How do you send a bid via my square app

I am an electrician and would like to send a bid to a customer by email. 

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Square Champion

Solution

Hello @Marc4185 

 

Okay that's odd... I always thought you could create estimates from the Point of Sale app but I'm not seeing that option right now either!!

 

If you're on an iPhone, check out Square's Invoices app. You can do everything on the app you can do from the web Dashboard including estimates.

 

I also just tried to create an Estimate by logging into the web Dashboard from a mobile iOS browser. I can do everything but create estimates this way. Trying to create an estimate sends me to a nag screen about using the Invoices app. Slick one there, Square. 😉

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!

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Square Champion

Solution

Hello @Marc4185 

 

Okay that's odd... I always thought you could create estimates from the Point of Sale app but I'm not seeing that option right now either!!

 

If you're on an iPhone, check out Square's Invoices app. You can do everything on the app you can do from the web Dashboard including estimates.

 

I also just tried to create an Estimate by logging into the web Dashboard from a mobile iOS browser. I can do everything but create estimates this way. Trying to create an estimate sends me to a nag screen about using the Invoices app. Slick one there, Square. 😉

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!
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Alumni

Hey @Marc4815 @ryanwanner 👋!

 

I just wanted to mention that the Invoices app is available for Android devices too — and you can use that app to send Estimates. I hope the Estimates feature works for your bids Marc4815!

 

You can also create and send Estimates from your online Square Dashboard (click Invoices > click Estimates). You do have to sign in online from a computer/laptop to send Estimates; if you sign in to your Dashboard from a mobile device you'll see a nudge to download the Invoices app. 😊

️ Helen
Seller Community Manager

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