Creating a Proposal in Mobile Estimator 7

In this article, you'll learn how to add a job in ArborGold's Mobile Estimator 7 app.

Step 1: Tap on the menu at the top left of the screen.

Step 2: Select Jobs.

Step 3: Tap the plus sign at the bottom right to add a job.

Step 4: Look up the customer by their last name and tap Add.

Step 5: Tap the pencil button at the top right to edit the proposal.

Step 6: Add job tags in the middle of the screen. You're also able to change the job status, but for now, leave it as proposal.

Step 7: Tap Add Service in blue.

Step 8: Select your item, typically a tree list in Arbor Gold. Search by the item name.

Step 9: Click on the service drop down to search for services such as tree removal. Add any other details, including labor hours and price. Estimate your crew under estimated crew.

Step 10: Add any service tags.

Step 11: Add a description for the CL and work order notes.

Step 12: Tap the truck icon at the top left to view service resources such as employees, equipment, and inventory. To add more, tab over to the item you want and tap the plus sign.

Step 13: Tap at the top right to add a service before and after picture. You can upload a picture or take a new one.

Step 14: Use bundles to group services together for easier addition.

Step 15: Tap the three dots at the top right to add a program.

Step 16: Add and track your plant inventory by clicking the button at the top right.

Note: This feature is only for enterprise customers.

Step 17: Use the CAD tool or the measuring tool to measure a property or map out a property.

Step 18: Ensure the salesperson is added, then tap Save in orange.

Step 19: Tap the menu at the top left.

Step 20: To get the client to accept the proposal, use the Sign and accept button at the bottom left.

Step 21: Alternatively, tap the dots at the top right and select email to send the proposal.

And that's it! You've successfully added a job on the Mobile Estimator 7 app.