3. Select a template for the new job. Templates define initial estimate items, Estimate Template, retention rate and default mark-ups.
To enter the customer's details for the job, expand the Customer section and create a new customer or search for an existing one.
5. To enter the site address, expand the Site Address section.
6. To enter the initial job status, expand the Status section.
To select an Estimate Template and enter a retention rate for progress claims, expand the Status section.
An Item Template is a skeleton of an estimate with rates. You will be able to pull items from the template while editing your estimate.
8. To configure mark-up for different types of items, expand the Mark-up section.
Enter mark-up for each resource type.
Tick 'Calculate markup for composite rates' to calculate the resource type mark-up for items that are based on composite rates (Estimate Template Items) as the total of mark-ups for individual simple rates that constitute these composite rates.
For example, if there is a Labour rate L = $50, Material Rate M = $30 and Service rate LM = 2 x L + 5 x M = $250, and the job-level markup for Labour and Materials is 20% and 30% respectively, the resource markup for an item that is based on the LM rate will be ($50 x 2 x 20% + $30 x 5 x 30%) / $250 = 26%. The mark-up for Service will not be used in that case.
If there is no Estimate Template Item linked to an item in the estimate, the resource type of the item itself will be used to determine the mark-up.
The resource type markup does not change when the template item is changed. The template item needs to be re-applied to calculate the new mark-up.
9. Click 'Create'. The new job will be added to the list on the left-hand side.
1.Enter the words to search jobs for. In order for a job to appear in the search results, each word must be found either in the job details or in the job customer's details. As you type the text, the jobs matching the condition will be displayed below the search box.
2. Click the job you are interested in. The job details will be displayed on the right-hand side.
3. To use an extended set of search criteria, click 'Advanced Filter'.
Enter search criteria. The job list will be updated as you change the filter.
Click 'Close' to return back to the simple job search mode.
Edit Job Details
To edit job details, click 'Edit' in the 'Job Details' section.
Make changes as required and then save them.
Edit the Job Customer
To edit the job customer, click 'Edit' in the 'Job Customer' section.
2. Make changes as required and then save them.
Generate a Quote
To generate a quote for the customer, click 'Quote' in the 'Commands' section.
2. A quote based on the job estimate will be displayed in the Report Viewer, where you can also change the design of the quote. Please note that the profit margins configured for the job will be added to the rates entered in the estimate.
3. The system automatically generates a number for the quote. Enter a different quote number if required.
4. By default, the quote is issued with the current date. You can change the date if necessary.
5. Untick 'Round price' to show fractions of a cent in the PRICE column.
6. Tick ' Calculations & Takeoff” to show all measurements taken off in the estimate, see the example below.
7. Click ‘Connected App’ and then select the Company/Application to export to (ie Quickbooks or Xero). Click here to learn how to connect an Application to CostMiner.
Generate an Invoice
To generate an invoice for the customer, click 'Invoice' in the 'Commands' section. The invoice has the same functionality as the quote report.
The invoice generation and options are similar to the quote.
Tracking Job Progress
To mark a job as started, click 'Start Job' in the 'Commands' section.
The job status will be changed to 'In progress' and the start date will be set to today's date.
2. To mark the job as completed, click 'Complete Job' in the 'Commands' section.
The job status will be changed to 'Complete' and the completion date will be set to today's date.
In addition to the above commands, the job progress information can be changed manually by editing the job details.
To print out a shopping list for a job, click 'Shopping List' in the 'Commands' section.
The shopping list report will be displayed on a separate web page.
Items defined in the estimate are reflected differently in the shopping list depending on whether they are associated with an item template.
If an estimate item is not linked to a template, the estimate item itself with its rate is included in the shopping list as it is.
If an estimate item is linked to a template, the template rate is used instead in the report. The quantity in the report will still be the estimate item quantity.
If an estimate item is linked to a template with a composite rate, the templates making up the composite rate are included in the report individually. The system calculates quantity for each item template based on the source estimate item quantity.
For instance, if there is an estimate item with the quantity 8 m2 pointing at a composite rate 'Painting (oil)' that calculates as 'Paint oil-based' * 0.3l + 'Painting labour' * 0.2h per m2, there will be the 'Paint oil-based' line in the 'Material' section of the report with the quantity 2.4l and the 'Painting labour' line with the quantity 1.6h in the 'Labour' section.
Unlike customer quotes and invoices, when a shopping list is generated, the mark-up is not added to the rates.
To generate the Rate Break-down report for a job, click 'Rate Breakdown' in the 'Commands' section.
The report shows the rates and costs for each item in the estimate. In addition to that, if an item was based on a template, it includes the original template item. If the template item had a composite rate, it explodes the rate and lists all simple rates with derived quantities.
Due to rounding, there may be a small difference between the item cost that was calculated based on the composite rate and the total for the exploaded simple rates. The report shows this rounding error as well.
Save a Job as a Template
To create a new job template based on the job, click 'Save as Template' in the 'Commands' section.
The system will open the Templates and prompt to confirm the parameters of the new template.
Clone a Job
To create a copy of a job, click 'Clone' in the 'Commands' section.
2. Enter a name for the job and click 'Create'.
Delete a Job
To delete a job, click 'Delete' in the 'Commands' section.