iOS
Guide for iOS users
66 articles in this collectionGetting Started
Welcome to Probuild on iOS
Let's get started!1. Setting up your business profile
As a new Probuild user, you'll want to customize your business profile to fit your unique needs, such as adding your own logo, modifying your business name and address, or setting your payroll schedule.2. Grow your team
Probuild will help your team share information, photos, documents, and comments in real time. Find out how to add and invite new users so that you can leverage its collaborative power.3. Stay organized with real-time project feeds
With Probuild, you can manage all aspects of your projects from anywhere, at any time. Find out how to leverage the power of project feeds to keep your team organized, efficient and collaborative.4. Impress your clients with professional estimates and invoices
Quickly create and share estimates and invoices that'll knock your clients' socks off!5. Conquer payroll with accurate, electronic timesheets
Say goodbye to paper timesheets! Find out how to generate accurate electronic timesheets for all team members, cutting down on your administrative overhead and avoiding potentially costly errors.
Business
Setting a default tax rate for all business estimates and invoices
When you set a default tax rate for your business, any new estimate or invoice created for your business will automatically include the same tax rate.Setting your business time zone
Depending on where your business and/or clients are located, you may wish to change the way certain information appears on estimates and invoices.Setting your business language
Depending on where your business and/or clients are located, you may wish to change the way certain information appears on estimates and invoices.Setting your business currency
Depending on where your business and/or clients are located, you may wish to change the way certain information appears on estimates and invoices.Customizing your business profile
Learn how to customize your business profile to ensure your estimates and invoices are branded with your company information, including custom logo, team email address, and team phone number.Creating multiple businesses
Some business owners have multiple businesses that they manage. Probuild allows you to keep those businesses separate within the app.How to delete a business account
Learn how to delete your business account from our system.Managing permissions
Customize your business settings to control who has access to what information.Adding extra details to your business profile
Learn how to add extra details, such as a business or tax number, to your business profile. This will ensure that your estimates and invoices contain all of your necessary company information, alongside your name and address.
Users
Add a new user to your business
One of the great things about our product is that it allows you to easily share information with members of your team.Resend new user invite link
After adding a new user to your team, you may find the need to resend them the personalized invite link.Delete a user from your business
Learn how to delete a user from your business and block their access to your business information.Modify your user profile
After creating your probuild account, you may want to change information in your user profile.Modify another user's profile
As an Admin, you may want to change information in a user's your profile after they've been added to your team.Change the phone number of an existing user (Admins only)
If you or another user on your team gets a new phone number, you can update the phone number associated with the user profile so that they may continue to log into, and use, the app.
Estimates & Invoices
Creating a new estimate or invoice
Learn how to create, customize, and share professional estimates and invoices that will impress your clients, by including your company logo, detailed items, photos, contracts, and signatures.Recording payments on an invoice and generating receipts
You can track payments made by your client(s) directly on an invoice, allowing you to quickly generate an updated copy that shows payment status and outstanding balance (if any). The updated invoice can be then be sent directly to you client(s). Once the invoice has been paid in full, a copy of the invoice clearly indicating that it has been “fully paid” can be sent to your client(s) for their records.Changing the order of items listed on an estimate or invoice
After line items have been added to an estimate or invoice, you can still change the order in which the items appear to suit your needs.Hiding individual item prices on estimates and invoices and showing only totals
Sometimes you may want to provide your clients with an estimate or invoice that doesn't list individual item prices, but instead prefer to show only the final totals. The following guide will show you how to do this.Email tracking
When you send out an estimate or invoice through the Probuild app, you may wonder: Has my customer opened my email yet? Thankfully, our product gives you real-time email status notifications.Adding a markup to an estimate or invoice
There may situations in which you’re required to add a markup to the cost of your labor or materials, but without bringing it to the client’s attention.Adding a discount to an estimate or invoice
Learn how to add a discount to an estimate or invoice.Changing the tax rate on an estimate or invoice
Learn how to change the tax rate on an estimate or invoiceCreate a copy of an estimate or invoice
Learn how to create a copy of an estimate or invoiceIncluding or excluding a client signature line on an estimate or invoice
By default, estimates and invoices include a client signature line, but you may want to exclude this information.Adding a client signature to an estimate or invoice
Customize emails sent with estimates or invoices
Learn how to customize the content of outgoing emails that are sent to your clients when sharing an estimate or invoice through the Probuild app.Create an invoice from an existing estimate
Learn how to convert an estimate into an invoice.Adding a photo to an estimate or invoice
Adding photos to your estimates and invoices can make your estimates more clear, as well as make your company look more professional.Export your estimates and invoices list
Learn how to export your estimates and invoices list as a CSV file.Downloading and sharing a PDF copy of an estimate or invoice
Learn how to download a PDF of your estimate or invoice that you can store locally on your device
Projects
Edit project details
Learn how to edit the details of a project, including project name, description, client, address and status.Edit the project post visibility
When a user creates a new project post, they are given the opportunity to specify who is able to see the post. However, you may want to change the visibility of an existing post at a later date.Edit a project post
Learn how to edit a post you've made within a project feed.Delete a project post
Learn how to delete a post within a project feedDelete a project from your business
Learn how to delete a project from your businessAdd a new estimate or invoice to a project
Projects give you the ability to keep everything for a given project organized in one place. One thing that you can add to a project is an estimate or invoice.View project timesheet totals
By having your employees clock in to the appropriate project in the timesheets module, it will allow you to see how much time each employee spends on a given project.Add users to an existing project
After you have created a project, you may wish to add more users to it.Share photos from a project post
Learn how to share photos from a post within a project feedAdd a file attachment to a project
This guide will show you how to add a file attachment, such as a PDF, to a project feed.Share file attachments from a project post
Learn how to share file attachments, such as PDFs, from a post within a project feedAdd an existing estimate or invoice to a project
If you've created an estimate or project outside of a project, you can still add it a project post so that it appears in the project feed.
Timesheets
Manually creating a timesheet
Learn how to create a timesheet manuallyView an employee's timesheet
View an employee's timesheetEditing an existing timesheet
Learn how to edit an existing timesheetView GPS locations of clocked in users
Employers can view a map showing the GPS location of their employees when they are clocked in.Setting your pay period
Some businesses pay their employees weekly, some pay them monthly, and others pay them bi-weekly.Clocking in and out
Learn how to clock in and outEnable timesheet GPS location tracking
If you (or a user in your team) are experiencing difficulty getting Probuild to track their real-time location while clocked in to the timesheets module, there may be an issue with the configuration of your device's location services. This guide will show you how to configure your location services.Exporting timesheet data
Learn how to export timesheet data
Clients
Add a new client to your business
Learn how to manage your client information within the app, helping you stay organized with one centralized customer database.Export your client list
Learn how to export your client information as a CSV file.
Items
Contracts
Setting a default contract
Do you find yourself frequently adding the same contract to your estimate/invoice? If so, setting a default contract may be helpful. Default contracts are automatically appended to your estimates/invoices.Appending a contract to your estimate or invoice
We make it easy to create professional looking estimates and invoices that include your company's contract terms.Creating a new contract
Appending a contract to the end of your estimates and invoices can make you look more professional and help you win more jobs. Luckily we have streamlined the ability to save contracts that can be appended to your estimates and invoices.Editing an existing contract
You may find the need to edit the content of an existing contract or change its default status. For example, you may wish to set a different default contract that only applies to invoices.