What are Estimates?
Estimates (quotes) are detailed cost proposals your team creates and sends to a client for approval. They can include materials, equipment, and labor. Once a client approves an estimate in Jobber, it converts into a job, and Ply can route the materials to a Pick List (pull from stock) or a Draft Purchase Order.
⚠️ Estimates are not enabled by default, you'll need to turn on the Estimate Pipeline before any of this works.
Step 1 - Enable Estimates in Ply
Estimates are not enabled by default. To turn it on:
Go to Settings → Workspace → Integration
Scroll to the bottom and toggle on Estimate Pipeline
Once enabled, you'll see the following configuration options:
Setting | What it does |
Default action on approval | Choose Create a Draft Purchase Order (order from suppliers) or Create a Pick List from stock (pull from stock) as the default action when an estimate syncs from Jobber |
Materials only | When on, only material line items from the estimate are routed , equipment, labor, and other line items are ignored |
Preferred supplier | Prefills the supplier when an estimate creates a Draft Purchase Order. Can still be changed at confirm time |
Stock-check locations | The warehouse(s) that count toward "in stock" when Ply decides between a Pick List or Purchase Order suggestion. Leave empty to check every location |
Approved estimates always appear in Procurement → Estimate Pipeline for review, regardless of which default action is set.
Step 2 - Create an Estimate in Jobber
Open your Jobber account
Go to Quotes → New Quotes → Create New Quote
Fill in the estimate details:
Title
Quote number
Client’s details
Sales person
Add introduction (optional)
Add materials to the estimate
Note: Only Cost to Business is pulled in automatically. Cost to Client must be entered manually if you want to show a different price to your customer.
Services are not synced to Ply
Equipment sync is not yet available
Once all items are added, calculate the total and send the estimate to your client
Important: The quote must be marked as Approved in Jobber for it to sync to Ply. Quotes in any other status will not be sent.
Step 3 - Sync the Estimate to Ply
In Ply, go to Procurement → Estimate Pipeline
Search for the quote by the quote number
If it doesn't appear, click the Sync button on the right side to force a manual sync
Once the estimate loads, you'll see the customer info, job details if any, estimate number, and materials
Step 4 - Match Materials
Ply will attempt to match each material from the estimate to an existing item in your catalog. This step prevents duplicates.
Click Match next to each material to confirm the match
If a material doesn't exist in Ply yet, you'll need to create it from "Add Custom Items"
Step 5 - Confirm the Estimate (PO or Picklist)
Once all materials are matched, you have two options:
Option A - Create a PO
Select the PO icon next to each material, then click Confirm. You'll be prompted to:
Select the supplier
Set a needed-by date
A Draft PO will be created automatically. From there, handle it like any other PO - mark it as received, reconcile it, and once reconciled, the materials will be reflected in the job.
Option B - Create a Picklist
Select the Picklist option to pull stock that's already available at your selected location. Note: if the materials are not in stock, this option won't be available and you'll need to create a PO instead.
Key things to keep in mind
Estimates or Quotes must be Approved in Jobber to sync to Ply
Only estimates approved within the last 24 hours come through to Ply.
Services are not synced to Ply
Equipment sync is not yet supported
Materials are only reflected in the job once the PO is received and reconciled
Use the Sync button in Estimate Pipeline to force a manual sync at any time
Still need help?