For those who job or project cost, it all starts with the estimate. When the estimate is simple, then it’s often easy to create in QuickBooks. But for many of you, you either many of the same types of estimates (such as maintenance jobs) or have more involved estimates such as construction, landscape design/build projects, etc. So here are 4 ways to get your estimates entered faster.
- Use Item Groups – This is a fast way to pull multiple items onto an estimate. While you might select only 1 item (group), you will see all the items in the group listed on your estimate. Examples – items in a display, components of an outdoor fountain, labor and materials for a shed… Here are a couple screen captures. For more details on creating Item Groups, you can read this article we wrote).
- Duplicate – If you need to create an estimate similar to another one you’ve done, you can duplicate the estimate, change the customer and any other pertinent information. This is also useful when you have a customer wanting to see multiple estimates for pricing or other reasons. Right-click on the document to get the pop-up menu below
- Memorize Estimate – Need to do this estimate (or type of estimate) frequently? Then memorize the entire estimate. This is especially helpful for construction jobs where numerous items/cost codes are used or for special types of project – such as office/home additions, backyard “kitchens”, patios, etc. You can either click on Memorize on the ribbon bar or right-click to memorize. Then to use this later, click on Lists>Memorized Transactions.
- Import – Many of you either do your estimating in a spreadsheet or 3rd party software, which often suggests some level of complexity to the Estimate. Some 3rd party estimating/bidding or industry-specific software can integrate with QuickBooks so you can import the Estimate making this easy once it’s setup and a big time-saver. If you use Excel, you can use a product like Transaction Pro Importer (a.k.a. TPI) and import the estimate. Usually the biggest issue is the items. In Excel, many times people are inconsistent with how they reference their services, materials or subs, so importing could inflate your Items list. However, if you can be consistent in your terminology, this can be a big timesaver.
You may find you use a combination of these options, but you will definitely save lots of time in entering your estimates.
If you want help with any of these ideas, let me know. I would love to hear which method(s) you have found the most effective for you!