Ivy allows you to create professional and branded estimates with out of the box parts and recommended pricing, your own custom line items, or a combination of both.
All estimates shared within Ivy will be emailed to your client/lead, allowing them to view the estimate and approve/decline it directly from their computer, phone, or tablet device.
Creating an estimate
To create an estimate access an existing project, or create a new one. You can then click on the "Create New" dropdown and select "New estimate" from the list.
Once you've opened the new estimate, you can set the name and due date. The due date indicates when the client needs to approve the estimate by, and can be left empty as you build out the estimate.
Ivy lets you to create multiple estimates per project, meaning you can easily create multiple versions or options for your clients/leads. Because of this, we recommend to give a meaningful name to your estimate, so you can easily find the relevant one.
Parts and categories
Each estimate can have unlimited number of line items or parts, and each part can include either material, labor, or both (per unit). To start building out your estimate, click on the "Add" dropdown and select the "From parts list" option or on the "+ Click to add parts to your estimate" link (see image below).
Once selected, the parts list will appear on the right-hand side. Ivy comes out of the box with over 1,200 parts grouped into 93 categories that can be added to your estimate.
Each part comes with customized pricing based on the zip code chosen for your project.
If you have not entered a zip code for your project, the pricing will be based on the zip code you entered in your "Account Settings".
Note: Prices shown are estimated averages based on market cost data for materials & labor.
Categories are based on different milestones in the project, and include the relevant parts. Adding a part from a category into your estimate will automatically add that category in as well. That means that estimates are grouped by category with the specific parts/line items beneath.
To find a specific part, simply use the search bar within the parts panel, or you can click on a category to view all the parts within. Once you found the relevant part, click on the "+" sign to the right of the item.
The part will now be added to the estimate on the left hand side of the screen, and if it's the first part from within a category, the category will be added as well.
You can now continue to add parts into your estimate, and updating the information on the left hand side.
Note: While the parts list is open, you will be able to access only a subsection of the estimate information. To save your estimate, be sure to close the part panel and then click on "Save".
Creating a custom part
To create a custom part, click on the "+ Create New Item" button from within the parts list. Once clicked, you will get a popup allowing you to enter the part details, including, name, category, material cost/unit, labor cost/unit.
You can add the part to one of the existing categories, or create your own category by typing in a category name and then click on the option to create new. Check out the quick video below to see how easy it is to customize Ivy to your needs.
Updating line item and tax details
Done adding the parts you need for now? Close the parts list by clicking on the "x" in the top right.
You can now set the details of each line item in your estimate, including quantity, material and labor costs (per unit), markup, and whether or not you will need to charge tax.
You can set the markup percentage for each line item individually or select the arrow symbol next to the “Markup” column to choose one markup to be applied to all items.
By default, Ivy has set the tax setting to material, but this can be changed for each individual line item as needed.
Once you've set the line item info up, you can now determine your tax rates for labor and material. Just click on the down arrow next to each tax, and select an existing tax rate or create a new tax.
Saving your estimate
Now that you've set your estimate details and added line items, go ahead and click that "save" button. In fact, click that "save" as often as possible, so that you never lose any of your hard work!
Once your estimate is saved you can continue to build it out, navigate to other projects, or click on the "back to project" link at the top left of your screen.
Editing an estimate
To edit an existing estimate, just head on over to the project from the left-side navigation panel and then select the relevant estimate from the list.
Estimate shared with client
If you've already shared your estimate with your client/lead, any change you make will be visible to the them. That means that you don't have to reshare the estimate unless you'd like to send your client/lead a reminder.
Estimate approved or declined by client
If your estimate has already been approved or declined by your client you will no longer be able to update the estimate information. However, you will be able to duplicate your estimate into the same project and make any edits you need.
Have any questions? Please contact support at firstname.lastname@example.org