Mobile App Setup and Usage

The Clean Estimate Pro mobile app gives you full access to estimates, clients, and pipeline from your phone or tablet. This guide covers installation, login, navigation, and the common workflows you can run from the field.

Installing the App

iOS

1. Open the App Store on your iPhone or iPad.
2. Search for Clean Estimate Pro.
3. Tap Get and authenticate with Face ID, Touch ID, or your Apple ID password.
4. Wait for the download to finish. The app icon appears on your home screen.

Android

1. Open the Google Play Store on your Android device.
2. Search for Clean Estimate Pro.
3. Tap Install.
4. Wait for the download 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.

Logging In

Open the app. You see the login screen with two fields: Email and Password.

1. Enter the same email and password you use on the web dashboard.
2. Tap Log In.

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

Tap the Forgot Password link below the login form. 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 log in with your updated credentials.

Staying Logged In

The app keeps you logged in between sessions. You only need to re-enter your credentials if you explicitly log out or if your session token expires after an extended period of inactivity.

Navigating the Mobile Interface

After logging in, you land on the Home tab. The bottom navigation bar provides access to the five main sections of the app.

Bottom Navigation Tabs

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.

Search

Most list screens include a search bar at the top. Tap it and type a customer name, address, phone number, or estimate number to filter results instantly.

Home Dashboard

The Home tab shows a snapshot of your business activity.

The dashboard displays:

• Proposals This Month -- count of proposals created in the current period.
• Pending Count -- proposals sent but not yet accepted or declined.
• Pipeline Value -- total dollar value of all pending proposals.
• Conversion Rate -- percentage of sent proposals that were accepted.

Tap any metric card to navigate to the relevant detail screen. Below the metrics, a Recent Activity feed shows a chronological list of estimate sends, customer views, signatures, and status changes.

Viewing and Managing Clients

Tap the Clients tab to see a scrollable list of all clients in your organization.

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:

• Contact information -- name, email, phone, address.
• Estimate history -- a list of all estimates associated with this client, with status badges (Draft, Sent, Accepted, etc.).
• Notes -- any internal notes added by your team.
• Communication log -- record of emails and SMS messages sent to this client.

Quick Actions

From the client detail screen, 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 the address to open directions in your default maps application.
• Tap New Estimate to start a new estimate pre-filled with this client's information.

Creating Estimates on the Go

Tap the Proposals tab, then tap the + button or New Proposal in the top right corner. The app presents the estimate type selector.

Choosing an Estimate Type

Select the type of estimate you want to create:

Residential Estimate Walkthrough

The residential estimate builder on mobile mirrors the web version with three steps.

Step 1: Client and Property

1. Enter the customer name, email, and phone number. If the client already exists, the app suggests matches as you type.
2. Enter or search for the property address. Google Places autocomplete works the same as on the web when you have connectivity.
3. Fill in property details -- square footage, stories, lot size -- or tap Auto-fill Property to pull data automatically from the address.
4. Optionally assign the estimate to a sales rep using the dropdown.

Step 2: Services and Pricing

1. Toggle on the services you want to include -- House Wash, Windows, Gutters, Roof, Driveway, Sidewalks, Deck, Patio, Fence.
2. Adjust quantities and parameters for each enabled service (square footage, linear feet, dirtiness level, etc.).
3. Add any applicable add-ons by checking them in the add-ons section.
4. Tap + Add Custom Item to include line items not in your standard service list.
5. The running total updates at the bottom of the screen as you make changes.

Step 3: 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. Edit the pre-filled subject line and message body if needed.
4. Tap Send Estimate.

Commercial, Fleet, and Holiday Lights Estimates

Each estimate type follows its own step-based 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 return to it later from any device -- mobile or web.

Managing Pipeline from Mobile

Tap the Pipeline tab 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, estimate value, and days 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. Tap the Stage selector and choose the new stage from the dropdown. The card moves to the updated column when you return to the pipeline view.

Pipeline Filters

Tap the filter icon at the top of the pipeline screen to narrow the view by:

• Date range -- when the deal was created.
• Assigned rep -- which team member owns the deal.
• Value range -- minimum and maximum deal value.

Settings

Tap the Settings tab to access app configuration.

Profile

View and edit your name, email, and profile photo. Changes sync to the web dashboard automatically.

Organization

View your organization name and details. Organization-level settings such as company info and integrations are managed from the web dashboard.

Notifications

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

Offline Mode

Configure offline data sync settings. See Working Offline for a full guide on using the app without connectivity.

Pricing

View your organization's service pricing configuration. This is a read-only reference so you can check rates while in the field. Edit pricing from the web dashboard.

Tax Rates

View and edit tax rate settings used in estimate calculations.

About

View the app version number, build number, and links to support and documentation.

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 or signs an estimate.
• 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. Open the client, tap New Estimate, and the form pre-fills automatically.
• 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, ensure that installation from the Play Store is not blocked by device management policies.

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 pricing engine 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.