The fastest way to build an estimate is to pull services from your Price Book instead of typing line items by hand. Joby auto-fills the name, price, and unit for every saved service. Here's how to build, save, and send an estimate from scratch.
1. Click New Estimate
From the Estimates page, hit New Estimate in the top right. You can also create an estimate directly from inside a job.
2. Search for a lead
Type a name, phone number, or address to find an existing lead. Linking the estimate to a lead pulls in the customer contact and service address automatically.
3. Select the lead
Click the matching lead from the suggestions. The estimate now belongs to that lead, and every action — sent, viewed, signed, paid — shows up in the lead's activity log.
4. Click Add from Price Book
Instead of typing in line items by hand, pull them from your Price Book. Joby auto-fills the name, unit, cost, and price for each one.
5. Select a service to add
Click the checkbox next to any item to add it to the estimate. You can add multiple items at once and adjust quantities later.
6. Add the Whole Home Duct Cleaning service
This is your main service for this estimate. The price book already has the right price and unit, so you don't have to remember the details on the fly.
7. Add Return Vent Cleaning
Pick any add-on services you want to offer. The customer will see each line item separately on the estimate.
8. Add Supply Register Cleaning
Keep stacking services. The estimate total updates in real time at the bottom of the page.
9. Click Add Items to insert them all
Once you've picked everything, click Add Items to drop them all into the estimate at once.
10. Click Save & Send
Save & Send emails the estimate to the customer instantly. They'll get a link to your branded portal where they can review, sign, and pay a deposit in a couple of clicks.
