Mobile App

Visible Estimate previews in appointments and opp cards and client records of mobile app
My clients are mobile and they want to use the mobile app to be able to review their job which is determined by their estimate. Current process takes 3-5 minutes, where a simple "estimate preview" option in the appointment and opp card would make everything work smoother. . Goal : User opens mobile app, goes to their job today in the calendar. They want to be able to see the job notes and estimate right there in the calendar but they can't. At the end of their job , they want to be able to also go to the appointment, click on the estimate and click "convert to invoice" so they can invoice on the spot. -have the opp card, the estimate and the appointment all linked together so they all show connected Current clunky flow they go to the calendar, look at the job notes -go back to the main area of the app, click on the estimate tab -look for the customer. Hope there is only one estimate for that customer (if not, they have to do a bunch of digging to find out which estimate is for this appt) because there is no way to connect an estimate to an appointment -click on the estimate, click back out because they don't want to edit the estimate, they want to preview it, hold/click the estimate, then they can preview it. -they get the details and then need to navigate back to the appointment for any other details -this takes 3-5 extra minutes just to get the details of their current appointment Other problems in the client record, you can look for the estimate, it will tell you there is one, it's status and total but you CAN NOT OPEN the estimate. You have to go back out, go to estimates, search for the customer and then open the estimate which can be easily fixed by making the estimate clickable -same problem in the opp card, you can see the estimate and invoice in the opp card but NO details and you can't open/click / review the estimate -when looking at the estimate in the estimate section, if you click on the estimate it sends you to the editor. It should show you the current estimate and then make you click to edit or change, but right now you have to hold down/click to be able to review the estimate
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Enhancement
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