1. Paste
your shop's logo here. Estimates are designed for plain paper,
so no letterhead is needed. Also, your logo will print in color
on a color ink-jet printer.
2. The client's name and address are copied from the
Client file, so there's no double-entry. It helps make your
estimates more consistent, too.
3. The job name and description describe the work you're
doing for the client. The AE's name and phone appear for the
client's easy reference.
4. The steps needed to complete
the job can be listed in detail, or summarized in different ways.
You decide what tasks are called, as well as how they appear, on
the printed estimate. An optional description (not shown) can be
shown for each job task.
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5.
Job tasks can be sub-totaled by groups. They make estimates more
logical by arranging like tasks together.
6. Every job needs a contingency. You can enter either
a percentage (say, 10% to cover revisions) or a dollar amount
(like $1,000 to cover printing overruns). A short description
can be entered to explain the contingency.
7. Up to three approval names
can appear on the printed estimate. By getting the estimate signed,
you'll have something in writing that can help resolve billing
disputes.
8. The title "Estimate" can be customized on a given
job. The title can be changed to "Authorization" or "Proposal" to
better fit a client's demands.
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9. The
printed estimate always shows the revision number. Revisions
are numbered automatically whenever the job's estimate is edited
10. Each task shows its estimate amount. You have the
option of showing one, two, or three different estimates per
task. As an option, the printed estimate will show the hours
estimated to do the work. If a task has no estimate, the words "no
charge," "TBD," or some other phase can appear in the estimate
column.
11. Sales tax can be added to each task on the job ticket.
Up to two sales taxes can be calculated using tax rates from
the client's account
12. Here's the Fine Print.
It's a user-defined disclaimer that sets the terms and conditions
for this estimate. The standard disclaimer is copied to every new
job, but it can be tailored as needed
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