How to get to Maintain Estimates: Click on Job Cost, then Maintain Estimates.
Maintain Estimates is used to enter information to create and edit estimates for customers.

• Enter an Estimate # or use the look up button to pull an existing estimate.
• Enter the Customer # and Estimate Name.
• Select and enter all information pertaining to this estimate under the Names tab.

• Under the Materials tab, click the Add Rows button to enter Materials. The Insert box will add a line above the line you are working in. The Delete box will delete that row.
• There are 2 different ways to markup an Item. If you leave the Cost box unchecked, the formula used is Cost / (Cost - Markup) = Sell Price. If you check the Cost box, the formula used is Cost + (Cost x Markup) = Sell Price.
• On the first line, a pop up box will appear after tabbing past the Markup field that will ask if you would like to make all the Markups under this tab the same as the first line. If you click OK, the rest of the Markup fields will copy the first, but they can be manually changed by clicking in the field.
  
• The Update Prices From Inventory button uses the Item Number to update prices. This is useful if you are copying over from an old estimate and need the prices updated.

• Use the Add Row button under the Labor, Sub-Contract, Phases, and Tasks tabs to add to the estimate. The Labor tab works just like the Materials tab shown above.
  

• The Totals tab displays the totals that will be shown on the estimate. The Mark Up fields allow you to enter percentages to mark up Materials, Labor and Sub-Contract costs as a whole instead of marking up each item separately under each tab.
• The ChgId button at the top is used to change the Estimate #.

• Copy lets you copy from other estimates or from the estimate to a job (Shown Above). Check the boxes to Make Work Order and Make Parts Request.
• Go To Job will take you to the job with this estimate number on it.
• The Proposal button will create a proposal and copy all relevant information.
• The Parts Request button will send the materials on the estimate to Purchase Orders/ Parts Request.

Back to Job Cost