An estimate tells your lead or client what work you'll do and what it will cost. Maintenance estimates cover recurring and seasonal work such as mowing, edging, pruning, cleanups and fertilization.
Find the lead or client
In the bottom bar, tap CRM. Find the lead or client in the list, or type their name in Search.
Start the estimate
Choose one of these:
From the list: tap ... next to the lead or client and tap Create an estimate.
From their page: tap the lead or client, then tap + next to Estimates on the property card. If the property has no estimates yet, tap Create an estimate instead.
đĄ If the lead or client doesn't have a property yet, tap + next to Properties to add an address first.
Add maintenance services
The estimate opens on the property map with the measurements.
1. Tap Add Services at the bottom.
2. Tap Add maintenance and choose a service, such as Lawn Mowing or Edging.
3. When you're done, tap Generate proposal to create the document your client will see, check it and send it.
For each step in detail, see Creating your first maintenance estimate in the mobile app.
Platform notes (iOS vs Android)
The steps are the same on iOS and Android.