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The estimator

16 · The estimator

A Praxion productPraxis Quote™ by Praxion, tailored for the home-improvement field-sales workflow

Price the job in front of the customer, and every version saves itself

Build the job line by line with the customer watching, and the total at the top moves as you build it — no calculator, no stepping away, no “let me work something up and call you.” The quote saves itself onto that customer as you go, never onto somebody else's job, and you can email it to them before you pull out of the driveway.

Every version you price stays in a row of tabs on that customer, each labeled with its product codes and scope, so a re-quote three months later starts from what you actually offered, not from memory. Open one and the whole thing comes back: lines, quantities, coupons and price.

On the card, the quote shows the last price you offered, how far that sits off retail (measured against the estimator's own retail, not the marked-up sticker) and the commission tier it lands in. On a sold job the company's own work order loads by default, so you always build from what was actually signed.

❓ How-to at the top of the estimator walks through it step by step — building the job, the price modes, coupons, the payment plan and sync — with this job's own numbers when one is on the sheet. And you rarely have to search for a customer to get here: tap any job on the estimator ticker and the estimator opens on it.

The quote builder with line items and quantities on screen and a running total of $•,••• at the top. — Tap the image to fill the screen.

1Price the job line by line, in front of the customer
2The number moves as you build — no calculator
3Send the quote before you leave the driveway
❓ How-to at the top walks through every step

How you use it

Pick the customer at the top, or start pricing straight away and attach them after.
Enter the quantities line by line. The total at the top keeps up with you.
Leave it alone — the quote saves onto that customer by itself. To bring back an earlier version, tap its tab above the quote.
Email it to the customer from the same screen before you leave.

How to use the estimator — step by step

Build the job. On 💲 Build Quote Price, type the quantities for each product. The total under the sheet is the price the customer sees. Tap the 👁 on the price column to hide the per-line prices from the customer; 🗑 Clear All starts over.
The SUB button — Regular, Juice, Juice + Fee. Tap SUB (top right of the sheet) to cycle three ways of rolling out the price. Reg is the price book list as is, coupons straight off it. Juice is the list plus 35%, coupons off that higher number, so 35% + the $100 yard sign lands below list. J+Fee is the one built to land full commission: the roll-out price starts from the 60-month list (the job's list plus the $100 admin fee, grossed up for the 18.75% 60-month plan fee), then +35% and +$100. Give 35% (Seasonal 15% + Senior 10% + Military 10%) and the $100 Yard Sign and the contract lands $1 over 60-month list — 100% to list on WF 60 months. Switching into J+Fee picks the 60-month plan for you.
Then pick how the balance is paid. On 🧾 Admin-Invoice-PDF Builder, choose the payment plan and enter any down payment (and how it is paid). In J+Fee with the coupons on, the contract re-prices itself to $1 over that plan's list: Check has no plan fee, so it drops the most; WF 12 months (4.25%) sits in between; 60 months (18.75%) is the price you showed. A down payment lowers the price a little, because the plan fee is only charged on the financed part. A price you type yourself is left alone until you change the plan, the down payment or the job.
How commission is worked out. Commissionable price = contract − the plan fee (on the financed balance) − the $100 admin fee. % to list = commissionable ÷ the job's list. At 65% and up you earn 8% of par plus 53.7% of everything over par, which tops out at 24% of list right at 100% to list — nothing more above 100%. 60–64.99% pays 5%, 55–59.99% pays 2%, 45–54.99% pays 1% (employee), below 45% pays nothing. Show Commissions in App (Settings & Integrations → Profile) shows or hides the commission on the estimator; 🎯 shows the price you need for each tier on each plan.
Coupons. Tap a coupon to add it, tap it again to remove it: Seasonal 15% · Senior 10% · Military 10% · Yard Sign $100 · Home Show $100. Flex Install, Commercial and Par / Par x2 take a dollar amount you enter. Employee and Cost Price set the price straight to that level for the plan picked.
Finish. 💲 QUOTE! builds the PDF and the customer's link and opens the email for you to send (that is the Email Quote to Customer button). ☁ SYNC saves the quote to Salesforce — before it writes, it shows the retail price, the incentive, the contract and (blurred until you tap it) the % to list, and asks you to confirm the payment method and the down payment. ✅ SOLD! starts the sale paperwork. A customer who isn't on your list yet goes in through ➕ Self-generated sale at the top of the customer picker — it runs as a dry run (nothing written) until the admin turns it on.

The estimator's How-to: six numbered steps on one screen, from building the job and the SUB button's three price modes, through the payment plan and how commission is worked out, to coupons and the Quote, Sync and Sold buttons. — The ❓ How-to inside the estimator, photographed on a rep's phone. Tap the image to fill the screen.

1SUB: Regular, Juice or J+Fee, in the app's own words
2Pick the plan and the contract re-prices to $1 over its list
3The commission rules, right where you price
4Quote, Sync, Sold — the finish in three taps

The Build Quote Price tab with the customer fields empty, the Email Quote to Customer button, and the Self-generated sale panel open in its dry-run state with first name, last name, phone, address, product interest, appointment and the Create self-generated sale button. — Build Quote Price with the Self-generated sale panel open, photographed on a rep's phone. No customer is entered. Tap the image to fill the screen.

1❓ How-to, with this job's numbers once one is on the sheet
2🎯 the price you need for each tier, on each plan
3Email the quote: PDF and the customer's own link
4Self-generated sale — dry run until the admin turns it on

Three worked examples, with sample numbers. One job, list $1,000, run the way the estimator runs it. Prices are rounded up to the whole dollar, as the contract is; fees and commission are shown to the cent. The job and its figures are made up.

A · One job, three ways to roll it out (sample numbers)
	Regular	Juice	J+Fee
Price you roll out	$1,000 — the list	$10,000 — the list × 1.35 ($10,000.00)	$10,000 — the 60-month list ($10,000.00) × 1.35 + $100 = $10,000.00, rounded up
Seasonal 15 + Senior 10 + Military 10	− $1,000.00 (35% of $1,000)	− $1,000.00 (35% of $10,000.00)	− $1,000.00: the 35% comes off what is left, ($10,000 − $100) ÷ 1.35 = $10,000.00
$100 Yard Sign	− $100	− $100	− $100 (taken first)
Contract	$1,000 — $1,000.00 rounded up; 59% of list	$1,000 — $1,000.00 rounded up; 82% of list	$10,000 — $1 over the 60-month list’s $10,000; 100% to list on WF 60
What the customer sees saved	$1,000 ($1,000 − $1,000)	$1,000 ($10,000 − $1,000)	$1,000 ($10,000 − $10,000)

B · Same job in J+Fee, switching the plan (sample numbers)
Plan picked on the invoice	Plan fee	That plan's list	Contract (the list’s whole dollars + $1)
WF 60 months — what you showed	18.75%	$10,000.00 = ($1,000 + $100) ÷ 0.8125	$10,000
WF 12 months	4.25%	$1,000.00 = $1,000 ÷ 0.9575	$1,000
Check	none	$1,000.00 = $1,000 + $100	$1,000
WF 60 months with $1,000 down by check	18.75% on the $1,000 financed	$10,000.00 = ($1,000 − $1,000 × 0.1875) ÷ 0.8125	$10,000 — $100 less than $10,000, because the fee is only on the financed part

C · Commission on that job, WF 60 months, nothing down (sample numbers)
Contract	− plan fee − admin fee	% to list	Commission
$10,000	$10,000 − $1,000.00 − $100 = $1,000.00	100%	$1,000.00 — 8% of par ($100.00) + 53.714% of the $1,000.00 over par ($1,000.00) = $1,000.00, held to the 24%-of-list cap ($1,000.00)
$1,000	$1,000 − $1,000.00 − $100 = $1,000.00	65%	$100.00 — 8% of par ($100.00) + 53.714% of the $1.00 over par ($1.00)
$1,000	$1,000 − $1,000.00 − $100 = $1,000.00	58%	$10.00 — 2% of $1,000.00 (the 55–59.99% tier)

Par is 65% of list ($1,000.00 here). Between 65% and 100% every dollar of commissionable price is worth about 54 cents to you, which is why J+Fee starts from the 60-month list and why 🎯 shows the price for each tier on each plan. At 62% to list the same job pays $100.00: a $1,000 contract leaves $1,000.00 commissionable, and the 60–64.99% tier pays 5% of it. Whether the commission shows on the estimator at all is Show Commissions in App in your profile; the customer never sees it.

What it does, step by step

Pick the customer at the top, or start pricing and attach them after. A customer who is not on your list yet goes in through Self-generated sale at the top of the picker (a dry run, nothing written, until the admin turns it on).
Build the job: enter quantities line by line on Build Quote Price. The total under the sheet is the price the customer sees; the eye on the price column hides the per-line prices.
Tap SUB to pick how the price rolls out: Regular (the list as is), Juice (list plus 35%) or J+Fee (starts from the 60-month list, plus 35% and $500, so 35% in coupons and the $500 yard sign land $1 over 60-month list).
Tap the coupons the customer qualifies for: Seasonal 15%, Senior 10%, Military 10%, Yard Sign $500, Home Show $250, or a dollar amount for Flex Install, Commercial and Par.
On the Admin-Invoice-PDF Builder pick the payment plan and any down payment. In J+Fee the contract re-prices to $1 over that plan's list: check drops the most, WF 12 months sits in between, 60 months is the price you showed.
Commission is worked out as you go: contract minus the plan fee on the financed balance minus the $500 admin fee, as a percent of list. 65% and up earns 8% of par plus 53.7% over par, capped at 24% of list at 100%. Show Commissions in App hides or shows it; the target button shows the price for each tier on each plan.
The quote saves onto that customer by itself. Every version stays in a row of tabs, labeled with its product codes and scope.
The card shows the last price offered, how far it is off retail, and the commission tier.
Tap a saved quote to reload it. On a sold job the signed work order loads by default.
Finish: QUOTE! builds the PDF and the customer's link and opens the email; SYNC saves it to Salesforce after a confirm sheet (retail, incentive, contract, % to list, payment method and down payment); SOLD! starts the paperwork.
The How-to button at the top of the estimator walks through all of this, with the job's own numbers once one is on the sheet.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Working up a price	15–20 min, or a call-back	Live, at the table
Sending the quote	About 10 min that night	From the same screen
Rebuilding an old quote for a re-quote	15–20 min	Reload in a tap

Typically 25–30 minutes per appointment, plus 15–20 minutes per re-quote.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Math mistakes on the totalThe total is worked out from the price sheet as you build.Guesstimate: math errors close to zero
A quote lost or saved on the wrong customerIt saves onto the customer it was built for, as you go.Guesstimate: lost and wrong-customer quotes gone
A re-quote from memory at the wrong priceEvery version is kept with its lines, coupons and price.Guesstimate: about 1 mis-quote a month avoided
Building from a quote instead of the signed work orderOn a sold job the work order loads by default.Guesstimate: wrong-version paperwork close to zero

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repPrice it, show it, send it without stepping away, and nothing priced is ever lost.
Office & installersEvery quote is on the right customer, and paperwork starts from what was signed.
The customerSees the price built in front of them, and a re-quote matches what they were offered.
The managerEvery version on the record, even when the job doesn't close.