Ability for Field technicians to create estimates in the field
B
Bright Manatee
During a cat event or cash jobs it would be nice for technicians or sales people to use the mobile app to create estimates using custom price list loaded. They would then either have the customer sign on their device or send for signature. Example of this is similar to how Jobber has the ability to create estimates on mobile.
K
Keppel green Eagle
This would also help with companies who do Carpet or duct cleanings to make those techs more independent
Ryan Oliver
Merged in a post:
Estimate Interaction on the Mobile App
D
Dutch white Marmoset
it would be great to be able to add and edit estimates via the mobile app. Our company uses tablets in the field, and the website is very difficult to interact with on an iPad. For example, if you're trying to scroll through the item price list in your estimate, each row you touch becomes selected and it's near impossible to unselect it. So, it's impossible to remove a row without deleting several.
U
Underlying Grouse
The techs also need the ability to adjust invoices and take payments in the field.