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Under the estimate, as you can see you have tabs for each of the cost groups (labour, materials, subbies, machines & sundry) You can setup here all the details and breakdown of what you expect to occur on the job. There is also a description for the estimate which will be added to the quotation when this is generated. Normally the sell price is calculated with the idea of cost a markup, but we do provide the option to enter the Estimate using the Sell Price setup under the Product Database. You can also use Cost item Bundles setup under the Product File where you can setup a list of cost items from various groups to create the estimate.

To save time (and money) you can also create your estimate by using product bundles. This can be used in a few different ways. You could simply define a list of regular items which are included for particular jobs and add them into the estimate with the idea that you would change/delete the items later which are different. Or you can use them like a list of smaller parts of work you want to add in under one estimate. For example you could have all the costings to say add electrical power to a room which might include 3 power plugs, 1 light switch and 1 light, then when adding in the estimate for a house you could say I want to add 4 rooms. This would multiple out your products out and add them to the Estimate.

The Job Card can be printed out for use when the computer isn't available in the factory or on-site. It includes the budgets for the Labour, Materials and Machine Costs. Each line has a barcode which can be used when the "Barcode Timesheet" module is purchased, which allows you to enter timesheets purely with using a barcode scanner and this job card and the employees ID card.

Once a Job has a budget which contains materials, you then have the option to issue materials to the job. The quickest way to do this is via the Stock Issue button which will pickup the budgeted items less what has already been issued and create a stock issue. There are 2 main types of stock issues. Firstly Internal Transfers when your jobs are being done in the factory/warehouse where the stock resides. And the second are delivery dockets when the stock needs to be sent out to site. You can use the standard Delivery Docket and Internal Transfer options to allocate costs to the job, but this just saves you some time.

When an Estimate is converted to a Budget, at this time the module will create a Project and related Tasks in the Project module which then will allow you to use these to link your timesheets up to Estimate Cost Item and it's related Job to populate the Timesheets and Actual Costs for labour. Another nice feature here is that if there is only one Estimate and/or one Labour item for the estimate it can attach that automatically as soon as you select the Job/Project.

Under the Job Costing configuration you can select to create the Project Tasks which are generated for Labour items to get generated to be used under the field service module. When timesheets are entered under here they are linked automatically back to the Job/Estimate/Cost Item they relate to back at the Job Costing. It's also handy to be able to split up the task into sub tasks, and keep track of the budgeted hours vs actual.

Once the actuals have been entered related to the Job (or Sub Job), you will see those actual costs compared to the budget costs which have been assigned to the job.