Step-by-step video guides for your team — from initial setup to generating estimates in the field and from the office.
Learn how to set up Instant Estimator for your company. This tutorial walks through adding users, setting permissions, configuring default estimate recipients, adjusting material markup, and entering your company's pricing details such as labor rates, fees, material costs, and package pricing.
A complete walkthrough of building an estimate in Instant Estimator — from dropping in a call recording to sending the finished estimate to your customer, your office, or your CRM. This tutorial covers the web dashboard, but nearly every step works the same way in the mobile app.
This tutorial shows Estimators, Craftsmen, and Technicians how to use the Instant Estimator app during an on-site walkthrough. Learn how to capture job details, document the scope of work, review labor and material estimates, make adjustments, and send the completed estimate to the office or customer.
This tutorial shows Office Managers and Customer Service Staff how to use Instant Estimator from the office after speaking with a customer. Learn how to turn call notes or recorded customer conversations into ready-to-review estimates faster, with less manual note-taking and less back-and-forth.