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Following Up on Estimates in the Tech App

This guide walks you through accessing the Docket on the Home screen, where you’ll find recently created Estimates.

Ryan Pillsbury avatar
Written by Ryan Pillsbury
Updated over 11 months ago

Video Walkthrough


Step-by-Step Instructions


The Home Screen Docket

The tech app Home screen displays makes it easy to follow up on Estimates by automatically displaying any open Estimates that have been created in the last 90 days. To view these Estimates, navigate to the "Home" screen at any time.

Any Open Estimates are displayed in the "Docket" section, which is displayed beneath any visits you have for the current day. Each Estimate card will display helpful data such as the:

  • Estimate number and status

  • Location, job, and contact

  • Created date and prepared by

  • Options + line item preview

  • Available actions: Call and Edit

To quickly get in touch with a customer, tap on the "call" button to give them a ring.

In addition, you'll receive a notification when a customer views an Estimate that you've sent them. You'll be able to see that on the Notifications page, which is accessible from the Home page.

Tap on the notification to jump to the Estimate details page. From there, you can review the Options in detail and make any changes if necessary.

Good luck!

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