Mobile Sales Workspace

The Clean Estimate Pro mobile app now gives owners, managers, and 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 Sales Mode shell is organized around five tabs:

• Home
• Pipeline
• Route
• Inbox
• Me

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

While the native mobile apps are still being prepared for wider release, signed-in sales users can also open the lightweight browser workspace at sales.cleanestimate.pro. It uses the same Clean Estimate login session, shows a phone-first Sales Workspace, and gives reps quick access to Home, Schedule, Customers, Lead, Quote, and Follow-ups tabs without exposing the tools publicly.

The browser workspace is intentionally narrower than the native app. It focuses on showing assigned appointments, searching customers, calling or texting from customer cards, opening full message history, saving new leads to the live CE Pro pipeline, assigning those leads to the signed-in rep, and opening the same residential quote builder used by the web app so reps can work through client/property details, services and pricing, add-ons, maintenance options, Red Line, autosave, and review/send from the road. Native app-only workflows such as offline sync, route detail, full inbox history, and proposal close flows still live in the mobile app.

The mobile shell now follows the cleaned-up Sales Mode design system used in the latest app wireframes. Headers keep the avatar, title, subtitle, and actions on one aligned row, primary cards use a simple left accent rail instead of decorative circles, and the bottom navigation, login screen, Route tab, estimate picker, and major list rows share the same spacing, typography, and card rhythm.

Home

The Home 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 private commission summary inspired by Sales Mode, with a hide/show control for rep-side payout details
• A Red Line guardrail card that summarizes floor, current price, suggested price, upside, and commission for estimates with a stored Red Line snapshot
• 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.

The mobile app now keeps the last loaded dashboard data visible while it refreshes, uses shorter read timeouts for live API calls, and no longer lets slower communication-summary lookups block the first Home load. That means reps should see useful schedule, follow-up, payment, and draft context faster even when a side service is catching up.

Android builds also register the WatermelonDB JSI adapter for local offline data. That keeps queued drafts, pending sync counts, and cached proposal reads on the faster native path instead of the slower async SQLite fallback.

Pipeline

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

Mobile Pipeline still uses the live CRM data underneath. It reads and writes through the authenticated live Clean Estimate client APIs first, so sales reps see the same 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.

Pipeline, estimate, job, lead, client, message, and global search screens now preserve the last visible results during background refreshes. Search fields also wait briefly for the rep to pause typing before hitting the live APIs, which reduces duplicate mobile requests and makes list navigation feel steadier in the field.

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

Estimate work is launched from Home, Pipeline, lead detail, client detail, and existing estimate cards. The estimate list is no longer the main sales-rep tab because Sales Mode centers reps on the next customer, next route stop, and active inbox.

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.

For sales coaching, use the Residential Red Line Rubric to decide when a mobile quote is healthy, near floor, or ready for manager review.

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.

Residential Upsells and Plans

The mobile residential wizard now includes a dedicated Upsells step between services and pricing review. Sales reps can add the next best residential service for a bundle conversation, build a maintenance plan with visit count and agreement length, and create a quick holiday-lights sidecar using roofline feet, mini-light strands, and wreath count.

Enabled maintenance plans and holiday-lights sidecars flow into the mobile pricing review and final review screens so the rep can confirm the annual or seasonal value before saving, sending, or handing the phone to the customer.

Messages

The Inbox 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 Home, Pipeline, Inbox, 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 Home
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.

For browser-only field work before the native app is installed, use this shorter loop:

1. Open sales.cleanestimate.pro
2. Check Schedule for assigned lead and quote appointments
3. Search Customers to call, text, email, open message history, or start a quote
4. Save new prospects from Lead
5. Use Quote to open the same residential estimator flow used by the main web app, including services, add-ons, maintenance plans, Red Line, autosave, and review/send
6. Complete the estimate or open the full admin estimate view when the job needs more office detail
7. Return to Follow-ups for call, text, email, map, or quote-builder shortcuts