How Do I Create a Smart Estimate?

JobNimbus makes it easy for you to create estimates with the Smart Estimate feature.

Jump to:

• Steps for Web
• Steps for Mobile
  
  

The Smart Estimates feature allows a salesperson to create an accurate estimate by simply inputting a few measurements from a job. Based on the Smart Estimate Template configuration, those measurements are then used to calculate how much of each product is needed for that job.
 

Web App

Process:

• Navigate to your Contact or Job.
• Select the Financials tab.
• Click on "+ Create smart estimate".
  
  
  
  
• Choose your Smart Estimate Template from the available options.
  
  
  
  
• Fill out your measurements and then click "Next".
  
  
  
  
• Update the products and any overages/waste factors as needed. You can choose variations from drop-down menus if you set that up when creating the template.
  
  
  
  
• Finish your Smart Estimate and let JobNimbus do the calculations for you.
  
  
  
  
• Once you click the Go To Estimate button, you will be directed to an edit view of the Estimate's details. Make any additional changes as needed.
• Save your estimate.
  
  

Mobile App (iOS)

Process:

• Navigate to your Contact or Job.
• Click the blue + button at the top right and select Financials.
  
  
  
  
• Choose Smart Estimate from the dropdown menu.
  
  
  
  
• Select a Smart Estimate Template from the given options and then hit "Next".
  
  
  
  
• Fill out your measurements and then click "Next".
  
  
  
  
• Update the products and any overages/waste factors as needed. You can choose variations from drop-down menus if you set that up when creating the template.
• Click Save to be directed to an overview of the estimate.
  
  
  
  
• Make any additional changes if needed and then hit Save to finish creating your estimate.