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| Version | User | Scope of changes |
|---|---|---|
| Oct 2 2008, 1:50 PM EDT (current) | cassyjb | 11 words added, 4 words deleted, 4 photos added, 4 photos deleted |
| Sep 17 2008, 4:59 PM EDT | cassyjb |
Changes
Key: Additions Deletions
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.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,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.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,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/DefaultCost/Default Phases/Tasks module to apply job hours to those phases and tasks in Payroll.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.
