Knowledgebase:
How To Create An Estimate
Posted by Diane Gross, Last modified by Diane Gross on 06/20/15 04:31 PM

Create a Quote in Less Than 10 Minutes

Begin a New Project

To begin click the New Project button from your Dashboard

STEP 1:

From the new project screen enter the name of your customer.  In this example we chose Advanced Construction.  The client is highlighted green to indicate the record is from the accounting system.  Click the checkbox to the left of the customer name

Next choose a billing and site address

 

Note that the area at the bottom of the left hand customer panel indicates you’re “Using Existing Customer”  and the chosen site and billing address are displayed.

Enter a contact name:

If the contact name is in the database the dropdown will present the options.  If a match is not found the plus sign, shown highlighted, will allow you to enter a new contact.

 

STEP 2:

Enter the Job Description:

 

Choose the quoting Region:

Choose the Office:

Choose your Market:

Choose your Job Type:

 

Choose a System Type:

Choose a Type of Sale:

With Auto-Calculate parts selected the estimate will automatically calculate the labor associated with parts added to the job.

For this example we won’t be assigning a Project Engineer and explanation of the use of a pricing contract will be defined in another article.

STEP 3: 

Simply click “Continue” to move to the estimate screen

Begin Building the Estimate

The estimate dashboard contains all the components needed to build your estimate.

Figure 1

Tabs Defined:

1.       1. Accounting Parts:  Entering a model number, description or manufacturer in the box containing the words “Search Here!” will retrieve parts from the accounting database.

2.       2. Gray Gear Icon:   Entering a model number, description or manufacturer in the box containing the words “Search Here!” will retrieve parts from the WeSuite database.

3.       3. Wire:   Wire can be added to the job that is priced per foot and separated out from the parts on the job.

4.       4. Packages:   Packages can be built are sold as a unit.  A package can contain all the elements of a standard job such as parts, labor, wire, RMR and charge items. 

5.       6. Charge Items:  Charge Items are miscellaneous items such as a sub-contractor charge, permits, heavy equipment, etc.

6.       7. RMR:  Recurring Monthly Revenue

7.       8. Test & Inspect:   Test & Inspect are priced per device.  Examples of Test & Inspect items may include inspection of fire alarm annunciators, elevator telephones or fire panels. 

8.       9. Tax Tab:  You can apply tax to materials, labor or charge items (“Other”). 

9.       10. GP & Adjust Tab:  You can apply an adjustment to the gross profit percentage or total sell on the job.  The adjustment to the job (either up or down) will be distributed between the parts, labor or charge items.

 

Adding Items to a Project Folder

In the area shown below you will begin by naming the project folder.  You have to do this before adding parts, RMR, labor, charge items or test and inspect to the job.

 

 

Let’s name the folder “CCTV” and add another folder below it titled “Access”.

 

We will begin building the job by adding parts.   

 

 

 

In the figure below it shows us entering card readers to the Access folder.  There are a couple of things to note in this screenshot.  “All Estimate Items” is highlighted.  In this view I can see all the parts across the entire job in the equipment grid.  In this case, there are just the 2 parts:  CCTV and card readers.  If we were to have the CCTV folder highlighted the equipment grid would just display the parts in that folder.

 

Another area to note in this screenshot is the labor column on the parts.  Parts can have a labor unit assigned to them.

 

In this step a package has been added to a job.  A package can contain parts, labor, RMR, charge items and test & inspect.

 

 Add a Charge Item

 

Adding RMR

 

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