🎥 Standalone Estimates

Estimates is a feature in your DMG Pro Technician app that will bring you more opportunities to partner with DMG and create standalone estimates for your other customers. With this feature, you have the ability to create an Estimate on your own, without a request from DMG!

Layout of the Estimates Tab

There are 3 sections within your Estimates tab:

• • Opportunities – where all available DMG-generated estimate requests are listed; Admin and Foreman can choose to submit an estimate for the opportunities they are interested in
  • Submitted – where all of the Admin's or Foreman's submitted estimates are stored
    • This section list both standalone estimates and estimates that were submitted to DMG.
    • The estimates submitted to DMG will disappear from this section once they are either approved or rejected, but your standalone estimates will stay here for you to refer back to!
  • Drafts – where all of your drafted estimates are stored; these estimates have not yet been submitted to DMG

Creating a Standalone Estimate

1. To begin, click into the Estimates tab of your DMG Pro Technician app.
   
   
   
2. Either click Add or click the blue plus sign symbol in any of the Estimates sections.
   
   
   
3. Enter the relevant customer information, including:
   • Customer name
   • Email
   • Phone number
   • Address
     
     
     
4. You have the option of either building a Time & Material estimate or a Flat Rate estimate.
   
   
   • If selecting the Time & Material option, enter:
     • Labor: the type (Regular vs Helper) and number of technicians needed and the number of hours each technician would need to complete the work. The total estimated labor cost is calculated:
       • Total Labor Estimate = # of technicians X # of hours X hourly rate 
         
     • Trip: the rate and number of trips estimated. The total estimated trip charge is calculated:
       • Total Trip Estimate = # of trips X trip rate
     • Material & Equipment: the type, quantity, unit, and rate information for the materials and equipment you intend to use to complete the work. Use our item catalog to search for and select your desired material and equipment. If an item is not present, you are able to enter your own line item. 
       
       
       
   • If selecting the Flat Rate option, enter one flat rate to cover all labor, trip, material, and equipment you intend to use.
     
     
   • In both cases, enter a detailed solution for how you would resolve the issue in the “Notes” text field and add any photos you may have or take to support your estimate. When adding photos, use the in-app "Scribble tool" to circle or highlight any specific areas in the photo to draw attention to potential issues and add a comment to each photo.
     
     
     
5. Once built, you can either save your estimate as a draft (if not yet ready to finalize) or click Generate Estimate.
   
   
   
6. A pdf will generate that you can either download to the files on your smart phone or send directly via email, SMS, or any other communication method available on your device!
   

DMG-Initiated Estimate Requests

For more information about DMG-initiated estimate requests (estimates opportunities from DMG that you can build out and submit), read this article: DMG-Initiated Estimate Requests.