How to create an estimate on the phone
Create an estimate in the Genaya mobile app.
Learn how to create an estimate in the Genaya mobile app. Tap the blue plus, then Estimate: it opens as a draft and saves as you go. Tap Select a customer, search for the client by name and tap them, and their name, email, phone and address fill in under Billed to. Scroll down to Items, tap the plus, choose Add from catalog, search your price book and tap the item. Tap the line to change the quantity, then Done, and the totals update on their own. When it's ready, Send estimate sends it to the client by email or by text.