Enter an estimate for a job
The Estimate tab is where products to be used for the job are loaded. This will be useful for when the job sheet is printed so that staff know what products are being used for the job and the budget to work from. This will also be useful when reporting actuals versus the estimates.
There are some handy features under the estimate tab.
Products can be entered into the estimate by either manually, copied from another job or imported from a file. We can help with imports.
By clicking the Insert button or F4 you are able to add new lines in your estimate.
The first entry you need to make on the left hand side is the type. There are four types which you can select as seen below.
The first type which will probably be used the most is Material. This is for Products used in the job. The Second is Time which is generally used for Labour entry. The third is Narrative which can be used to write any necessary notes on the job which you want to show up on the job sheet or invoice when printed. The fourth is Disbursement which you will rarely if ever use
Cost Centre will be as defined
Enter the Products to be used in the job
Enter the quantity for each product
The description and other fields should automatically enter
The estimate should now be created. Accredo also allows an estimate to be copied from a previous job or from a template.
A Job should now be created and you are ready to move onto entering the actual products and costs for the job.