Mobile Sales Workspace

The Clean Estimate Pro mobile app now gives sales reps one connected loop for schedule, communication, quoting, close, and collection. Instead of splitting work across a generic dashboard, pipeline board, and separate contact list, the rep shell is organized around five tabs:

• Today
• Estimates
• CRM
• Messages
• More

This guide explains what each part of the mobile sales workspace is for and how reps should use it in the field.

Today

The Today tab is the rep home screen.

It is built to answer three questions immediately:

1. Where do I need to go?
2. Who needs a reply?
3. What money still needs to be collected?

The screen includes:

• A top summary card with the workspace name, company line status, and counts for appointments, follow-ups, and unread conversations
• A global search launcher
• Today's appointment list
• Unread or needs-response conversations
• Payment-due cards for estimates that still need a deposit or balance payment
• Active local drafts that need to be resumed
• Quick Add actions for new leads, new customers, and new estimates

The sync status chip on this screen now shows the real number of locally queued changes waiting to upload instead of a placeholder count, so reps can trust what still needs to sync before they leave service.

CRM

The CRM tab combines leads and customers into one searchable list.

Mobile CRM now reads and writes through the authenticated live Clean Estimate client APIs first. That means sales reps see the same live customers, lead context, service address, estimates, invoices, payments, messages, and activity that the office sees in the web app instead of depending on stale proposal-only or Workiz fallback data.

Quick filters let reps narrow the list to:

• All
• Leads
• Customers
• Needs Follow-Up

Every row is designed to be actionable, not just informational. Reps can jump from the list into the correct lead or customer record without digging through multiple tabs.

Lead Page

Lead detail is the pre-close workspace. It surfaces:

• Appointment time and address
• Deposit or payment context from linked estimates
• Message history preview
• Estimate history
• Quick actions for company-line calling, opening the message thread, and launching a new estimate

If the linked customer is a business account, the lead page now uses the saved company name everywhere the mobile shell needs a display name, including message handoff and company-line call actions.

Client Page

Client detail is the customer relationship workspace. It surfaces:

• Contact details and service address
• Lifetime value and recent activity
• Payment-due preview
• Message history preview
• Estimate history
• Quick actions for company-line calling, messages, edit, and new estimate

When a rep taps New estimate from a client or lead, the app carries the linked client, lead, contact details, and service address into the estimate picker. Choosing Residential then opens the builder with that CRM context already filled in.

CRM now supports company-name-only customers cleanly. Reps can create, search, open, edit, and call business accounts from mobile even when there is no personal first-and-last contact name saved on the record yet.

If the extended sales-history API is temporarily unavailable, the client page still loads the core CRM record instead of dropping the rep into a blank dead-end state. The page now keeps the contact card, call action, edit flow, estimate history, and message handoff available while the live sales timeline reconnects.

Mobile-created customers now stay visible in CRM search and client detail even when they originate from the proposal-client workflow instead of the main admin client table. New customer and new lead forms also protect typed drafts if a rep hits Android Back by mistake, and modal headers respect the phone safe area on smaller screens.

New lead and new customer forms now include Google address autocomplete on the address field. Reps can start typing a street address, choose a Google suggestion, and the mobile app fills the street, city, state, and ZIP fields before the record is saved.

Estimates

The Estimates tab is the quoting and close workspace.

It includes:

• Search by customer or estimate number
• Filters for Drafts, Sent, Viewed, Signed, Needs Deposit, and Paid
• Status pills on every row
• One-tap entry into the estimate close screen or back into a saved local draft

This tab is optimized for the actual field workflow:

• Resume a draft
• Reopen a sent quote
• Follow up after a view
• Reopen a signed quote
• Collect the deposit

Commercial building proposal steps now block incomplete handoffs before a rep reaches review. A proposal needs a client, complete property address and square-footage details, at least one service per property, positive pricing, and a selected service frequency before it can advance to final review.

Red Line in Mobile Residential Estimates

Sales reps with Red Line Access now see the same residential floor-pricing guidance in the mobile app that managers see in the web estimator.

When the workspace has Red Line enabled in Pricing Manager, the mobile residential pricing step shows:

• The floor for each selected service
• The service status, such as below red line, at red line, near red line, above red line, or healthy upside
• The rep commission when the workspace allows reps to see commission
• A Red Line summary card with total service floor, sold service subtotal, and commission when visible

Mobile price edits are guarded by the floor. If a rep tries to enter a service price or rate below Red Line, the app raises it back to the floor and explains why. The final review step repeats the Red Line summary and blocks Save as Draft or Queue Delivery until every service is at or above its floor.

Mobile-created residential proposals also save the Red Line snapshot with the queued proposal data so the office can audit the floor, service status, and commission context after the draft syncs.

Mobile Property Prefill

Residential estimates in the mobile app now use Google address autocomplete and the same server-side property lookup used by the web estimator. Reps can start typing the property address, select the matching Google suggestion, and the builder fills the street, city, state, ZIP, and saved coordinates before Clean Estimate looks up available property data and pre-fills:

• Square footage
• Stories
• Lot size in acres
• Year built

The property step marks values that came from the property API, keeps the fields editable for field verification, and recalculates the house-wash quantity from the returned square footage.

Messages

The Messages tab is the full communication workspace.

It supports:

• Search by customer, phone number, or thread preview
• Filters for All, Unread, and Needs Response
• Full customer thread history across SMS, email, calls, voicemail, estimate engagement, and payment activity

The thread view is meant to be the rep's customer history surface. Before calling or quoting, the rep can quickly see the most recent inbound message, sent quote activity, or missed call without leaving the thread.

When a customer does not have live thread history yet, or the thread service is still catching up, the mobile thread screen now opens with the saved customer context and shows a reconnecting / no-messages-yet state instead of a hard failure. That means reps can still confirm they opened the right customer and place a company-line call from the thread screen even before history finishes loading.

Search

Search is no longer trapped inside one list. The mobile sales app includes a global search screen that can find:

• Customers
• Leads
• Estimates
• Jobs
• Message threads

This lets the rep jump straight to the right record from Today, CRM, Messages, or estimate detail.

Company-Line Calling

Lead pages, client pages, message threads, and estimate detail all support Call from the rep-side quick-action bar.

When the rep taps Call, the app opens a call sheet with two choices:

• Call From Company Line
• Use Device Dialer

Call From Company Line

This option uses the workspace's configured company number. The system rings the rep's saved phone number first, then connects the rep to the customer and logs the call back to the customer history.

Use this when:

• The rep wants the customer to see the company number
• The team wants call activity logged back into the mobile sales thread
• The rep is working a lead, customer, or estimate directly from the app

Use Device Dialer

This is the fast fallback path. It opens the device dialer directly if the rep needs to place a call immediately or if company-line calling is not configured yet.

Recommended Rep Flow

For most field visits, the best loop is:

1. Open Today
2. Tap the next appointment
3. Review message history on the lead or client page
4. Place a company-line call if needed
5. Launch or reopen the estimate
6. Present the quote from estimate detail
7. Hand the device to the customer for signature
8. Create a deposit or balance link when payment is needed

That is the core purpose of the new mobile sales workspace: fewer disconnected lists, more direct action.