Get Your Blank Estimate Template for Sales Easily

Blank estimate template for Sales

are you tired of spending hours creating estimates for your business only to realize later that you missed important details that could potentially cost you money well housecall Pro recently released a new feature that allows you to make templates of your estimates in this video I'll show you how utilizing these estimate templates can revolutionize your workflow saving you valuable time and ensuring accurate estimates on every project if you haven't seen my other video on getting started with housecall Pro click up in the top Corner otherwise let's jump in all right so we are logged into host call Pro and I want to show you where the estimate templates live within the app so you go over to price book and you scroll down and they're right there so we're going to start off building a template from scratch and then I'll also show you where you can access the templates when you're creating an estimate you can save that estimate as a template so to start off here we're going to create a new estimate template and as you can see how it's called Pro provides a couple examples that you can use you can't create an estimate template without at least one category so we'll jump into repair and we'll add our own template so this is what the templates look like you want to name your template so that's easier for you to find and then scrolling down in this field the options field you can enter some information that your customer will be able to see for example uh like if this is your your best estimate your best offer you can write that here now just to note I'm on the basic version of house call Pro and I don't have the sales proposal 2.0 add-on which is something that you can pay an additional monthly cost for and you get access to more options like you can add photos and detailed descriptions and you can present the estimate in like a good better best um case so that the the customer can choose between different price points but I'm just showing you the basics here so continuing on we have Services now you can pull Services directly from your price book and there is a synchronization between the price book line items and your estimate template now to note if you edit any of the information in the line item that you pulled from your your price book that change won't be reflected back in the price book so if you update the price or the name description that won't change however you can update the quantity that's the only thing that will not break the synchronization so that's that's important to note if you do intend to edit any of these wine items you want to do it in the price book first and then just as you would build your normal estimate you can add Services continue to add more services materials you can add a say a new customer discount and you can add your tax rate as well so we'll add a new customer discount and we'll go ahead name this TV mounting and we'll do option one and we'll go ahead and save that all right so we've created our template here now just as you can in the price book section you can edit these templates in the future you can reorder them and you can move the location to a different category and you can create as many categories as you need to so there's a lot of functionality so now let's go over to an existing estimate and we'll create an estimate template that way so we'll do that by clicking new and estimate do save estimate all right so we created a new estimate here and we'll just add some line items now I'm going to go ahead and go up to option number one here I'm going to click these three dots and I'm going to save this as a template we'll name it as basic handyman and we have to select the location in our price book in this case the categories that we've created in the estimate template area so we'll do this in repair and our option is option number one and something to note if you choose to change this option name it'll only update the name the option name of the template it won't change the option name of the original estimate here it won't change this and then you can go see it here as well kind of a quick link and there it is and again we can edit it we can reorder it move the location or delete it hopefully you can use this feature to streamline your estimating process and eliminate potential errors which will save you money I've been integrating this into my business and it's been a game changer let me know what you think in the comments below until next time take care and be well [Music] thank you