Mobile App
Using CE Pro on your phone
Door-to-Door Canvassing
Log a door-to-door canvassing visit from the mobile app: disposition, note, and an optional position captured only when you save.
beginnerFusion Mobile Workspace
Use the V1 six-tab workflow baseline and the focused V2 role-aware Road and Crew shells for field work.
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 (V1)
V1 reference for mobile invoices, collection, refunds, financing, and disputes, with the current V2 signed-estimate deposit boundary.
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 V1 six-tab workflow baseline and the focused V2 role-aware Road workspace for records, quoting, scheduling, and field communication.
beginnerTechnician Mobile Workspace
Run assigned work from the focused V2 Crew workspace, with the established V1 field workflow documented as the parity baseline.
beginnerSchedule Accepted Work in V2 Mobile
Schedule a deposit-cleared job from an accepted estimate with native date and time controls in the focused V2 Road workspace.
beginnerMobile Workforce, Time, and Pay
Use the live mobile Team, Time Clock, timecard, availability, training, and Crew Pay screens.
beginner