This improvement to the existing estimate presentation in the Field Mobile App helps technicians present clearer, more professional proposals on tablets.
What's changing?
Previously, a blank estimate summary in tablet view left a large empty space during the presentation, and technicians could not reorder line items from the build view. Now, when the summary is blank, the estimate shows an auto-generated bulleted list of item names in line-item order so the proposal still tells a clear story. Pricebook descriptions keep formatting such as bold text and bullet lists so what technicians see on the tablet matches what office employees set up. Technicians can also move estimate line items up or down in the build view, and media thumbnails and viewers are more reliable during live walk-throughs.
Resources
Before and After
Before (Current)
On the tablet, a technician opens the Field Mobile App and builds an estimate.
If they leave the Summary field blank, the presentation screen shows a large empty space where the summary would appear.
Pricebook item descriptions that include rich formatting created in the office, such as bold text or bullet lists, show as plain text on the tablet.
Technicians cannot change the order of the estimate line items from the build view and may need to rebuild lines to put key work first.
Photos and videos tied to the estimate can show with inconsistent thumbnails, and the media viewer may not always match what the technician expects during a live walk-through.
Impact: Proposal presentations on tablets can look unfinished or out of order, which makes it harder to guide a clear conversation and win the work.
After
On the tablet, a technician opens the Field Mobile App and builds an estimate.
If they leave the Summary field blank, the presentation screen now shows an auto-generated bulleted list of item names in the same order as the estimate lines.
Pricebook descriptions keep the rich formatting entered in the office, including bold text and bullet lists, so the details on the tablet match what office employees see.
Technicians use drag controls in the build view to move estimate line items up or down, and that order carries into the tablet presentation, emailed proposal, and online estimate.
Media thumbnails and the full viewer use consistent sources so photos and videos are more reliable during the pitch.
Impact: Proposals on tablets look more clear and professional, which helps technicians tell a stronger story and close more approved work.
Who uses this feature
All business types
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician at a home replacement call builds a Good/Better/Best estimate on a tablet. The auto summary fills in item names when they leave the summary blank so the homeowner still sees a clear list of options.
Pricebook descriptions for a new air conditioner include bold headlines and bullet lists with key benefits. In the Field Mobile App, those descriptions now show with the same structure the office team entered so the technician can walk through each point on screen.
During a maintenance visit, the technician adds photos and videos to show wear on equipment and then reorders line items so the must-do repair appears first. Media thumbnails and the full viewer are more stable, so the visual story stays in sync as they talk through the estimate.
Commercial Service and Replacement
On a rooftop replacement visit for a small commercial building, the technician builds a multi-phase estimate tied to a job. Auto summaries and item reordering help them highlight phase one work and keep later phases grouped together.
A service contract includes detailed descriptions of filter changes, coil cleaning, and inspections. Rich formatting in those descriptions now appears in the Field Mobile App, which helps the technician explain the scope of work to the facility manager on site.
When a technician shows savings or add-on options, they move key line items to the top before handing the tablet over for review. The proposal layout looks more professional, which supports higher approval rates.
Residential Construction
For a large home remodel, a technician on site builds change order estimates from a tablet. Auto summaries and reordering let them group all change items together and keep allowances at the bottom.
Descriptive text for fixtures and finish packages often includes bullets and short paragraphs. That structure now carries into the Field Mobile App on the tablet so homeowners can skim and make choices faster.
Photos and videos tied to rough-in and finish work show as consistent thumbnails during the walk-through. When the technician flips the tablet to the homeowner, the media viewer stays aligned with the estimate line they are discussing.
Commercial Construction
On a multi-stage tenant improvement project, a field lead uses a tablet to present estimates for additional work. Auto summaries make sure each estimate still shows a clear list of items even when they skip writing a custom summary.
Detailed descriptions for lighting, controls, and mechanical packages include structured text added by the office team. The Field Mobile App now displays that structure on the tablet, which helps the field lead explain value on the spot.
For change requests that include several small items, the field lead drags the most important lines to the top before sending the estimate for digital approval. The cleaner order reduces back-and-forth questions from the building owner.
How to Prepare?
Identify which technicians present estimates on tablets.
Review a few of your most common estimate templates and pricebook items to see how summaries and descriptions should look with this improvement.
Train technicians on how auto summaries work, how to drag line items up or down, and how media behaves in the new layout.
Align managers and technicians on a simple story flow, such as putting safety or must-do work first in every proposal.
Confirm tablets, mobile permissions, and the Field Mobile App versions meet your company standards before you roll this improvement into daily work.