An estimate is rarely right the first time. A client asks what it’d cost to bump the tile up a grade, or you realize the excavation is going to take longer than you figured — and those tweaks almost always come up when you’re out on the job, not back at your desk.
You don’t have to wait until you’re at a computer to make them. You can open an estimate on your phone or tablet, adjust the numbers on any line, and save — and the changes land on the web dashboard right away. It’s the same estimate either way; the mobile app is just another door into it.
This article is an overview of editing an existing estimate from the mobile app: where to find it, what you can change on a line, and how saving works.
Where Estimate Editing Lives
Open the project on your phone and tap the Quotes tab. You’ll see the project’s estimate as a card with its Total Estimate, and a View Details & Quote > link to open it up.
Tap View Details & Quote to open the full scope, where every line item is laid out the same way it is on the web. From here you can tap a line to edit it, or use Click to add work to drop in a new one. When you’re ready to share, Preview and Send Estimate are right there at the bottom.
What You Can Change on a Line
Tap the line item you want to adjust and an editor opens up with everything that drives its price:
Quantity — how many units the line covers.
Unit — the unit of measure (hours, square feet, each, and so on).
Unit Cost — what one unit costs.
Markup — your margin on the line. This one’s marked Not Visible to Clients, so it’s yours to set without the client ever seeing the number.
As you change these, the line’s Price and the Group Total update so you can see the effect of an edit before you commit to it. If you’ve set a tax rate, sales tax is folded into the total automatically.
Saving Your Changes
When the line looks right, tap Save. The change is saved right away and shows up on the web dashboard too — so if someone back at the office is looking at the same project, they’ll see your update. Changed your mind mid-edit? Cancel backs out without touching anything.
There’s no separate “sync” step and no desktop round-trip. Edit on your phone during the walkthrough, and the estimate is already current by the time you’re back in the truck.
A Few Things Worth Knowing
It’s the same estimate, not a mobile copy. Mobile and web are two views of one estimate. An edit in either place is the edit — there aren’t two versions to reconcile.
Markup stays private. The markup field is never shown to clients, on mobile or web, so you can tune your margins freely.
Editing follows your scope permissions. Anyone who can edit the scope — typically Owners, Admins, Core Members, and Superusers — can edit estimates on mobile. Field Workers with view-only access can open and review an estimate but can’t change it.
Prefer to see it in motion? Here’s a short walkthrough of building an estimate manually on the mobile app.
Frequently Asked Questions
Where do I edit an estimate on my phone? Open the project, tap the Quotes tab, then View Details & Quote to open the scope. Tap any line item to edit it.
What can I change on a line item? The Quantity, Unit, Unit Cost, and Markup. The line price and group total recalculate as you go.
Will my client see the markup? No. Markup is marked Not Visible to Clients — it’s only ever used to calculate the price they see, never shown to them.
Do my changes sync to the web version? Yes, instantly. Mobile and web are the same estimate, so a saved edit shows up everywhere the project is open — there’s no separate sync step.
Can I add a brand-new line, not just edit existing ones? Yes. On the scope screen, use Click to add work to add a line, then fill in its details like any other.
Can everyone on my team edit estimates on mobile? Editing on mobile follows the same rules as editing the scope on the web — Owners, Admins, Core Members, and Superusers can make changes. Field Workers with view-only access can look but not edit.
What if I want to start a brand-new estimate from my phone? That’s the AI chat assistant’s job — you can describe a project out loud or by typing and have it build a first draft for you. See Building an Estimate on the Go with the AI Chat Assistant.