Estimates

Estimates allow you to track your estimated expenses for jobs and tasks. These estimates are entered in various places throughout the program. For example, estimates for a job or task are entered directly on the Job or Task Profile. Figures for equipment and material costs are also entered individually.

The "Estimates" section of the program brings all of these figures together so that you can view and edit them in one screen.

1. From the main "Job Tracking" tab, click on either the [ESTIMATES] icon located in the Create/Edit section of the screen, or on the "Estimates" link from the row of links at the top of the screen.
2. Select the job that you would like to view estimates for from the Job List and click on the [DISPLAY] icon. Estimates are displayed in the bottom section of the screen.
3. The estimates that have been entered are displayed by Job Level. The Equipment, Material and Labor figures for each job are displayed separately. A Grand Total is displayed at the bottom of the estimate.
4. To edit the displayed figures, click on the link in the Job column. The Work Area section of the screen appears showing the details of the displayed figure.
5. The details of the selected figure are displayed. The Quantity, Rate, and Hours can be manually edited. New figures can be added by using the drop-down menus in each section, and clicking on the [ADD] icon. Remove a figure from the system by clicking on the icon.

When you have finished editing a figure, be sure and click on the [UPDATE] icon to save the changes that you have made.