Mobile Estimates

Mobile Estimates

• Only standard estimates.
• Only users with estimating permissions.
• Shows estimates assigned to that user, created in the last 90 days.
• From Crew you can now: access, create, edit, preview, send, and get signatures on standard estimates.

Setup Mobile Estimates

Before getting into the Crew App, make sure the right setting are enabled in your LMN Settings.

1. In the LMN web app, navigate to Settings > Users & Staff > Manage Users & Staff
   
2. Select a user 
   💡 Confirm the user type is sent to Office Staff or Crew Lead
3. Click View All Permissions
   
4. Make sure the user has access to one of the three User Types: Only their Estimates, All Estimates, All & Unlock Estimates
   ⚠️ Without Estimate Permissions, the Mobile Estimating feature will not appear in the crew app.
   

Follow the process below to continue

Create Mobile Estimates in the LMN Crew App

1. 📲 From your mobile device, open & sign in to your LMN Crew app.
2. Tap the navigation icon (3 horizontal lines in the top left) > My Estimates
   
3. On this list, you will see a list of standard estimates assigned to you (the estimator)
   💡The Most recent estimates are at the top and is limited to estimates created in the last 90 days. 
4. To create a new estimate, tap Create Estimate
5. Select Standard Estimate
6. Assign the estimate to a Contact. Tap Add Contact to search contacts by name or address or select Create New Contact