Remodelers, data suggests that you encounter similar job types all too often. You receive a call for a kitchen remodel, a bathroom remodel or even an addition. Creating an estimate from scratch takes some time, even when using Clear Estimates. First, you need to think through the scope of work, add any customization and then work with the numbers until everything looks correct. For common estimates, like kitchens and bathrooms, we recommend starting with a template (essentially a pre-built estimate) to get you started.
But, what happens when you build a really nice estimate and need to use it in the future?
That bathroom estimate will certainly be a great reference point for future jobs of similar stature. Why recreate the wheel when you can simply spin it, using ‘Duplicate Project’. This feature allows you to copy and paste any estimate to a new project. So, what this means is that instead of starting from scratch, simply locate the previous project and ‘Duplicate Project’.
I have over 100 customers and it’s impossible to find any of them, locate the project and duplicate it.
I knew this question was going to come up, and I’m happy to answer it. First, you should create a new customer named ‘Guides’ or ‘Assemblies’. Then, when you have a project that you feel could be useful in the future, duplicate it to the new customer ‘Guides’ or ‘Assemblies’. Once executed, you should begin to see a customer profile featuring all of your common estimates. Here’s an actual example from a Clear Estimates account.
So, next time an estimate comes up, always check your database of estimates for something similar before creating a brand new one. Odds are you might just have one that you can ‘Duplicate’, saving you some time, and providing a great platform to start with.
Because you cannot automatically turn an estimate to a ‘Template’, this is a great workaround.
I hope this helps!
Note: ‘Duplicate Project’ can also be used to duplicate Components and Alternates. For example, if you have multiple rooms or phases of a project that require similar estimates, create one as a ‘Component’ and then duplicate it as many times as necessary.