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: |
| • | 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 |
| ► | When you click on the Estimate Tab, a set of Sub-Tabs appears: |
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.
Page url: http://www.fieldone.com/startech/help/index.html?_project_define_estimate_.htm
