JoNimbus Webinar Pt 2: Automatic Estimate Templates (Sept. 2025)

we have the ability to build out as many estimate templates as we want.

so in my market, we do shingle, we do metal, we do tile, and then we do, we have a bunch of different ways that we do all three of those roof systems.

And to make it easy for our sales reps to protect our margins, if we build out automatic estimate templates now, our sales Reps can produce 30 quotes in five minutes.

And they can look beautiful, have good presentation.

and we know we're pricing jobs, right?

Because at the end of the day, we're all roofers.

We know how to price jobs.

It's just simple math.

And anything that's just simple math, the computer can do it better than a human can do it.

not only that, but your salespeople will love you for this.

I have a few reps that work for other companies, and when they see the way we operate, all of our systems, the way we schedule appointments, how easy it is to produce estimates, how beautiful the estimates are, along with our sales process, it's very clear that we're the best company.

And if there's one thing you can do to have a killer sales team, it's to give them the belief that you're the best company to work for.

And they will sell for you, and homeowners will believe them when they say they're the best.

So, this is a sample of one of our estimates.

This is Monica, my favorite sales rep that we have.

Don't tell anyone else I said that.

you can see we got our logo, directory badge guarantee.

We, register all our jobs with directory.

We use it as a selling point.

See, it's the first two pages of our quote.

we talk to this with everybody.

and then we have an inspection section.

Love this about Sumo, quota job, Nimbus, whatever you're using.

because not a lot of people do this.

and if someone's going to spend 40 grand on a roof, it helps them feel comfortable, and it helps them trust you and view you as an expert if you actually give some effort into the sales appointment, like you actually get up on the roof.

You look around, you show you know what you're doing.

You show them issues that they have.

you climb in the attic.

So these inspection sections are good.

It's an easy way to differentiate ourselves.

If we include this in every quote, and we even use it in our pitch.

We say things like, would you trust a quote from a mechanic if he never popped your hood?

Of course not.

If a mechanic told you, the repair was gonna cost $2,000 and your car was still parked out in the street, you'd tell him to go F himself.

we use analogies like that because it's no different.

Roofs are expensive.

It's a big investment.

Why would you trust a quote from a guy that didn't even get on your roof?

He just showed up, got out of his truck, and gave you a piece of paper with a price on it.

so we use that as a differentiator, because you need differentiators to sell roofs in this industry, because there's a lot of cheap guys, and if you want to run a healthy business, you can't be one of the cheap guys.

So we have to justify higher prices.

And this is one of the ways we can do it.

so we have directory.

We register these guarantees.

We, have inspection section, which you guys are roofers.

The purpose.

I don't need to stop at the inspection section, but the purpose of the inspection section is to one, make it clear that they do need a roof.

Show them they have issues.

Show them the problems they have with their roof.

Show them that you're an expert.

You know, what you're talking about.

You see problems.

But then even better, if you're able to, is to find things that were done incorrectly on their roof previously and then explain, hey, we do things different in this area.

This is how we do it.

and then the.

The biggest one of all of them is if you can point out a leak that you find when you're on the roof before they even told you they had a leak in that spot, they're going to love you.

obviously, you can't always do that, but that's the best.

When that happens, when you climb off the roof and you go, hey, you have any problems in the garage there?

And they go, my God, it's been leaking for six months.

And then they think you're, like, a wizard, and they trust you because you're an expert.

and then after the inspection section, this page is pretty unique.

Okay, we use these Pages and you'll probably like this.

Now we're in the good, better, best.

we always present three price options to every single homeowner.

We may, we may give them six options.

If someone wants to look at shingle and metal.

someone may want a shingle price and a metal price.

We may give them three ways to do shingle and three ways to do metal.

there's a lot of reasons you want to offer three price options.

So if you offer one, currently you have one way you do a shingle roof.

So homeowner asks for a price for shingle, you give them one price.

Well, if you give them one price, they're taught to compare you to other roofers.

So if they're going to compare your price to other roofers prices, that's all they can do.

But if you give them three prices and they like you, now you're allowing them to compare and shop within your company rather than the other guys.

so if you take your current option and you strip it away and do a roof as cheap as you possibly could, maybe cheaper shingles, cheaper underlayment, maybe there's some extra things you do on every roof job that you wouldn't necessarily have to do that costs you money.

every market's different roofs go on different ways everywhere.

But there's definitely a way that you could do your standard offering a little cheaper.

And now you have a cheaper option that can boost closing percentage.

Because for the guys that want an affordable option, maybe you're not the right guy with your existing offering.

But if you stripped an offering down and offered that, maybe you would close that job.

Because there's a lot of things that have to do with the roof that aren't in our scope of works.

There's communication, there's speed, there's being a man of your word, there's going back when there's problems, there's all sorts of things.

If you're a high quality company that somebody should hire you instead of another guy, even if you're offering cheaper materials so they can have a more affordable roof.

And then for the top option we should offer the Mercedes Benz.

So like, think about however you do a roof now.

All right, how could I beef this up?

Maybe it's include solar powered attic fan, maybe it's a, an upgraded underlayment.

Maybe it's designer shingles Maybe it's painting included, maybe it's a higher wood allowance.

There's all sorts of things you can tack on to that top option.

And the reason we want to do that is because there's certain people that like the nicest.

That's just their personality.

Some people want all the upgrades.

They want the best thing you have.

So if you put that in front of them and say, hey, this is our best roof, there's people that are going to go for it.

So on the bottom option, you're increasing closing percentage.

On the top option, you're raising revenue and profit and 80% of people will still pick the middle.

But now you have people shopping with you, instead of comparing you to other guys if you did your appointment correctly and they like you.

and the reason we came up with this page is because if we're going to offer good, better, best, it would be a lot for a homeowner to have to compare three pages of three full scopes of work.

I don't know if you've noticed, but homeowners don't like reading line item scope of works.

They just don't like it.

They don't really care about roofing that much.

To spend that much time reading three full pages to try to compare options about, I don't know, 5% of people want to read the line item scope of work.

So for those 5% of people, we still include it, but we just put it way in the bottom, like it's terms and conditions.

So when we're talking to homeowners, we sell off a one page that shows them all three options.

Everybody's super familiar with this format.

If you ever got like a online subscription to a software, there's usually packages.

It's very clear.

You just get the highlights in each.

and we make it clear to the homeowner.

so yeah, with this page, it's very clear, okay?

The best option costs this, the middle option costs this, the bottom option costs this.

And here's what you get with each notice.

It's super clear for the homeowner.

20 year warranty, 15 year warranty, 10 year warranty.

you've got win ratings listed.

the quality of the underlayment listed.

We're just showing the highlights of all three.

And this is very easy for homeowners to understand when we're discussing which option is best for them.

And we never want to tell them what option is best for them.

We just want to educate them on the options and then Let them decide where they fall on the market.

We're not offering a low cost affordable option.

And then, making people feel bad like they shouldn't pick the cheap one because we're roofers and we think they should go with the best roof.

It's not our house, it's their house.

We let them decide.

then we have our upgrade page.

So you've got your three options.

They can select, they can select from the upgrades they want.

Signing page.

And then we've got like timeline, custom stuff.

You can kind of decide what supporting documents you want to put in here.

And then here's those.

Scope of works.

I said we're not going to put at the top, we're going to put it at the bottom.

Like it's terms and conditions.

You can read it if you want.

our change order page, our actual terms and conditions, our license.

So that's a sample of one of our quotes.

And what we're looking at right now is called an estimate layout.

So I'm going to go to the settings and we're going to start to look at how we build these things.

And I should add, if you have a question, you can hit the, what is it?

Raise your hand.

and we can unmute you and field some questions.

I guess if it gets out of hand, we'll just save them for the end.

but I definitely wouldn't mind answering some questions while we go here.

It actually would, help me out so I don't have to talk so much.

all right, so I'm in my estimate settings.

Everybody knows what this looks like.

The first thing to note is that there's estimate layouts and then there's estimate templates.

Estimate layouts, are the full proposal packets, everything?

I just showed you the title page, the inspection section.

Maybe you have color charts, material, info, warranties.

You have your scope of works.

You have your signing page.

That's an estimate layout, the full packet.

Whereas an estimate template is just one individual way to put a roof on.

This is your back end math.

And then this is your scope of work that you're going to show the customer.

So the first step in building all these out is to build estimate templates, not estimate layouts.

You want to think about the different ways you're going to put a shingle roof on.

You can see I have 1, 2, 3, 4.

I have four different ways I could put a shingle roof on for somebody.

I've got four different ways I could put an exposed fastener metal roof on for somebody.

I think eight different ways I could put a one inch standing seam.

Six different ways I could put an inch and a half standing seam.

Four different ways I could do tile and one way I can do stone coated steel.

So those are my individual scopes of work.

And I'll open one so you can see what they look like.

So this is, one of my shingle templates.

So.

So you notice I said it's one individual way to put a roof on.

In these templates, there's two parts of it.

There's the part of the template that's going to do the calculations to figure out what you're going to charge, and then there's the part of the template that I put at the bottom.

That is what I want to show the homeowner.

So I don't think it's very professional or very customer facing to show the homeowner your back end, like list of material and labor items that's not for the homeowner to see.

So you'll notice I'm going to deny whatever that's asking.

If you have a question, just raise your hand and put it in chat.

if you notice there's a little eyeball up here.

So this is my back end calculations to figure out what the roof's going to cost.

I hide that from my customer.

Whereas if I scroll to the bottom, after all my line item estimating, I have my shingle roof replacement scope.

This part is visible to the homeowner.

So this has nothing to do with the price of the job.

This is just my storytelling, like in our scopes of work.

So that's how you do that.

I can have my, back end math up here and then my customer facing line item scope of work here.

So the first step in building these templates out is to build these estimate templates.

And it's just line by line, everything we would need to get the roof done.

With the calculation attached.

And I just want to show you an overview.

We're going to build one from scratch.

but you can see I have the calculation for this one.

I have my cost for this.

And you just go line by line.

What would it take to put this roof on?

Underlayment nails, plywood shingles, drip edge, labor permit cost, dump cost.

And we're just going to go line by line.

I'm going to create a new one and just talk, speak through my thoughts as I create one.

We're going to call this shingle with, let's, just say £30 felt.

I don't even do that template type.

It's estimate details.

If you have multiple locations.

I do not.

Okay, so I have three tabs here.

I could make an estimate template with three three different ways to put a roof on my good, better, best options.

I elect to do them solo because I'm able to swap them in and out how I want.

So let me just show you what that would look like, Bill.

So see, if I was creating an estimate here, I would select from my layouts, I would select one.

As I said before, a layout is a full proposal packet.

The estimate templates we're building is just our scope of work.

I just want to show you real quick what I mean.

So when I'm in here in this part of the layout, you can see I have three tabs here.

But I'm not married to using these three tabs.

So I choose to make the templates one individual scope of work.

That way we can customize our three, options.

So I can come here and swap out this option.

If I just click it, hit use from template.

And now I have access to all my different templates.

Whereas if I was to come in here and build out my estimate template with three set options, every time I tried to pull that template in, I would be replacing all three options I had in my quote, because you can only have three, whereas if you save them individually, you can mix and match them.

So if I'm with a homeowner that wants some goofy options, I have the ability to put any three options in front of them that I want because I build these solo.

so I always just X out.

okay.

Obviously in order to do this, you have to have a full products list.

And I don't know where everybody is at with a products list and the correct pricing, that lives in job Nimbus.

But if you're kind of starting from scratch or you, like, have all that stuff in there and it's super unorganized and there's all these random products and all your templates are a little jacked up.

The best way to do this, the easiest way to do this is to add products as you go, as you build the template and just do everything in one shot.

It's way easier than coming to your products list, trying to think about all the different products you have, upload the pricing, doing that in one step and then coming back here and then trying to put it together and then maybe doing your calculations later.

If you do it all.

If you do it all while you build the templates, you can stay organized about it.

So, like, I don't know, have a conversation with yourself and say, like, is all my shit jacked up?

is it all unorganized?

Do I have some products that have accurate pricing, some that do not?

if that's where you're at, it's probably better that you just create all new products with the correct pricing as you build your templates one by one and then add your calculations for that product as you go.

because it'll just keep everything clean and you'll know you're starting from scratch.

And, yeah, it'll take a little time, but honestly, And this is why it's easier to just start one from scratch.

I can hit the plus button and now I can add it.

Whereas if I was going to go off of a product I already have and I clicked it, you see how I can't change the pricing?

So if I'm not sure that the pricing is correct, I'm stuck here because the pricing is locked in the products list.

So that's what I'm saying.

If your pricing's all jacked, up, don't even try to use existing materials.

Just start from scratch.

So that's why I'm going to go 30 pound felt.

I don't have that item.

I'm going to get the plus button, and now I can give the system all the information it needs to calculate.

So 30 pound felt unit of measurement, we'll just go each.

What does it cost me?

I have no idea.

We don't use 30 pound, I'm going to say 36.50.

And if it costs 3650, I would add the 7% and put that number in for my material cost.

Because there's a tax function in your products list.

But then if you want to try to add tax at the bottom, it's going to be visible to your customer.

And then you're going to have to answer to your customer, why are you charging me tax?

So if you just build your tax costs in the individual, product items, then it just, you know you're covered for it, you know you're charging for it, but the homeowner doesn't see it.

So that's a good tip.

So if 30 pound felt cost me 36.50, I'd add 7% and whatever that equals.

I definitely can't do that.

We're going to say 38.2, margin.

You can decide if you want to add margin to every individual line item.

I don't like that.

I like to put zero margin for every product.

That way, when I'm looking at my bottom line of the, estimate before I add margin to the job, I know what my actual cost is.

So to me, it's just clearer not to mark up, individual line items.

I just want to add my margin to the job.

But maybe you don't want to, maybe you don't want to mark up your material as much as the rest.

I, I, I, I think about margin as on everything.

So for me it's zero.

But for you, maybe you want to do something different, but you can, so I have my material price.

It made my, I have my material cost.

My price is the same because I have zero margin, but I'll have a little margin slider at the bottom on all my estimates to add margin to the whole job.

And then I hit save.

But there's one more step.

So once I saved it, I added my price.

If I was to go to my settings in my products list right now, I would see 30 pound felt for 38.20.

So I just added it to the job Nimbus products list forever.

It's always going to be in there, but it doesn't have a calculation.

So this is where the instant estimating comes in.

I hit the paper clip.

You see it says there is no calculation for this product.

Now I'm going to add it.

And this is where measurement tokens come in.

let's go to those real quick.

So in your estimate settings, you have measurement tokens and these are how you're going to calculate, the individual line items.

It's all going to be calculated off of your measurement tokens.

Depending on.

I do a lot of metal, a lot of tile.

There's different roof types.

So I have a lot of custom measurement tokens in here.

So, like, I need more than just squares, hips, ridge, valley, rakes, flash.

I need a little more than that.

Yours may be a little more simplified if you do a lot of shingle.

but even with these measurement tokens, I like to start here.

Sorry, here.

Because I'm going to figure out how to, if I need to add any custom ones as we go.

So to start before I come into here, I would just put like the basic one.

Slope, squares, eaves, ridges, hips, valleys, rakes.

I would put all the standard ones off your eagle view.

And then I would get to building here and I'd go, okay, what's my formula for 30 pound fell?

Well, it's square divided by two.

And then I would put this in parentheses to add a little bit of waste.

Whatever waste you want to add, I will add.

I like to put cushions on everything.

So, like, although I'm probably not going to be at 30% waste on 30 pound, there's nothing wrong with making extra money.

We don't like to lose money.

Feet go through ceilings, we rip screens, we break driveways.

stuff happens.

We have leaks while we're working.

So cushions in the estimating is probably a good idea.

So I always put them.

So if I estimate a job at 35% margin, I'm probably going to make 42 to 50 after change orders if everything went well.

I don't like to estimate everything perfect.

another way I do that is we bulk order material to the shop.

And if I'm saving on material because I'm buying in bulk, I don't pass that in my cost.

In my material cost.

In job nimbus, I put my material cost as if I was going to buy one box analysis from abc.

Even though I bought four pallets and saved a ton of money, I don't pass those savings to the homeowner.

I keep them.

so little cushions in the estimate are good.

So I put my formula, slope root squares divided by two, and I added my waste.

Now I just hit save.

So now when I'm creating an estimate further away.

So now I'm about to create an estimate.

Before I create it, I click measurements.

As long as I put my slope root squares token at 45, we're going to know how to calculate 30 pound felt because slope root squares now has a unit.

So it gets replaced with 45.

We divide by two and then we add waste.

it pretty simple how this works.

there's a couple items where it gets tricky, but a lot of these are just simple.

So we'll do a few more.

So now add an item.

Let's just say 80 nails.

I already have it so I'm going to misspell it.

We'll put three S's.

My people are going to hate me for all this.

Extra adding nails unit of measurement each material.

Let's say $45.

That's after I added tax.

Remember I like margin at zero.

You can make your own decision.

Save.

So now Johnimbus knows that 80 nails with three S's for $45, it's in our products forever.

So I could find that for another template later.

But I have to add the calculation.

Maybe I use one box per 20 square.

So I need squares to calculate this item.

slope root squares divided by 20.

Simple calculation.

That 20 number covers waste.

Now I now know how to calculate my 18 nails based on my slope roof squares measurement token Save.

So now anytime I use 18 nails, the system will know how to calculate it.

Which is super convenient because we have a lot of items that carry over to different, estimate templates.

But once you add the product, once that calculation lives with that product.

So if you're in your products list, we'll go there real quick.

You have your products list and then you have managed calculations.

Let me hit F5 so it should refresh and show up.

See AP nails calculation.

It's the one I just added.

And if you didn't notice what I did, I just hit F5.

Because I've got multiple Job Nimbus tabs open.

I made changes on this tab.

I hopped over this tab.

If I didn't hit F5, we wouldn't have found the 8D nails just now.

Little tips I used to log out and log back in to make things show up.

And then I learned you could just hit F5 and obviously way easier.

but this is, this is why I'm saying it's so much easier to just do this from scratch, especially if your shit's all jacked up.

So we just go line by line and do exactly what I'm doing.

I'm not going to tell you how to put a roof on the line.

Items you need.

you already know how to do that.

We just go line by line for Everything.

This job would take all the material, all the labor, your permit costs, your dump costs just like this.

so let's, let's do some trickier ones.

Let's go.

Let's think about tear off labor.

your tear off labor probably changes depending on roof type.

So in Florida, we can be tearing off shingle, metal or tie.

shingle and metal are comparably priced.

So I just have a tear off labor, item for shingle and metal that covers metal because it's a little more.

And then I just make a little extra on shingle shingle.

That's my cushion.

But tile is way more because it's a lot more work.

So how would I, how would I tell the template?

All right, what are we tearing off?

Because depending on what you're tearing off, the labor changes.

So I would just do this shingle tear and let's put shingle slash metal.

Because I just said that.

Shingle slash metal, terra unit of measurement square.

It says material.

It's really just cost.

What's your cost?

So let's say $90 margin.

Always zero.

Keeps everything cleaner.

Say now we have to add the calculation for every, item.

So let's add it in my tokens.

And this is where I get into the custom tokens.

shingle or tile tear off.

We have put one for shingle, put three for tile.

That's for, Hold on, let me see something.

It's been a while.

I just got a little confused.

because it's there.

What is this?

Okay, sorry for that.

I just got a little confused.

I went to the wrong one.

So I have two, I have two, measurement tokens.

I have one for shingle and metal tear off labor squares, and I have one for tile.

Labor, labor tarot squares.

So I would leave, if it was a, tile roof, I would leave the shingle and metal at zero and I would put the squares in the tile Taro flavor squares.

Pretty simple.

So when my people are filling out their measurement tokens, we would just leave.

You can see this one was a shingle roof.

So we put the squares in shingle and we didn't put it in time.

So I have that to differentiate.

So then when I'm here, shingle and metal tear off.

I just want the calculation to be shingle and metal and it's one for one.

If it's 45 square, I'm going to pay for 45 square.

So that's the complete calculation.

Hope that made sense.

I confused myself for a second.

it's the Same with dump fees.

So I have, I have a shingle dump section and a tile dump section.

This was shingle.

So we put the squares in the shingle and we left the tile blank.

So in my templates, I'm going to have two items always 1200 save calculation.

This one's for tile.

Tile tear off save.

So in my templates I would have them both in there and one would just always show up.

Zeroed out.

I can exit out if I wanted to.

I don't necessarily have to because this is hidden from the homeowner.

So now it's just whichever measurement token I do, tile or shingle, the squares will fill in in the one I want and the other one will be zeroed out.

And you can do the same thing with like, steep squares.

So you charge extra for steep squares.

You could put an item in your estimate that is always there.

Steep square new.

I'd add it squares.

Let's say I pay 30 bucks for steep zero.

And then when I add the calculation, I would need the measurement token steep squares.

So by doing that, it's always in my templates just in case the roof steep.

And then when we're filling these out, if the roof was steep, we would put the amount of steep squares in there and then that would give this a quantity.

But if there's, if it's zeroed out, like in this case it's zeroed out, then the line item in the estimate will be zeroed out and there won't be cost for it.

Like you can see.

I do the same thing for two, two story here.

So this roof that we're looking at had 14 square two story.

We would have another item here, two story.

And then that would calculate because this is filled out.

I hope that makes sense.

I'm, going to stop for questions now so I can stop talking and see if there isn't.

Is there any questions?

Unmute.

There we go.

What up, Kevin?

What's up, Annie?

So, sick of talking, dude.

Give me something question for you because I'm just now, like I told you the other week, I'm just getting on job nimbus.

and I don't know how deep you can go with the automation on it.

Can you, you.

Is there a way to set up if it, if it's over a certain pitch to automate to steep square charge or did you have to manually, manually input that?

Well, are you, are you uploading, like files that are, automatically filling out your measurement tokens?

I have a Ton of questions ready for you when we get to that.

Yeah, that's.

That's the one.

My big bottleneck on this is deciding what reporting system I want to use, because Eagle View is super convenient to plug into the templates, but good God, are they expensive.

Right?

So.

And you're in Florida, so, like me, you do a lot of different roofs.

So like I was saying before, I have a ton of custom measurement tokens in here that we would never have.

An, Eagle View would never be able to fill all this out.

So I'd be paying whatever Eagle View is charging, which is crazy.

It's expensive just to have them fill out half my tokens and then have to manually do the other half.

Yeah.

So I never mess around with trying to automate it because I've got all these custom ones in there.

How's an Eagle View gonna know if I need a shingle dump or a tile dump?

yeah, yeah, absolutely.

And then I've got, like, permit.

I've got permit things in here.

The Eagle View is not gonna be able to tell me that.

So I've got metal, setup fee.

So because I can't fill out all of them, it's no sense in going through all that to pay Eagle View what they want because they're overpriced.

Well, that's what.

What switched with me and I paused on.

I still have both my CRMs running because I didn't know how I wanted to go about my roofing reports.

I'm like, I'm gonna pay a whole other.

Whoo.

There.

That's nuts.

Yeah.

For us, this is just an entry level job.

So, like, everybody, the people that are scheduling appointments, they're scheduling appointment.

They're on the roof report.

They're putting in the measurement token.

So it's just ready to go for our sales reps.

They can do their inspection, customize the quote, and send it off.

Okay.

Yeah.

So manual.

All right.

Are you.

I guess you're gonna get to that later, huh?

Huh?

As you build it and then lay it out in the layout.

Yeah, Yeah.

I just want to stop because I've been talking about myself.

I want to make sure everybody's clear.

We're gonna have Mackenzie bootcha.

They have questions then.

All right, man.

Thanks.

Yo, yo, can you hear me?

Andy, what's up, man?

What's up?

This Taz, with Gravity Roofing, we have Sumo Quote and Job Nimbus.

but we haven't fully integrated it.

Job Nimbus actually told us it was so hard to edit all the layouts and stuff.

but seeing this gives me confidence that we should have no issues in fully integrating it.

And hopefully it does better on reporting because Sumo Quote as a standalone product isn't great on that.

But, my actual question is that hero, page that you have, that's just the one pager.

That is something that would be awesome for us to implement.

But how are you putting those prices on that page?

Are your reps like going into a design file and just extracting what the quote spits out and then putting those good, better and best prices on that one pager?

Yeah, those are in natural form.

So if you go in the settings in Job Nimbus, you can see they have an integration with natural forms.

So we made the pages in like Canva or something, all the templates and then we uploaded them into natural forms where you can like, make any PDF, online fillable.

So my reps can do it on their phone or their tablet in natural forms.

And then when they hit submit, it shows up in the Job Nimbus documents.

So we have natural forms as well.

But I hate that it's per device.

So when you say they can do it on their phone or their tablet, you'd have to have two separate user subscriptions for them to have access to use it on both devices.

Right?

Just share passwords around, man.

You don't need a, you don't need a user per, login.

I'm pretty sure it's per device because if I try to log in with my same credentials on my phone on natural forms, it won't, it won't let me because it's already registered under the iPad.

Yeah, I don't know.

I don't think we have that because I feel like we only have like two logins for everybody.

That may be like an upgraded subscription that they offer or something.

But yeah, I hate that.

I hate the Job Nimbus doesn't have a way to do that inside Job Nimbus, but we have to do it external.

So if someone's on the computer, we have just, we have them in a Google Drive.

They just open them up, add the pricing and upload it in 10, 4.

Thank you, brother.

Now it was the reporting better once you actually integrated Sumo and are doing the estimates through Job Nimbus.

Does it track estimate sent?

Because we.

There's not really a way in the Sumo dashboard that it shows like how much you have that's being out there that's estimated and Job Nimbus Reporting is.

Yeah, it's.

It's in Insights.

if I'm being honest, I'm not a fan of Job Nemis Insights and the reporting, but, like, knowing what you have out in estimates and then tracking approved estimates once they're signed, it is better.

And then converting estimates to material orders is nice.

You could just click a button and it spits out a material order based on what's in the estimate.

so that's nice.

Job, not just reporting as a whole.

I don't really like, though.

It's too finicky.

There's too many filters.

I've never liked it that much.

But for what you're talking about tracking what you have out in, open estimates, you can always see that that's up here in Insights.

Okay, got it.

Thank you, brother.

Appreciate one.

One more.

Trying, trying.

Hello.

What up, man?

Hey, sorry about that.

Tasha's answer to the question that I had, or you guys just went over the question I had done?

Easy.

We'll keep going.

Everything's clear so far.

He's mute.

He can't tell me.

Sorry.

Everything's clear so far?

Yeah, everything's pretty clear.

another thing I just need to go back and look at, because I kind of hopped on late, was, how it looks presented to the homeowner.

I.

I have the templates, or at least I created some, but I'm just trying to make sure I'm hiding what I need to hide, so it's just not, you know, needed for them, and then giving them what they need to.

To make a decision.

So I just need to go back and look at that.

Perfect.

we're going to go to the layouts, too.

I was just explaining it's better to start in the templates, and then you go build your layouts after you have all your templates made, which is what we're about to do shortly here.

I think I covered everything.

I'm gonna.

I'm gonna go back to it.

Sounds good.

It asks you to recap what you.

What you did at, like, a high level.

Who's asking?

I don't know.

I can't find it right now.

This one just asked if you could do just a quick recap of the few things that you did.

Okay.

All right, so someone's asking to do a recap.

High level of what we've done so far.

I'm going to use this tab to do it.

Why are you laughing?

Jason's talking about their.

Okay, there's estimate layouts which is your full proposal packet, your title page, your inspection, your supporting documents, your price, your signing page, your terms and conditions, your warranty.

that's where we get into adding these individual estimate templates which we're starting with, which again are just your individual scope of works.

Your one way to do things, your one way to put a shingle roof on your one way to put a metal roof on your back end mat.

So that's where we're in.

Now in here we're building our shingle with 30 pound template.

I went over not using three option templates because then you don't have the ability to swap things in and out.

You don't have the ability to customize your three options to the homeowner getting a little screwed up because again, these are layouts.

So when I'm after I put my measurement tokens in here, I put them all in here, I filled them all out, I go back, they save automatically.

Now I hit create estimate.

I'm choosing from layouts you see, use layout.

because when I click this, it's going to be the full proposal packet for the homeowner and inside that are going to be the individual estimate templates.

So I have all my pages in the estimate, my cover page, et cetera.

and if I scroll down and I go to estimating a proposal, I think jobnum calls it estimate details, as a default.

But when I come in here, I have my preset, three roof offering my good, better best for this layout.

But if I ever wanted to switch one out or switch two out or get crazy and customize it, I can because I can just select one hit use template and I have all my individual roof offerings I can swap it out with.

So I would, I would stay away from doing three part estimate, templates and I would just do one.

That way you can mix and match them.

And that's where we are now adding products, we're adding our pricing and we're adding our calculation.

So when I'm coming in here, I add an item.

what else would I need for this job?

Let's say shingles with three S's because I don't have that.

I add my product shingles unit of measurement.

I'd say each because I'm counting per bundle.

But maybe you just want to do square.

But most likely each because remember this is going to get converted to a material order.

So we want to think that way.

Let's say $32.

But I got to add tax.

Remember, add tax $34,0 margin.

So I can see a clean job cost at the bottom every time.

Once I save it, I missed the step.

I got to put my calculation.

Calculations are based on the measurement tokens.

How do I calculate shingles?

By the roof squares?

Slope roof squares times, three.

But we're going to add waste.

And I would add more waste than you think, just so you have a cushion in your estimate.

Let's just go one, let's go 20% waste.

Maybe too big of a cushion might make your price too high, but that's your decision.

And now I saved.

So now shingles will be available for, for use in any other template.

So like, say I just wanted to make another one right here, just as an example.

Well, Let me hit F5.

Remember F, five shingles with three S's.

There it is.

I have the price that I just put in and I have my calculation.

So it's there forever.

So anytime I use this item, I can just search it and select it and that's it, I'm done.

You only have to add the pricing and the calculation one time and then Job Nimbus has that stuff saved forever and you'll never have to enter it again.

The only thing I would say is I know there's like, integrations with ABC SRS so that your ABC account can just be synced to Job Nimbus and your pricing can always be accurate.

I guess there's utility in that.

but like you're kind of, one, you're locking yourself into that supplier.

Two, if you buy a lot of things outside the big name suppliers and it's only going to work for like half your products and it's probably not even worth it.

Also, I don't know, I don't trust ABC and making sure all my stuff's right.

I also buy a lot of stuff from, in bulk to the shop and I'm always negotiating price.

So I like to be in control of my price book.

I know those integrations are out there and you can use them.

I don't know how they work because I've never used them.

once I've went through a full estimate template, I got every line item I need, all my material, all my labor, all my permits, all my dump fees.

Then I add the second section.

So someone just asked about, what's hidden right now this eyeball is, available because it says at least one section must be visible.

But after I do all my back end math, I'm going to add a section I'm Going to call it scope of work or whatever you want to call it.

Now this is customer facing.

So I'm going to keep this one visible and I'm going to hide this one because I don't want to show the homeowner my back end material and back end calculations and math.

I just want to show them a story.

And I'm not going to add products for this.

I'm just going to type description.

So if I put remove existing roofing material down to wood tech.

Notice I didn't hit the plus button to add a product.

I didn't do that.

All I did was type a description.

That's good enough.

And I'm going to keep it zeroed out.

I don't need to add products for these.

They're not products.

It's just for the sake of the homeowner seeing it and that's fine.

Long as I do that right there, it'll always be there.

We don't have to add products, inspect wood deck or any damage, blah blah, blah, blah blah.

And I would just keep adding items.

This is my customer facing scope of work.

This is where I would just tell them line by line what happens.

Install jingles, clean up, at the end.

And this is visible zeroed out.

This is hidden but actually has a price to it.

And if I hit save now I have shingle with 30 pound fell.

Obviously we ran through that for the sake of time but I think everybody understands.

So now I made one estimate template and now it's available.

Quick tip something I do, I have all these preset templates, right?

They all say Foxhaven before.

There's a reason for that.

Because your sales reps are going to make their own for different reasons and they're going to play around.

I don't want those to turn into company wide estimate templates because like I didn't approve them.

They're not really like built for the company that just a sales rep did it.

So you can see the Foxhaven ends here.

These are all our standardized templates.

But if I keep going there's all these random ones down here.

We don't put Foxhaven in front of them.

That way people know they're not safe to use.

that's probably a good idea because like as you get more reps they're going to mess around.

They're going to build more templates for themselves.

But it doesn't mean it should be like a company wide used template.

just as a small tip, but if I search for the one I just did shingle with 30 pound.

Here it is.

So it's available in my estimate templates.

So the first step is I would make every single estimate template I could think of before I even had one layout made.

And then once I'm done and I have all my templates in here that I'm going to use now, I would come and I would start to build my estimate layouts.

So in the back end I'll show you what it looks like actually.

Let's see what it gives us from scratch.

If you notice, I title them because they're all the layouts are saved with three options.

I title them the three options.

So if I get out of here, you can see like the first one, Shingle with aluminum roof metal and premium underlayment.

Shingle with standard underlayment, Shingle with synthetic underlayment.

It just makes it super clear what the three options are.

in each layout.

Same with the next one.

1 inch 26 gauge mill exposed fastener metal shingle.

That's a common, three roof offering we give people.

So we made a layout for it.

That's what these layouts are like the most common three roof offerings we can put in front of somebody.

But again, you have the ability to customize them if you'd like.

So these are our most common ones.

But that's how I like to title these because all of our layouts are three options.

So the first one we just made was shingle with 30.

Then I would do shingle with synthetic.

And then let's pretend we're in Canada.

Canada and go Shingle with nothing.

So those are my three options.

That's how I like to title the layouts.

You can title them however you want.

I just feel like it's super clear for everybody.

They just know the three option layout they're picking as they click it.

Create all.

right, so it defaults to a cover page, an introduction page, your inspection section which links to company Cam.

If you have company Cam or just you take photos in the job.

Nimbus app Estimate details, which is what we were just discussing.

So now you can see Estimate template is just one page of the estimate layout.

But it's an important page.

It's where you come up with your price.

So here, the reason we build our templates first is I can just come here.

There's nothing here.

Obviously it's blank.

And I'm just going to find my shingle with 30 pound apply.

And now it just loaded in that new template we had just made.

So if I would have made my 10 or 20 or 30 templates, I would have the ability to add any of them here and now they live in this layout.

An important thing to note is if in the future you make edits to the estimate details while you're inside a layout, they won't be reflected in the estimate template.

So if you ever have to make edits to this, say, you're running a P and L on a job and you realize you were short on 18 nails, and you want to, you want to change something or you want to add an item that wasn't there.

If I add it in the layout, I won't add.

It won't automatically add in the template.

So the process is always make the edit in the template and then re upload, the revised template in the layout.

So it's two steps, fix it in the template and then use that new fixed template in the layout that it's used for.

so then I would pick my other, my other one, which we're just going to pretend it was this one apply.

Then I would pick my other offering apply.

So now I just, I just put my three estimate template, my good, better, best options inside the layout and there you go.

So then you get to think like this part, this part's the easy part.

Like what badges do I want to put on my, on my title page, like you saw me, I had my logo and the directory badge.

What other pages do I want to have in here?

So it only gives me intro inspection, estimate details, signing and upgrades, page terms and conditions, warranty.

You probably want to put color charts in there.

Maybe you want to have a page selling them on your company.

maybe you want to have, What else would you want to have?

Maybe for upgrades.

So let me, let me go back to mine.

So here's my pages.

This is my layout.

I've got, let's see, go here.

I leave this blank on purpose.

So it forces my people to upload a nice picture of their house.

you could put like a placeholder photo here.

But I like when it's personal to them.

So if you leave this blank, your sales reps are never going to send this title page blank.

So it forces them to upload a photo.

But I have my directory badge, I have my logo, I have material and directory because we want to talk about it with everybody.

So it's saved in all my layouts.

So this just pops up every time I hit create estimate.

I choose a layout.

You're going to see these two pages inspection Section is empty because I just hit create new estimate.

I got, my metal color chart.

I've got my shingle color chart because this layout had shingle and metal options.

I've got this cool page because attic fans are always listed as upgrades.

So I have a little page on why they would want to select that upgrade.

And obviously that's going to prompt conversations with the homeowner about it.

I have my tiered pricing page blank, which acts as a placeholder for my reps, so that even if they forgot to fill it out outside of jobs and bring it in, it's still in here.

It still, matches the scope of works.

They would just have to find a price on this page.

but I feel like 95% of the time my reps are filling this out because it just looks better with the price in it.

But even if they didn't, it's still there, it's still accurate.

Yes, you have blank bubbles, but the page, the prices for all three options is right here.

After that, I have my actual scope of work.

So when we are creating Getting lost with the tabs, you remember when we were creating, the back end math, we hid the math so that we're only showing the storytelling that we put in the descriptions.

Because it's three options.

I've got three of these pages and you can see that's, that's too many words and too many pages to try to have a conversation with a homeowner about, which option do you want out of the three.

Now they have to read three full pages to try to compare.

Not to mention it's three full pages of stuff they don't understand.

Obviously a lot simpler and cleaner for a homeowner to make that decision off of one page and a couple.

But we do include them because you have to.

And you get like the engineer that wants to read all this stuff line by line.

It's in there for just, a little timeline doc that we included, referral program, lifetime workmanship warranty doc, our change order form, our change order price form, our terms and conditions, and our license.

the other thing is right here, you can always add custom pages.

And even, even in like this estimate, just because these are my preset pages, when my reps choose this layout, they can always add custom pages.

So like I click custom page and you can see I have PDFs from the job, which means documents that are in the job profile and job nimbus.

We can include some of those.

Obviously.

Like, we wouldn't want to for most of them, it's showing, like, accounting stuff, all sorts of stuff, material orders.

But if I hit sales PDFs, well, now we have all sorts of material info hero pages open.

So there's.

There's, like, different pages my reps can choose from that aren't necessarily saved in the template.

We've got all sorts of stuff, but we do save, like, a pretty nice packet.

And then if we want to customize above that, we have the ability through sales PDFs.

What else?

I think that might be it.

I feel like it's simple, but a lot of people struggle with this.

So I hope if you're one of those people that do struggle with this, you understand and then ask me questions.

Right now.

If you d.

Hey, Andy, can you unmute the other Jason Kamparowski, Jack Contracting.

So Erin that's logged underneath me, can ask her question, please?

You got it.

What's up, man?

can you.

Yep.

Can you.

Can you, unmute me and.

And unmute, the other Jason Kemproski so Aaron can ask a question?

I guess I could read it.

So we have a question about signing options.

When adding signers in there, there's a distinction between the client signing and a contractor or sales rep.

should we have extra signing lines for clients who have more than one homeowner?

And if so, does there have to be two different email addresses?

So we went through that today, Andy, in the state of Virginia, our lawyer says, like, hey, if you want to have your contract legit, you need to have both homeowners in on signing that contract.

So we want to be able to make sure that we have both people to sign the contract and, and the sales rep.

But the question is, will job nimbus kind, of like, choke up if there's two people, there's Jason and Andy on the contract to sign, but they both share the same email.

If they share the same email, can you.

Can you still have them send sign differently?

Because you would have to.

You would have to test that.

I don't know.

I could see that tripping it up.

Because typically if you have two signers, it'll go to one, they'll sign it.

It'll be marked partially signed, like the signature, the signature status and job nimbus will be partially signed.

It'll get shot to the second signer, they'll sign it, and then it'll show fully signed.

I don't know if it.

I think it would trip it up if you sent it to the same email, but you can always mark things signed, like physically in your office.

You'd have to test it.

I don't know.

I've never ran into that.

I very rarely have two signers.

Madison in the chat said, no, you can't.

She tried today.

So there you go.

Okay.

A group.

Awesome.

Thank you.

Yeah.

And can I just add to that?

This is Aaron.

I work with Jason.

Thank you for having this training.

How are you?

Good, good.

so is it when you're adding a signature line for the contractor or the sales rep, is there a distinction between.

Because we did that today as well.

And I get all the sumo quote notifications saying, hey, this person's open, that the you know, has opened your estimate.

But then it also sends me an email saying Aaron Combs has opened your.

Has.

Has sent you, or Jack Contracting has sent you an estimate.

As if I'm just a client as well.

Is there a way to distinguish the client signature from the contract signature?

Contract.

That's interesting.

I wish I knew everything.

I don't know everything now.

So we don't have our, we don't have our sales reps sign off, but I don't, I don't think there is.

And on that.

Yeah, because all you're putting in is his name and email.

So how would you distinguish.

There's all sorts of goofy quirks like that in Job Nimbus.

Things that drive you crazy, like not being able to make the lead source required.

I feel like that's so simple and like it's obvious that a lot of people would want that.

You can't, you can't do it.

I'm trying to think if I could think of a goofy workaround.

Okay.

No, no problem.

I just it it after the first signer signs, then I got an email saying you need to sign.

So I guess you could always, you know, put in the name if you wanted to put specify who you are.

But, but like in the actual, part where you, you know, the verbiage for the written estimate, like my name is in there, like it's saying it's coming from me or it's coming from Jason.

Right.

So I guess it doesn't really matter.

I was just curious.

Let me see.

Yeah.

It doesn't even let you edit like the signing functions on the, in the templates, on the signing pages.

Anyone else?

Yeah, Taz.

Hey, Andy.

question for you.

Do you use this as your actual contract or is this just the quote?

No, these are our contracts.

They sign an estimate.

That's it.

That's how we go off the job.

Well, as a fellow Floridian, trying to do everything by the book over here with all the lien law disclosures, all the new insurance stuff, trying to get.

I'm a cowboy man, trying to get signatures on like three different pages.

Sumo quote.

We've just been using it as a quote and then we turn around once they sign it and send them an actual contract.

well, there's like, you know, like there's a process to get all your NOC signed and all that stuff.

So like this is just like get the job on the schedule and then permitting can kind of handle that stuff.

You can almost treat it like a, like a secondary thing just to keep your sales reps moving.

You can just get contracts signed and then handle that on the back end.

Now keep it simple.

Florida law requires the lien law disclosures to be included on.

Technically, they say the front of all your contracts.

We don't do that.

But, I'm pretty sure they have to be actually signed.

And Sumo, basically the issue here is that it doesn't allow signatures on multiple different pages.

There's only that signing page, which is like the authorization page, but not for, you can only initial other pages, I'm pretty sure.

Yeah, you can select an option to make like the terms initial.

Yeah, don't turn me in, man.

Hey, you don't gotta worry about me.

the other question that I have is, did you hire RBP to build some of this out?

Dude, that's, that's funny you asked me that.

I, I actually did, but we never finished with them.

And all I got out of them was, some hero pages.

Graphic design.

Yeah.

We've been dealing with them for almost a year now and it's been an absolute nightmare.

Anybody listening?

I do not recommend hiring them to build out your quote software.

I'm sorry.

But yeah, it's absolutely.

I was, I was in a spot where that was when I was just a sumo quote user.

That was before Job Nimbus had Sumo Quote.

and like it was, it was bad for me.

Yeah.

So I fired them halfway through.

And then I just realized it's not that hard to build them.

It's like, like you've seen.

It's not that hard.

I just didn't take the time to look into it myself.

so I had the same experience.

Yeah.

Because I could tell you had some aspects that were similar, but you took it and basically have done what we've done and kind of built it out your own way as well, right?

Yeah.

So I paid a lot of money, fired them, and then got some good graphic design page out pages out of it.

Yeah, we basically had to redo all those.

They sent us a one size fits all.

It had like winter climate stuff in all the description.

These line items, I know they're up in Canada, but.

Yeah.

Anyways, that's my thoughts on that.

yeah, some.

That's.

Sometimes that happens when we try to outsource things that aren't that difficult and it's just easier to just.

And then you.

And then you know how to use them because like these things have to be tweaked and revised all the time.

So like a standard process we have is every Thursday when we cut commission checks, we look at the profitability of every job we're cutting commission checks for.

And if we find issues where we made less money than the estimate said, well then we go back to the estimate, we figure out why.

And a lot of times you'll have like small little estimate template errors.

But then over time of doing that, week after week after week, your templates are perfect.

But if you don't know, if you don't know how to use it, if your company doesn't know how to build them and revise them and know how they work, you're kind of stuck.

And I'd say it's the same for everything in Job Nimbus.

You just have somebody build it for you.

You can't tweak it and change it and improve it as you grow and you just get stuck and you're locked into the system that's not flexible.

Whereas if you know how to use it, you can scale it and change it as your company grows and you're in good shape.

Yeah.

And one thing I would just say for anybody who hasn't implemented this yet, get it pretty close to done because you really want the team buy in.

If you launch something out that is half ass complete, your reps are going to absolutely hate you or they will love you if this is, you know, built out, the correct way.

Because that was another issue is you know, the company we hired tried to just force it and roll it out and made everything live and none of it worked.

And yeah, it was just an absolute nightmare.

And then you lose the buy in from the team and they don't believe in the changes that you're trying to implement.

So that's a big thing that we learned 100% tech can be your best and Your worst friend.

And like adoption from the team is, is a different thing.

changes to a team that's done things one way for a long time is not always easy.

So you're right.

They have to like, they have to be excited about the things you're introducing, not mad at you because they don't work.

Yeah.

And people don't like changes once they're in a certain system.

But if you can get them excited about it and it actually works, then they realize the, the benefits.

But 100%.

Don't roll it out half ass.

That's my recommendation.

Thank you, sir.

Thank you, brother.

See you.

Justin.

Told them to reach.

Okay, next.

Josh was asking to see the different hero pages.

Josh has asked him to see the different hero pages.

Let's see.

Sales PDFs.

Honestly, I don't even use half of these.

but they're.

I don't think I can.

We view them here.

I can't make them big here.

How do I make them big?

If you zoom in really closely.

Because I'd have to go into a template and like upload them all.

I'll upload a few real quick.

Let's see.

Upload, my favorite ones.

I like this one.

Although I showed you that one already.

There's this one.

I guess I could see the use for the contractor comparison one.

I don't, I don't really like it that much.

Let's see what else.

Technology.

Sure.

Switch to metal.

I like that one.

Although we don't even really have to use that one anymore.

I'll get to that when we go through it.

Property protection.

That's a good one.

Directory.

Hurricane straps.

That's an upgrade.

That's custom.

Let's see what else.

we got these pages.

Okay, so let's review and share.

Let's see.

Josh.

It was Josh.

Right?

All right, so like us.

I'm going to make it a little smaller so we can see the whole page.

Attic fans.

Super common upgrade.

It's on every quote.

So I have this one obviously just sells Attic fans.

Why you need it?

The benefits.

And it's nice.

It looks professional.

The design's nice.

This one is the one.

the gentleman, the company he was just talking about, they made this one for me.

I don't think we've ever used this one.

50 years of experience is hilarious.

I'm 33 years old today.

Yeah, I don't think we ever use this one.

But I could, I could see why you would want this.

It's just like to me, this is like, yeah, of course you're going to say you're the best.

Anytime we're just telling a homeowner that we're the best.

I like, don't really.

I.

I'd rather show them and have them see that we're the best and us have to tell them we're the best.

This one's cool.

Big on communication.

Gonna send photos throughout the process.

why switch to a metal roof?

We used to.

This used to be in all our layouts, but now we don't even really need it.

back like three, four years ago, people didn't really.

Metal wasn't as popular as it is now, so we'd have to really sell it.

So we had this one for that property protection.

That's a good one.

Equipped or catch all hurricane traps.

Another Florida upgrade we offer.

so we have that one.

And then you could do like little bio pages that all your reps can upload when they're, when it's.

When they're the one in the layout, they can put a little personalized page.

There's a QR code to her little digital business card.

so that's an idea.

All sorts of stuff you could do.

But there you go.

Sure.

Is there a bunch?

Perfect.

Adam, Hello?

Hello?

Can you hear me?

All right, I can.

What's going on, man?

Hey, so I appreciate these webinars, man.

It's been a, you know, great timing with us kind of revamping a bunch of our Job Nimbus stuff for our system.

Quick, question as far as to the dynamic field values being able to be put into some of these estimates, we've been using the Documents feature in Job Nimbus for a lot of our customer signatures, which is.

It's a total mess.

The way that you can edit the layouts, is just nowhere near what we can do.

It seems like just uploading a PDF into here and making that an optional page is great.

Was, wondering if you're using any dynamic fields in these templates as well as if you could potentially go through an example of, taking one of those estimates that was signed and transferring it to a material order.

Okay, that sec.

That, that part I can do.

I don't even know what a dynamic field is.

What's a dynamic field?

Explain.

So for our contingency agreement and we have it made through documents, like we're pulling in fields that are on the job.

Nibis job card, like, just address, name, you know, a couple different pieces.

Insurance Company everything.

If we're doing an insurance company job.

Yeah.

And then what.

What was the question around that?

Because I don't really.

I don't really use that for, anything.

But what was the question about it?

I might know.

Okay.

Just if the capability existed in there in this estimates, you know, feature.

Right.

If you.

I don't think.

I don't think so.

okay.

I could see why that would be nice for a lot of different reasons.

I think you just get basic contact info.

Gotcha.

I've never seen anything for that.

But to convert to material order.

Let's go.

so when an estimates marked approved, you could just hit these three little dots and convert to material order.

So pretty simple.

And it's just going to spit out.

I'll show you.

I am, I am entering manually.

Thank you.

and it's just going to give me line by line, everything that was in the estimate.

So then, like, your production guys will have to go through here.

And, this is super glitchy right now.

Super glitchy and super slow.

They'll have to go through here and like, section it off.

So if you get like a portion of the job from one supplier and a portion from another, they'll have to split it.

The way we have the back ends of our estimate templates, we actually have them sectioned off to make this easier.

So this first section of in our estimates and then now in our material orders is all stuff that we stock in the shop.

So we know we can just come in here and delete all these additional sections super slow.

I don't know why.

And like, this metal package doesn't come to the shop.

So we just leave that top section open, we delete everything else.

Because you're going to see my bottom section is labor.

then we have permits and dumps, obviously not part of the material order.

So a few manual steps.

And then this is unnamed product.

That was my scope of work.

So it literally brings in every line item from the approved estimate.

But if you had three estimate templates in the estimate and you select one when you sign, it's only going to bring in the approved one.

It knows which one was approved.

So we know we have the right material material here.

if people are still getting stuff signed, via, pen and paper, we still come back to the office with the contract and approve it in the system as if they e signed.

Just to make the whole process easier, it will send your approved estimate numbers into reporting better.

so we still e sign for Our homeowners, when they sign with paper and pen.

But now I have, the material order from what was approved.

And now I take my checklist from my photos that my production team does.

We proof the quantities, add little things based on our inspection, maybe take away our cushions that I mentioned before, because a lot of times we get carried away with waste so that we protect margin.

So we do make some revisions.

We don't just convert it and send it.

but it does save us some time and we know we have, the right material to start with.

Yes.

Good.

I, appreciate it, man.

Thank you.

Cool, man.

Unmute him.

What's his name?

I'm, gonna call you Evan, man.

You probably.

Maybe you go by Evan.

Yeah.

hi.

I asked a question.

I.

It's my husband's name, but, the back end question was mine.

Okay, what's.

What's the question?

Tell me.

my question was I saw on the past, webinar that you were using contacts only, and so you never use the, the jobs like profit.

They have a new update that's like profit tracking with jobs.

I was wondering if you've ever used that.

That's it.

That's an interesting question.

So, no, and not that I don't think it's probably a good tool.

It's a good idea to do job costing and track your job profitability in production as it's going.

we've just, we've just always done proper bookkeeping and QuickBooks.

So we've always done our job P.

Ls and QuickBooks.

So, like when we write a check to a sub for a job, we attach a customer to the check.

When we enter an invoice from abc, we attach a customer to it.

When the guys, spend money at Home Depot, we label it with a customer in QuickBooks.

So we've always, like, for seven years now, have done job costing in QuickBooks.

So I've never felt to bring it over to Job Nimbus as an extra step because we're already doing everything, so we just never used it.

Okay.

Yeah, I also use QuickBooks, so I, I tried it for like a week to switch over to Job Nimbus, and it was just, it was hell just changing over contacts and jobs and then the reporting wasn't all together with the insights and it just, it was a hard no for us.

But I was curious to see if you guys had it working.

Yeah, well, you probably felt the same way I do.

It's like I'm already doing all these steps over in QuickBooks.

Why do I now need to do them in Job Nimbus?

Now I'm doing it twice.

Yeah, exactly.

And then the documents don't translate from jobs to customs to contacts.

So then you have one person that sent it through contacts.

Then it doesn't go on your job.

You can't do the profit tracking.

So I was just a mess.

But thank you.

I do these Job Nimbus webinars not, because I'm a Job Nimbus fan per se.

I, just get the most questions.

I get more questions than anything else about Job Nimbus.

I'm leaving Job Nimbus for all the things that have been said on this call that there's just no solutions for.

I wanted to do this, but I can't.

this is a mess and it doesn't work.

The reporting's no good.

so that's actually why I'm leaving.

But that doesn't mean I still don't get a lot of questions about Job Nimbus.

So I still do these.

Yeah, we were thinking of leaving Job Nimbus too, but I just wanted to see, you know, I wanted to give it one last shot with maybe some stuff I'm learning here to see if we can make it work for our company.

But I think we're.

Yeah, I, I agree with you.

Where are you going to go?

I don't know.

I, I saw the video, that you did with that, the, the person that was, you know, creating that whole software for you.

So we were going to maybe think about that.

We're in between right now.

Yeah, I mean, reach, reach out to them, and at least, at least look into it.

There's definitely other solutions out there.

in my opinion, the custom software is the best way because you can sit there and map it out for your exact use case.

And there's not a lot of people out there offering that.

Right.

Everybody else is like, here's the system.

Use it.

If you don't like it, too bad.

And like, it's not even a bash.

Job Nimbus.

It's like they can, they can't make a million changes because Andy asked for it because if they change one thing, it changes it for everybody.

And now everybody's yelling at them.

So they're kind of handcuffed to the business model.

Right, right.

Yeah, that makes total sense.

I'm definitely going to reach out to them because it seems really interesting to just have a custom made the customer journey from beginning to end and just integrate everything.

360, 100, 100.

And, on their demos, a lot of times, they'll show people, my workflow just to, like, get your brain juices flowing and, like, imagine what you can do with them.

Yeah, no, for sure.

Yeah.

Well, thank you very much for your insight.

For sure.

Is that it?

All right, guys, thank you for coming.

We'll send out a recap email after this.

Thank you.