How Do I Create an Estimate in the New Sales Experience?

Discover a comprehensive overview of the new sales experience, including all the amazing features it offers. Gain valuable tips and tricks to streamline your quoting workflow, making it easier and more efficient

 

 

To Create an Estimate

• From your Contact or Job, select the Financials tab.
• Click the "Add estimate" button.
• When you click the "Add estimate" button, a new window will open a new estimate sidebar.
• From the sidebar, select the Layout you would like to use for your new Estimate.
  
• On the left-hand side, you will find a variety of options that you can include when creating your estimate.
  
  
  • Title 
  • Introduction 
  • Inspection
  • Estimate Details
  • Signing & Upgrades
  • Terms and Conditions 
  • Warranty 

  • Custom Pages 

Title

The title page will showcase your company logo and allow you to include a picture of the customer's home. You have the option to upload photos from your device or select from the photos associated with the Contact or Job in JobNimbus. Additionally, some users prefer to add a secondary logo to make their business stand out, such as a certification that they would like to highlight.

1. You can choose a name for the report and save it as a template or as part of a layout to expedite the process of creating estimates in the future.
2. The date will auto populate the current date but can be adjusted if needed by clicking into the field and updating it manually.
3. You have the option to upload a primary image, such as a picture of the customer's project, to add a personal touch to the estimate. These images can be easily accessed from the Job/Contact in JobNimbus, allowing you to showcase the specific project to your customer. You also have the option to include photos from your device if needed.
4. If you want to make a lasting impression on your customers, consider adding a second image to the title page. This could be a special certification or award that showcases your business as a trusted and reputable company. It's a great way to stand out from the competition and leave a positive impression on your customers. 
5. The information from the corresponding record in JobNimbus will automatically populate this field and can be updated here if desired.

Introduction

The introduction page can be used for a high-level overview of the work that will be done. It allows you to include important information about what customers can anticipate when they enter into a contract with your business. Some users also like to include about us pages and customer testimonials as part of their introduction.

1. You have the flexibility to customize the content of your introduction with easy-to-use options. The document builder shows you exactly what your introduction will look like, eliminating any guesswork involved in creating documents. By using tokens, you can quickly and effortlessly include details from the corresponding record in JobNimbus, allowing you to create personalized introductions. 
2. You have the option to save the Introduction as a template, and other templates created,  for future projects, allowing you to easily reuse them. This feature saves you time and effort by providing a pre-made introduction that can be personalized as needed for each new project.

Inspection

In this section, you can include photos from either JobNimbus or your device to highlight the specific areas where the work will be done. These photos can be annotated within the JobNimbus Mobile App before being included in the report. This feature provides you with the opportunity to effectively communicate the scope of the job to your customer, telling a clear and comprehensive story.

1. You have the option to customize the layout of the photos to make the best use of space or create a visually appealing photo display according to your preferences.
   
   
2. Photos can be uploaded from your device or can be pulled in directly from the corresponding record in JobNimbus. 
   1. Photos will display in the same order that they are selected and can be reordered, if needed, by clicking and dragging the menu icon in the upper left corner of the photo.
      
      
3. To include more photos, click on the "Add item" button.
4. To include additional sections similar to a photo report, you can easily add a new section by clicking on the "Add section" button.
5. Each photo includes space for a description that allows you to add your own personal touch to the inspection. The description includes simple font editing options, giving you the ability to create a custom and visually appealing look for your inspection report.
   

Quote Details

The quote details section is where you can provide the details of the quote for the work you are proposing to the customer. With SumoQuote, you have the option to include up to three quotes, allowing for a comprehensive quoting experience that includes good, better, and best options. This feature also makes it easy to quote multiple trades within the same estimate, streamlining the entire process for you.

1. You can have a maximum of 3 quote tabs. This can be used to show a good/better/best estimate or multiple trades such as a roofing/siding/gutters quote to customers. 
   1. To do a good/better/best estimate you can use the option to "include all items from" eliminate needing to do any double entry. 
2. Sections can be rearranged using the up and down arrows or toggled off to omit an entire section from the quote for easy customization. 
3. Line item details will sync in from your Products and Services in JobNimbus Settings. Items can be easily reordered by clicking the menu to the left of the item and dragging it into position. 
4. Additional items are added by selecting the "Add item" button
5. New sections are added by selecting "Add section".
   1. If you have previously saved quote details templates, a new section can be included from a saved template as well. 
6. Profit margin represents what percentage of sales has turned into profits. Simply put, the percentage figure indicates how many cents of profit the business has generated for each dollar of sale. The profit margin slider works by following these steps:
   1. Determine a New Profit value from the existing cost and the newly selected margin value.
   2. Determine the Profit Percent Change using New Profit / Old Profit.
   3. Multiply the margin values on each line item by the Profit Percent Change to get a new margin for the item.
   4. Recalculate the Total Price for each item.

Signing & Upgrades

The authorization page is where your customer will add their signatures to the estimate. This page is where you can include additional upgrades that you would like to offer to your customer. It presents a great opportunity to enhance the scope of the job without any hassle.

1. This section allows you to include any additional terms or instructions for the customer. 

2. This section allows you to include additional upgrades that the customer can choose from, providing an opportunity to expand the scope of the project and enhance its size.
3. Profit margin represents what percentage of sales has turned into profits.
4. You have the option to include up to three fields for your customer to fill out when they sign the estimate. These fields can be left blank by your customer, but provides an opportunity for your customer to specify their preferences. 
5. The information for the signers will automatically fill in from the corresponding record in JobNimbus. You have the option to add up to four signers in total.
6. You can add any additional notes or instructions that you would like to appear on the signing page. This gives you the opportunity to provide any important information or reminders for your customers before they sign the estimate.

Terms and Conditions

This page is where you can clearly define the expectations and boundaries for your customers, as well as minimize legal risks for your company. It can be marked as a requirement for customer acknowledgement and will be prompted during the signing process.

Warranty

Include warranty details to reassure the customer, specify duration and any limitations, and protect your company by setting clear expectations and addressing potential issues. This page, like the Terms and Conditions page, can be designated as a necessary step for customer acknowledgment during the signing process.

• You have the ability to update Warranty details, similar to how you can update the Terms and Conditions, directly from within a layout.
• Customer information will automatically populate from the main record in JobNimbus.

Custom Page

You also have the option to add custom pages to further personalize your estimates. This feature allows you to include any additional information or content that is relevant to the specific project or customer.

1. You also have the choice to designate a custom page as a required step for customer acknowledgment. Along with any other necessary pages, customers will be prompted to confirm that they have viewed the page before signing.

2. File Types:
   1. PDFs from Job/Contact: This option allows you to pull PDFs in from PDFs that have previously been uploaded to a Job or Contact.
   2. Sales PDFs: These are PDFs that are accessible to your team. A highlighted border will indicate the file that you have selected.
   3. Singe Use PDF: This feature allows you to include relevant documents from your device providing a comprehensive and personalized estimate experience for your customers.
   4. Text Page: You can add a Text Page and personalize it by using tokens to autofill details from your customer in JobNimbus. Additionally, you have access to simple font editing tools that allow you to customize the appearance of this page according to your preferences.

• Once you are satisfied with the results of your estimate, select Review and Share to send it for signatures or to sign right away.
  
  

• • This will show you a PDF preview of the report so you can see how it will look for your customer.

• • The estimate will be saved as a Draft in the Financials section of the parent Contact/Job until it is sent for signatures or until signatures are applied.