Category: What’s New

In this article, you will learn how to create multi-option estimates—commonly known as “good, better, best” packages—to present flexible options to your clients.

Offering multi-tiered proposals empowers your customers with choices while helping boost your approval rates and average ticket size. By building side-by-side package comparisons, you can clearly present different project scopes and highlight your recommended services directly in the client portal.

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Building a multi-option estimate

In order to create and send a multi-option estimate, you will need to access your JobyDesk account.

1. Access the Estimate Builder:
Open a quick estimate from the + New menu on the left sidebar. Alternatively, go to Customers on the sidebar, select your customer, click + Create New, and choose New Estimate.

2. Set Estimate Details:
Under Estimate Details, verify the issue date and select an expiration date. Enter a clear title to define the project scope for the customer, along with any internal notes for your team.

3. Add Estimate Options:
Under the Options and Line Items section, click + Add Another Option to create tiered packages (e.g., “Good” and “Better”).

• Click Duplicate Option to copy an existing package quickly.
• Click + Add Option Tab to add more tiers as needed.
• For each package, customize the option name and add a one-line tagline to highlight value.
• Toggle the Show as Recommended switch to visually highlight your preferred package.

4. Populate Line Items:
Build custom line items by clicking + Add Item, or click From Catalog to import individual services, inventory parts, or complete item packages directly from your price book. Click over to each tier tab to populate its specific line items.

5. Send to Customer:
Click Send Estimate in the top right corner. Select whether to deliver via email or SMS, review your message and PDF attachment settings, and click Send Estimate.

Note

Once your client approves a package in their customer portal, JobyDesk automatically updates the estimate status to “Approved” and locks the document to reflect the agreed scope. The winning tier is marked with a green Chosen badge, and the client’s digital signature is permanently stamped onto the document.

Many of your customers are more comfortable in another language. Now you can text them in it, right from JobyDesk, without copying anything into a translator.

How it works

• Their texts show in English. When a customer writes in Spanish or another language, the English translation appears inside their message.
• You reply in English. Type and press Send as usual. The customer gets your reply in their language. Your thread keeps what you typed, plus a “Sent in Spanish” line with exactly what they received.
• It finds the language for you. Every conversation starts on Auto detect. Once a customer writes a few words in another language, your replies switch to it. Texting first? Choose the language yourself before you send.

On the web app

1. Go to Messages and open a conversation.
2. Below the message box, click Translation.
3. Use the switch to turn translation on or off for this customer, then pick Auto detect or Choose a language.

The button always shows where your next text goes. “Translation: Spanish” means your reply will be sent in Spanish.

On the phone app

1. Open a conversation in Messages.
2. When your replies are being translated, a blue Sends in Spanish · Change line sits just above the text box. Tap it to change the language.
3. To turn translation on or off, or to pick a language before the customer writes, tap ⋮ at the top right, then Translation.

On Android, update JobyDesk to version 1.9.42 from Google Play. The iPhone app gets translation in a later update.

Good to know

• Plans: included in the Standard plan, for companies using the JobyDesk phone system.
• Cost: translating is free. Accented letters (like á or ó) make a text split into parts sooner, so a translated reply can use a little more text credit than the same reply in English.
• Nothing goes out half-done: if a translation can’t be made, nothing is sent. You choose Send in English or Try again.
• Automatic texts stay in English: reminders, On my way, invoice and estimate links, and review requests.
• Languages to choose from: Spanish, Chinese, Tagalog, Vietnamese, Arabic, French, Korean, Russian, Portuguese, Haitian Creole, Polish and Ukrainian. Auto detect also picks up other languages.
• Turn it off for the whole company: owners and admins can go to Phone system → Settings → Translate texts.