Mobile App Setup and Usage

The Clean Estimate Pro mobile app gives your field team access to proposals, clients, pipeline, and assigned jobs from a phone or tablet. This guide covers the current internal-beta install flow, login, navigation, and the common workflows you can run from the field.

Installing the App

iOS Internal Beta

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 internal beta install link shared by your Clean Estimate Pro admin.
2. Download the latest Android preview build.
3. Approve the install prompt if your device asks to allow this internal installer.
4. 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.

Logging In

Open the app. You see the refreshed sign-in screen with a blue CleanEstimate Pro intro card above the login form. 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.

1. Enter the same email and password you use on the web dashboard.
2. Tap Sign 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 your password? action below the login form. The recovery screen now uses the same card layout as sign-in, so the reset flow looks and feels like the rest of the mobile app. 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. 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 changes slightly by role and enabled features, but the core internal-beta tabs stay focused on quoting plus crew-lite job execution.

Bottom Navigation Tabs

Not every role sees every tab. Sales users stay focused on quoting, while crew-lead and technician roles see the Jobs tab when scheduling is enabled for their 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.

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.

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 Settings > Offline & Storage when you need to review queued changes. Below the KPI row, the dashboard keeps Quick Actions and Recent Proposals close together so you can jump back into quoting without leaving the mobile shell. Quick Actions now render as larger builder cards instead of a cramped single row so proposal types stay readable on a phone-sized screen, and the sales-focused shortcuts now keep Residential and Holiday Lights at the top while still exposing Generic Quote and Asphalt Maintenance through guided web handoff cards.

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.
• 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 -- call, email, edit the client, or jump into a new proposal flow.

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 Edit to update the client profile.
• Tap Create Proposal from the proposal history empty state to jump into a new 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.

Creating Estimates on the Go

Tap the Proposals tab, then tap the + button or New Proposal in the top right corner. 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 and Asphalt Maintenance stay available from the mobile shell through a guided web handoff so sales reps can still launch every active estimate wizard without leaving the app blind to those modules.

Residential Estimate Walkthrough

The Residential Estimate Wizard on mobile now mirrors 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.

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

Proposal Detail and Close Flow

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

• Status and created date at the top of the page.
• Customer and total summary for a quick read before you contact the customer.
• A dedicated Close the Deal section with Present and Close, Create 25% Deposit Link, Create Balance Payment Link, and Open Latest Payment Link actions.
• Quick actions for Call, Email, and Maps when contact or address data exists.
• Acceptance and payment state including signature timing, signed-by name, paid-to-date amount, and balance due.
• Customer and site details including phone, email, and service address.
• Internal notes when the estimate includes them.

When a rep taps Present and Close, the app opens the secure customer-facing estimate or proposal view that matches that estimate's live delivery path, so the customer can review, accept, and sign on the spot. If you need to collect money during that same visit, create a deposit or balance link from the proposal detail page and hand the device to the customer for checkout.

Working Assigned Jobs

When your workspace enables scheduling, crew-lead and technician roles see a dedicated Jobs tab. Owners and managers can also review scheduled work from the same tab during the internal beta.

Jobs List

The Jobs list shows the jobs assigned to your crew, or the organization-wide scheduled jobs list for office roles. Each card includes:

• Job number
• Customer name
• Service type
• Scheduled date and start time
• Service address
• Current job total

Job Detail

Tap a job card or a job-assigned push notification to open the job detail screen. The current internal-beta job detail view includes:

• Client summary
• Schedule and address actions
• Invoice and balance state
• Crew Alerts pulled from quote line items
• Crew Notes
• Payment collection for card, cash, or check when an invoice is already linked

Payment collection stays on the existing mobile payment endpoints and is intended for field collection only. Invoice creation still happens in the web app.

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, 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 top of the mobile pipeline keeps three quick reads visible while you move through stages:

• 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.

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.

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. 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

View the active residential pricing defaults that the mobile quote builder is currently using. This screen is read-only in the internal beta so the mobile app stays aligned with the active web pricing config and shared price book.

Tax Rates

View the effective residential tax fallback, your organization state, and the shared state overrides that the mobile builder applies. Manage tax policy changes from the web dashboard.

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 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. 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, 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.