Use GHL Customer Care’s Mobile Estimates Dashboard and Builder to create and send professional estimates in seconds directly from the mobile app on your phone.
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
An estimate is typically when a skilled service technician reviews a job in-person so that they can build a precise list of the things that need to be done, the parts, supplies, personnel, and time required. This is an "estimate" because it is accurate but subject to change as the job progresses. It is extremely efficient to have a mobile system for managing estimates because the whole process can be done with the customer on-site in real time.
Estimate Dashboard
The dashboard displays the most important information.
Sent estimates
Accepted estimates
Declined estimates
Invoiced estimates
Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter
See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile.
New Estimate
Estimate card interactions:
Tap - Primary action for that estimate (E.g. edit estimate for a draft estimate)
Long press - All the actions that can be performed for that estimate (E.g. Copy link, Mark as Accepted)
Left swipe - Reveal the two most significant actions along with more, an option to view all (E.g. For a sent estimate, you will see options to edit, delete, and more)
Estimate Dashboard (image 1 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Dashboard" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Dashboard" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: In the mobile app, open the left navigation and click on Estimates then click the plus "+" button. Add the initial details - Link a contact, add the name of the estimate, issue date, due date, and the estimate number Add items to the….Image 1 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:
Fields in this part of the guideSent estimatesAccepted estimatesDeclined estimatesInvoiced estimatesNew EstimateEstimate card interactions:
Next stepIn the mobile app, open the left navigation and click on Estimates then click the plus "+" button. Add the initial details - Link a contact, add the name of the estimate, issue date, due date, and the estimate number Add items to the estimate - custom or/and catalog items. While adding items, you can link taxes to products and choose the right variant combinations. Add Terms & Notes Review the estimate details. Double check the information of the contact intended to receive the estimate, the issue and due dates, and the item details. Discounts can also be added at this step. Once you have reviewed all the details, you can send the estimate via email, text, or both. Upon receipt, the estimate can be either accepted or rejected by the customer. Accepted estimates can be invoiced to collect payments.All 8 steps in this procedure
Sent estimates
Accepted estimates
Declined estimates
Invoiced estimates
Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter
See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile.
New Estimate
Estimate card interactions:
Estimate Builder
In the mobile app, open the left navigation and click on Estimates then click the plus "+" button.
Estimate Builder (image 2 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. Immediately after, the guide continues: Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your….Image 2 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:Next stepQ: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Add the initial details - Link a contact, add the name of the estimate, issue date, due date, and the estimate number
Estimate Builder (image 3 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. Immediately after, the guide continues: Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your….Image 3 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:Next stepQ: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Add items to the estimate - custom or/and catalog items. While adding items, you can link taxes to products and choose the right variant combinations.
Estimate Builder (image 4 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. Immediately after, the guide continues: Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your….Image 4 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:Next stepQ: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Add Terms & Notes
Estimate Builder (image 5 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. Immediately after, the guide continues: Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your….Image 5 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:Next stepQ: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Review the estimate details. Double check the information of the contact intended to receive the estimate, the issue and due dates, and the item details. Discounts can also be added at this step.
Once you have reviewed all the details, you can send the estimate via email, text, or both.
Estimate Builder (image 6 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. Immediately after, the guide continues: Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your….Image 6 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:Next stepQ: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Upon receipt, the estimate can be either accepted or rejected by the customer.
Accepted estimates can be invoiced to collect payments.
Estimate Builder (image 7 of 7)What this shows Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of…What this showsIllustrates the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder".This screenshot appears in the "Estimate Builder" section of "Mobile Estimates Dashboard and Builder". The text alongside this image reads: Sent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the…. Immediately after, the guide continues: Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your….Image 7 of 7What this coversSent estimates Accepted estimates Declined estimates Invoiced estimates Filters narrow down your estimate search results with the help of a search bar, estimate status filter, and a date range filter See all of your estimates in every state (draft, due, paid, etc.), irrespective of whether the estimate was created on web or mobile. New Estimate Estimate card interactions:Next stepQ: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Frequently Asked Questions
Q: Can my client accept or reject the estimate from their phone? Yes. Clients can view the estimate through the link they receive and click Accept or Reject directly from their mobile device. The status will update automatically in your dashboard.
Q: Can I edit an estimate after I send it? No, once an estimate is sent, it can’t be edited. If you need to make changes, you’ll need to create a new estimate.
Q: Will I get a notification when a client signs the estimate? Yes. You’ll receive a notification in the app as soon as the client signs or rejects the estimate, so you can take the next steps right away.
