How to create an estimate using the mobile app?
jashan munilall
Member Posts: 1
How can I create an estimate on the mobile app?
As my app only allows me to generate invoices
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5
Comments
Estimates aren't a thing in the apps right now.
Hi Connor, Jashan! The above is correct. At the moment, estimates can only be created within the web version of Wave.
Good day,
When can we expect to do estimates on the mobile app? I’m seeing clients and is on the road alot, and get alot of requests for estimates while on the road and it’s not always possible to stop and setup a laptop to do estimates.
This would really assist the business and boost the Waveapps professional functionality.
Regards
Hi @XTN,
We are working on improvements and new features with our mobile apps, but I don't have a timeline to offer for any specific features right now.
Can you tell me a little bit more about your business and about how you use estimates? Maybe we can figure out an alternative to make your job a little easier for now.
This is the feature I’m looking for, I’m running a B&B and I did away with computers, I only use ipads and it’s a little struggle to creat estimates at the moment
Hi @mot.
Thanks for adding your voice to this request. We're working hard to bring better mobile support across the board, so stay tuned!
In the meantime, please feel free to explore the community and engage in discussions that catch your eye.
I am electrician, I do estimates on site on my phone. I really need this to switch to Wave
Thank you for letting us know, @andr3y! We would love to be able to count you as one of our users.
We do have plans to give mobile platforms better support, so keep an eye on us!
This would be a Great Addition for the mobile app to have the ability to provide an estimate..
I provide estimates for landscape / Mulching jobs. This would be a nice feature to quickly send an estimate on the spot and then transition that estimate to an Invoice.
When I travel to our customers, I work from my phone app.. Currently I can't provide an estimate until I get home enter the detail from my computer and sometimes I loose details lost from the scratching on paper..
It would also be Great to have the ability to attach a few pictures to the estimate. Providing that visual to my customer adds much value and understanding of the work to be completed to eliminate any confusion..
Thx
This would be Great! I am a one man service tech and sub big jobs out, I invoice onsite and would really love to send estimates onsite also.
Thank you for your feedback, @PlentyOfMulch and @kbennett!
I echo what others are saying. I am a landscaper, and need to be able to create and access estimates on my phone.
Thank you, @Nimchimpsky.
We'd love to add this feature as well and have big plans for Wave on mobile. I can't give timelines and anything more precise, but stay tuned!
I'm a handyman I fix everything from computers to boilers and AC Units. The ability todo an immediate estimate would be tremendous benefit.
Thanks for throwing in on this, @kurtthemaker!
Yes, mobile estimates, please. I am a tech/virtual assistant to several contractors and have recommended Wave to many of them for invoicing. At present, I have to create estimates for them using the online version.
Thank you, @KellyHelp!
Can you tell me more about your estimate and invoicing workflow, both as it is now and how you wish it would be? If we can learn more about your process, we'll have a better idea of how to make Wave into the best possible tool for you.
I do live honeybee removal. The ability to create an estimate on the spot during a site evaluation via my phone or tablet, including pictures, and a way for the client to sign or accept the terms would remove a few of my biggest annoyances using wave.
Hi, @ibeedatguy.
That's a fascinating job! Also, I can absolutely see how that tool would help you out. Thanks for following up!
Hello!
First, I love WAVE and it has been a beautifully almost perfect product for me as I start my small business. With one minor catch: I need the ability to draft estimates onsite and when in possession of my mobile device. I do tree work, and the ability to attach photos in the estimates would enhance the understanding my customers and I have.
More importantly, estimates support on mobile would allow the estimate to be drafted, reviewed, and approved (assuming the customer also has a smartphone and the ability to review the estimates immediately) within mere minutes. This then allows me to schedule the work appointment at that time with the customer as well! Talk about expedient and efficient!
Please, estimates support on mobile is a feature I look forward to!
Cheers
Hi, @RRTS. Thank you so much for adding your voice to this discussion, and for the compliments! We work hard to be able to offer solid tools to our users and it's always heartwarming to hear that we're helping.
I can see how having access to the Estimate tool from your mobile device would be helpful and save you time. I can't offer any guarantees, but this feature has been requested often and we are looking to improve our apps. Feedback from Wavers has a big impact on what our product team chooses to work on next, so thank you for taking the time to share yours.
Need android estimates. We don't use PC's anymore. What is the timeline? Thanks in advance.
I need to make estimates to my costumers on site, this will improve my sales a lot! Please put extra effort in this area. Do you have an API I could use to create my own app meanwhile?
Hi, @WesternCart and @Josuetm1,
I don't have a timeline to offer, nor can I promise that this feature will be added to Wave. I can tell you that we're aware of the impact a feature like this one would have for some of our users and are taking it into account as we decide what to build next for Wave.
@Josuetm1, we don't currently have an API, but we are working on releasing one by the end of the year. You can register your interest here to be kept informed of any development concerning this new API.
As a designer I meet up with clients at their office or even a coffee shop, and discuss some changes to their current platforms. Also while driving they request just a quick quick for an update or design which is a set function / product on my quotes, and I need to send them while on the go.
I agree. I have an IT Consulting firm, and we do a lot of work with clients where we need to give estimates onsite before work begins or before someone goes into a meeting. Being able to create estimates (maybe as part of the invoice app), would be a great boost to our company.
Hi, @XTN, @Supersandor and @LeveragedIT,
While it isn't possible to send out estimates from the Invoice app, you can log in to Wave's website from a mobile device and create your estimate from there. It's not perfectly optimized for mobile devices, so you might run into some issues, but it is possible. As a note, however, I need to add that there is an issue for some users when trying to send estimates from a mobile device through the website, preventing the sending entirely. With that said, we are working on resolving this issue, so it shouldn't be a problem for much longer.
I know this isn't the ideal solution, but it might help for now (or starting when the sending issue is resolved).
Thank you all for your feedback.
Thanks for letting me know. That's something. At least it's possible. And sounds like you understand that the lack of mobile optimization may make it challenging, and therefore a little time inefficient. Looking forward to moving towards that functionality via the app. Amazing product, thanks for giving it to the world
Alexa,
I agree that using the Web version is possible on a smartphone or tablet. However, we have encountered the problem you have mentioned several times.
Here is to hoping to seeing a solution from you all soon as you develop your product more.