Cost Estimator
You can absolutely include your set of plans in your estimate!
To get started, you’ll want to tap the blue circle button on the lower right on your Home screen and tap Estimate.
From there, you’ll be taken to the Project Description page and see a series of small icons under the box where you’d input your project details. The first icon is to add photos, the second icon will allow you to upload the prints/floor plans.
Tap “Add Blueprint from File” to get those added to your estimate.
You’ll want to be as detailed as possible and include all measurements in your project description. The more detailed this is, the better and more accurate your estimate will be.
To add your business log, you’ll want to tap Menu>Business Info and upload from there
Follow along in our video tutorial below!
Adding multiple locations for the same client only takes a few taps.
To get started, tap Clients icon on the lower right and then tap +New Client
Here you can tap Import from Contacts to import directly from your phone or manually input as well.
To enter manually, complete all the fields on the screen, and be sure to add identifying information on the first field labeled Name so you know which location you’re selecting from the drop down menu later when assigning an estimate or invoice.
For example, you can label a client like this:
- Johnson Properties – 123 Main St.
- Johnson Properties – Garage at 445 Elm St.
- Johnson Properties – Office at 854 Holly St.
Follow along in our tutorial below to see steps in action!
To send your client form link to your prospective clients, you’ll want to tap the menu (three horizontal lines icon in the upper left corner of your Home screen), and then on the Client Intake Forms heading. Copy the link from there!
Join us in the tutorial below to learn more about how to use the Client Intake Forms to gather details about your clients’ project needs!
Quickly download an estimate for your records using these steps and tutorial below.
- If the estimate is already saved, tap into the folder where it’s located and tap on the three dots on the upper right corner.
- Tap Send Estimate
- Tap Preview
- On the Preview & Send screen, tap the download arrow on the upper right corner
- This will download it right to your device for easy access or to send directly from your device
To edit your estimate, tap into the folder where you’ve saved it and tap into the estimate – you should see the line items and multiple tabs at the top of the screen.
You can make changes to individual line items or by tapping the Edit with AI button.
Be sure to check out our video tutorial below and follow along in your app.
To view your project breakdown, tap into the folder where it’s been saved to view the Estimate Details screen. From this screen, you’ll want to tap on the Project Breakdown field and make your desired changes there.
To edit an estimate number, you can use these steps and follow along in our quick tutorial below.
- Tap into the folder where the saved estimate is located
- Tap the three dots on the upper right corner
- Tap Send Estimate
- On the Send Estimate screen, you can tap into the Estimate Number field to make changes
Adding, editing, and deleting folders helps keeps projects organized and is a completely customizable process!
To get started, tap on Projects on the lower right corner and then tap the pencil icon to enter edit mode and then tap Add Folder to get started. To edit, tap on an existing folder to make changes. And, to delete, tap on the folder you would like to delete and then tap the red trash can icon.
Be sure to tap the X on the upper right corner when completed to exit edit mode.
Also, please note you’ll need to have at least one folder ready before you create an estimate or you won’t be able to save it!
See the tutorial below and follow along to quickly create your custom folders.
Changing folders where an estimate is saved can be completed with a few taps.
To get started, you’ll want to use these steps and follow along in the tutorial below:
- Tap Projects tab on the lower right corner
- Tap into the folder where the estimate is saved
- Tap the three dots on the upper right corner
- On the pop up menu, tap Change Folder
- You will see your space with your folders pop up
- The folder(s) with a blue check mark indicate where it’s currently saved
- To remove it from the existing folder, tap on it to remove the blue check mark
- Tap the new folder(s) where you would like to save it
- Tap Save
If you do not currently have any new folders created and need help, please watch the second tutorial included below to walk through how to create more custom folders.
To add images to a saved estimate, tap into the folder where the estimate is saved and into the estimate so you can see the details of the estimate.
At the top, you’ll see a series of icons – tap on the icon labeled, “Photos” and tap the + under the Photos section.
Once uploaded, you can then tap the + under the Project Render section to run the image render feature.
Watch the tutorial below, and follow along in your app to quickly add images to your estimate.
You can use the image render feature three ways:
- While creating an estimate
- As the standalone feature
- Add more images to a saved estimate
Watch the tutorials below to learn how to best use each method!
To update or edit the invoice number, you can use the following steps and follow along with the tutorial below!
- Tap into the folder where the Invoice is saved
- Tap into the invoice to the “Preview Invoice” screen
- Tap Edit
- Tap into the Invoice # field on the upper right corner and make changes there
- Tap the blue “Update” button on the bottom when you’re ready to save
To create an invoice without creating an estimate first, you’ll want to tap the blue +circle button on the lower right corner. On the pop up menu, tap the Invoice button.
Complete the fields and tap Next at the bottom and follow the prompts to save and send.
Follow along with our tutorial below!
There are several options to show or hide line items when sending an estimate to your client or customer.
To do this, you’ll want to navigate to the Send Estimate screen and scroll down to the Estimate section where the Line Items options is located.
You’ll see four different options, each of which show more or less detailed info to your client/customer:
- Don’t show line items
- Show line item names
- Show grouped line items
- Show line items names & totals
Join us for the tutorial below to walk through the steps and see which one works best for your needs!
To hide the mark up from the estimate, open your saved estimate from the folder and tap line items. Scroll to the bottom and swipe from right to left and tap the red trashcan icon.
If you want to include the markup in your estimate for your visibility, but hide this from your client by making it invisible on the estimate they receive, you’ll want to uncheck the Markup box in the Share Estimate screen before sending to them.
Editing the notes and disclaimer fields is quick and can be completed with a few taps using the steps below.
- Tap the Projects tab on the lower right corner
- Tap into the folder where the estimate is saved
- Tap the three dots on the upper right corner
- Tap Send Estimate
- On the Send Estimate screen, scroll down to the bottom and you can make changes in the Notes Field or the Disclaimer Field (or both!) by tapping the three dots on the right corner and tapping Edit.
Take a look at the tutorial below to walk through the steps!
To receive a notification when an estimate is opened, viewed, or approved you’ll want to enable the notifications settings in your Cost Estimator mobile app.
To do this in your mobile app, tap menu>settings>permissions and enable notifications within your device settings.
To get started, just to tap on the blue circle + button in the lower right corner of the Home screen.
You’ll see a little pop up menu where you can select to create an Estimate, an Invoice, or an Image Render.
Tap Estimate when you’re ready to input the full scope of work, create an estimate and send to your client.
Tap Invoice if you’d like to quickly create a simple invoice to send to your clients to collect payment.
Tap Render if you’d like to create an image render based on the changes you’d like to see in the before image.
Join us for our quick tutorial below to see how it works a bit more in detail.
You can quickly collect payment using your Cost Estimator app by including your payment links directly in your invoice so your clients can submit payment faster and projects get started sooner!
To do this, you can use these steps:
- Tap the projects tab on the lower right corner
- Tap into the folder where the invoice is saved
- Tap Edit
- Tap the + under Payment Methods
- Select applicable methods that your clients can use to submit payment
- Enter those details such as payment links or IDs in each payment method
- Tap Save
Follow along in our tutorial below to see how to get started.
Recording a payment on your invoice is quick and easy with a few steps!
Tap Projects tab on the lower right and then tap into the folder where it’s saved and tap into the invoice to view the details.
Once there, tap record payment to record any paid payments, or tap Edit to add Deposit details and even update payment methods accepted to collect payment.
To print your estimate, you’ll want to send it to yourself via email or download to your device and print from there.
Here are the steps you can follow:
- Tap into the folder where the estimate is located
- Tap the three dots on the upper right corner
- Tap Send Estimate
- Tap Preview
- On the Preview & Send screen, tap the blue arrow on the upper right
- Or, tap Send and select “other sharing options” and send to yourself from your email app on your device
- Once downloaded or sent via email, you can print from your device
To send your saved estimate, you’ll want to tap into the folder where you’ve previously saved it and you can either tap the three dots on the upper right and tap Send Estimate, or tap into the estimate and do the same – tap on the three dots on the upper right corner and tap Send Estimate.
From there, you’ll want to tap Preview and then Send.
You’ll have two options to send – via the app using the “email” button and via a variety of other methods (text, FB, etc.) including sending directly from your own email app on your device.
Follow along in the the tutorial below and quickly send out your estimates!