Auto-Update Estimate Templates
Creating an estimate template needs to be able to be done in the settings. Needing to go to a random job > Financials > Add Estimate > Etc... Is less than optimal.
This brings me to my next point. Updating Estimate Templates. If I go into my settings > Products and Services, I am able to update the pricing of my material no problem. The problem is that these updates are not then updated on my Estimate Templates when I go to make one. I have to also update all the pricing on the templates. The pricing not updating for estimates that are already created and complete is fine. However, the template is the problem and it has bit us in the butt a few times. Prices get updated in the Products and Services but not on the actual Estimate Template. It is very time consuming to update pricing in Products and Services then AGAIN in the Estimate Templates. This needs streamlined.
James Brocaw
shared this idea
Hi everyone! We're very excited about a new estimating tool we've developed--Smart Estimates that will solve this problem of template pricing becoming outdated.
In addition to always taking the current pricing from your products and services, Smart Estimates allows a user to create an estimate by simply inputting job measurements (either your own measurements or from an EagleView report--coming soon) and having the materials calculations done for you based on the template you set up. If you're interested in being part of our beta user group, please sign up asap at this link https://forms.gle/oQcesRGxqyDeUE22A
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Brent Robinson
commented
Ryan, what are the next steps once we sign up for the beta group?
I haven't heard back and I'm eager to get started.I'm working on getting my company fully into JN and out of Acculynx. I don't want to waste my time with the current estimate templates if this new Smart Estimate tool is different.
Its a lot of work to build out these est. templates based on the way ours get so granular, I don't want to go down the wrong path and create unnecessary work.
Thanks!
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Brent Robinson
commented
Ryan, thank you! Signing up now
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Brent Robinson
commented
James is 100% correct. I just held a meeting with Nick Pagnani who is with Growth Services with Job Nimbus and he is looking into this for me.
I posted the same "idea" as James in my link below.
We did a test and updated 1 product price from $50 to $100 in our Product & Services. Refreshed and my estimate template still shows $50.
If I have 6 templates with the same product, I'll have to go into all 6 templates and update that product item for it to again sync with the Products & Services.Nick mentioned how Beacon Supply is partnered with JN, and those product and services DO sync to the templates.
I am hoping this issue can be prioritized.