Create a Blank Estimate Template for Inventory Management

Blank estimate template for Inventory

what's going on everybody it's richard koberger his blue collar nerd in this video i'm going to be giving you a step-by-step demonstration of how to build estimate and proposal templates using the new builder and service titan now just to be clear this video is meant to be a high level tutorial just a basic demo it is not meant to be fully comprehensive so it's not meant to replace what's in service titan academy and it's not meant to replace the knowledge base it's just a demonstration and a great place to get started so first in service titan we're going to navigate to the price book and then in that left-hand menu we should see a new tab called templates now if you do not see that tab then talk to your csm it's possible that the new estimate template builder is not on for your account yet now the first time that we click on that we'll get this little pop-up here that says what's new in estimate templates and if we click see how it works it'll give us a brief little walkthrough of what we're about to see and once we're through with that this is where we will land this is the home page of the new template builder so you can see here we've got two tabs estimate templates and proposal templates as well as a create button in the upper right hand corner so the first question that we need to answer is what is the difference between an estimate template and a proposal template now i know that in the industry the word estimate and the word proposal they're kind of interchangeable they basically mean the same thing but within the context of service titan here estimates go inside of proposals so let's say we wanted to present our customer with a good better best option for indoor air quality well your good option would be an estimate template your better option would also be an estimate template and your best option would also be an estimate netflix you've got three total estimate templates then we would take all three of those templates and drag them into a proposal template so the estimates those are the options and the proposal is the menu of those options hopefully that makes sense but if it doesn't i think it will by the time we're through with this tutorial so let's get started here i'm going to click create in the upper right hand corner it will drop down do i want to create an estimate template for a proposal template i want to start with estimate templates okay now i need to fill in the internal name now this is just for internal organization purposes it's not client facing we can call that whatever we want i'm going to call this the iaq good package iq for indoor air quality and then for my example i'm going to use that same name for the estimate template name that estimate template name is going to be customer facing but for my purposes i'm just gonna call it the same thing and here we can include a summary this is optional but it's nice to have whatever you fill out here when a technician sells this estimate that summary will auto-populate into the invoice summary for the purposes of this example i'm just gonna put in a real quick and dirty one so it says replace standard 1 filter with upgraded 5-inch media filter but feel free to get as detailed here as you like this is one of the great benefits of estimate templates is that we can go ahead and fill this out and not rely on the technician to be filling out this invoice memory once they've sold this estimate okay then under estimate template type you see we have two options dynamic and static most of the time for most use cases you're probably going to want dynamic dynamic means that whatever you put inside of this estimate template if you change anything about it in the price book that's also going to change on the estimate template so if you change the price in your price book that's going to auto change all of your estimate template prices if you change the description if you change whatever it's just automatically going to update the estimate templates but if you want to though you can also pick static and then the prices will not automatically update this estimate template will kind of exist as its own separate thing so if i choose static then i can pick a different price for the items inside of this estimate and those prices will not change until i come in and change them myself for this example i'm going to be sticking with dynamic all right i'm going to hit continue and now this is the page where i can add things into my estimate template so you see here i'm able to add whatever i want services equipment materials or discounts fees discounts and fees by the way is a gated feature so if you're not seeing that that's probably why you don't have that turned on in your account if that's something you're interested in talk to your csm there are certain considerations that need to be made before you go ahead and enable that now you are able to have multiple types of items inside of a single estimate template so i could have some services and some equipment or some services and some materials and equipment whatever i need for the purposes of this example i'm going to be sticking with services but the process is pretty much exactly the same no matter what it is that you're adding so i go ahead and click that and then i get this little search bar and then i'm going to choose this 16 by 25x5 media filter cabinet as my good option if i hover over this little icon here i can click on that to go to the details and you can see here that most of this is grayed out that's because we chose dynamics so it's just going to pull whatever is in the price book and it's just going to automatically update with whatever's in the price book i'm not able to change this i would be able to change it if i chose static but with dynamic if i wanted to change it i would just change it in the price book i could also choose to make this an add-on with this toggle switch here and if i wanted to remove this i could hit this little trash can icon on the far right alright simple enough i'm going to click create template and now i have my good package and i need to make a better and best now instead of just starting from scratch for my better i'm just going to duplicate this good and then make some edits to do that i'm going to hover over my good option and then on the far right hand side here i get this three dot menu it's called a kebab menu i can click on that and then i have the option to duplicate so by default it's just gonna add a one to the end of the names here but i'm gonna update that to be the better option and i'm going to update the summary here i'm also going to add in a uv light for this better option and again i'm going to stick with dynamic for the estimate template type then that five inch media cabinet that i added before is already there for me and i just need to add in that uv light so there's my uv light now i actually have a material tied to this uv light in my price book and so that automatically added a material onto my estimate template so that looks good i'm going to click create template all right so there's my better package now finally i'm going to make my best package and for this one i'm actually going to use a hepa grade filter instead of the five inch media filter and i'm going to be using a reactive cleaner with carbon cells instead of just a straight uv bulb and so for this one since it has different stuff i'm not going to duplicate my better package i'm going to start from scratch because it's going to be different things so i'm going to say create estimate template this is my iaq best package i'm going to input my summary and again i'm going to stick with dynamic for the type i'm going to put in this iq air which is a hepa filtration system and i'm going to put in this apco which is a reactive cleaner again it's auto filling materials because those materials are tied to these services in my price book and then i'm going to hit create template great so now i have a good better and best and i need to combine those into a proposal template so again i'm going to come up here to the upper right hand corner and click create and this time i'm going to choose proposal template now i need to put in my proposal template name this is mainly for your technicians and for yourself to be able to find and identify it later it's not really customer facing anywhere i can select which business units need to be able to see this if i leave it blank it will be visible to everybody and then this is optional but i can put in a proposal template summary this summary would just be visible to your technicians on the mobile side it would not be client facing okay now in this drop down here i need to choose a proposal type there will be several options already made for you but i could also add proposal types but i'm using a good better best system you could also do you know option one option two option three repair replace upgrade but for my example i'm choosing good better best so over here on the left hand side we have all of our estimate templates now i only have the three that we just built but if you've built out more they would all be showing up over here so if you need to filter that down you have a search bar here at the top if you're not sure just from the name which one you need you can hit this little eyeball icon and then that will preview it for you and then it's as simple as drag and drop so here's my good my better and my best now i'm just going to hit save and publish and that's it that is ready to go on the technician side here's what that looks like now that's the basics of it there is one more thing that i do want to go over with you and that is around those proposal types so good better best that's the proposal type that we chose for our example but you could also create your own i'm just going to click add proposal type down here we have proposal type name i'm going to call this bronze silver and gold and then we have to choose whether this proposal type is progressive or additive and this is the main thing that i wanted to highlight and explain so the way that we just built our estimate templates out we did it in a progressive way that means that each option builds on the other and you only choose one so in a scenario where your client wants the best of the best they simply pick the highest package and that is what gets sold but if we built it out in an additive way then in that same scenario where our customer wants the best of the best we would be selling multiple estimates so we would have like separate estimates for here's the five inch media filter here's the uv light here's the reactive light here's the hepa filter and when our client wants the best of the best we would sell the hepa filter we would sell the reactive cleaner we would sell multiple things let me come at it from a different example it's still going to be an hvac example because that's the industry that i come from but let's say it is a bad capacitor in the outdoor unit if i'm using a progressive proposal type then my most basic package is just the capacitor my better package would be maybe the capacitor and a contactor and maybe my best option is the capacitor the contactor and some sort of start booster potential relay situation now if i were doing it in an additive way then i would have three separate estimates one that's just the capacitor one that is just the contactor and one that is just the start booster potential relay and then if they wanted the best of the best i would sell all three estimates whereas in the progressive model i'm selling just the best the one best of the best package that encompasses everything hopefully that made sense it's really a simple concept i just find it hard to explain for some reason okay then finally down here we would add our option names so in this example i've got bronze i've got silver and i've got gold and i can also change the color so for bronze i'll pick more of like a rusty yellow silver gold and i would simply hit save and now that proposal type has been added to my collection anyways that's all i got for today hey let me know what you guys think about this new feature be sure to hit like if you like this video and found it valuable be sure to subscribe to service titan's youtube channel if you've not done that already click that bell icon so that youtube notifies you anytime we upload a new video appreciate it peace [Music] [Music] you