Filling in an estimate

You can complete an estimate on site. This will allow you to leave detailed feedback and create a professional document.

1. Click the menu icon (3 horizontal lines) in the top left corner.
   
   
   
   
2. This will open the menu. Click 'View diary'. Find the estimate you would like to complete. Click 'Accept' when you have read the details of the estimate and you agree to carry out these works.
   
   
   
   
3. Click 'Travel' when you are on your way to the property.
   
   
   
   
4. Click 'Arrive' when you have arrived at the property.
   
   
   
   
5. Click 'Fill in estimate' at any time when you are at the property. You can add information, do something else within the app, and go back to this page and the data will save.
   
   
   
   
6. You will see a page with information on the estimate. Click into each section to edit the information.
   
   You can click the + icon in the bottom corner to add an option to the estimate. This will allow you to create two estimates for the same job as well as giving the customer a choice.
   
   
   
   
7. When you have finished the estimate click the arrow in the top left corner to go back to the main page. Here you can click 'Leave' if you have completed everything.