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Simplified Software Solutions For The Small Office 

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New Estimates 

From the Main Screen - File Menu select Estimating > New Estimate.

When this form loads you will be prompted to enter a Customers Name.  If this is your first time using Estimating then you will need to add a customer to your database.

Select > Add New Customer to add a new customer. Otherwise, simply begin typing in your customer's name and an auto-text-search will display names that match your typing.

 

(The Return/Enter key is used to select data & to end data entry in all fields of all forms.)

 

The Date & JobId are added automatically and you advance to Job Name-Location. This field is used for Proposals& Time & Material Billing, as is Job Description.

(The Return/Enter key is used to end data entry & advance to the next section.).

SOS - new estimate screen image

From there you are advanced to the Materials Selection button.  Clicking this button will open the Materials Selection Form.  The name of the DataSource is shown at the top of the Selection Window. This is where you select materials for your estimate.

Simply point & click to select materials, which will automatically be placed into the estimate you are working on.

SOS - DataSource nscreen image

Continue selecting items and when you are done either Click > Estimate View or Right-Click  and select Return To Estimate View from the pop-up menu.

 

When you return to the estimate view you will be allowed to edit descriptions, change pricing & costs, & enter quantities.

 

Totals for Materials, Labor, & if used, Taxes, are automatically calculated and displayed on the bottom of the form. You can print a Materials Summary Report, View An Estimate Summary, print a Proposal, or transfer the estimate to Invoicing with Time & Material Billing.


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