Roof Link Pro Creating Multiple Estimates

Create up to SIX estimate options for a single job. When you have multiple estimates created for a single job, you MUST set one to Primary before material and work orders can be submitted. 

Setting: 
Profile > Company Settings > Settings > Estimate Settings > "Allow Multiple Estimates".

When we release to production, this setting will automatically be enabled on your account.
*By enabling this setting, you allow multiple estimate to be created for a single job. The rep will be required to set an estimate option to 'Primary' before a material order or work order can be submitted.

We have created an "Estimate Options" Document Template and it is automatically added to your account. This will be used when you choose to compile multiple estimate options into one document for your customer to review. 
More on this later (;
*The Template is currently not editable but you can view it in Tools > Templates > Document Templates.

When there is only 1 estimate associated to a job, your original 'estimate template' will still be used. 
However, when there are 2+ estimates, this is the template that will be used.

Page 1 includes:

• Your company logo
• Title = Estimate Options
• Automatically adds the reps name, phone and email that is assigned to the prospect
• If you have a photo that is "set as cover image", it will be the photo that is shown. However, if you dont have photo set, then we use our stock photo.
• Customers information

Page 2 (up to 7, depending on the amount of estimates created) includes:

• Your company logo
• Header = Estimate Option Name
• Bid Type
• Total
• Work Doing section
• Payment Breakdown

Final Page includes:

• Your company logo
• Header = "Compare Estimates"
• Shows each estimate options name, bid type, total cost and customer cost

On the Job Overview screen, you will continue to see the "Estimate" box with a few new features.

• Next to "Estimate" you will see the total count of created estimates. 
  i.e. Estimate (0)
• There is also a dropdown next to the (0). When there are multiple estimates created, you can click the dropdown and select between estimate options and the Estimate & Expenses section will update to match the estimate you selected in the dropdown (see next 2 images).

What it looks like when you have multiple estimates created:

You can continue to create an estimate by clicking "+ Create Estimate" OR you can also click "+".

This will take you through the same process you are familiar with of creating the estimate by scratch, drawing, measurements or estimate template. 
Nothing has changed here.

After the estimate is created, you will still land on the estimate details screen.
A few updates you will see on this screen:

• We automatically named your estimate (more on this below)
• A quick action to navigate back to the "View All Estimates" screen
• An "Actions" dropdown

Why are we automatically giving your estimate a name? 
So you can distinguish between them on the new "Estimate Options" screen and so they are labeled in the "Estimate Options" template you give to your customer. 

You have the ability to edit/rename the estimate by clicking the pencil or inside the "Actions" dropdown

Why are we automatically giving your estimate a name? 
So you can distinguish between them on the new "Estimate Options" screen and so they are labeled in the "Estimate Options" template you give to your customer. 

You have the ability to edit/rename the estimate by clicking the pencil or inside the "Actions" dropdown

Why are we automatically giving your estimate a name? 
So you can distinguish between them on the new "Estimate Options" screen and so they are labeled in the "Estimate Options" template you give to your customer. 

You have the ability to edit/rename the estimate by clicking the pencil or inside the "Actions" dropdown

A single estimate created will still have the options you are familiar with under "Export":

But before you do that...lets use this new feature!!!
Click "View All Estimates".

You are directed to the new Estimate Options screen. 
I'll give you a better look and explanation below, once we create a second estimate for this prospect.

Tip!
If you click on the Customer Name, you will navigate back to the Job Overview screen.

Now that you are back on the Job Details screen, you now see that you have "(1)" estimate created.

Let's create a second estimate option by clicking the "+".

Go through that same familiar process of creating an estimate...

Again, we will automatically name every estimate for you:

We renamed the first estimate to "Good", so let's rename this one to "Better".
Once renamed, and everything is added to this estimate, click "View All Estimates" to see your estimate options.

On the Estimate Options screen, you can also create another estimate by clicking "+ Create". 
Let's create a 3rd estimate option:

I'm gonna rename this third estimate option "Best":

Now you have created a Good, Better and Best estimate to present to your customer.
On this Estimate Overview screen we give you a high level view of each estimate option created.

Tip!
In the "Work Doing" column, you have the ability to switch that columns view between:

• Work Doing
• Work Not Doing
• Supplements (for insurance bids only)
• Change Orders
• Discounts
• Upgrades

Tip!
If there are more than 3 line items, click "[x] More Items" and we will show you the remaining lines that are not already shown.

Please note that the amount shown on the "[x] More Items" row, is the amount ONLY for those 'More Items'.

To compile your estimate options into the Estimate Options doc, click Export:

Select which estimate options you want to include in the Estimate Options template.

Once you have selected one or more estimates, you can either go ahead and Email Estimate Options to the customer and/or Save Estimate Options To Docs.

If you select "Email Estimate Options", we will compile the selected estimates in the Estimate Options template and email it to the customer.

If you select "Save Estimate Options To Docs" we automatically name the Document for you "Estimate Options - [customer name].
If you would like to edit the name, do it here.
Then click "Save Document".

Once saved, you can view it under Documents.

Example of what my Estimate Options doc now looks like:

Once the homeowner tells you which Estimate they want to move forward with, you MUST set that estimate option to primary.

There are two ways to do this:

1. On the Estimate Options screen > Actions column, click "Set as Primary"
2. On the Estimate itself, under Actions, select "Set as Primary"

When you "Set as Primary" you will see the following information message.
Click "Confirm".

You can still view the archived estimates on the Estimate Options screen in the "Archived Estimates" section.
This is where you can Restore an estimate option if needed.

Tip!

Once a contract is signed, you can no longer restore an archived estimate. 
*Notice you no longer have the option to "Restore" in the actions column.

Tip!

On an Archived Estimate, if you choose to "View Full Estimate", you will be directed to the estimate details page where you will see the following messages:

 

Now that an estimate option has been set as primary, navigate to the primary estimates detail page where you will continue on with your normal flow after an estimate has been created.
i.e. saving contract to docs, enabling signatures, placing material orders and creating work orders.