Create a New Estimate in OneCrew

Overview

This tutorial will guide you through the process of creating a new estimate within a project in OneCrew. Generating detailed estimates is crucial for accurately pricing jobs, managing costs, and providing clear options to your clients. Whether for an existing project or a brand new one, this structured approach will help you build comprehensive estimates efficiently.

Insight: Creating multiple estimates within a single project allows you to present different options or scopes to your client, enhancing flexibility and decision-making.

Step-by-Step Guide

Follow these steps to create a new estimate in OneCrew:

1. Navigate to Your Project:

   • From the main dashboard or the Projects list in the left-hand navigation menu, select the project for which you want to create an estimate.

   • This process is the same whether you are working with an existing project or have just created a new one.

2. Access the Estimates Section:

   • Once inside the project, ensure you are on the Estimates tab. Here, you'll see any existing estimates for the project.

3. Initiate a New Estimate:

   • Locate and click the New estimate button. This is typically displayed as a distinct card with a plus icon or text link.

4. Name Your Estimate:

   • Upon clicking New estimate, a new estimate form will appear.

   • In the Name field, enter a descriptive name for your estimate (e.g., "Estimate 3", "Phase 1 - Basic Scope", "Premium Option").

   Pro Tip: Name your estimates clearly to easily differentiate between options, especially if you're creating multiple versions for a client.

5. Add Services

   • Click the Add Service button to begin adding line items to your estimate.

   • A modal will appear where you can select services from a dropdown list, enter measurements, and define margins. Click Add in the modal to include the service.

   • (Although not detailed in this specific guide, filling out service details is key to a complete estimate. Learn more about adding services [add link to relevant article on adding services to estimates]).

6. Review Estimate Totals:

   • As you add services, the summary at the top right of the estimate page will update, showing the Total Cost, Total Margin (%), Total Price, and Total Margin ($) for the entire estimate.

7. Save Your Estimate:

   • Once you have named your estimate and added any initial services, click the Save button (typically located at the top right of the screen) to save your new estimate. If you navigate away or click Cancel, your changes may not be saved.

After saving, your new estimate will appear as a card in the Estimates tab of your project, alongside any others.

Troubleshooting

• Cannot find the "New estimate" button:

  • Ensure you have navigated into a specific project. The option to create a new estimate is available from within a project's Estimates tab, not from the general projects list.

• Unsure what "Primary" checkbox means:

  • Marking an estimate as Primary is an internal designation to highlight the main or currently favored estimate for a project. It doesn’t typically affect client-facing documents unless specifically configured to do so.

• Estimate totals are not updating:

  • Ensure you have correctly added services with their respective costs and pricing information. The totals are calculated based on the services included in the estimate. If you've just named the estimate without adding services, the totals will remain at $0.00.