A practical phone-first workflow
- Before leaving the job, capture the customer name and the work that needs to happen.
- List the job in execution order: prep, removal, repair, installation, materials, cleanup, disposal, or subcontracted work as applicable.
- Set or verify each quantity and price.
- Add the validity period and any payment terms or exclusions.
- Preview the customer-facing estimate, then finalize the PDF.
Why speed matters operationally
- The longer the delay, the more likely you are to reopen notes, photos, messages, and old templates just to reconstruct the job.
- Finishing the estimate while the details are still fresh reduces that rework even before you consider any software benefit.
Using QuoteGenius on mobile
- QuoteGenius is built to work from a phone or desktop. Your business details can stay saved on the device, while customer details remain per quote.
- You can describe the job for an editable AI scope draft or enter line items manually, then set your prices and preview the PDF.
From job description to customer-ready PDF
QuoteGenius is built for a focused workflow: describe the job or add the line items yourself, set your own prices, review the customer-facing estimate, and finalize a clean PDF. AI scope drafting is optional.
Try the workflow freeFrequently asked questions
Can I make a professional estimate entirely from my phone?
Yes. A mobile-friendly workflow should let you capture the job, enter prices, review the customer document, and download the PDF without moving to a desktop.
Does QuoteGenius remember my business details on my phone?
Yes. Business name, logo, phone, email, and default terms can be saved on the device so you do not have to re-enter them for every quote.