Navigation: Basic Working Procedures > Work Orders > Process an Estimate/ Project >
Print the Estimate
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Navigation: Basic Working Procedures > Work Orders > Process an Estimate/ Project > Print the Estimate |
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When you have finished the Estimate for the Project you Print the Estimate for the Customer's approval:
| • | From the Estimate Tab on the Work Order, click Actions and select Print Estimate. |
| • | Or, on the Work Order Lookup screen, select a Project, right-click and then from the menu select Print Estimate. |
Order of detail lines:
When you Create an Estimate that contains detail lines, these types are printed in the order set in Company Preferences on the Work Order Tab:
| • | Parts |
| • | Labor |
| • | Line Groups |
Within each group, the detail lines appear sorted as on the Items Tab, where you can use the Up-Down Arrow icons to sort them manually.
Next you will see the Print Confirmation Screen, where you select the Template for printing.
The default System Report Template for the Estimate has a number of sections. (See Company Preferences, System Reports to customize your own Template.)
| • | Company and Proposal Headers |
| • | Bill To and Install Headers |
| • | Contract Details - section where the Estimate Text appears |
| • | Job Stages and Detail Lines - as planned on Estimate Items Sub-Tab, hiding prices and using Line Groups, if desired |
| • | Payment Plans - if any, from the Estimate Payment Plans Sub-Tab |
| • | Contract Footer - Totals, with Estimate Note text at left |
| • | Signature Footer |
Page url: http://www.fieldone.com/startech/help/index.html?_project_print_estimate_.htm