At the heart of every project is an estimate.
This estimate turns into a signed contract that ultimately leads to a budget for your staff to record their time against.
First, create an estimate. The estimate will then "generate" a budget that you will use to schedule staff and and the staff will subsequently record their time against.
First, click on the estimates icon and then click on +NEW ESTIMATE
Next, name your estimate. This name is visible to your client. Develop a naming convention that works for you. In this example, the estimate is called "Fully Turnkey'. After naming the estimate, click on create.
After naming the estimate, select the person that will be signing the estimate.
After selecting who will sign the estimate, you will then see the density and touch level multiplier.
Density - is a tool that the estimator can use to automatically estimate what the cost will be for all pre-selected services based on the number of square feet in the origination (O) and the destination (D). By expanding the density option you can breakout the square footage based on your own measurements of how many square feet are low, medium, high, and very high.
Touch Level Multiplier - is defaulted to Medium (1X). This is the standard level for a home that is not going to require extra effort to work with the client. For example, if a client indicates during a consultation that they will want to see every item before a dispersal decision is made, your touch indicator may change.
Now, you will review the services. The total of $19,010 is listed because it has certain services turned on by default (pre-selected) and the site is using the density levels of 2000 ft.² for the origination AND the destination. If the client already knows where they are going, you may update the destination square footage to the size of their new home.
Expand the services and notice that they are grouped by their parent item. In this example, the services are plotted in the order in which we would do the work and estate sale option and auction sale option are not default (pre-selected) services.
Expand the parent services to see what "child" services were selected by default.
Then, if desired, customize the child service.
Click on the sprocket.
Then, you will see a long description that has been put in here by default. You may update this to make it unique to this client.
Click on the short description and do the same.
Order - Change this if you want it to display in a different order.
Bill to Client - toggle on or off
Calculate Manually - toggle on or off and then complete the calculation if necessary (example $700 added)
Under direct cost items, some items are using the square footage and others, when selected, the number of hours will be keyed in.
In this example, the heavy lifting needed is updated from 1 person to 3 people. Clicking on customize you can the change the rate for each person as well in the "Manual Amount" field in the same fashion as the above example.
All services, with their changes, will tally at the bottom displaying the total.
