Our Archive

Welcome to your Archive. This is your all post. Edit or delete them, then start writing!

Using an Estimate Template is handy, it can help to speed up the process in creating one. Please follow the below steps to learn how to use an Estimate Template:

  • Menu > Estimates > Create a New Estimate > Items Tab > Action Button > Select from dropdown “Import from Estimate or Template”
Read More

Estimate Templates are handy, so you don’t have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps:

  • Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom & check mark the box “Save Estimate as Template”
Read More

Estimates give you the ability to list out all items at the time of bidding. You can create an Estimate by going to:

  • Menu > Estimates > Create New Estimate.

For the Items Tab, you can create multiple Sections, you can Add Items from Database or Add Manually. For quick Estimating upload Items to “Cost Items Database” like Materials, Equipment, Labor etc.

Read More

Purpose:

To Create an Estimate.

Background:

Adding Estimates in Contractor Foreman is fast, easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job costed. You can include Markups and taxes for line items as well as detailed description for line items.

Points to Remember:

Required fields are marked with an Asterisk (*.)

Estimates will also show up on your Dashboard (Home Screen)

To save your work, click the blue “Submit” button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If an Estimate needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Estimate:

  1. Navigate to Main Menu.
  2. Click on Estimates.
  3. Click on blue button “Create a New Estimate” on the left.
  4. Enter the following information:

Details Tab:

  • Title: (Mandatory)
  • Customer: (Mandatory)
  • Estimate Date/#: (Mandatory)
  • Expiration Date:
  • Billed To:
  • Authorized By: Select from Drop-down.
  • Project: Select from Drop-down.
  • Scope of Work:
  • Notes:
  • Approval Type: Select from Drop-down.

Items Tab:

  • Add Section:
  • Add Items / Modify: In available only after edit has been clicked on.
  • Tax / Amount: Select from Drop-down.
  • Save Estimate as Template: The “Template” is just a checkbox. This will be used two ways.

1) Someone creates an Estimate and its purpose is to always be copied and used for other Estimates.

2) Someone creates an Estimate, users it, and decides “I want to use this again in the future for others, I’ll make it a Template”.

Marking an Estimate as a template doesn’t really do anything special.  All it does is moves the Estimate to the top of the “Import from Template” list so that it is easier to find compared to having a list of 100 to sort through.

 

Terms Tab:

  • Estimate (Terms and Conditions): Select option – Default – Custom – Both.
  • Default: Full-payment is due within 30 days of receiving this invoice unless other terms have been agreed upon.

Files:

  • Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
Read More

Estimates

Adding Estimates in Contractor Foreman is fast and easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job costed. You can include Markups and taxes for line items as well as detailed description for line items.

You must have the customer created to enter a new estimate. To add a new Estimate, go to main menu and click on “Estimates” then click on either the small “New” button in main menu or click “Create New Estimate” button in middle pane.

The only required fields are “Customer” and “Description” to save an Estimate.

In new Estimate Screen Select the Project, then complete the following fields:

Required Fields are marked with an Asterisk (*.)

Estimate Date and Time: Enter the date and time the estimate was created.

Estimate #: The system will automatically create a number for the estimate once saved based on the Project. As an example; Smith Residence, Estimate #1, Smith Residence Estimate #2.

Project: If a project has been created for the Estimate, select that project from the Drop Down.

Estimate Images: Add any photos that are pertinent to the Estimate and may be refereed to when putting the Estimate together.

Authorized By: Using the drop down, select who authorized the Estimate. Typically the Owner or Owners Rep. This field pulls from the Customer Record and any Additional contacts that were entered.

Expiration Date: If there is an expiration date for the Estimate enter it here.

Notes: Enter any notes that are pertinent to the estimate here.

Prepared by: This will auto populate based on users Login.

Approval Type: Once the Estimate has been submitted you can enter the response here. Later you can run reports for Estimates won, lost, re-bid etc.

Status: You can set the Status to Active or Archived once the project is complete or you were not awarded the project.

Signature: On the App, the Employee can have the customer sign and accept the estimate directly from the estimate screen. The signature will show up in the Panel/Web version of Contractor Foreman as an image.

Adding Items to an Existing Estimate.

Click on Add New Estimate Item box.

Once clicked a Pop Up screen will appear, fill out the following fields;

Subject: This is a description of the line item you are adding. Can be simple such as “Concrete” or more detailed such as 1500 Board Feet of 2X6DF.

Quantity and Unit: Quantity is how much of the line item are you estimating. It ties to Unit field and is used in the calculation for this line item… A few examples are, Quantity, 1500, Unit BF. So 1500 Board Feet. Or it can be one for Quantity as a lump sum item. Quantity 1, Unit LS or Lump Sum.

Unit Cost: This is a calculated field that uses Quantity in its calculation. Unit cost is “per “Quantity.” So, if you have a quantity of 1 it will calculate Quantity x Unit Cost.

Mark Up: This is a field for adding a Mark Up to this line item based on percentage.

Tax Rate: If you have Tax Rates setup in Company Settings, select them here from Drop Down.

Equipment Used: If you entered materials in Company Settings you can assign them to this estimate by selecting them from the drop down.

Materials Used: If you entered materials in Company Settings you can assign them to this estimate by selecting them from the drop down.

Cost Code: If you are using cost codes, select the cost code for this item from the drop down. Using cost codes allows you to run job cost reports to track financial progress and outcomes of jobs.

Description: Here you can enter a more detailed description of the item as well as exclusions and inclusions and clarifications for this estimate item.

Click the “Submit” button to save the item.

Repeat steps above to create each new Estimate Line item.

Editing an Estimate Line Item: In the Estimate line item table, click on the green pencil icon on the line to be edited. Make changes in Pop up window and click submit.

Note: You have four buttons across the bottom to view or email different PDF’s.

Read More