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

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 to populate saved line item information.
  3. Configure the Estimate Date.
  4. Enter line items.
    1. 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.
    2. While hovering over the line item, the options to delete that line item or add an image to the line item appear. 
    Screen Shot 2021-07-26 at 3.52.33 PM
  5. Add another line item row or a new section.
    1. Sections can help you separate your line items into specific groups and appear blue when in the Estimate builder.
    Financials - Estimates - Sections
  6. Add a Customer Note.
    1. 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.
    1. 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.
    1. 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. Learn more about Saved Estimate Templates by watching this webinar!
  9. Save your Estimate.
    1. 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.

When possible, round Markup and Quantities to the nearest whole number.