Best Suited for:
- Field workers presenting estimates directly to customers
- Technicians reviewing estimate options on mobile devices
- Mobile users that offer estimate options on-site
Important Information:
- "Presentation View" is accessed from estimates in the field worker app
- "Presentation View" displays estimate options in a clean, customer‑friendly format
- Swiping allows easy comparison between estimate options
- This view is intended for in‑person estimate presentations
- "Presentation View" uses a fixed default display and does not follow rate table or custom document settings
Strategic Workflow:
- Present estimates clearly and professionally to customers
- Make it easy for customers to compare options
- Reduce confusion when explaining pricing or scope differences
- Support faster customer decision‑making during onsite visits
Accessing Presentation View on an Estimate:
- Open the Field Worker App
- Navigate to the estimate you want to present
- Click the Estimate tab
- Select Preview
- The estimate will open in "Presentation View," optimized for customer viewing
Presenting Estimate Options:
- Open an estimate with options
- Click the Estimate tab
- Select Preview
- Swipe left or right to move between estimate options
This allows you to easily highlight differences and discuss choices with the customer.
Best Practices for Using Presentation View:
- Use "Presentation View" when customers are physically present
- Swipe through options to explain value differences
- Answer customer questions while reviewing each option
- Close "Presentation View" to make edits if changes are requested