How do I Manage my Estimates in the Billed Mobile Application?

You can edit and update your estimates to keep them organized. You have several options to manage your estimates effectively.

Managing Estimates

Open a particular estimate and click on the three dots at the top-right corner. You will have the following options:

• Send By Email: Click on the "Send by Email" option to send the estimate to your clients or anyone else.
• Share Via Link: Click the "Share Via Link" option to copy the estimate's link. If you don't want to send an estimate through email, you can send this link to share the estimate.
• Mark As Sent: You can mark the estimate as sent to change the status of an estimate.
• Convert to Invoice: You can convert an estimate into an invoice to pursue your business transactions.
• Duplicate: If you want to edit the estimate but keep the original one saved, you can make a duplicate estimate.
• Preview: The preview option will let you see the estimate's final look. This option will show you how the estimate will look when viewed by your client or someone else.
• Print: You can print the estimate for business use.
• Share PDF: This option lets you send an estimate as a PDF file.
• Delete: You can delete an estimate if you don't need it anymore in your business record.

Edit an Estimate

Click the icon beside the three dots at the top-right corner. This option will let you edit and save the modified version of your estimate.