KNOWLEDGE CENTER

Estimates for Client Portal

Estimates for Client Portal

April 04, 20251 min read

User can view list of estimates which they are the part of with all necessary details

  • User can view the estimate from client-portal end

  • Download estimates is implemented with in the client-portal

  • Accept/Reject status will be updated and based on that user can view or download estimates

  • This feature will work both on web and mobile app

  • With app permission location admin can enable or disable estimates

🔍How It Works?

For Web 🌐

  • On client-portal dashboard check for estimates widget

  • Click on eye icon to view estimate

  • To download click on download icon

  • If you have more then 5 estimates click on view all there you can view all estimates

For Mobile App📱

  • On client-portal dashboard navigate to estimates tab

  • Click on eye icon to view estimate

  • To download click on download icon. An estimate can be downloaded when it is signed

  • You can scroll to view all estimates

Estimates for Client PortalEstimates for Client PortalEstimates for Client Portal
Estimates for Client PortalClient Portal
Back to Blog
Estimates for Client Portal

Estimates for Client Portal

April 04, 20251 min read

User can view list of estimates which they are the part of with all necessary details

  • User can view the estimate from client-portal end

  • Download estimates is implemented with in the client-portal

  • Accept/Reject status will be updated and based on that user can view or download estimates

  • This feature will work both on web and mobile app

  • With app permission location admin can enable or disable estimates

🔍How It Works?

For Web 🌐

  • On client-portal dashboard check for estimates widget

  • Click on eye icon to view estimate

  • To download click on download icon

  • If you have more then 5 estimates click on view all there you can view all estimates

For Mobile App📱

  • On client-portal dashboard navigate to estimates tab

  • Click on eye icon to view estimate

  • To download click on download icon. An estimate can be downloaded when it is signed

  • You can scroll to view all estimates

Estimates for Client PortalEstimates for Client PortalEstimates for Client Portal
Estimates for Client PortalClient Portal
Back to Blog