Estimate Section Templates
We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.
Dave Vaughn
shared this idea
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Andrew Merrick commented
There should be a "Section Template" section where I can build out common "packages" as a sections. Then I could take the Estimate template I want and easily add in "Section" for the "Section Templates". This would having to add line by line the different parts and labor that go into certain add packages.
I use Job Nimbus for three different HI companies, one is roofing, one is gutters and one is patio covers. For the patio covers we often have electrical packages but not always. So if I can start with my standard solid roof patio cover template, and then pull in an electrical section from a template rather than having to build it line by line that would be very helpful
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Sammy Jo Lee
commented
Often, we do a lot of different kinds of work for customers. We create these estimates for the work from the job, so we're having to create multiple estimates for the same customer. This often confuses the customer and they would much rather be able to have one estimate. Especially becuause a lot of the time when the estimates are split up, the customer will withold payment on one type of work until another job is completed. This is why it would be great to be able to divide an estimate into different sections based on the type of work.
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Rachael Kramer
commented
This is exactly what we need as well. We would like to be able to add a template from our created ones to the end of an estimate we've started to keep it to one estimate for customers.
For example, we write a roof estimate, then we want to add a gutter or siding template we've created to the end of the existing template, similar to putting building blocks together.