The module enables precise cost estimation for jobs by including detailed breakdowns of materials, labour, and overheads, tailored specifically for customer-facing workflows. Integrated across key functional areas, it supports informed decision-making, contributes to clear quotation generation, and improves cost transparency in project planning and customer interactions.
Enable creation of job cost estimates for customers with breakdowns by materials, labour, and overhead
Generate structured cost data for inclusion in quotations and customer communications
Link job cost estimates directly to sales and project workflows for seamless control
Support configuration across project, sales, accounting, and HR domains for comprehensive integration
Utilize structured roles employees, managers, and responsible users to build and manage cost estimates effectively
Drives pricing accuracy by presenting detailed, structured cost estimates for customer jobs
Simplifies quotation generation with pre-calculated cost components ready for use
Enhances transparency in client relationships through clear, itemized estimates
Improves operational efficiency via integrated estimate workflows spanning multiple departments
Supports better financial planning by linking cost estimates with project and sales management tools
This module enables the creation of detailed job estimates by itemizing costs across materials, labour, and overhead. It allows users to generate accurate cost breakdowns and seamlessly send estimates to customers. Additionally, the module provides functionality to convert job estimates into official sales quotations, streamlining the sales workflow and ensuring customers receive precise and comprehensive pricing information.
Key Features of Job Estimate Module
- Create Job Sales Estimates:
- Enables salespersons and sales managers to create detailed job sales estimates for customers, including itemized breakdowns of material, labour, and overhead costs.
- Generate Sales Quotations from Estimates:
- Users can directly convert a job estimate into a sales quotation from the estimate form view. The quotation will automatically reference the related job estimate.
- Email Job Estimates to Customers:
- Facilitates efficient communication by allowing users to print and send job estimates via email directly to customers.
- Job Type Configuration:
- Allows project managers to define and manage job types used in job estimates, enabling better categorization and reporting.
- Visual and Video Documentation:
- Refer to the included screenshots and demonstration video for a detailed overview of the modules features and usage.
Top Highlights of Job Estimation Features
- Detailed Job Estimation:
- Build comprehensive job estimates by breaking down material, labour, and overhead costs.
- Customizable Cost Structure:
- Tailor job estimates with specific cost inputs to match individual project requirements.
- Customer Communication:
- Easily send finalized job estimates to customers for review and approval.
- Quotation Conversion:
- Streamline the sales process by converting job estimates into formal sales quotations with a single click.
- PDF Report Generation:
- Export job estimates as PDF documents for sharing, printing, or internal records.
Job Estimate: Menu Structure
- Sales
- Orders
- Job Estimates
- Configuration
- Sales Orders
- Estimate Job Types
- Orders
Job Estimates Menu
Job Estimate Form: Material Estimation Tab
Job Estimate Form: Labour Estimation Tab
Job Estimate Form: Overhead Estimation Tab
Job Estimate Form: Other Information Tab
Job Estimate Form: Additional Notes Tab
Job Estimate Form: Send by Email Button
Open Email Composer for Job Estimate
This email template provides a comprehensive summary of material, labor, and overhead costs, as well as the total project estimate, which is then sent to the customer.
Send Email Notifications to Customer via Chatter
Confirm Job Estimate
Approve Job Estimate
Create Sales Quotation from Job Estimate
Job Estimate Form: "Quotation Created" Status with Reference
Access Sales Quotation via Smart Button
Display Job Estimate Reference in Quotation Form
Kanban View for Job Estimates
Calendar View for Job Estimates
Pivot Table View for Job Estimates
Bar Chart: Job Estimate Analysis
Line Chart: Job Estimate Analysis
Pie Chart: Job Estimate Analysis
Activity Overview for Job Estimates
Estimate Job Types Types Menu
Estimate Job Types Types List View
Print Job Estimate Report
Job Estimate Report in PDF Format
