Mobile Estimator

Editing Customers and Jobsites in Mobile Estimator 7


 

Confirming a New Address in the Arborgold Mobile Estimator App

Make sure your crew gets to the right location by quickly confirming a customer's address in the Arborgold Mobile Estimator App. Follow these streamlined steps to update, verify, and confirm addresses efficiently.


Access the Customer Section

Step 1: Open the app and tap the menu (three lines) at the top left.

Step 2: Choose Customer from the menu.


Edit or Add Customer Information

Step 3: Select a customer, or tap the blue + if you're adding a new one.

Step 4: On the customer profile, tap the address field.


Enter and Confirm Address

Step 5: Select the address to view job site details.

Step 6: Enter or update the address.


Verify Location Coordinates

Step 8: At the bottom of the job site page, check for latitude and longitude.

Step 9: If fields are empty, tap Update to generate them. Choose either:

- Geocode: Uses Google Maps for coordinates - Current Location: Uses your device's GPS—for large or complex sites


Review on Map

Step 10: Tap the three dots and select View Map.

Step 11: Check the map to ensure the pin's correct. Choose Satellite for a detailed view if needed.


FAQ: Customer Address Updates in the Arborgold Mobile Estimator App

1. How do I confirm a customer’s address in the app? Go to the customer's profile or job site details, check the address, and be sure it's correct before saving or proceeding.

2. How do I update a customer’s address? Tap the address field in the profile or job details, edit the information, and save your changes.

3. Will the address update everywhere in Arborgold? Yes, updates made in the Mobile Estimator App will sync throughout the Arborgold system so all teams see the correct address.