{"id":1844,"date":"2017-09-21T08:43:16","date_gmt":"2017-09-21T08:43:16","guid":{"rendered":"https:\/\/www.easyestimate.co.nz\/?page_id=1844"},"modified":"2020-06-15T18:18:20","modified_gmt":"2020-06-15T18:18:20","slug":"how-does-it-work","status":"publish","type":"page","link":"https:\/\/www.easyestimate.co.nz\/index.php\/how-does-it-work\/","title":{"rendered":"How does it work?"},"content":{"rendered":"

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Creating your first Quote<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.4.5″ background_color_gradient_direction=”123deg”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″]<\/p>\n

The Quoting System<\/h2>\n

The system is based around the concept of Jobs. Click on the screen shot to see all of the leads that we have for our builder (John Smith) in the system.<\/h4>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.easyestimate.co.nz\/wp-content\/uploads\/2018\/04\/easy-estimate-leads.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”roundedcorners” _builder_version=”3.23″] 
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Starting a new Quote<\/h2>\n

Once you get a new enquiry in, click on the ‘+ Add New’ button, enter a description of the job and the site address, the system then will show you where the job is on the map below. Simply click ‘Create Job’ and you are ready to start pricing!<\/h4>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.easyestimate.co.nz\/wp-content\/uploads\/2018\/04\/easy-estimate-new-lead.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”roundedcorners” _builder_version=”3.23″] 
\n[\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″]<\/p>\n

Job Items<\/h2>\n

Its time to add the items you will need onto the job, this would include any materials, labour, plant and also any other associated costs such as parking etc. Simply click on the ‘+ New’ button. We also have templates and calculators in the system to help you add common types of work quicker.<\/h4>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.easyestimate.co.nz\/wp-content\/uploads\/2018\/04\/easy-estimate-job-items.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”roundedcorners” _builder_version=”3.23″] 
\n[\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″]<\/p>\n

Prices<\/h2>\n

We have over 60,000 material prices in the system, from large well known national suppliers. You can also add your own prices into the system for reuse and also your own suppliers.<\/h4>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.easyestimate.co.nz\/wp-content\/uploads\/2018\/04\/easy-estimate-prices.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”roundedcorners” _builder_version=”3.23″] 
\n[\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″]<\/p>\n

Sending the Quote<\/h2>\n

Simply click on the Quote option at the top of the screen, then hit download PDF or Microsoft Word format. You can change anything on the quote including the default wording, fonts and logos. Thats it! The quote is completed and ready to be sent to the customer.<\/h4>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.easyestimate.co.nz\/wp-content\/uploads\/2018\/04\/easy-estimate-quote-screen.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”roundedcorners” _builder_version=”3.23″] 
\n[\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_color=”#2086c7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_cta title=”Lets get Pricing Now!” _builder_version=”3.16″ use_background_color=”off” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”]If you don\u2019t like the system you don\u2019t have a lot to lose, we have no minimum contracts simply cancel if you don\u2019t like it at ANY time.
\n[\/et_pb_cta][et_pb_button button_url=”https:\/\/easyestimatenz.quotingapp.com\/auth\/register” button_text=”Click here to start pricing now!” button_alignment=”center” _builder_version=”4.4.8″ background_layout=”dark” custom_padding=”||5px|” hover_enabled=”0″ saved_tabs=”all” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”] 
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[et_pb_section fb_built=”1″ _builder_version=”4.4.5″ use_background_color_gradient=”on” background_color_gradient_start=”rgba(150,105,97,0.67)” background_color_gradient_end=”#39a3f4″ background_color_gradient_direction=”123deg”][et_pb_row _builder_version=”4.4.5″ background_enable_color=”off” background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″] Creating your first Quote [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.4.5″ background_color_gradient_direction=”123deg”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″] The Quoting System The system is based around the concept of Jobs. Click on the screen shot to see all […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"_links":{"self":[{"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/pages\/1844"}],"collection":[{"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/comments?post=1844"}],"version-history":[{"count":54,"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/pages\/1844\/revisions"}],"predecessor-version":[{"id":3029,"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/pages\/1844\/revisions\/3029"}],"wp:attachment":[{"href":"https:\/\/www.easyestimate.co.nz\/index.php\/wp-json\/wp\/v2\/media?parent=1844"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}