navigation menu and select Estimates.
  2. Tap the "+" button to start a new estimate.

Adding Details​

  • Link a Contact: Choose the customer who will receive the estimate.
  • Enter Estimate Information: Include the estimate name, issue date, due date, and estimate number.

Adding Items​

  • Custom or Catalog Items: Add items to the estimate, linking applicable taxes and selecting the correct variants.

Terms & Notes​

Include any terms and additional notes relevant to the estimate.

Review and Send​

  • Review Details: Double-check the contact information, dates, and item details. Apply discounts if needed.
  • Send the Estimate: Choose to send via email, text, or both.

Once sent, your customer can accept or reject the estimate. Accepted estimates can be invoiced for payment collection.