Create Your Job Estimate Template Word for Supervision Effortlessly

Job estimate template word for Supervision

in this video we will cover how to create an estimate in job nimbus to begin navigate to the financials tab on the job profile and click add estimate the estimate Builder will appear in the top section Select A supplier catalog if applicable this will use products provided by The Chosen supplier to populate the estimate next choose the design template that best suits your project design templates are created by your account manager and will apply page formatting and template settings to your document you can also select an estimate template that will populate the document with pre-formatted sections and products now you can add or edit the line items for your estimate to organize your document you can add sections which will add section headers to your estimate for each section you will add a name and optional description determine how you would like the line items to be displayed and decide if you would like to show section totals click add item to continue adding new products and services in the first text box you will enter the item name as you type the products and services available in your account will appear select the product to add it to the estimate for each item you will need to update the quantity based on the size of the project you can also adjust the cost markup percentage and price and select a tax rate the amount will automatically calculate based on any changes you make to these details as you add new items you can drag and drop section headers and line items to reorganize as needed once you have added all of your products and services you can add customer and internal notes at the bottom of the estimate Builder clicking save as template will save the products and sections as an estimate template for future use this will reset the template and you will need to select it from the saved estimates drop down to repopulate the document click save estimate to create and view a draft of the document you will find the saved estimate under the financials tab of the job profile you can view continue to edit email or delete the estimate by using the three dot menu this is also where you can update the estimate status or convert it to another document type foreign