Estimating Hack: Make a Job Template

  We’ve talked about the importance of implementing process before. Process is teachable; process is consistent; process is a key ingredient in business growth. Whether you care about consistency, speed, or teaching someone to follow your process, this estimating hack can help! PEP doesn’t officially have “Job Templates”, but don’t let that stop you from building some. PEP can help you make a job template that can be copied and used as the foundation for other jobs. TIP: Build blank templates (areas without items) and teach your team how to add items using forms.   In a Nutshell: You’ll make a “Templates” client – to organize your job templates You’ll make jobs for this client – these jobs will be your templates When starting an estimate for a real client, you’ll copy one of the template jobs to kickstart the estimate.  Step 1 – The “Templates” Client: The easiest way to organize your job templates for quick access is to save them at the top of your client list. You can do that by creating a pseudo “templates” client using punctuation or number as the last name (i.e. “Templates . ”). Bonus Tip: If your client list is organized alphabetically by last name, punctuation and numbers show up before the letter A. Click the + sign to make a new client Enter First Name (i.e. Templates) Enter Last Name (i.e. “.”) If your client list is organized alphabetically by last name, this will ensure your templates are at the top of the list  Click SAVE No need to enter contact info because this will be used only as a place...