Effortlessly Create Estimates on Mobile and Boost Your Efficiency

We’re excited to share some fantastic news—our latest update to mobile payments is here! You can now create estimates on the go using your favorite templates. This feature is designed to simplify your processes and make your life a little easier as a small business owner.

📌 Why This Matters

Being able to create estimates quickly and efficiently is crucial for small business owners. This feature saves time, reduces manual work, and helps you respond faster to your customers. Plus, it ensures consistency in your communications and gives your business a professional edge!

✨ What’s New

• Template Access: All templates created for estimates on the web app are now available on your mobile app.
• Easy Navigation: Switch between estimates and templates effortlessly to create estimates in no time!

🛠️ How to Use It

1. Step 1: Login to the mobile app and select your desired sub-account.
2. Step 2: Navigate to the Estimates module from the left-hand navigation bar.
3. Step 3: You’ll now see two tabs—Estimates and Templates. Switch to the Templates tab.
4. Step 4: Select any template to quickly create a new estimate!

💡 Pro Tip

Streamlining your estimate process can win you more clients—get started today and watch your efficiency soar!