Create an estimate as part of a project on mobile

This article explains how to use the FreeAgent mobile app to create an estimate as part of a project.

Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Navigate to the ‘☰’ (mobile app navigation menu) button and select 'Projects'.

Projects highlighted in menu.

Select the project that you’d like to create an estimate for from the list.

List of projects.

Tap the three dots in the top-right corner and select ‘New estimate’ from the drop-down menu.

New estimate option highlighted in drop-down menu

Enter the relevant details and select ‘Create new estimate’ to complete the process.

New estimate screen

You can then add line items to the estimate, send it in an email or mark it as sent.

Find out more about creating an estimate on mobile.

Did you find this article useful?