Introducing Estimates

The Estimates feature is a tool that can help simplify, accelerate and improve outdated repair and payment processes. It will allow you to effortlessly create professional and concise estimates that will simultaneously increase revenue and customer satisfaction.

By allowing you to attach photos and videos to your estimates, you can offer your customers a more personalized experience and help them better understand the state of their vehicle. Customers can then instantly approve individual repairs directly on their mobile phones.

The Estimates feature is an essential tool for facilitating the process of offering additional repairs and will help you get an instant YES from your customers.

Quick Links

• Creating a New Estimate
• Filling Out An Estimate
• Managing Your Estimates
• Modifying An Estimate
  
  
  

Creating a New Estimate

There are a few different ways to create a new estimate in Kimoby. You can access the Estimates feature from the New message box, the message box in an open conversation, and even in a Collaboration space!

From a new message:

1. Click on the New message button at the top-right corner of the app.
2. Enter a customer name or phone number and click on + Add.
3. Click on the Estimates  icon in the message box.
4. Fill out the estimates form.
5. Once the estimate is attached, type in a message to go with your estimate.
6. Click Send.
   
   

From an existing conversation:

1. Click on the Conversations tab.
2. Click on one of your open conversations.
3. Click on the Estimates icon in the message box.
4. Fill out the estimates form.
5. Once the estimate is attached, type in a message to go with your estimate.
6. Click Send.
   
   

From a Collaboration space:

1. Click on the Collaboration tab.
2. Click on the Collaboration space of the customer.
3. Click on Create an estimate.
4. Fill out the estimates form. 
5. Once the estimate is attached, type in a message to go with your estimate.
6. Click Send.
   
   
   

Filling Out An Estimate 

1. Give your estimate a name.*
2. The customer name will be filled in automatically.
3. The Collaboration space will be filled in automatically if one exists for that customer.
4. Upload a walk-around video to your estimate.
5. Add additional notes if needed.
6. Add the op code of the offered service or part.
7. Add the name, the quantity, and the price of the service or part.*
8. Include a description of the service or part.
9. Upload a photo, such as the customer’s used/broken part or affected area of the vehicle.
10. If you need to add more lines to the estimate, scroll down and click on + Add an Item .
11. Click Create and join.

*Required fields.

Managing Your Estimates

An estimate has four statuses: Sent, Approved, Partially approved, and Denied.

Sent means the estimate has been sent to the customer, but not yet approved or declined.

Approved means the entire estimate has been accepted by the customer.

Partially approved means only part of the estimate has been accepted.

Denied means the entire estimate has been declined by the customer.

You can open an existing estimate and view it in detail:

• In an open conversation, click on Details in the estimate box in the message sent to the customer. 
• In a Collaboration space, click on View estimates, then select the estimate you want to open.

The estimate itself is separated into three tabs: Builder, Viewer, and Activity.

The Builder tab allows you to modify the estimate. You will be in this tab by default if the customer has not yet approved or declined the estimate.

The Viewer tab will give you an overview of the estimate with all the relevant information, including which lines of the estimate the customer has approved or declined, as well as the total dollar amount of the approved lines. You will be in this tab by default in the customer has already approved or declined the estimate.

The Activity tab shows you all actions taken by you, other users, or the customer along with a time stamp.

Modifying an Estimate

You can modify an estimate even after it has been sent to a customer! Follow these steps to modify your estimate:

From a Collaboration space:

1. Open the Collaboration space of the customer.
2. Click on View estimates.
3. Click on the estimate you want to modify.
4. In the Builder tab, you can edit all of the information about the estimate, including adding pictures and videos.
5. When finished, click on Update or on Update and send. 

From a conversation:

1. Open the customer’s conversation.
2. Click on Details in the estimate box in the message sent to the customer.
3. In the Builder tab, you can edit all of the information about the estimate, including adding pictures and videos.
4. When finished, click on Update or on Update and send.