Doc Summary
What is Estimate Templates on Mobile? #
Estimate Templates on mobile allow users to create new estimates instantly using saved templates. These templates mirror those created in the web version of , making it easier to create professional, standardized quotes on the go.
Key Benefits of Estimate Templates on Mobile #
Using templates saves time, ensures consistency, and improves efficiency for field agents and sales reps on the move.
- Fast estimate creation using saved layouts
- Maintain consistency in pricing and design
- Access existing web templates directly on mobile
- Available on Aiphilia and LeadConnector apps
- Works with whitelabeled mobile apps (update required)
- Great for teams who operate in the field or remotely
How To Create an Estimate Using a Template on Mobile #
You can use templates created on the web to quickly generate estimates in the mobile app.
- Log in to the mobile app (Aiphilia, LeadConnector, or your Whitelabel version).
- Open your desired sub-account.
- Tap the “Estimates” module from the left navigation bar.
- Tap the “Templates” tab at the top of the screen.
- Choose a template you want to use.
- Fill in client-specific details and finalize the estimate.
Frequently Asked Questions #
Q: What version do I need to access this feature?
A: This feature is available starting in version 3.98 of the and LeadConnector mobile apps.
Q: Are my web templates automatically available in the mobile app?
A: Yes, all templates created in the web app will show up in the Templates tab of the mobile app.
Q: Can I create or edit templates on the mobile app?
A: No, currently templates must be created or edited using the web version.
Q: How can I request a Whitelabel app update?
A: Submit a support request or contact your account manager to request the update.
Next Steps #
- If you haven’t created estimate templates yet, start by building them in your web app.
- Ensure your mobile app is updated to version 3.98 or later.
- Contact support if you need help enabling the feature on your Whitelabel mobile app.
