Plant Inventory Recommendations in Mobile Estimator

The Mobile Estimator app now offers a Plant Inventory Recommendation feature. This allows your estimators to create Recommendation for plant inventories on jobsites without immediately building estimates. The recommendations can be used to create multiple estimates later, whether it's immediately or years down the road.

The following will demonstrate the process and flow for adding recommendations for plants from the Mobile Estimator.

Add Recommendations: To add a recommendation, expand the sidebar from the top left on the plant inventory tab and click on the plant you would add the recommendation for. In the ellipses menu, you'll find the "Add Recommendations" option. This will open the Add Recommendation form where you can fill in details and save the recommendation for that specific plant.

Once the recommendations are added, you can click on View Recommendations to see the added recommendations.

View Recommendations: The View Recommendations will show all of the recommendations for the specific plant.

To edit or delete the recommendations, you can use Edit or Delete options from the ellipses available for Recommendations.