What’s new
Saved Jobs
Jobs saved on this device. A job reaches your manager only when you send it from the Pricing screen. Anything marked Local has never left this device.
Saved Estimates
Ballparks you saved from the Pricing screen's Estimate mode. They live on this device only.
Backup & Restore
The app also keeps its own snapshot from each of the last 7 days you used it, on this device.
Misc Charges
For items outside the price book: specialty parts, third-party purchases. Describe each one; the amount never appears on anything the customer sees.
What-if numbers only. The red frame means you're estimating. Nothing is sent or added to the quote; flip back to Quote and the real price is right where you left it.
| Drop | Amount | Price | Comm | Pmt |
|---|
Manager
Set Your Drops
Jobs Sent by Reps
To change a person's name, phone, email, title, manager access, or pricing-screen contact seat, use Edit on their card in Team.