Mobile App Now Lets You Download Signed Estimates Instantly

New Feature: Mobile Payments Now Support Downloading Estimates

We’re excited to introduce a feature that enhances the convenience of our mobile payments: the ability to download estimates directly from the mobile app. With this update, you can easily keep a PDF copy of your signed estimates on your device. This improvement is designed to make managing your estimates more efficient and accessible.

How to Download Estimates from the Mobile App

Follow these simple steps to download a PDF copy of your signed estimates directly onto your device:

  1. Login to the mobile app using your preferred account.
  2. Navigate to the Estimates section from the left-hand navigation drawer.
  3. Find the estimate you’d like to download by locating its tile.
  4. Long-press on the estimate tile and select “Download estimate.”
  5. The estimate will be saved to your device’s file app, ready for you to access whenever needed.

This feature is available on our latest app update, so make sure your app is up to date to take advantage of this new capability.

Benefits of the New Feature

  • Enhanced Accessibility: Keep copies of your signed estimates directly on your device without needing to access them through other platforms.
  • Streamlined Workflow: Simplify the process of managing estimates on the go and maintain organized records effortlessly.

Estimate Section
Long Press Tile
Download Confirmation

For more information on how you can optimize your workflow with our platform, explore our Onboarding Services and get started today!

In Case You Missed It

Keep your payments flexible with our Classic Widget Update. Ensure you’re leveraging all the latest tools available to enhance your business operations.

SMBcrm ©2024 | All Rights Reserved
A Leads 365 LLC Company