This Showcase shows 2 processes customers are using to create job estimates. Get estimates back to customers faster than ever while keeping everything organized.
This Video's Chapters:
0:38 - Introduction to the first job estimator app
0:52 - Customer requests and project detail form
1:15 - Reviewing and tracking customer requests
2:15 - Estimating the duration and cost for each service
2:36 - Calculation of costs based on service types and materials
3:07 - Including or excluding estimates based on budget constraints
3:34 - Sharing a read-only link of the estimate with the customer
4:14 - Marking the estimate as complete and sending it to the customer via automation.
5:32 - Customers and their information
5:49 - Linking services and quotes to customers
6:33 - Creating a new customer record
7:05 - Setting prices and analyzing profit and gross margin
7:38 - Automatically creating quotes based on selected services and linking to customer
8:10 - Sharing the quote information with the customer
Introduction and Overview
SmartSuite offers versatile solutions for creating job estimates quickly and effectively, tailored to meet the needs of any business across industries. This approach highlights two different methods for managing project requests and generating accurate estimates.
Job Estimator - First Table
In the first method, customers can submit project requests through a form, which automatically creates a record in SmartSuite. The team can then review project requirements, view contact information, and track the status of the request. Relevant services and material costs are selected for the project, with estimated durations added for each service. Costs are automatically calculated using Formulas based on service rates. The estimated cost can be adjusted to fit within a maximum budget, and a read-only share view link is generated to share the estimate with the customer. Once finalized, marking the estimate as complete triggers an automation to send the estimate information and share view link to the customer via email.
Job Estimator - Second Table
The second method involves storing customer information, including notes and next steps, in SmartSuite. Relevant services are linked to each customer, with advanced filtering options available for managing large service lists. Prices are set for services, and formulas calculate profit and gross margin based on costs. Records are automatically created for each service and linked to the customer, displaying price, status, profit, and gross margin. A share view link can be generated to provide quote information to the customer. Quotes can be finalized, and filters applied to view relevant records.By leveraging SmartSuite's Workflow Automations, businesses can streamline their job estimation process, ensuring accuracy and efficiency in managing project requests and generating estimates.
