Who This Is For / When to Use
Use Mobile Estimates if you need to:
Create and send estimates while on-site or away from desktop
Track estimate status in real time
Enable direct payments after acceptance
Download estimate PDFs to your device
Access Estimates
Open the Kyrios Mobile App.
Open the main navigation menu.
Tap Estimates.
Estimates Dashboard Overview
The Estimates dashboard provides:
Summary cards for Sent, Accepted, Declined, and Invoiced estimates
A searchable list of all estimates
Filters by status and date
A + button to create new estimates
View Estimates and Templates
You can switch between:
Estimates – all created estimates
Templates – pre-built estimate templates
Templates must be created in the Kyrios web app before they appear on mobile.
Create a New Estimate
Step 1: Add Initial Details
Tap the + button on the Estimates dashboard.
Select the customer.
Enter estimate name, issue date, expiry date, and estimate number.
Add Items to an Estimate
Step 2: Add Items
You can add items using:
Keypad – manually enter pricing
Catalog – select existing products
Enter item price and quantity.
Open Item details to add descriptions.
Products added on the web app with descriptions will display the same descriptions on mobile.
Review the Estimate
Step 3: Review and Confirm
On the review screen, you can:
Verify item totals
Review subtotal and total amount
Add terms and notes
Enable Direct Payments
You can optionally enable direct payments for estimates.
On the review screen, toggle Enable Direct Payment.
When enabled, payment is collected immediately after the estimate is accepted.
Send and Preview Estimates
Before sending, you can preview the estimate exactly as the client will see it.
Clients can:
Accept the estimate
Reject the estimate
Once sent, a confirmation message appears in the app.
Download an Estimate PDF
You can download a copy of any estimate to your device.
Long-press on an estimate tile.
Select Download Estimate.
The estimate is saved as a PDF to your device storage.
Track and Manage Estimates
From the dashboard, you can:
Monitor estimate status
Preview estimates
Mark estimates as accepted
Delete estimates when needed
Status updates sync automatically.
Common Issues and Fixes
Direct Payment Did Not Go Through
Navigate to Invoices.
Locate the generated invoice.
Resend the invoice or record payment manually.
Templates Not Visible on Mobile
Templates must be created and published in the Kyrios web app.
FAQ
How do I create a new estimate on mobile?
Open Estimates, tap the + button, select a customer, and follow the steps to add items and review.
Can I apply taxes and discounts on mobile estimates?
Yes. Taxes, discounts, notes, and terms can be added during estimate creation.
How do I know if an estimate was sent successfully?
A confirmation message appears after sending, and the status updates in the dashboard.
Can I download an estimate to my phone?
Yes. Long-press an estimate and select Download Estimate to save it as a PDF.
How does direct payment work on estimates?
When enabled, customers who accept the estimate are redirected to an invoice to complete payment online.
What happens if a customer’s payment fails?
You can resend the invoice or manually record payment from the Invoices section.