How to Use the Mobile Estimates Dashboard and Builder in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Estimates section in the Sparkforge mobile app lets you build estimates on-site, send them by email or text, track sent/accepted/declined status, and convert accepted estimates into invoices for collection.

The Sparkforge mobile app includes a dedicated Estimates section so technicians can build a precise quote with the customer on-site, send it for approval, and convert accepted estimates into invoices.

What a Mobile Estimate Is

An estimate is a quoted scope of work — parts, supplies, labor, and time — produced after a technician walks the job. It's accurate but subject to change as the work progresses. Building it on a phone or tablet means the customer reviews and accepts before you leave.

Estimate Dashboard

The dashboard surfaces your active estimates with status cards for:

Sent estimates
Accepted estimates
Declined estimates
Invoiced estimates

Filter by search term, status, or date range. Estimates created on web or mobile both appear in the same list.

Estimate Card Gestures

Tap — primary action (e.g., edit a draft).
Long press — every action available for that estimate (Copy link, Mark as Accepted, etc.).
Left swipe — reveals the two top actions for the current status, plus a More option.

Build a New Estimate

Open the left navigation in the mobile app and tap Estimates.
Tap the + button to start a new estimate.
Link a contact and set the estimate name, issue date, due date, and estimate number.
Add items — custom or from the catalog. Link taxes to products and pick the right variant combinations as you go.
Add Terms & Notes.
Review the contact, dates, items, and any discount.
Send by email, text, or both.

What Happens After You Send

The customer opens the estimate from a link and accepts or declines on their own device. Status updates flow back to the mobile dashboard automatically. Accepted estimates can be converted into an invoice from the same record so you can collect payment.

Frequently Asked Questions

Can the customer accept the estimate from their phone?

Yes. The link they receive opens on any device, and they tap Accept or Reject. Status updates back into your dashboard automatically.

Can I edit an estimate after it's sent?

No. Once sent, the estimate is locked. Create a new estimate if you need to change items or terms.

Will I get a notification when a customer signs?

Yes. You receive an in-app notification as soon as the customer accepts or rejects, so you can move to invoicing right away.

Can mobile estimates and web estimates coexist?

Yes. Both sources land in the same Estimates list, and you can filter, edit, or invoice from either platform.

How do I collect payment on an accepted estimate?

Open the accepted estimate and convert it to an invoice. The invoice can then be sent for online payment or charged through POS.