How do you build a good, better, best estimate in two minutes?
Start the estimate from the job, choose good, better, best to get three options side by side, and add items and kits from your price list. Prices, tax, totals and a financing figure fill in automatically, and a present view shows the customer all three options on one page.
This walkthrough builds a three-tier estimate live for a no-cooling call at Summit Home Services, a demo HVAC company: from the job to good, better and best options from the price list, the totals, and the customer-facing presentation.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Start from the job
Open the job and click Create estimate, so the customer, location and job are already attached.
Choose good, better, best
Three empty options appear side by side, with the approval limits checked up front.
Add items from the price list
Search the price list and click Add; services, materials and kits come in with their price, description and warranty.
Check the totals
Each option totals itself with tax on taxable parts and a monthly financing figure.
Present it to the customer
The present view shows the three options on one page, with what each includes, the warranty and a button to choose.
Questions people ask
- What is a good, better, best estimate?
- An estimate with three options at different prices for the same problem, from a basic repair to a complete fix, so the customer chooses instead of saying yes or no to one price.
- Do I need an estimate template?
- Your price list is the template: every service, material and kit already has its price and description, so each option is built by searching and clicking Add.
- Can I add kits or bundles?
- Yes. A kit like the AC Revive package comes in as one line with all of its parts, and its taxable parts are taxed correctly.
- Does it show financing?
- Each option shows a monthly financing estimate under the price, on the estimate and in the customer view.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00How do you build a good, better, best estimate in two minutes?
- 0:05Start from the job, open three tiers side by side, and add items straight from your price list. Totals, tax and financing fill themselves in, and the customer gets one clean page to choose from. Here's one, built live.
- 0:22Rachel's upstairs AC stopped blowing cold air, and the outdoor fan isn't spinning.
- 0:27Everything about her job is already here.
- 0:31One click starts the estimate. Pick Good, Better, Best.
- 0:38Three empty options appear, already tied to Rachel and her job, and the approval limits are checked before you start.
- 0:47Good is the quick fix. Search the price list, and add a new run capacitor at two eighty-nine.
- 0:55Better is the AC Revive package: a new capacitor, a contactor and a tune-up, added as one kit with all of its parts.
- 1:05Best fixes it properly. It starts with a new condenser fan motor, which comes with a fresh capacitor and a one year parts and labor warranty.
- 1:17Then a coil cleaning and a smart thermostat. Each item comes in with its price, its description and its warranty, so nobody types them in again.
- 1:28Each column totals itself: two eighty-nine, five ninety-eight with tax on the kit's parts, and fifteen thirty-three, each with a monthly financing figure.
- 1:39Hit Present, and Rachel sees one clean page: three prices, what each one includes, the warranty, and a button to choose.
- 1:49Three options, in about two minutes. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
