Forum Discussion
Kits/Pricing Templates 2 part question
This is a two-part question: Are there plans to introduce kits or templates for quickly creating detailed, itemized estimates? For repeat services, it can be time-consuming to manually add multi...
Would your vision be different to adding your own products & services with a default description? That's what I do now, it's as easy as selecting from a dropdown list. Myself and others also use that for adding service schedules, T&C's etc. to quotes.
Tho I don't use the mobile app for that, always desktop/web version when setting up new jobs, sending quotes etc...
How do you go about doing that? I'm looking to do it on the go this way by the time I'm leaving customers home I know the estimate is sent and customer has and not delaying it. And feel like it would just speed up our workflow in general.
gutter installs it's
linear feet of gutter, end caps, mitres, downspouts, goosenecks, fascia if needed etc etc. so having the form already there just to fill in would be exceptionally beneficial for us. But look forward to seeing what you do on desktop. I'm sure it would help. Thank you for your help.
You can edit your Products & Services in Settings. From there just create your description and add unit pricing if you want, easy if you work in linear feet. That will be available from the dropdown list every time you create a quote. That is all doable on the mobile app as well, my workflow just doesn't flow that way at the moment.
You can also create a new product called "Terms and Conditions" for example, add whatever text you want and leave the price blank. That's what I do to specify our lawn service schedule.
More info here: https://help.getjobber.com/hc/en-us/articles/115009735848-Products-Services-List
