Use Wave on your phone

Wave runs in your phone's browser with a layout built for working on site. Create jobs, answer Wave, edit an estimate and send a PDF without leaving the site. Open go.buildwithwave.com, sign in with the same account you use on a computer, and the app switches to a phone layout on its own. There's nothing to install. Tablets and narrow browser windows use parts of the same layout.

Getting around: search and the menu button

The top of each screen has three things:

• The Wave logo takes you Home, where the command box works just like on a computer. Type, tap the mic to talk, or use Add files to attach photos, videos and PDFs.
• The search bar finds any active job by customer, address or job number.
• The menu button opens Chat, Jobs and Timeline (the page you're on is left out), plus your account items: your plan and estimates left, Settings, Refer & earn, Contact us and Log out.

Inside a job: the view menu

On a phone, a job shows one view at a time. The view menu at the top of the job is named for the view you're on. Tap it to switch between Chat, Overview, Notes, Estimates, Files and, on plans with drying logs, Drying.

Chat is one of the views in the menu on every job.

The chat bubble when Wave needs you

When Wave is waiting on your answer and you're on another view, a chat bubble with a pulsing dot appears next to the view menu. Tap it to jump straight to the question. The Chat row in the view menu carries the same dot.

While a new estimate is still being scoped and has no line items, a Chat button sits in the job bar, so the way back to the questions is in view.

Edit an estimate on a phone

On the Estimates view, each line item is a card.

1. Tap a card to open the Edit line item sheet.
2. Change the Description, Quantity, Unit or Price. The line total updates as you type.
3. Tap Save.

Each card also has a menu with options such as Modify, Move to room, Copy to room, Add note, Attach files and Delete. Some appear only when they apply to that line. To reorder rooms, open a room's menu and use Move up or Move down.

You can also switch to Chat and tell Wave what to change, or use the floating mic on the Estimates view to speak a change without leaving the line items. Your hand edits stick either way.

Send a PDF from your phone

PDF export comes with paid plans and the free trial.

1. Open the job and tap Export in the job bar.
2. Pick what goes in the PDF, the same as on a computer.
3. Tap Send PDF. Your phone's share sheet opens so you can text it, email it or save it.

When you open Export from the Estimates view, Share link sits next to it if you'd rather send a live link. The Export button is in the job bar on the other views once the estimate has line items. While Wave is still scoping a new estimate, the Chat button takes that spot. In the Chat view, switch to another view to find it.

Record drying readings

On the Drying view, tap a cell to open an edit sheet and enter the reading. You can also tell Wave the readings in Chat. Spot-check readings on site.

Your day on the Timeline agenda

On a phone, the Timeline shows the day as a list of visits in time order, with a line marking the current time. Each visit shows the loss type, time, job, purpose and who is assigned.

• Use the filter at the top to see Everyone or one team member.
• Tap a visit to open it and change its details.
• To book a visit, tell Wave in the command box at the bottom of the screen, for example "Send Maria to the Park job Tuesday at 9."

Extra tools on a computer

On a computer you also get:

• Undo and redo arrows in the job header. On a phone, fix a line by editing it or by asking Wave.
• Drag-select. Draw a box to select many lines at once. On a phone, act on one line at a time from its card menu.
• Dragging jobs onto the Timeline. On a phone, book visits by telling Wave.
• Keyboard shortcuts for fast navigation inside a job.

Related

• Chat with Wave: where the conversation lives and how to start fresh
• Inside a job: what each view holds
• Export reports: the Export dialog
• Timeline: your team's schedule
• Record drying readings: the drying grid in detail