This article will show you how to quickly create estimates using pre-built templates on the HighLevel or LeadConnector mobile app (v3.98+). This saves time and ensures consistent branding and structure in your quotes. Templates built in the web app are now accessible from the mobile app!

TABLE OF CONTENTS

• What is Estimate Templates on Mobile?
• Key Benefits of Estimate Templates on Mobile
• How To Create an Estimate Using a Template on Mobile
• Frequently Asked Questions
• Next Steps

What is Estimate Templates on Mobile?

Estimate Templates on mobile allow users to create new estimates instantly using saved templates. These templates mirror those created in the web version of HighLevel, making it easier to create professional, standardized quotes on the go.

Key Benefits of Estimate Templates on Mobile

Using templates saves time, ensures consistency, and improves efficiency for field agents and sales reps on the move.

• Fast estimate creation using saved layouts

• Maintain consistency in pricing and design

• Access existing web templates directly on mobile

• Available on HighLevel and LeadConnector apps

• Works with whitelabeled mobile apps (update required)

• Great for teams who operate in the field or remotely

How To Create an Estimate Using a Template on Mobile

You can use templates created on the web to quickly generate estimates in the mobile app.

1. Log in to the mobile app (HighLevel, LeadConnector, or your Whitelabel version).

2. Open your desired sub-account.

3. Tap the “Estimates” module from the left navigation bar.

4. Tap the “Templates” tab at the top of the screen.

5. Choose a template you want to use.

6. Fill in client-specific details and finalize the estimate.

Frequently Asked Questions

Q: What version do I need to access this feature?

A: This feature is available starting in version 3.98 of the HighLevel and LeadConnector mobile apps.

Q: Are my web templates automatically available in the mobile app?

A: Yes, all templates created in the web app will show up in the Templates tab of the mobile app.

Q: Can I create or edit templates on the mobile app?

A: No, currently templates must be created or edited using the web version.

Q: How can I request a Whitelabel app update?

A: Submit a support request or contact your account manager to request the update.

Next Steps

• If you haven’t created estimate templates yet, start by building them in your web app.

• Ensure your mobile app is updated to version 3.98 or later.

• Contact support if you need help enabling the feature on your Whitelabel mobile app.