How to Create an Estimate in Minutes with Eano Pro

Watch THIS video tutorial to learn how to create a professional and branded estimate in minutes with Eano Pro.

Vídeo en español sobre cómo crear estimaciones con Eano Pro

 

There are several options to choose from when creating a new estimate for your project. You can:

1. Create an estimate from an existing Eano Project template
2. Create your own estimate template
3. Create an estimate from scratch
4. Organize and Customize the Scope of Work
5. Finalizing Payment Milestones
6. Preview as Client
7. Sending the Contract
8. Print and Download Contract
9. What Your Client Will Receive
10. Re-Editing an Estimate

 

To start:

1. Go to the Opportunities where you would like to create an estimate. From within the Opportunities section of that project, click on the New Opportunity button.

2. Fill the client information and scope title (name of the project). From the project scope dropdown menu, select the existing EANO project templates. 

 

Step 1:  Create Estimate from Existing Template

The easiest way to create an estimate in minutes is by using one of our existing templates as your foundation.

 

When you select the Template option in the New Estimate dropdown, you will be able to pick from a variety of options, including:

• Permit 
• Flooring
• Kitchen 
• Bathroom
• ADU
• Flooring 
• Prefab ADU
• Maintenance (start with a blank project scope)
• Customized (start with a blank project scope)

 

Once you select your preferred template, click the Create button to get started. Eano Pro will then build out an extensive estimate that you can customize to your needs.

 

To add additional projects to the same address ,Click "Add a New Scope" to begin

1. Select from available categories such as, Flooring, Bathroom, Kitchen, others and even Customized
2. Repeat steps to add multiple scopes if needed

 

Create Your Own Estimate Template

If you have a standard template for your business that you would like to use time and time again, you can also create your own custom template.

 

Once you create your estimate with your preferred format, select the Actions dropdown, and find Save as Template.

 

From there, you can name your template and select all the sections you would like to keep for your estimate template. Click Save.

 

Once you create your template, you will be able to access it in the Resource—>Scope Template Section whenever you need it — just look under the Your Scope Templates section.

 

Creating an Estimate from Scratch

If you prefer to create your own estimate, select the “Customized” option from the New Project dropdown. This allows you to add line items and descriptions as needed, giving you full control over each aspect of the estimate.

 

To add line items, simply click “Add More” within that project. This will allow you to quickly add another line for the work scope.

 

 

Step 2: Organize and Customize the Scope of Work

Once you’ve created a project (e.g., bathroom), a default template will populate in the Scope tab. Here, you can enter the total project price and customize the estimate by clicking into any field to edit.

 

Standard Services: Line items in this section will show only a total price, without itemized breakdowns. This is ideal for offering standard packages, such as a basic bathroom remodel, where you prefer not to display individual costs.

 

 

Additional Services: Line items in this section can include itemized price breakdowns. If the homeowner requests a detailed breakdown or wants to add upgrades, you can list them here with individual prices. This setup allows for easy adjustments through a change order if the homeowner changes their mind.

 

Step 3: Finalizing Payment Milestones

Before sending the quote, set up your payment milestones. Once you’ve added estimates in the Scope section, Eano provides a default payment milestone schedule to save you time. However, these milestones can be adjusted to match your preferred payment terms by simply selecting “Edit Milestone.”

 

Edit Milestone Settings

Milestone settings are fully customizable to meet the needs of each project and client. You can edit details such as completion stages, client billing, and additional field settings.

 

You can read more about creating your own payment milestone template in this article: How to Save Your Payment Milestone as Templates

 

Preview as Client 

Before sending your estimate, you can preview it to see how it will appear to clients.

To preview, select the Preview button in the bottom left of your screen. When you’re ready to send the estimate, click “Preview & Send Quote.”

 

If this is your first time creating a project, you’ll need to fill out your company’s information and upload your logo, which will display for your customers. 

 

Once completed, this information won’t need to be re-entered. After adding your business information, you’ll be directed to below page to check all scope and milestone details.

 

Step 4: Sending the Contract

Along with the estimate, Eano provides a default legal contract template prepared by legal professionals. When clients receive the estimate, they can click “Review Contract” in their client dashboard to review and e-sign the contract, reducing back-and-forth communication.

 

If you have your own contract terms, you can upload them by selecting “Use My Own Template.”

 

Print and Download Contract

You also have the option to print your estimate or download it as a PDF to share via email. To do so, simply select “Download Contract as PDF” based on your preference.

 

What Your Client Will Receive

Clients will receive an email (sample email shown in below) and SMS message containing a link to their Eano client dashboard, where they can review the quote and contract without needing to download anything.

 

 

Homeowner’s Dashboard: 

The homeowner can view the scope and payment terms directly from the link provided. When they’re ready, they simply click “Review Contract” and e-sign.

 

 

When they’re ready, they simply click “Review Contract” and e-sign.

 

Once both parties have signed the contract, it will automatically upload to the Files section. The opportunity then becomes a signed project and moves into the Projects section, where you can manage the next phase, including scheduling, tasks, files, assigned team members, chat, invoices, and review collection.

 

Re-Editing an Estimate

If you need to make changes to an estimate after it’s been sent, go to the Scope section, select the project, edit the price, and resend the estimate to ensure the client sees the updated version.

 

Note: Re-edits should be made before the contract is signed and before work begins. Once the contract is signed, you’ll need to issue a change order to the existing contract to avoid confusion.