Mobile App Setup and Usage

The current V2 mobile app gives Road and Crew users focused access to leads, estimates, accepted-estimate job scheduling, inbox, assigned work, truck checks, and available earnings context. This guide also preserves the broader V1 mobile workflow as required parity. Invoice, final-payment collection, task, route, job-proof, and offline procedures are V1 reference unless a section explicitly identifies a current V2 route.

For a visual overview before installing, open the public Mobile App page. It shows the owner, manager, sales, and technician experiences alongside the combined office schedule and field workflow. This guide covers the current internal-beta install flow, login, navigation, and the common workflows you can run from the field.

Installing the App

Getting the mobile preview build

The Android preview APK is built automatically by CI: every pull request that touches the mobile app (or its shared pricing code) produces a fresh Mobile preview run, and so does every push to main. You do not need to ask anyone to manually trigger a build — open the most recent successful Mobile preview run for the branch or main you want to test, and its artifact is ready to download.

V2 internal preview boundary

Clean Estimate V2 uses its own Expo project and release artifacts. Do not use a V1 Expo link or V1 native build to test V2.

• The V2 Android internal preview is an installable APK published by the

repository's Mobile preview GitHub Actions run. An authorized team member opens the successful run, downloads its cleanestimate-pro-v2-android-… artifact, extracts the ZIP, and transfers the APK to the approved Android device. Approve the one-time internal-app install prompt if Android requests it. GitHub artifacts expire, so use the current release-manager link rather than saving an old download URL.

• The first V2 iOS preview is a simulator archive for engineering and QA. It is

not a TestFlight build and cannot be installed on a physical iPhone. A physical-iPhone or TestFlight release remains blocked until the separate Apple signing and distribution gate is completed.

• Record the release source, workflow/build ID, app version, platform, and

source Git SHA before testing. The V2 Expo project is named cleanestimate-pro-v2; Android APKs currently come from the GitHub Mobile preview lane while iOS simulator archives come from that Expo project.

These preview builds change no approved mobile layout, navigation, controls, labels, styling, information hierarchy, or interaction. They package the existing V2 Road and Crew experience for native testing.

iOS Internal Beta

The TestFlight steps below apply only after the release manager explicitly identifies the candidate as a signed physical-iPhone build. They do not apply to the initial V2 simulator preview.

1. Open the TestFlight invitation from your Clean Estimate Pro rollout email or message.
2. Tap Install for the latest Clean Estimate Pro preview build.
3. Wait for the beta install to finish. The app icon appears on your home screen.
4. When a newer preview build is published, update from TestFlight.

Android Internal Beta

1. Open the successful GitHub Mobile preview run shared by your Clean Estimate Pro release manager and sign in to the authorized GitHub account if prompted.
2. In Artifacts, download the cleanestimate-pro-v2-android-… ZIP and extract its APK.
3. Transfer the APK to the approved Android device and open it.
4. Approve the install prompt if your device asks to allow this internal installer.
5. Wait for the install to finish. The app icon appears in your app drawer and optionally on your home screen.

Requirements

Make sure your device is running a supported OS version before installing. Internal beta access is managed by your Clean Estimate Pro workspace team, so you do not need to search a public app store listing.

The installed app uses the current Clean Estimate icon: a white geometric CE mark on a solid blue square. Android may apply the launcher’s selected circle, rounded-square, or themed monochrome mask to that same mark.

Logging In

Open the app. The sign-in screen uses the same field-operations design as the signed-in workspace: a CleanEstimate compass mark, direct account instructions, and a compact bordered form on a light canvas. Current internal beta builds keep you on the auth screen until your saved session is fully ready, so the login shell should no longer flash or bounce between tabs while the app is starting.

V2 Android internal preview

The V2 preview uses passwordless email-code sign-in:

1. Enter your account email and tap Sign in to request a code.
2. Enter the six-digit code sent to that email and tap Verify.

An invalid email or rejected code shows a readable error in the form. Correct the email or enter the current code and try again.

The app shows a connecting state while it checks the saved session and workspace. If sync is still unavailable after 15 seconds, it shows a sync problem with Retry and Sign out. Before signing out, the app checks for pending local work and asks you to keep working or explicitly discard it; pending work is not silently cleared.

The V2 Android preview is distributed as an APK. Install the current preview build shared by your release manager when a new native build is available; do not assume V1 over-the-air JavaScript or asset updates apply to this preview.

The preview APK includes its font assets, so startup keeps the same visual design without downloading fonts first. Emulator checks restored previously cached owner and crew sessions after force-stop and offline cold start. A cleared profile still opens to sign-in offline; signing in requires a connection. After pending work reached zero, completed sign-out returned to sign-in and stayed signed out after an offline force-stop relaunch. These checks apply to the internal preview.

V1 password sign-in

For V1 accounts that use passwords, enter the email and password used on the web dashboard, then tap Sign In. The V1 blue sign-in button stays visible below the password field on Android. If the V1 app's configured over-the-air update finishes downloading while an older copy is open, fully close and reopen the app to activate it.

Reporting a Bug

A dark floating bug button appears on every signed-in staff screen. Tap it as soon as a problem occurs.

The app captures the screen you were viewing and opens a short form for what went wrong, what you were doing, what should have happened, the affected area, and the impact. You can replace the automatic screenshot with an image from your phone.

The report includes the current screen, recent navigation, installed version, build and OTA update, device details, connection type, recent app errors, and failed requests. A successful submission shows a bug number. You do not need to post the same issue in a support chat.

Native submissions use the signed-in mobile session and selected workspace. They do not require a separate browser login.

Accepted reports from an approved owner workspace start the hosted repair runner automatically. A repair reaches production only after the complete application, mobile, database, and documentation checks pass. Mobile repairs are then published through the production OTA channel.

If the phone is offline or the server is temporarily unavailable, the app saves the report on the phone and sends it after the same user reconnects to the same workspace.

Residential estimator measurement and pricing fields keep the numeric keypad and current field active while prices recalculate. In the customer-facing Close Kit, the Review & sign action includes the device's bottom safe area and stays above Android's system navigation controls.

If you have not set up an account yet, create one on the web at the Clean Estimate Pro dashboard first. The mobile app does not support account registration.

Forgot Password

This password-recovery flow applies to V1 password-based accounts. V2 Android preview users sign in with an email code instead.

Tap the Forgot your password? action below the login form. The recovery screen uses the same field-operations shell and compact form as sign-in. Enter your email address and tap Send Reset Link. Check your inbox for a password reset email, follow the link to create a new password, then return to the app and sign in with your updated credentials.

Staying Logged In

The app keeps you logged in between sessions and refreshes the saved session when the app returns from the background. If an authenticated API call reaches the server with an expired access token, the app refreshes the session and retries a safe read once. You normally only need to re-enter your credentials after explicitly logging out or when the saved refresh session is no longer valid.

If several screens encounter that expired token together, they share one account-scoped refresh instead of each starting its own. Each safe read is then retried at most once with the refreshed token. Creates, payments, scheduling, and other write actions are not automatically replayed, which prevents an uncertain response from creating the same change twice.

At startup, the app also validates the encrypted saved session with the authentication server. A valid session opens normally. A rejected access token receives one refresh attempt before the workspace loads. Temporary network or secure-storage failures do not sign you out, but a session whose access and refresh credentials are both definitively rejected is removed from that device and returns you to sign-in. This prevents an authenticated-looking cached shell from opening while every live tab reports Unauthorized.

After that session check, the app can apply the encrypted workspace and access state previously verified for the same user. This lets the signed-in shell and permitted navigation appear while the live workspace refresh finishes. The cache is cleared when the account changes or signs out, and it cannot authorize another user or workspace.

Navigating the Mobile Interface

Clean Estimate V2 role-aware tabs

Clean Estimate V2 preview builds use a role-aware Fusion bottom bar connected only to working V2 destinations:

The V2 Create launcher starts a real lead or estimate and lets an authorized Road teammate schedule a job already created from accepted, deposit-cleared work. It does not show unfinished client, invoice, or task destinations. Today remains the crew's current job schedule and opens the existing job-detail workflow. Record details stay outside the tab navigator, so existing /leads, /estimates, /job, /truck-check, /earnings, and /my-pay links keep their paths and Back returns to the list or tab that opened the record.

Road and crew users can open More > Schedule to move through jobs one day at a time. Use the arrows or the seven-day strip to change dates, and select Today to return to the current date. The agenda is ordered by start time and reads from the same device-local job cache as Home and Today, so already synced days remain available offline.

The active workspace determines both the list and the destination. Road users see the jobs synced for their permitted location or organization and open the read-only job summary. Crew users see only work assigned to their current crew and open the existing field job screen. A date with no matching work shows a clear empty state; a local database read failure shows Retry without changing saved work.

This V2 Schedule is intentionally a focused day browser. Authorized Road users can open Home > New job or Create > New job to schedule accepted work with the phone's native date and time controls. Customer acceptance still creates the job, and mobile only schedules it after the server confirms the deposit, estimate ownership, location, crew, and current job status. See Schedule Accepted Work in V2 Mobile.

The creation step requires a connection and is never queued offline. The accepted estimate fixes the job location, the crew choice is limited to active crews at that location, the native date minimum follows that location's calendar day, and seasonal work shows its target month. Current V2 web Calendar can move accepted jobs, choose a permitted service location and active crew, and apply the supported status actions. Arbitrary manual jobs, truck and multi-truck assignment, route planning, and full dispatch remain V1 parity work and are not available in the current V2 web workspace. Directions are not shown yet because the currently synced V2 job record does not identify one specific service address when a customer has multiple properties.

Road users can open More > Clients for the customer book already synced to their device. Search by customer name or active service address, then open a client to review active properties and linked leads, estimates, and jobs. Selecting a linked record opens its existing mobile detail screen. Select New estimate from the header of an active standalone client or child service site to start a draft with that customer preselected. From a legacy V1 account, use the account-level shortcut and choose the nested customer/contact that owns the service property; that nested customer owns the resulting estimate. A V2 company portfolio parent remains browseable as a rollup, but open the child service site that will own the estimate before starting work. Inactive clients keep their synced properties and work history visible, but must be reactivated in the office before new work can be started.

After sync, authorized customer records appear in the Clients list with their linked property and lead details. Starting an estimate from a lead keeps that lead and its customer preselected in the draft.

This first V2 client browser is read-only. Create or edit customer identity, contact methods, and property details through the supported lead, estimate, or office workflow. Crew-only users do not receive the organization customer book in More; their assigned job cards continue showing only the customer data needed for that work.

A teammate with both a road role and a crew assignment can switch between Road and Crew from Home or More. V2 remembers that choice on the device and changes the full tab set with the workspace. Pure road and pure crew users ignore any stale saved choice and always open the navigation for their role. If a role or crew assignment changes while an unavailable tab is open, V2 returns to that member's Home or Today screen instead of leaving the old workspace open.

Established V1 mobile app navigation

In V1, after logging in, you land on the Home tab. The bottom navigation bar uses six stable destinations for owners, managers, sales representatives, crew leads, and technicians: Home, Schedule, Create, Inbox, Phone, and More. Each role sees its own assigned records and permitted tools inside that shared structure.

Phone-sized layouts and safe controls

Mobile screens, estimate builders, dialogs, and selection sheets adapt to the usable width and height of the device. On smaller phones, multi-column fields and pinned action areas stack vertically so labels, values, and buttons remain inside the screen instead of being squeezed or clipped.

Headers use the top safe area around notches and status bars. Pinned Save, Next, Close Kit, and approval actions reserve the bottom safe area so they stay above Android system navigation and the iPhone home indicator. Job, Invoice, Client, and client-account detail screens each use one Fusion header and one back control; the navigator does not stack a second title above the screen. Scrollable sheets also limit their height to the space between those system areas, keeping the close control and final action reachable.

The app supports narrow phone screens without horizontal page scrolling. If display or text scaling makes content taller, scroll within the page or sheet; the primary action remains in usable space.

Fusion v3 visual system

The mobile workspace is moving to the Fusion v3 field design system in feature-gated phases. Fusion screens use a light customer-safe canvas, a cobalt-to-water line below each header, condensed Barlow titles, and tabular-number formatting for prices. Dark navy panels are always representative-private; customer-held screens never show commission or pricing floors. The safety-orange action identifies the single primary action on a screen.

Organizations remain on the existing production workflow until the matching Fusion feature flag is enabled. This staged rollout lets managers validate each new estimator and close flow before exposing it to the field team.

Bottom Navigation Tabs

The six-tab table below is the V1 Fusion workflow baseline. In the current V2 native Road workspace, the stable five-slot shell is Home, Leads, Create, Estimates, and More. Open scheduling and customer messaging through More > Schedule and More > Inbox. V1 Inbox calls, approvals, engagement, Phone, assignment/call/document filters, and the three document-view sorts remain required V2 parity work. V2 now includes the message-backed reply, unread, Text/Email, Human/Automation, and priority filters plus seven message-backed sorts.

The current V1 Inbox opens on Latest activity. V2 More > Inbox instead opens on Latest inbound, which places the newest customer activity first, and keeps Latest activity in its sort menu. V1 can also switch to Our last message, document-view, unanswered, human-reply, or waiting views. The current V2 restores the seven message-backed sorts; the three document-view sorts, missed-call data, and approval activity remain required parity work until their scoped data projections exist.

Current V2 Road Create can start a client, lead, estimate, or job from an accepted estimate. V1 also offered invoice, task, and event launchers; those remain required V2 parity and are not current routes.

Business Records in More (V1 invoice boundary)

Owners, managers, and sales representatives should open More whenever they need the complete business-record lists. The first section is Business and always contains:

• Clients & Leads — search and open customers and leads; use New lead,

New customer, or New estimate to create work.

• Estimates — view every estimate status, resume drafts, open estimate

details, and start a new estimate.

• Jobs — view the complete live job list, including completed, invoiced,

cancelled, and unscheduled work. Jobs created when an accepted estimate is scheduled appear here.

• Invoices (V1) — V1 can search invoices, open totals and line items, review balances, and create a draft from a job. Current V2 mobile does not expose an invoice list, invoice detail, or Create Invoice action.

The mobile Estimates list uses compact status-header cards and keeps the full service address visible. Opening a saved estimate shows the property first in a satellite/map header, then one customer identity block, delivery and Close Kit actions, and the estimate total. Estimate details stays collapsed until you need metadata; line items stay open by default. Continue scrolling for the deposit, payments, signatures, attachments, and notes sections.

Send estimate delivers the customer link by email or text. Open Close Kit is the separate guided, in-person flow for reviewing the customer-safe scope, signing, scheduling, and collecting payment.

In a residential builder, Measure with map or photo remains item-specific: choose the deck, patio, roof, driveway, or other selected service before taking the photo. The saved measurement photo stays paired with that service while the representative verifies the measurement and resulting price.

The V1 six-tab order stays stable. V2 keeps the Road five-slot shell stable and places customer Inbox in More for its owner, admin, office, and rep roles. The Crew shell keeps its four destinations and does not expose customer Inbox. Backend permissions determine which other business and administration pages appear in More and which records load on each screen. Crew leads and technicians do not receive organization-wide CRM, pricing, pipeline, or invoice access unless their permissions explicitly allow it.

For sales representatives, More > Canvass opens on an overview with the active territory and shift state, today’s door/contact/appointment/sales results, goal pace, XP, competition, GPS, and sync state. Select Open field map to enter the dedicated map/list workspace. The live-field header, compact territory controls, search, filters, and active-shift state stay separate from the overview so the map has room to work.

Owners and managers open the Fusion Team map from More > Canvass. It shows active territories, live representative positions, recent GPS breadcrumbs, and territory assignment controls without requiring the manager to be assigned as a door-knocking representative. Team pipeline, approvals, and reassignment are also available from the owner's permitted dashboard and More pages. See Fusion Mobile Workspace and Manager Mobile Workspace.

Pull to Refresh

On any list screen, pull down from the top of the list to refresh the data. A loading indicator appears while the app fetches the latest information from the server.

Mobile requests stop after a bounded deadline instead of leaving the screen spinning indefinitely. Safe list and detail reads retry brief network or server interruptions automatically; creates, payments, scheduling, and other write actions are never automatically replayed after ordinary network or server failures, including an authentication rejection. If a request still fails, use the screen's retry action after confirming the device has a connection.

The Home dashboard is intentionally non-blocking. One shared bootstrap request loads the selected workspace, effective access, supported feature flags, and the permitted Home cards instead of making separate startup requests for each consumer. The root access gate, feature provider, and Home screen reuse that same request, so mounting or refocusing them together does not start duplicate copies.

The verified cached workspace shell remains available during a slow refresh. Within the running app, last-known Home data for the same account and workspace can remain visible while a new period or refresh loads. If the optional Home summary fails or takes more than four seconds, the app still opens with the current workspace, permissions, and available tools; it keeps a same-period Home snapshot when one is already in memory and retries on the next refresh. Home and customer data are not newly written to persistent device storage by this startup cache. If organization details have never loaded on that device, the Dashboard shows Connecting your workspace with a Retry action instead of pretending cached access is live.

Mobile Leads and Pipeline still load every authorized record needed for their filters, but use larger bounded pages so typical workspaces finish in one data request. Larger workspaces continue automatically onto the next page.

When one login can access multiple workspaces, each request is scoped to the workspace currently selected in the app. Changing workspaces clears pending shared reads before new data loads, so records from one company or franchise location do not carry into another workspace.

V1 global search baseline

In V1, a record-search button is available from every primary tab: Home, Schedule, Create, Inbox, Phone, and More. It opens Global Search without making you return to More first. Depending on your permissions, search can find customers, leads, estimates, and jobs.

For customers, search by person or company name, email, phone, street or unit, city, state, or ZIP. Results include the contact identity and complete address when available. Search remains scoped to the selected workspace and the signed-in user's effective permissions.

List-specific search bars still narrow their own page. On More, use Search records for business records and the separate Filter tools and settings field for destinations on that page.

Home Dashboard

The Home tab starts with the work that matters to the signed-in role.

Dashboard, Leads, lead detail, lead creation, and global Search use the authenticated mobile API. Dashboard and global Search load their independent data groups in parallel, and the server limits each result set so a large workspace does not force the phone to download its entire history.

Home startup resolves the selected organization and permission boundary once, then loads independent profile, membership, and dashboard data in parallel. The dashboard uses one organization-, user-, and role-scoped database summary instead of transferring thousands of estimate, lead, job, and task rows to the app server. Period metrics cover the complete selected range, while on-screen collections are capped at 200 agenda items, 100 tasks, and 20 hot follow-ups. Date boundaries use the organization's timezone. Accounts without dashboard permission receive no Home payload. Pull to refresh reuses the same tenant-scoped bootstrap path, and the app never carries Home data from one signed-in user or selected workspace into another.

Use Today, Week, Month, Quarter, or Year to change the period across compatible cards. Owners and managers see appointments, jobs, close rates, pipeline, revenue, salesperson performance, crew performance, and hot follow-ups. Sales representatives see today's agenda before hot follow-ups, tasks, personal pipeline, and performance. Technicians see today's assigned jobs and enabled performance pay. See Fusion Mobile Workspace.

The top card also shows your current workspace name and a sync-status chip so field users can see whether work is fully synced before they leave the screen. Tap the sync chip to jump straight into More > Offline & Storage when you need to review queued changes. The center Create action opens the estimate picker. Generic Quote opens natively; Asphalt Maintenance remains the specialty web handoff.

Viewing and Managing Clients

Open More > Clients to see the client list allowed for your role.

Searching for a Client

Use the search bar at the top of the Clients screen. Results filter as you type. Search matches against client name, email, phone number, and address.

Client Detail

Tap a client name to open their detail screen. The client detail view shows:

While the live record is loading, the page keeps the Fusion canvas and shows a centered customer-loading card instead of switching to the older blank gray spinner screen.

• Contact information -- name, email, phone, address.
• Proposal history -- a live list of estimates and mobile drafts associated with this client, with status badges and totals.
• Notes -- any internal notes added by your team, with autosave when you pause typing or leave the field.
• Quick actions -- on a standalone client, legacy V1 account, or child

service site, call, email, edit the client, or jump into a new proposal flow. A V2 portfolio parent is a rollup; open the intended child site before contacting the customer or creating work.

Quick Actions

From the detail screen for a standalone client, legacy V1 account, or child service site, you can:

• Tap the phone number to initiate a call.
• Tap the email address to open your email client with a pre-filled recipient.
• Tap Edit to update the client profile.
• Tap Create Proposal from the proposal history empty state to jump into a new proposal.

On a V2 portfolio parent, use the permitted child service-site list and open the site that owns the relationship before calling, emailing, editing, or creating a proposal. The parent itself is not a work or communication target. From a legacy V1 account, Create Proposal first requires choosing the nested customer/contact that owns the service property; the nested customer, not the account grouping record, owns the proposal.

Address Autocomplete

When creating a new lead or customer from mobile, start typing the service address and choose a Google suggestion. The app fills the street, city, state, and ZIP fields so the CRM record is ready for routing, quoting, and follow-up without retyping the property details.

A lead created manually in the mobile app is saved without automatically starting speed-to-lead customer outreach. This remains true if the app must use its direct database fallback during an API outage. Enroll the lead or start the appropriate follow-up explicitly when you are ready to contact them.

Creating Estimates on the Go

Tap Create, choose Estimate, and select an estimate type. You can also open More > Estimates and select New Estimate. The app opens the estimate-type selector with a field-quoting overview card, step counts, and short best-fit guidance for each builder.

Choosing an Estimate Type

Select the type of estimate you want to create:

Residential and Holiday Lights are the fastest path for same-day field quotes and on-the-spot closes. Commercial and Fleet include more setup because they capture extra property, scope, and scheduling detail for office follow-up. Generic Quote stays inside the native app. Asphalt Maintenance continues to open its full specialty web wizard.

When Fusion is enabled, the Residential card identifies the workflow as Single screen. The legacy 5 steps label is shown only when that workspace still uses the five-step residential wizard.

Starting Generic Quote from a client or lead carries the available customer name, contact details, property address, and lead source into the native builder. Add live price-book or custom service, product, and equipment items, then review and save the quote. It stays resumable on the device and queues an authenticated sync into the shared Estimates workspace; after it syncs, staff can review and send the customer-facing estimate. Asphalt Maintenance prefill continues into its web builder.

Residential Estimate Walkthrough

Residential estimates use one of two organization-controlled experiences. Workspaces with Fusion estimator enabled open the new single-screen field builder. Workspaces without that rollout flag continue to use the current five-step wizard with no workflow change.

Creating, resuming, and editing a residential estimate all open this same Fusion screen when the flag is enabled. Tapping Edit estimate no longer switches to the older five-step builder, and saved drafts resume with their existing customer, property, service, pricing, and Suds Club state.

Fusion single-screen builder

The Fusion builder keeps the customer, property, services, Red Line pricing, representative-private commission details, Suds Club plan, and running total on one field-ready screen.

1. Select or enter the service address. Mobile uses the same property lookup

as the web estimator to fill available home size, stories, lot size, and year-built data. It also derives roof square footage and gutter length from the returned measurements. When the estimate starts from a lead with known square footage, that value is carried into the builder immediately.

1. Review or edit the property fields. Manual home-size or story changes

recalculate the derived roof and gutter measurements, while an unavailable lookup leaves every field available for manual entry.

1. Add services from the vertical Services & pricing section. Each selected

service opens as one card containing its measurements, sold price, and Red Line floor instead of making you select a service in one place and price it somewhere else.

1. Enter the measurement required by that service. Windows use a per-window

count with exterior/interior and screen choices. Walkways can be priced by linear feet or square feet. Changing a measurement recalculates the organization price-book suggestion.

1. Review the server-authorized suggested price and Red Line floor. Authorized

managers can edit the sold rate in the same service card. Managers can also add approved custom services or create an ad-hoc line item with its own quantity, unit, and rate.

1. Tap the eye action in the header before handing the phone to a customer.

This hides floor and commission details while leaving customer-safe prices visible.

1. If a sold price is below the floor, tap Approval or Request. Review

the exact service shortfall, add the reason, and submit it to a manager. The estimate remains a draft until approval.

1. Save the estimate. The confirmation distinguishes a completed server sync

from a draft that is safely queued on the device, so a network connection alone is never reported as a successful sync.

The estimator uses its own compact full-screen header and keeps the pinned total, Save, and Close Kit actions above the iPhone home indicator and Android navigation bar.

Measure from the property

Tap Measure with map or photo from the Fusion estimator:

• Map opens Google satellite imagery centered on the geocoded service

address. Mobile resolves the saved service address through the authenticated CE Pro map service, so Android does not need location permission to find the property. Wait for the property to load, select a service, then tap the surface corners for square-foot services or trace the run for linear-foot services. Each tap adds a visible point. The app calculates the measurement on the device, supports undo and clear, and applies the result directly to that service. If the address cannot be located, the screen says so instead of silently ignoring map taps.

• Photo assist saves a durable property photo with the estimate, including

while offline. Enter the representative-verified measurement before applying it; a photo alone never silently changes pricing.

• Applying a new measurement clears a prior manual price override for that

service so the active organization price book can recalculate it.

• If an estimate starts from a lead with a street address but no saved map

coordinates, Measure locates the address and centers the map on that property automatically.

Build and present Suds Club

When the estimate has an enabled House Wash with verified square footage and the organization has a charge-ready Stripe connection, the matching published Suds Club tier is attached automatically. If any of those gates is missing, the automatic offer is withheld until staff corrects it; mobile never publishes a guessed tier or a membership that cannot collect its charges. Every valid plan includes four scheduled visits per year. Open Customize plan or preview for customer to:

1. Review the tier’s included seasonal services and cadence.
2. Remove only services the published plan marks removable.
3. Add published plan upgrades and exterior-window cleanings.
4. Enter the approved annual amount when the property falls into a custom

quote tier.

1. Review the internal signup schedule and annual total used for quoting and

accounting.

1. Switch to the customer preview before handing over the device. The preview

shows only the monthly membership charge, four visits per year, and included care—never the annual total, signup amount, final payment, Red Line floors, or representative commission.

Close with the Fusion Close Kit

For a synced residential estimate, open the estimate and tap Open Close Kit. The action is available when the organization has enabled the Fusion estimator and the estimate is ready for approval.

1. Hand the device to the customer on Estimate options. The page shows the

approved total and scope. It never shows Red Line floors, commission, navigation tabs, offline queue status, or other representative controls. An eligible residential estimate also shows a Suds Club card. Eligibility requires an enabled House Wash with verified square footage and a charge-ready Stripe connection. A selected plan shows its monthly charge; an unselected plan offers Upgrade to Suds Club. Both versions identify the four scheduled visits per year without showing an annual total or upfront amount.

1. If the customer wants a different package, tap Back to representative

and edit the estimate. Close Kit does not change the approved scope or create a lower package price.

1. Let the customer choose a date and arrival window. The app saves that

choice when the customer signs the estimate.

1. On Review and sign, confirm the total, deposit, arrival request, scope,

and organization terms.

1. After acceptance, the app creates or updates the work schedule. If

scheduling needs another attempt, the app keeps the signature and returns to scheduling.

1. Open the secure Stripe checkout for the required deposit. After returning

from checkout, tap I finished payment to refresh the payment record.

1. The customer sees Appointment confirmed after the app records the

signature, scheduled work, and deposit. Back to representative opens the private completion checklist before returning to the proposal.

The app always loads the signed-in organization’s feature settings before choosing the builder. Switching workspaces cannot briefly open a builder enabled for another tenant.

Current five-step wizard

When Fusion is not enabled for the selected organization, the Residential Estimate Wizard continues to use the current beta flow with five steps.

Step 1: Address

1. Start typing the property address and choose the matching Google suggestion.
2. Confirm the auto-filled city, state, ZIP, and property details.
3. Save the location details so the estimate can reuse them in later pricing and customer-link steps.

All four native estimate builders use the same compact field controls and progress header. Residential, commercial, fleet, and holiday-light steps share consistent bordered selections, GPS/address actions, photo capture, summaries, and a pinned previous/next action area. Pricing, validation, draft autosave, Google address lookup, photo storage, and delivery rules are unchanged.

Step 2: Property

1. Enter square footage, stories, lot size, and siding type.
2. The builder applies the active residential pricing defaults from the same pricing config used by the web app.
3. House Wash pricing previews update automatically as property details change.

Step 3: Services

1. Toggle on the services you want to include for this visit.
2. Review the current service defaults and running subtotal.
3. Add optional residential add-ons when needed.

Step 4: Pricing

1. Review the selected services and subtotals.
2. Edit pricing inline for field adjustments and custom line items.
3. Confirm the tax and total summary before moving to review.

Step 5: Review and Send

1. Review the full estimate summary including client details, property info, services, and the pricing breakdown.
2. Choose a delivery method: Email, SMS, or Both.
3. Tap Edit estimate details if you need to return to the first step.
4. Tap Send Estimate. No second delivery-confirmation checkbox is

required because the customer contact was confirmed before the record entered Clean Estimate.

Mobile proposal sends now use the same signed customer-link flow as the web app. If you create and send a proposal from mobile before it has been synced to a linked estimate record, the delivery still uses a secure /p/... proposal link with a signed token query parameter instead of falling back to an unauthenticated URL.

Those signed customer links depend on the server-side CUSTOMER_TOKEN_SECRET environment variable. Set that secret before sending live mobile proposal links, keep it stable across deploys, and plan for currently issued customer links to expire after the configured validity window.

Commercial, Fleet, and Holiday Lights Estimates

Each estimate type follows its own Estimate Wizard tailored to that service category. The general flow is the same: enter client and property details, configure services and pricing, then review and send. Commercial estimates include multi-option builders for presenting tiered pricing. Fleet estimates include vehicle inventory configuration. Holiday lights estimates include zone-based design tools.

Saving Drafts

If you are not ready to send, tap Save as Draft on the review screen. The estimate saves to your Proposals list with a Draft status badge. You can reopen that draft later from mobile or web, and the mobile app now resumes it through the correct module step automatically instead of restarting the wizard. Commercial, Fleet, and Holiday Lights builders wait for the selected draft to finish loading before showing or autosaving the form, so data from another draft cannot briefly appear or be written into the estimate you opened.

When a new estimate also needs a customer or property, those records save with the estimate. If the save fails, the form stays open with your entries so you can correct the issue and try again.

Proposal Detail and Close Flow

Tap any proposal from the mobile list to open its detail screen. Proposal detail now shows:

• A compact customer, total, proposal-status, and payment-status summary.
• One Next step action based on the proposal state: review and sign, collect

a deposit, or open the customer view.

• A short action list for calls, texts, follow-up drafts, and resending.
• More options for editing, scheduling follow-up, creating a similar

estimate, opening the customer profile, and customer approval.

• A compact progress tracker for drafted, sent, viewed, accepted, and paid

states.

• Short delivery, payment, customer, and service-address summaries.
• Internal notes when the estimate includes them.

Open Customer approval under More options when the customer is ready to review, sign, schedule, and pay. The primary Next step button changes as the proposal moves through that process.

Working Assigned Jobs

In Clean Estimate V2 preview builds, crew leads and technicians open on Today. That tab is the crew's current assigned-job schedule: tap a card to open the existing job-detail workflow, or use Truck for the daily vehicle check. Dual-role teammates see the same Today flow whenever their saved workspace is Crew. Open More > Schedule when you need another date; the same crew-assignment boundary applies to every day in that agenda.

The established mobile app continues to use its dedicated Jobs tab after sign-in instead of passing through the office dashboard first. It contains only work assigned to that user or their crew. Owners and managers can also review scheduled work from More during the internal beta.

V1 Jobs List

The V1 technician Jobs list starts with a daily truck check, highlights the next assigned run, and then shows the remaining route. Each card includes:

• Job number
• Customer name
• Service type
• Scheduled date and start time
• Service address
• Access and dispatch notes
• A green check and CONFIRMED when the customer confirmed the current

appointment

The four daily truck checks are saved on the device for that organization, user, and local calendar date. They do not carry over to another account or workspace.

Current V2 Today and More > Schedule do not show appointment- confirmation badges. Confirmation and mobile rescheduling remain required V1 parity, as described in the current V2 job-detail boundary below.

Job Detail

Tap a current V2 job card to open the detail surface for that workspace:

• Road opens a read-only summary with the customer, work title, status, value, scheduled date and time window, estimated duration, job kind, checklist progress, and saved notes.
• Crew opens assigned field work with its checklist, proof-photo capture, crew notes, and Start job or Complete job action. If recommended checklist items remain open, completion asks for confirmation instead of silently blocking the job; photos are useful proof but are not a completion prerequisite.

Current V2 does not show invoice or balance state, card/cash/check collection, appointment confirmation, or service-address and reschedule actions on mobile job detail. Required proposal deposits are paid from the signed estimate portal. Full V1 job detail, linked-invoice collection, appointment confirmation, and mobile rescheduling remain required parity rather than current controls.

Scheduled dates are treated as local calendar dates, so a job saved for a given day does not appear one day early when the device is in a US time zone west of UTC.

V1 field invoice collection and mobile invoice creation remain required parity. Current V2 has no mobile invoice route; the standalone web invoice workspace is available under Business > Invoices.

Managing Pipeline from Mobile

Open More > Pipeline to view your sales pipeline in a mobile-friendly kanban layout.

Pipeline Stages

The pipeline displays your configured stages as horizontal columns. Each deal appears as a card showing the client name, service type, value, margin badge, and time in the current stage.

Swipe left or right to scroll through the stages.

Moving Deals Between Stages

Tap a deal card to open its detail view. Long-press a card or use the move action from the detail sheet to change stages. The card moves to the updated column when you return to the pipeline view.

Pipeline Summary

The mobile pipeline starts with three quick reads above the stage rail:

• Deals -- count of active deals in the pipeline.
• Pipeline Value -- total current value across active deals.
• Needs Follow-Up -- count of active deals that have been sitting in the same stage for a week or more.

The Pipeline controls, filters, metrics, stage rail, and deal cards share one continuous vertical scroll. They move together and the controls scroll away as you work down the deal list instead of taking up a permanently fixed block. The normal app header and bottom navigation remain available.

Pipeline deal cards now focus on the customer, service type, value, and time in stage. When contact data is available, the deal detail sheet also gives you working Proposal, Call, and Email actions instead of placeholder buttons.

Use the service-line buttons for a quick Residential, Commercial, or Holiday Lights view. Open Filters to combine exact job types, one or more salespeople, a last-activity range, and shared customer tags. Choices within Job type, Salesperson, and Customer tags match any selected option; separate sections combine with the period and quick filters. Sales representatives stay limited to their own authorized records, so they do not see the salesperson section. Each filter is a compact dropdown that shows a selected-value summary while collapsed. Tap one to show only its choices; opening another closes the previous dropdown while preserving its selections. Clear all removes the advanced selections; period, service-line, and quick filters stay active.

The mobile pipeline requests the authorized live estimates in bounded pages and completes every page before showing a refreshed result. This keeps older deals available to the filters without replacing a complete saved pipeline with a partial response when a later page fails. If the request fails, the page keeps its normal header and shows a retry action. Your proposals remain available from the Proposals tab while Pipeline reconnects.

More and Settings

Tap More to open account and workspace tools, including Settings. Every settings page uses the same back header and compact section cards as the rest of the field workspace. Profile, Pricing, Tax Rates, and About share the same Fusion canvas, compact bordered panels, display/body typography, and explicit loading or unavailable cards. On Android, the More page uses fixed minimum touch targets and bounded text scaling so the account card and settings rows remain readable instead of collapsing or overlapping.

At the top, Search records opens Global Search for permitted customers, leads, estimates, and jobs. Filter tools and settings only narrows the More menu. The two controls stay separate so a client lookup never filters the tool catalog by mistake.

Profile

View and edit your name, email, phone, and profile photo in the compact account details card. The signed-in role remains read-only. Changes sync to the web dashboard automatically.

Organization

Owners and managers can open Organization to review and update the company name, logo, phone, email, website, complete mailing address, brand color, and terms shown by supported customer documents. The mobile form loads the saved organization address and maps its Street field to the same address used by the web dashboard. Sales representatives, crew leads, and technicians do not receive organization, pricing, or tax settings in Me. Integrations and other advanced organization controls remain on the web dashboard.

Notifications

Configure push notification preferences. Toggle each notification type on or off:

The preferences are saved to the signed-in account through the authenticated mobile API, so they follow the user across supported devices.

Proposal-viewed pushes go to the assigned rep or other recorded proposal recipient. If no eligible assigned recipient remains, active owners in that organization are the fallback. Recipients must still have an active membership in the same organization and an existing sign-in account. Turning off Proposal Viewed prevents these pushes, and enabled quiet hours suppress them according to the organization's timezone. CE Pro also distinguishes current multi-option proposals from legacy direct proposals before choosing a record or recipient.

Offline Mode

Configure offline data sync settings. The Settings landing screen also surfaces pending sync count directly in the account summary area so the field team can confirm whether local work is still queued. See Working Offline for a full guide on using the app without connectivity.

Pricing

Owners and managers can view the active residential pricing defaults used by the mobile quote builder. This screen is read-only so the mobile app stays aligned with the active web pricing config and shared price book.

Tax Rates

Owners and managers can view the effective residential tax fallback, organization state, and shared state overrides. Manage tax policy changes from the web dashboard.

About

View the app version number, build number, and links to support and documentation. When a mobile update is available, tap Check for update, apply it, and fully reopen the app. Updates normally download automatically, but an app that has remained open can continue running its previous JavaScript bundle until it is restarted.

Tips

• Use Auto-fill Property in the field to save time. Enter the address first, then tap Auto-fill to pull in property details without measuring.
• Save drafts when you gather information on-site but want to finalize pricing back at the office.
• Enable push notifications so you know immediately when a customer views a proposal or when a job assignment deep link lands for your crew.
• Pull to refresh if data looks stale. The app caches data locally for performance, so a manual refresh ensures you see the latest updates.
• Create estimates from client profiles to skip re-entering customer details. A standalone client or child service site pre-fills directly. From a legacy V1 account, tap New Estimate and choose the nested customer/contact that owns the service property. For a V2 company portfolio, open the child site that will own the estimate rather than starting from the company parent.
• Use the mobile app for on-site visits. Creating an estimate while looking at the property reduces errors and speeds up your sales cycle.

Troubleshooting

App does not install

Verify that your device meets the minimum OS version requirements listed above. Check that you have sufficient storage space on your device. On Android, make sure your device allows the approved internal beta installer your team shared with you.

Login fails

Confirm you are using the same email and password as the web dashboard. If you recently changed your password on the web, use the updated password. Tap Forgot Password to reset if needed. If you see an error about your account not being found, verify that your organization has an active subscription.

Data is not showing

Pull to refresh on any list screen. If data still does not appear, check your internet connection. The app requires an active connection for the initial data load after installation. See Working Offline for details on using the app without connectivity.

Push notifications are not arriving

1. Open your device settings and verify that notifications are enabled for Clean Estimate Pro.
2. In the app, go to Settings > Notifications and confirm your preferred notification types are toggled on.
3. Check that your device is not in Do Not Disturb mode.
4. On Android, verify that battery optimization is not preventing the app from receiving background notifications.

Estimate totals differ from the web

The mobile app uses the same active residential pricing config and tax fallback as the web dashboard. If you see a discrepancy, pull to refresh to ensure you have the latest pricing configuration. If a manager recently updated pricing defaults on the web, those changes need to sync to your device before they take effect in new estimates.