Knowledge Base

To automatically estimate out-of-pocket expenses add a new parent service under the "Services".

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 scope of work template with a short description.

This will automatically save.

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 density"

Toggle on "Origination/Destination based on job type"

Enter the "cost per sqft density"

Enter the "average sq ft"

(Use your averages based on what you see in your market)

Add the "Short Description" to scope of work

This will automatically save

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 SQ footage density"

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"

The estimate view to display to the client will then reflect the changes

Click here  to hide line items you wish the client not to see.