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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Create an Estimate from a Job

Create an Estimate from a Job

Open the Jobs board to find the job we'll estimate. Wait for the Jobs page to load.

Watch the demo (40 seconds)

Read transcript · Download captions

Overview

Open the Jobs board to find the job we'll estimate. Wait for the Jobs page to load. Open the New Job dialog to create a job we can estimate. Wait for the job form dialog to appear. Return to the Jobs list to pick an existing job. Wait for the Jobs board to render. Open a job to see its detail page. Wait for the job detail page to load. Locate the New Estimate action in the Estimates card. Click New Estimate to start an estimate tied to this job. Wait for the new estimate page to load.

Steps: 14 · Time to complete: ~40 seconds · Difficulty: hard

Prerequisites

  • Access to the Create an Estimate from a Job feature.

Steps

Step 1 — Navigate to /jobs · 0:00

Open the Jobs board to find the job we'll estimate.

Step 1: Open the Jobs board to find the job we'll estimate.

▶ Watch this step · Try it →

Step 2 — Wait for h1:has-text("Jobs") · 0:04

Wait for the Jobs page to load.

▶ Watch this step · Try it →

Step 3 — Click button:has-text("New Job") · 0:06

Open the New Job dialog to create a job we can estimate.

Click 'New Job' to start

▶ Watch this step · Try it →

Step 4 — Pause 500ms · 0:11

Wait for the job form dialog to appear.

▶ Watch this step

Step 5 — Screenshot: job_form_dialog · 0:00

Screenshot: job_form_dialog.

▶ Watch this step

Step 6 — Navigate to /jobs · 0:14

Return to the Jobs list to pick an existing job.

▶ Watch this step · Try it →

Step 7 — Wait for h1:has-text("Jobs") · 0:18

Wait for the Jobs board to render.

Step 7: Wait for the Jobs board to render.

▶ Watch this step · Try it →

Step 8 — Click a[href^="/jobs/"] · 0:21

Open a job to see its detail page.

▶ Watch this step · Try it →

Step 9 — Wait for a:has-text("Back to Jobs") · 0:24

Wait for the job detail page to load.

Click 'Sister Ma...' job card

▶ Watch this step · Try it →

Step 10 — Wait for a:has-text("New Estimate") · 0:28

Locate the New Estimate action in the Estimates card.

▶ Watch this step · Try it →

Step 11 — Screenshot: job_detail_estimates_card · 0:00

Screenshot: job_detail_estimates_card.

Screenshot: job_detail_estimates_card

▶ Watch this step

Step 12 — Click a:has-text("New Estimate") · 0:31

Click New Estimate to start an estimate tied to this job.

Click 'New Estimate' to begin

▶ Watch this step · Try it →

Step 13 — Pause 800ms · 0:36

Wait for the new estimate page to load.

▶ Watch this step

Step 14 — Screenshot: new_estimate_from_job · 0:00

Screenshot: new_estimate_from_job.

Screenshot: new_estimate_from_job

▶ Watch this step

Expected outcome

Wait for the new estimate page to load.

Assets

  • 📹 Full video — 40 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Estimates that remember which job they belong to
You can now start a new estimate directly from a job's detail page, with the link between the two preserved from the first click.
Read the post →