GoHighLevel Mobile Estimates Guide

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GoHighLevel Mobile Estimates Dashboard and Builder How-To

If you are used to tools like ClickUp for project management, you will appreciate how the GoHighLevel mobile estimates experience lets you manage pricing, proposals, and approvals directly from your phone. This guide walks you through the GoHighLevel mobile estimates dashboard and builder so you can quickly create, edit, and manage estimates on the go without needing the desktop app.

The instructions below are based on the official GoHighLevel help documentation and adapted into a clear, step-by-step how-to article focused on real-world use.

What the GoHighLevel Mobile Estimates Feature Does

The GoHighLevel mobile estimates dashboard and builder allow you to:

  • View and track estimates from your mobile device
  • Create new estimates for your contacts or opportunities
  • Edit, duplicate, and manage existing estimates
  • Monitor estimate status, totals, and key details in one place

All of this is available from the GoHighLevel mobile app, giving you fast access to data while you are on-site, in meetings, or away from your computer.

How to Access the GoHighLevel Mobile Estimates Dashboard

To start working with estimates in the GoHighLevel mobile app, you first need to reach the estimates dashboard.

  1. Open the GoHighLevel mobile app and sign in with your account.

  2. From the main navigation, locate the section where your CRM items (like contacts, opportunities, or payments) are listed.

  3. Tap the option labeled Estimates (or a similarly named item in your app version).

After tapping the estimates section, you will land on the GoHighLevel mobile estimates dashboard, which summarizes all the estimates tied to your location.

Overview of the GoHighLevel Mobile Estimates Dashboard

The dashboard in GoHighLevel on mobile shows a list of your existing estimates along with high-level details so you can quickly see what needs attention.

Key elements you will see

  • Estimate list – A scrollable list of all estimates associated with your current location.
  • Status indicators – Labels or icons that show whether an estimate is draft, sent, accepted, or in another status defined in your account.
  • Contact or company name – The person or business the estimate is linked to.
  • Total amount – The estimated value so you can quickly compare and prioritize.
  • Date information – Often includes created date or last updated date for context.

From this GoHighLevel dashboard you can tap into any estimate to see details or take further actions, such as editing or sending it to a client.

How to Filter and Search Estimates in GoHighLevel

When you have many estimates, use search and filtering to find what you need quickly.

  1. On the GoHighLevel estimates dashboard, look for a search bar or filter icon at the top of the screen.

  2. Type in part of a client name, estimate name, or number to narrow down the list.

  3. Use filters (if available) to refine by status, date range, or other criteria provided by GoHighLevel.

  4. Clear filters at any time to return to the full estimates list.

This makes it easier to manage a growing list of estimates from your phone without endless scrolling.

How to Create a New Estimate in GoHighLevel Mobile

The GoHighLevel mobile estimates builder is designed to be fast and simple so you can send estimates while you are with a client.

Step-by-step: Create a new estimate

  1. From the GoHighLevel estimates dashboard, tap the New or + button (usually in the bottom right corner or top corner).

  2. Select the contact, company, or opportunity the estimate should be associated with.

  3. Enter an estimate name or reference number, if your workflow uses one.

  4. Add products, services, or line items. For each line item, you can typically specify:

    • Name or description
    • Quantity
    • Unit price
    • Taxes or discounts if supported in your GoHighLevel account

  5. Review the subtotal, tax, discounts, and final estimate total shown by the builder.

  6. Add notes or terms if the GoHighLevel layout includes a description or terms field that appears on the client-facing estimate.

  7. Save the estimate as a draft or send it right away, depending on your needs.

Once saved, the estimate appears back on the GoHighLevel mobile estimates dashboard with the appropriate status.

How to Edit an Existing GoHighLevel Mobile Estimate

If a client asks for changes or you need to adjust pricing, you can easily edit an estimate from your phone.

Steps to edit an estimate

  1. Open the GoHighLevel mobile app and go to the estimates dashboard.

  2. Scroll or search for the estimate you want to update.

  3. Tap the estimate to open its detail view.

  4. Look for an Edit icon or button (often a pencil icon).

  5. Update line items, quantities, prices, or notes as needed.

  6. Save your changes to refresh the estimate total and status.

Depending on your GoHighLevel configuration, you may be able to resend the updated estimate or share a new link with the client directly from the same screen.

Managing Estimate Statuses in GoHighLevel

Statuses help you understand how each estimate is progressing. While specific labels depend on your GoHighLevel setup, common statuses include:

  • Draft – Internal estimate not yet sent to the client.
  • Sent – Estimate has been delivered to the client for review.
  • Viewed – The client has opened or viewed the estimate.
  • Accepted – Client has approved the estimate.
  • Declined – Client has rejected the proposal.

From the GoHighLevel mobile estimates dashboard you can see these statuses at a glance and decide what follow-up actions to take next.

Tips for Working Faster With GoHighLevel Mobile Estimates

Use these practical tips to make better use of the GoHighLevel mobile estimates builder:

  • Reuse line items – Create standard products or services in your account so they are quick to add and maintain consistent pricing.
  • Keep notes clear – Use short, clear descriptions that clients can understand on small screens.
  • Review before sending – Always check totals, taxes, and terms from your phone to avoid errors.
  • Leverage statuses – Filter by pending or sent statuses to prioritize follow-ups from within GoHighLevel.

Where to Learn More About GoHighLevel Mobile Estimates

To go deeper into configuration options, advanced usage, and the latest interface changes, consult the official help documentation directly:

If you need strategic help setting up sales workflows, automation, and CRM processes around your estimates, you can also get expert assistance here:

By following the steps in this how-to article and exploring the official documentation, you will be able to manage estimates efficiently from your phone and get more value from your GoHighLevel account.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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