Smart Estimates

How Do I Create a Smart Estimate?

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

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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.
 

To create a Smart Estimate, you will first need to set up a Smart Estimate Template in your settings. This can only be done from the Web App.

Web App


Process:

  • Navigate to your Contact or Job.
  • Select the Financials tab.
  • Click on "+ Create smart estimate".

    Smart Estimates - Create Smart Estimate

  • Choose your Smart Estimate Template from the available options.

    Smart Estimates - Choose Template

  • Fill out your measurements and then click "Next".

    Smart Estimates - Fill out Measurements

  • 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.

    Smart Estimates - Choose Product

  • Finish your Smart Estimate and let JobNimbus do the calculations for you.

    Smart Estimates - Finish

  • 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.

    Smart Estimates - Save 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.



If you are integrated with EagleView, check out this article to learn how to easily populate details from an EV Premium Report.