Job Estimate Formats

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

You can use Job Estimate Printing to print job estimates. In addition to the job description and other constant data, each estimate contains the following item detail information: item code, description, "take off" unit of measure, and "take off" quantity. You can choose to print a Job Estimate Recap summarized by cost type. The following is a list of the report formats available.

Expand/Collapse item  Take Off Sheet Summary

A list of items with "take off" quantities can be printed to verify your entries.

 

Expand/Collapse item  Item Price Summary

Pricing information is provided for preparing customer estimates.

 

Expand/Collapse item  Item Cost and Price Summary

Cost and pricing information is provided for preparing customer estimates. The extended cost, total markup amount, and extended price are listed for each item.

 

Expand/Collapse item  Item Detail

A detailed listing of all items, including assemblies, can be printed to verify cost and pricing data. The extended cost, total markup amount, and extended price are listed for each item. Each item of an assembly is listed with the cost type, costing unit of measure, converted costing quantity, markup method, and markup rate.

 

Expand/Collapse item  Job Estimate Recap

A recap can be printed of each estimate summarized by cost type. Any applicable sales tax, burden, and overhead amounts are calculated to obtain the total estimated price and cost. The estimated profit amount and percentage are included. Total units, extended cost, cost per job units, and extended price are listed for each cost type. "Total units" is meaningful only if a consistent unit of measure is used for all items in the cost type.

 

For more information, see:

Set Up Job Estimates

Job Estimate Printing