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- Financials
- Estimates
How Do I Create an Estimate?
Creating Estimates help you plan out how much you are selling your services for.
To create an Estimate:
- Navigate to a Contact or Job's page
- Select the Financials tab
- Click the +Add estimate button
This will pull up the Estimate Builder.
Here, you can:
- Choose a Design Template you have previously created in the Templates section of your Settings.
- Choose a Saved Estimate you have previously created to populate saved line item information.
- Configure the Estimate Date.
- Enter line items.
- The information in these fields pull from your Products & Services. If you have not yet added the item to your Products & Services, you can click on "Add New Product", which will pull up a window to create and save the product to your account.
- While hovering over the line item, the options to delete that line item or add an image to the line item appear.
- Add another line item row or a new section.
- Sections can help you separate your line items into specific groups and appear blue when in the Estimate builder.
- 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.
- 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.
- 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.
- Learn more about Saved Estimate Templates by watching this webinar!
- 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.
- 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 related record's Financials tab.