1.) Job Type Configuration for Sales Estimation

This view allows users to define and manage job types, such as Material, Labour, and Overhead, for accurate sales estimates. It’s accessible via the Configuration menu.

Navigation : Sales → Configuration → Estimate Job Types

2.) Job Type Form View

the form view for configuring the Labour job type within the Estimate Job Types section. It allows users to enter details such as the Name, Code, and Type of the job. This view simplifies the process of defining specific job categories for accurate cost estimations.

3.) Job Estimate List View

This view displays the Job Estimate list under the Orders menu, where users can manage and track job estimates. The table includes details such as total material, labour, and overhead costs, as well as the status of each estimate, such as Draft. Users can also see the sales person assigned and the company information for each estimate.

Navigation : Sales → Orders → Job Estimate

4.) Job Estimate Form View

The form view for creating a new Job Estimate. Users can enter customer details, select the pricelist, payment terms, and choose relevant job types. The form allows adding material, labour, and overhead estimates, along with descriptions and quantities. The total cost for each category is displayed, and users can send the estimate by email or save it in Draft status.

5.) Detailed Job Estimate with Material Breakdown

This form view displays a detailed Job Estimate with a breakdown of Material Estimates for specific products like Bricks, Cement, and Steel Bars. Users can input product details, quantities, and unit prices to calculate the total material cost, which is displayed at the bottom. The form is currently in Draft status, and users can send the estimate by email or proceed to confirm it.

6.) Job Estimate with Labour Breakdown

This form view shows the Labour Estimate section of a job estimate. Users can add detailed labour types like Electrification, Carpenter, Plumbing, and Home Painter with associated quantities, unit prices, and subtotals. The total labour cost is calculated at the bottom, alongside material and overhead costs, providing a complete breakdown of the job estimate.

7.) Job Estimate with Overhead Breakdown

This form view presents the Overhead Estimate section of a job estimate. It allows users to input various overhead costs such as Security Service, Transportation, Flatbed Trailer, and Weedeater, along with quantities, unit prices, and subtotals. The total overhead cost is calculated along with the material and labour costs, providing a comprehensive job cost estimate.

8.) Job Estimate with Other Information Section

This form view highlights the Other Info section of a Job Estimate, where additional details such as the source document, sales person, and sales team can be added. It provides a comprehensive overview of the estimate, with the ability to link the estimate to specific documents and team members.

9.) Job Estimate with Additional Notes

This form view includes the Additional Notes section of a job estimate, where users can add important information such as disclaimers or clarifications. In this example, the note states that the construction value for the project is an approximate estimate. Users can also send the job estimate by email or confirm it once finalized.

10.) Job Estimate Email Composition

This view appears after clicking the "Send By Email" button in the Job Estimate form. It allows users to compose and send the job estimate details via email to the customer. The email template is automatically populated with material, labour, overhead, and total job estimates, streamlining the communication process.

Navigation : Sales → Orders → Job Estimate → Send By Email

11.) Job Estimate - Sent and Awaiting Confirmation

Job estimate that has been successfully sent to the customer. The status is updated to "Sent" in the system, and the next step is for the estimate to be confirmed. The estimate includes a detailed breakdown of material, labour, and overhead costs. The Chatter section shows the email sent to the customer with the complete job details, and the estimate can be converted into a formal sales quotation once confirmed.

Navigation : Sales → Orders → Job Estimate

12.) Job Estimate - Confirmed and Awaiting Approval

Job estimate that has been confirmed after being sent to the customer. The status has been updated to "Confirmed" after clicking the Confirm button. The Approve button is now visible, indicating that the estimate is ready for approval. This stage allows for the final verification and authorization of the estimate before it is converted into a formal sales quotation.

13.) Job Estimate - Approved and Ready for Quotation

Job estimate that has been approved after being confirmed. The status has been updated to "Approved", signifying that the estimate is now finalized. Users can now proceed to generate a formal sales quotation using the Create Quotation button, or send the estimate via email to the customer. The Send By Email and Reset to Draft options are also available for further actions.

14.) Job Estimate - Sales Quotation Created

Job estimate that has been successfully converted into a sales quotation. The status is updated to "Quotation Created", and a unique Sales Quotation Number (S00023) is assigned. The Sales Quotation is now ready for final approval or to be sent to the customer. This step marks the transition from an internal estimate to an official quotation for the customer.

15.) Sales Quotation - Full Estimate Including Material, Labour, and Overhead

Sales Quotation (S00023) after clicking the Create Quotation button. It includes a detailed breakdown of material, labour, and overhead costs, providing a comprehensive cost estimate for the customer. The quotation displays products, quantities, unit prices, and taxes for Bricks, Cement, Steel Bars, Labour Costs (e.g., Electrification, Carpenter), and Overhead Costs (e.g., Transportation, Security Service). The final total is also calculated, including tax.

Navigation : Sales → Orders → Job Estimate → Sales Quotation

16.) Sales Quotation - Linked to Job Estimate

The Sales Quotation (S00023) with the Source Document field automatically linked to the original Job Estimate (JOB/EST/00001). The Other Info tab displays important details like Salesperson, Customer Reference, and Delivery Date, ensuring a seamless connection between the quotation and the estimate.

17.) Job Estimate - Quotation Linked via Smart Button

Job Estimate (JOB/EST/00001) with a smart button labeled "Quotation". Clicking this button allows the user to quickly access the associated Sales Quotation (S00023), linking the estimate to the final quotation. The estimate includes a breakdown of material, labour, and overhead costs, and provides a seamless transition from the estimate to the formal quotation.

Navigation : Sales → Orders → Job Estimate → Quotation

18.) Sales Quotation List View - Linked to Job Estimate

The Sales Quotation list view. By clicking the smart button in the Job Estimate (JOB/EST/00001), users can access the Sales Quotation associated with that estimate. The list displays the Sales Quotation number, order date, customer name, total amount, and invoice status. This feature ensures seamless navigation between estimates and their corresponding quotations.

Navigation : Sales → Orders → Job Estimate → Quotation

19.) Job Estimate - Kanban View

The Job Estimate in Kanban View provides a visual, interactive way to manage and track the status of job estimates. It allows users to move estimates between different stages, such as Draft, Sent, Confirmed, Approved, and Quotation Created. This view enhances workflow efficiency by offering a clear overview of job estimates in various stages of progress.

Navigation : Sales → Orders → Job Estimate → Kanban View

20.) Job Estimate - Calendar View

The Calendar View for Job Estimates provides a timeline-based overview, allowing users to track and manage job estimates by their respective due dates.

Navigation : Sales → Orders → Job Estimate → Calendar View

21.) Job Estimate - Pivot View

This Pivot View allows users to analyze job estimates by key categories such as material, labour, overhead, and total estimate. It provides an organized and interactive way to compare estimates across different customers, helping users identify trends and make informed decisions on project budgeting.

Navigation : Sales → Orders → Job Estimate → Pivot View

22.) Job Estimate - Graph View (Bar Chart)

This Graph View presents job estimates using a bar chart, offering a visual comparison of material, labour, and overhead costs for each job estimate. The chart allows users to easily analyze and compare cost distribution, making it simpler to identify patterns and focus on key financial areas for each project.

Navigation : Sales → Orders → Job Estimate → Graph View (Bar Chart)

23.) Job Estimate - Line Chart

This Line Chart graphically represents the total labour estimates across multiple job estimates. The chart tracks fluctuations in labour costs over time or across different estimates, allowing users to identify trends and make better-informed decisions regarding labour budgeting.

Navigation : Sales → Orders → Job Estimate → Graph View (Line Chart)

24.) Job Estimate - Graph View (Pie Chart)

This view displays a graphical representation of job estimates, particularly focusing on the overhead estimate for various projects. In this case, a pie chart shows how the total overhead estimate is distributed among different projects and individuals, such as Azure Interior by Brandon Freeman.

Navigation : Sales → Orders → Job Estimate → Graph View (Pie Chart)

25.) Job Estimate - Activity Overview

This view provides a detailed activity tracking table for each job estimate, listing tasks such as emails, calls, meetings, to-dos, and document uploads. It helps users track the progress and communication associated with each job estimate. The activities are color-coded for clarity, showing whether a task is completed (green), in progress (yellow), or pending (red).

Navigation : Sales → Orders → Job Estimate → Activity View

26.) Job Estimate - Activity Tracking & PDF Report

This view presents a job estimate with detailed activity tracking in the Chatter section. It shows a breakdown of material, labor, and overhead costs. Users can generate a PDF report using the "Print" button.

Navigation : Sales → Orders → Job Estimate → Print

27.) Job Estimate Report

It breaks down material, labor, and overhead costs, providing clients with a detailed and transparent overview of their project expenses. Perfect for ensuring accurate cost tracking and client trust.