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Sales Job Cost Estimation: Materials, Labour, and Overhead

by
Odoo

90.15

v 18.0 Third Party 134
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Employees (hr)
Lines of code 1706
Technical Name job_cost_estimate_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Employees (hr)
Lines of code 1706
Technical Name job_cost_estimate_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Sales Job Cost Estimation: Materials, Labour, and Overhead

Comprehensive Job Estimate Breakdown: Material, Labour & Overhead Costs

Detailed Sales Estimate for Jobs: Materials, Labour, and Overhead

Job Sales Estimation Module: Materials, Labour & Overhead Breakdown

This module enables the creation of detailed job estimates by itemizing costs across materials, labour, and overhead. It allows users to generate accurate cost breakdowns and seamlessly send estimates to customers. Additionally, the module provides functionality to convert job estimates into official sales quotations, streamlining the sales workflow and ensuring customers receive precise and comprehensive pricing information.

Key Features of Job Estimate Module

  • Create Job Sales Estimates:
    • Enables salespersons and sales managers to create detailed job sales estimates for customers, including itemized breakdowns of material, labour, and overhead costs.
  • Generate Sales Quotations from Estimates:
    • Users can directly convert a job estimate into a sales quotation from the estimate form view. The quotation will automatically reference the related job estimate.
  • Email Job Estimates to Customers:
    • Facilitates efficient communication by allowing users to print and send job estimates via email directly to customers.
  • Job Type Configuration:
    • Allows project managers to define and manage job types used in job estimates, enabling better categorization and reporting.
  • Visual and Video Documentation:
    • Refer to the included screenshots and demonstration video for a detailed overview of the modules features and usage.

Top Highlights of Job Estimation Features

  • Detailed Job Estimation:
    • Build comprehensive job estimates by breaking down material, labour, and overhead costs.
  • Customizable Cost Structure:
    • Tailor job estimates with specific cost inputs to match individual project requirements.
  • Customer Communication:
    • Easily send finalized job estimates to customers for review and approval.
  • Quotation Conversion:
    • Streamline the sales process by converting job estimates into formal sales quotations with a single click.
  • PDF Report Generation:
    • Export job estimates as PDF documents for sharing, printing, or internal records.

Job Estimate: Menu Structure

  • Sales
    • Orders
      • Job Estimates
    • Configuration
      • Sales Orders
        • Estimate Job Types

Edition Compatibility:

Enterprise Odoo.sh Community

Job Estimates Menu

Job Estimate Form: Material Estimation Tab

Job Estimate Form: Labour Estimation Tab

Job Estimate Form: Overhead Estimation Tab

Job Estimate Form: Other Information Tab

Job Estimate Form: Additional Notes Tab

Job Estimate Form: Send by Email Button

Open Email Composer for Job Estimate

This email template provides a comprehensive summary of material, labor, and overhead costs, as well as the total project estimate, which is then sent to the customer.

Send Email Notifications to Customer via Chatter

Confirm Job Estimate

Approve Job Estimate

Create Sales Quotation from Job Estimate

Job Estimate Form: "Quotation Created" Status with Reference

Access Sales Quotation via Smart Button

Display Job Estimate Reference in Quotation Form

Kanban View for Job Estimates

Calendar View for Job Estimates

Pivot Table View for Job Estimates

Bar Chart: Job Estimate Analysis

Line Chart: Job Estimate Analysis

Pie Chart: Job Estimate Analysis

Activity Overview for Job Estimates

Estimate Job Types Types Menu

Estimate Job Types Types List View

Print Job Estimate Report

Job Estimate Report in PDF Format

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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