Get Your Free Estimate Template PDF for Sales and Enhance Your Workflow

Free estimate template pdf for Sales

Creating an estimate with the JobFLEX mobile app is really quick and easy. From the menu, tap New Quote to start building your quote or estimate. First, you'll want to add a customer to your quote. You can create a new customer or use the 'more' icon to add someone from your contact list. Next, add some items to your work scope. Once you've created items, they're saved to your Item List so you can easily add your common items... or you can tap the blue icon to create a new item. When creating a new item, you'll add an item name, a detailed description, the quantity, units, price per unit, and the item's total cost will automatically be calculated. After adding your items to the quote, it's time for some finishing touches to customize your estimate. You can apply a discount, set a tax rate for any taxable items, and even add a custom note to your estimate for the customer to see. You can also add photos to make your quote really stand out against our competition. Here we've added a couple photos and some short descriptions that will appear on the quote. Lastly, you can choose to include contract terms with your quote and even edit the terms for individual quotes if you need to. When you're done customizing your estimate, tap the Preview button to review your document. Once you've looked over your quote, just tap the Email button to send it off to your customer. It's that easy! Now it's your turn. Create quotes and estimates in just a few minutes with JobFLEX.