Line Items Table on the Estimate Overlay

On the Edit Estimate overlay, there are many things you can customize within the Line Items table. You can change the details about an Estimate either in bulk or for individual line items.

Make Bulk Changes to Line Items

The buttons in the middle of the Estimate overlay let you do bulk adjustments to the line items you select.

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Discount

This button applies a discount to any line items you select. You must first have Discounts set up under Settings > Discounts.

Rate Increase

Click this button to increase rates for any line items you select on the estimate. In the Increase By field, enter a percentage followed by the “%” sign OR enter a dollar amount. It’s a good practice to use the Notes field to explain why you made the rate increase (this field is for internal use and is not seen by clients).

Schedule

If line items have a status of Won, and the Estimate Stage is also Won, click this button to schedule the job.

Invoice

This button creates an invoice for the client for any “Won” items. If you select this option, keep in mind that when you schedule a job from the Estimate, an invoice for that job will be created, even if you created an invoice from the Estimate previously.

Delete

This button deletes the selected line items.

Create Purchase Order

This button creates a Purchase Order for the products and services on the estimate. You can use this to give to a Vendor as a request for materials and/or labor for the job.

 

Adjust Rates, Quantity, and Calculation Values in an Estimate

In the columns in the middle of the Line Items table on the Estimate overlay, you can adjust the rates, quantity, and more for each service or product.

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Calc

This column can be used as a multiplier; it also can be used in a Rate Matrix, if you have one set up on the selected line item. 

Qty

Adjust if needed. This is a multiplier and can be used in a Rate Matrix or without a Rate Matrix.

Rate

Adjust if needed. This defaults to the rate set at the Service, Package, or Product level. The rate typically displays to the client with the visit rate or the hourly rate. A Rate Matrix can be used to calculate this value.

Visits

Adjust if needed. You might include the number of visits in the season so you can quote the total for the entire season. The number of visits is multiplied by the Rate and Qty to get the Total.

Total

The system uses the multipliers above to calculate the total. For example, as a default, Total = Calc x Qty x Rate x Visits.

B. Hrs

The total hours you expect your team to spend on the job regardless of the number of Resources working the job.
For help with calculating the amount, hover over the B. Hrs
field and click the + button to reveal the B. Hrs calculator.

T.B. Hrs

The total budgeted man hours times the number of visits (B. Hrs X Visits).

Cost

The labor cost for the number of budgeted hours, the labor burden of only your regular employees on the job. Other labor costs like subcontractors are accounted for under Direct Costs.

T. Cost

The system calculates Qty X Visits X Cost to get the Total labor cost.

Margin

The system calculates the Total minus the cost to calculate your profit margin (Total - T.Cost).

Markup

This applies only to Products. It’s the difference between what you pay for a Product and what you sell it for (wholesale versus retail).

Adj Rate

Adjust the Rate by entering a percentage or dollar amount you want to add to or subtract from the Rate column. If you use the percent sign (%), the system assumes it’s a percentage. If you do not enter a %, the system assumes it’s a dollar amount. You can make this a negative or positive number.

For example, you normally charge $45.00 for a service, but the client has obstacles that will make the job take longer. Use the Adj Rate field to specify the extra percentage or dollar amount that you need to charge for each line item.

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