14/10/2026
A few years back, we introduced the Estimating Wizard in Complis® to walk users through the steps of creating a new estimate. Many users take advantage of it, although we know that for some it can feel like “more clicks”.
When you’re busy, you want to get an estimate finished and move on. If you know the customer and have done similar jobs before, extra questions can feel unnecessary.
I can understand that reaction. But it helps to look at what those extra clicks are doing.
The Wizard uses your previous answers to decide what to ask next, keeping the questions relevant to the job. It prompts you for details that are easy to overlook when you’re busy.
We’ve seen how missing information can lead to errors that hold a job up. For me, getting those details right at the start can be the quickest way to get the job done.
Years of experience and feedback from our customers have gone into Complis, but we’re always listening and learning.
If there’s a question we could ask differently, an option we should include or a step that could work better, I’d love to hear your thoughts. Leave a comment below or email us at [email protected].