Estimator Pro

Automate estimate creation and delivery for Copilot CRM

Estimator Pro for Copilot CRM Automate Your Estimate Creation & Save Hours Every Week Estimator Pro transforms how you create estimates in Copilot CRM. Stop manually typing service descriptions, prices, and details into every estimate. With one click, generate professional, accurate estimates that populate Copilot forms automatically and send directly to your customers. Why Install Estimator Pro? ⏱️ Create Estimates in Seconds, Not Minutes What used to take 5-10 minutes of manual data entry now takes seconds. Select your services, configure the details, and let Estimator Pro handle all the form filling automatically. ✅ Eliminate Manual Entry Errors Stop worrying about typos, missed line items, or incorrect pricing. Your service library ensures every estimate is accurate and professional. 📚 Build Your Service Library Once, Use It Forever Create your service catalog with detailed descriptions, pricing models, and supply lists. Import existing services directly from Copilot to get started instantly. 🔄 Seamless Copilot Integration Works directly within Copilot CRM—no switching between apps or copy-pasting. We add a "Create Estimate" button right where you need it. 💰 Flexible Pricing Models Support multiple pricing strategies: - Size-based pricing: Calculate costs based on property dimensions and area - Supplies-based pricing: Track materials, quantities, and labor hours - Custom labor rates: Per-service or per-supply hourly rates - Discount support: Apply discounts to individual services or entire estimates How It Works Step 1: Build Your Service Library Use the Estimator Pro web dashboard to create your services with: - Service names and detailed descriptions - Pricing calculations (fixed, per-square-foot, hourly, etc.) - Supply lists with quantities and costs - Labor hour estimates - Internal notes and formulas Quick Start: Import your existing Copilot services with our one-click import feature. We'll scrape your Copilot services list and import them automatically—just choose the pricing model for each. Step 2: Create Estimates from Any Job When viewing a meeting or visit in Copilot: 1. Click the "Create Estimate" button (added by our extension) 2. Select services from your library 3. Configure quantities, sizes, or supplies as needed 4. Preview the complete estimate with pricing 5. Click "Create & Send Estimate" That's it! Estimator Pro handles everything else. Step 3: Automatic Form Filling & Email Delivery Our extension automatically: - Navigates to the Copilot estimate creation page - Fills in customer information - Populates all service details, descriptions, and pricing - Adds budgeted hours and supply lists - Submits the estimate in Copilot - Emails it to your customer automatically You can review the estimate in Copilot before it's sent, or let it auto-send for maximum speed. Key Features 🎯 One-Click Estimate Creation Click our button on any Copilot meeting or visit popup to instantly start creating an estimate. We capture the customer information automatically and guide you through service selection. 📋 Multi-Service Estimates Add multiple services to a single estimate with different pricing models, quantities, and configurations. Perfect for comprehensive project quotes. 🧮 Built-In Calculators Our smart calculators help you determine supply quantities based on: - Square footage and area measurements - Linear footage for borders and edges - Custom formulas for your specific needs 🔄 Service Import from Copilot Already have services in Copilot? Import them instantly: 1. Visit your Copilot Items & Services page 2. Click our "Export to EP" button 3. We'll scrape all your services automatically 4. Select which services to import 5. Choose pricing models (size-based or supplies-based) 6. Import with one click 📊 Estimate Tracking Every estimate you create is saved to your secure database. Track what you've sent, when, and to whom—perfect for follow-ups and analytics. Pricing Models Explained Size-Based Services Perfect for services priced by size (square feet, small/medium/large, etc.): - Set price per size - Calculate based on property dimensions - Labor hours based on area Supplies-Based Services Ideal for material-driven work: - List all materials and supplies needed - Set quantities and unit costs - Track labor hours per supply or overall - Automatic total calculation Getting Started 1. Install the Extension: Click "Add to Chrome" above 2. Create Your Account: Visit theestimatorpro.com to sign up 3. Import or Create Services: Use our one-click Copilot import or build your service library 4. Start Creating Estimates: Open Copilot CRM and look for our "Create Estimate" button Technical Details - Compatible With: Copilot CRM (secure.copilotcrm.com) - Chrome Version: Latest stable release recommended - Manifest Version: V3 (Chrome's latest standard) - Privacy: We only access Copilot CRM pages when you're actively using the extension Permissions Explained - Storage: Save your account information for quick access - Active Tab: Read Copilot page data to extract customer and service information - Scripting: Fill Copilot estimate forms automatically - Tabs: Navigate to estimate creation pages - Host Permissions: Access Copilot CRM and our web app for data synchronization --- Frequently Asked Questions Q: Does this work with my existing Copilot account? A: Yes! Estimator Pro works alongside Copilot CRM Q: Will this change anything in my Copilot account? A: No. We only add buttons and fill forms. Your Copilot data remains unchanged unless you create an estimate. Q: Can I review estimates before they're sent? A: Absolutely. Choose "Create & Review" to manually review in Copilot, or "Create & Send" for automatic email delivery. Q: What happens to my service data? A: Your services are stored securely in our database. They're never shared with third parties and are only accessible by your account. Q: Can I use this on mobile? A: Estimator Pro is a Chrome extension for desktop browsers. Mobile support through our web app at theestimatorpro.com is coming soon. Q: Do you offer a free trial? A: Yes! Sign up details are available at theestimatorpro.com. --- Support & Updates We're constantly improving Estimator Pro based on user feedback. Updates are automatic through the Chrome Web Store. Need Help? - 🌐 Website: theestimatorpro.com --- Ready to save hours every week? Install Estimator Pro now and create your first automated estimate in minutes.