To automatically estimate out-of-pocket expenses add a new parent service under the "service type".
Add the "service name". Suggested: out of pocket estimated services
Click on "create"
Set the default rate at a low amount, suggested $1 as these will be out of pocket expenses.
Update the short description as needed.
Under the service type select "New Child Service"
Select Parent Service (select the parent that you created in the prior step)
Type in the service name
Click "create"
Toggle on "track via expenses"
Toggle on "cost via sq footage"
Enter the "cost per sqft"
Enter the "average sq ft"
(Use your averages based on what you see in your market)
Toggle on "Use Destination Values"
Add the "Short Description"
Update the "short description"
Click on "close"
Then, create a new location service and select "New Child Service" under the service type
For the parent service select the parent you created in the prior step
Add the service name
Click "create"
Toggle on "track via expenses"
Toggle on "cost via SQ footage"
Determine your average of expenses for the category
Add the "cost per sqft"
Add the "average sq ft"
Toggle on taxable (refer to your local tax laws on whether this is taxable)
Toggle on "use origination values"
Close the pop up window that you are in (don't worry it autosaves)
Create an estimate
Type in the "estimate name"
Click on "create"
Expand the "density" and update the square footage based on actuals
The estimate will use the average square footage that you set. If you need to edit for this estimate click on "customize"
Update the "short description"
Toggle to "calculate manually"
Customize each service, as needed
"Calculate manually" as needed
Add in the "manual amount"
Click on the "printer"
Typically you won’t show the cost on these items because it just become redundant so be sure to hide them.
The estimate view to display to the client will then reflect the changes
