How do I create an Estimate?

To create an Estimate:

  • Navigate to a Contact or Job's page
  • Select the Financials tab
  • Click the blue +Add estimate button

Financials - Add Estimate

This will pull up the Estimate Builder.

Financials - Estimate Builder

Here, you can:

  1. Choose a Design Template you have previously created in the Templates section of your Settings. 
  2. Choose a Saved Estimate you have previously created and saved.
  3. Change the Estimate Date.
  4. Add line items. These line items are pulled from your Products & Services. If you have not yet added the line item in your Products & Services, you can click on "Add New Product", which will pull up a window to create and save the product in your Products & Services. While hovering over the line item, the options to delete that line item or add an image to the line item appear.
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  5. Add another line item or a new section. Sections can help you separate your line items into specific groups.
  6. Add a Customer Note. This note will appear at the bottom of your Estimate under the note's title and is visible to the recipient.
  7. Add an Internal Note. This note will appear in the Estimate description when you view it in JobNimbus and is only visible to your team.
  8. Save your Estimate as a template. This will allow you to save the Estimate, with all of its line items and totals, to be used later. When creating a Saved Estimate Template, you will be prompted to give the template a name. Then, it will appear in the Saved Estimates drop-down for the next time you need to create the same document. 
    1. Discover more about Saved Estimate Templates by watching this webinar!
  9. Save your Estimate. This will take you to the document viewer, so you can see how it will look for your customers. It will also be saved under the Financials tab.