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Define Project Estimate

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As soon as a New Estimate/Project has been created, the next step is to Define the Project Estimate, using the Estimate Tab on the Project Work Order. Here you record all information required to create a quote for your Customer.

An Estimate can be simple and easy, perhaps only adding a single part, a description, and a flat price. You can keep the Estimate as simple as you like, but still use it to get the Customer's Approval.
Or you can go into great detail, as is needed for large projects and certain kinds of contract jobs, like government work.

In sum, all parts of the Estimate are either optional or can be filled in very simply. However, you can drill down into more detail in each section, if you need to.

Getting started:

If other employees routinely prepare Project Estimates, or if an Employee has to go to the Job Site to determine the scope of the work, you can schedule this Estimate task for someone else to do the first step:
From this Work Order screen, use the Schedule Tab
Or, use the Schedule Board, selected from the Tasks Panel at the left of the work screen to Schedule a Work Order
Or, from the Office Manager panel, select Schedule Manager
To create the Estimate now on the Work Order:
On the Tasks Panel at the left of the work screen, use the Lookup Manager
Select Work Order Lookup
The full-size Lookup screen will appear. (To add or change a record, see Large Lookup, Add or Edit.)
The Work Order screen opens at the Work Order, General Tab. Right behind this is the Estimate Tab.

When you click on the Estimate Tab, a set of Sub-Tabs appears:
General Sub-Tab
Job Stages Sub-Tab
Estimate Items Sub-Tab
Payment Plans Sub-Tab
Change Orders
Revisions Sub-Tab
Summary Sub-Tab

At the top right corner of all Estimate Sub-Tabs (except the General Sub-Tab) there is a select box titled: Changes. Here you can select which groups of Change Orders (if any) to show when working with this Sub-Tab.

 


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