We are thrilled to announce our latest update to mobile payments - the ability to quickly create an estimate using templates! Any templates that have been created for Estimates on the web app will be available for use on the mobile app. This update is live on v3.98.1 for LeadConnector and with an update available for Whitelabelled mobile app as well (needs to be requested).
How to use this feature
- Login to the mobile app and open your preferred account.
- Head over to the Estimates module from the left hand navigation bar.
- You will now see two tabs on the Estimates homepage - Estimates and Templates. Switch to the templates tab.
- You can now select any estimate template and quickly use it to create an estimate!
Availability:
- LeadConnector v3.98.1
- Whitelabelled apps - Update needs to be requested
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article