Best Practices for Creating Estimates

Think of how long it takes you to play phone tag with your customer to explain to them that their brake pads are due to be replaced, not to mention what happens when customers misunderstand the cost of the repair they said yes to... Now imagine sending them this estimate instead!

When used effectively, our estimates can speed up approvals, boost customer satisfaction, and drive revenue. This article explores key best practices for using estimates and highlights why they’re essential to your success.

Why Kimoby estimates are so important

Instead of calling customers for authorization, advisors can send a clear, detailed estimate through Kimoby, allowing customers to review and approve work instantly. This isn’t a replacement for your DMS estimates, but a customer-facing tool that is a great way to accelerate approvals for additional work in a simplified way.

• More streamlined for customers. Estimates sent through Kimoby are more visually appealing and user-friendly, making it easier for customers to understand. A polished presentation can make all the difference in securing approvals faster.
  
  
• Faster approvals, less waiting. On average, estimates sent to customers through Kimoby are approved in just 5 to 20 minutes. Say goodbye to chasing customers for approvals!
  
  
• Individual estimates lines. Your customers can approve individual estimate lines directly on their phones—it’s convenient and less intimidating for customers.
  
   
• Saved line items. Saving frequently used jobs as a line item to add to your estimates can save a lot of time, eliminating the need to manually input these services every time.
  
  

Estimates Pro Tips

Learn how to make the most of your estimates to save time and increase approvals. Here are some tips on how you can use estimates to its full potential:

• Make use of AI. Instead of manually reviewing each video and noting down necessary repairs, AI quickly identifies the key details and compiles them into a structured summary. Then you can generate an accurate estimate that will save you time by eliminating the need for manual data entry.
  
  
• Give customers the Affirm option. If Kimoby Pay is set up on your account, your customer will have the option to check if they qualify for financing on the estimate you sent them. Offering financing, especially when it comes to higher-cost estimates where upfront expenses might be a deal-breaker, can greatly increase approval rates.
  
  Click here for more information about Affirm financing.
  
  
• Make use of saved line items. Creating saved line items allows users to quickly add commonly used services or repairs to estimates without manually entering details each time. This can save a lot of time and hassle for your team!