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:

Open the left navigation menu and select Estimates.
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.