Estimates on site

From More → Estimates, Estimates → new, or create estimate on a job.

Write the quote

1. Confirm customer and job (if you started from a job).
2. Add labor and material lines (price book when the shop maintains one).
3. Save. Status starts as Draft.

You can keep editing a local draft even if the phone has no signal. Avoid using in-app navigation that expects the network right after an offline save — stay on the estimate until it is stored, then return to the job when you are ready.

What you cannot do

Regular technicians cannot convert an estimate into a job. That is owner, admin, or senior technician. Get the quote accepted, then let the shop schedule it.

Sync

Offline creates and edits sit in a queue and upload when you are online. Until then, the office may not see the latest total. If sync reports a conflict, do not create a second estimate for the same visit — call the shop.

After the customer says yes

1. Mark the estimate Accepted if you have that control (TODO: confirm techs can set accepted vs office-only).
2. Tell dispatch.
3. They convert and put it on your schedule.