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Quick Estimate
How to get to Quick Estimates: Click on Job Cost, then Quick Estimate.
The Quick Estimate screen is used to generate a materials list and pricing. When quoting work for a customer, use the Quick Estimate to generate a new number in Job Cost. Once the work has been accepted by the customer, the materials listed can be turned into a parts request, labor turned into work orders, and aProposal and Job can be created.
The Quick Estimate screen is used to generate a materials list and pricing. When quoting work for a customer, use the Quick Estimate to generate a new number in Job Cost. Once the work has been accepted by the customer, the materials listed can be turned into a parts request, labor turned into work orders, and aProposal and Job can be created.
- The next Estimate # will be filled in automatically. Choose a job type from the scroll down menu.
- Enter the Customer # and Estimate Name.
- Use Default Tasks and Use Default Phases, when checked, will allow you to apply the phases and tasks that were created in the Job Cost/Default Phases/Tasks module to apply job hours to those phases and tasks in Payroll.
- The T and M (Time and Materials) box should be checked when the cost is not certain but should not exceed the price on the estimate.
- Enter Materials, Labor and Vendor information to appear on the estimate.
- Select a Sales Tax Entity.
- Click the Create Estimate button when finished.
- To go to the Maintain Estimates and add more lines, click on the blue estimate number link. If you are finished with the estimate, click the Continue button.
cassyjb |
Latest page update: made by cassyjb
, Oct 2 2008, 1:50 PM EDT
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Keyword tags:
estimate
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quick estimate
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