Estimates¶
Access Control
NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY SUPERVISORS, PROJECT CO-ORDINATORS AND ADMINS.
What is an estimate?¶
- An estimate is a scope of work and quote.
How to create an estimate¶
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Step 1: Select the ESTIMATES tab from the top level tabs on a job.
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Step 2: Select the CREATE ESTIMATE button.
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Step 3: Type the heading of the estimate at the SCOPING STAGE.
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Step 4: Type the CATEGORY at the SCOPING STAGE and select ADD CATEGORY.
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Step 5: Type the LINE ITEM you would like under that category.
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Step 6: Enter the QUANTITY and UNIT OF MEASURE.
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Step 7: Select CREATE SCOPE to proceed to the ESTIMATING STAGE.
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Step 8: Enter the UNIT PRICE at the ESTIMATING STAGE.
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Step 9: Enter the MARGIN and GST percentage.
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Step 10: Select GENERATE ESTIMATE.
Note
Estimates can be downloaded as PDFs.