Start a new job
- Click the ‘New‘ Button.
- Enter ‘Project Name‘ and ‘Description‘.
- Select a template for the new job. Templates define initial estimate items, Estimate Template, retention rate and default mark-ups.
Add customer/site details
- To enter the customer’s details for the job, expand the Customer section and create a new customer or search for an existing one.
- To enter the site address, expand the Site Address section.
- To enter the initial job status, expand the Status section.
Select Estimate Template
- To select an Estimate Template and enter a retention rate for progress claims, expand the Status section.
An Item Template is a skeleton of an estimate with rates. You will be able to pull items from the template while editing your estimate.
Configure Job mark-up
- To configure mark-up for different types of items, expand the Mark-up section.
- Enter mark-up for each resource type.
- Tick ‘Calculate markup for composite rates‘ to calculate the resource type mark-up for items that are based on composite rates (Estimate Template Items) as the total of mark-ups for individual simple rates that constitute these composite rates.
For example, if there is a Labour rate L = $50, Material Rate M = $30 and Service rate LM = 2 x L + 5 x M = $250, and the job-level markup for Labour and Materials is 20% and 30% respectively, the resource markup for an item that is based on the LM rate will be ($50 x 2 x 20% + $30 x 5 x 30%) / $250 = 26%. The mark-up for Service will not be used in that case.
If there is no Estimate Template Item linked to an item in the estimate, the resource type of the item itself will be used to determine the mark-up.
The resource type markup does not change when the template item is changed. The template item needs to be re-applied to calculate the new mark-up.
Finalise Job creation
- Click the ‘Create‘ button to create the job.
- The new job will be added to top of the list.
