Estimation Summary allows you to see exactly which inputs were selected in an estimate(s). Whether you're a sales rep, sales manager, or production manager, this feature provides efficiency and gives your team more visibility and transparency into the overall workflow within Hover.
How it works, step-by-step
Note: Due to the sensitive nature of Profit Margin for some companies, this function is opt-in, only. If you would like to have it enabled for your team, reach out to your Hover contact.
1. Select at least one template (package) and click Done
2. Click the checklist icon in the upper right hand corner of the Estimate Details page
3. Review the Estimate Summary which includes all the inputs that were selected to create the estimate, along with the current profit margin of the estimate, if that's been enabled for you and your organization.
Note: Profit Margin updates in real time. If you add a promotion to an estimate and then open the Estimate Summary page, the profit margin will update accordingly.
After you or someone on your team marks a job 'sold', admins on your Hover account can still access the Estimate Summary page from the production console.
Clicking the Estimate inputs summary link from that page will open the same summary that is accessible via the checklist icon from the Estimate Details page.
