Mobile App
Using CE Pro on your phone
Door-to-Door Canvassing
Download assigned territories, run a tracked shift, work doors offline, create estimates, collect verified signatures online, and sync results.
intermediateFusion Mobile Workspace
Use the six-tab mobile workspace, role dashboards, shared schedule, compact CRM records, More tools, and native Generic Quote builder.
beginnerMobile App Setup and Usage
Install the Clean Estimate Pro internal beta, log in, navigate the interface, canvass assigned territories, create proposals, and work assigned jobs from the field.
beginnerCreate and Schedule Leads on Mobile
Create a customer-linked lead, assign it, and schedule the appointment without leaving the mobile app.
beginnerManager Mobile Workspace
Review team performance, resolve below-floor approvals, create and edit Canvass campaigns, manage live territories, and safely reassign estimates from the Fusion mobile workspace.
beginnerWorking Offline
How offline sync works in the mobile app, what data is available without connectivity, and how to troubleshoot sync issues.
beginnerMobile Payments & Transactions
Review live payment history, open invoice balances, failed payments, refunds, financing records, and disputes safely from mobile.
intermediateComplete Mobile App QA Test Guide
A release-ready test plan covering every current Clean Estimate Pro mobile page, workflow, role, builder, permission, offline path, and device integration.
advancedMobile Sales Workspace
Use the six-tab Fusion sales workspace across Home, Schedule, Create, Inbox, Phone, More, compact records, quoting, and field communication.
beginnerTechnician Mobile Workspace
Run assigned work from the six-tab Fusion workspace with today's jobs, Schedule route, dispatch Inbox, field notes, checklists, and photo proof.
beginnerMobile Workforce, Time, and Pay
Use the live mobile Team, Time Clock, timecard, availability, training, and Crew Pay screens.
beginner