Скачать или смотреть A Comprehensive Guide to Simple Estimate's Key Features 🚀

Welcome to Simple Estimate! In this video, Brian Anderson, CEO of Simple Estimate, provides an in-depth overview of our key features and guides you through the basic building blocks of creating estimates.

What You'll Learn:
Navigating the Estimates list and setting up rate cards.
Creating and managing roles and rates.
Build and customize estimates with headers, sections, tasks, and line items.
Utilizing 3-point estimates for accurate pricing.
Using subtasks, notes, and fixed line items.
Duplicating tasks and grouping workshops.
Sharing estimates with clients and customizing shared views.
Using the snapshot feature for revision history tracking.

Key Points:
0:00 Introduction to Simple Estimate and video series overview.
0:14 Overview of the Estimates list and rate cards.
0:38 Setting up roles and rates for your company.
1:08 Creating and editing estimates with customizable headers.
1:16 Understanding sections, tasks, and roll-ups.
2:10 Adding and managing tasks, subtasks, and notes.
2:56 Using hourly line items and 3-point estimates.
3:48 Adding fixed line items and managing materials.
4:20 Grouping and duplicating tasks for efficient estimates.
4:52 Utilizing quantities and roll-ups for complex projects.
5:08 Sharing customized estimates with clients.
5:40 Using the snapshot feature for revisions and feedback.
6:12 Future roadmap: approval signatures, CRM integration, and more.

Simple Estimate empowers you to create sophisticated, easy-to-understand quotes for your clients. Capture feedback, iterate quickly, and streamline your project estimation process.

Stay tuned for more detailed tutorials in our upcoming video series!

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👉 Visit our website: https://simplestimate.com
👉 Follow us on LinkedIn:   / simple-estimate  
👉 Contact Support: support@simplestimate.com

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