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Customizing Estimates FAQ

Estimates FAQ

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Presentation-quality estimates can be printed anytime from your job tickets.  

Estimates are designed especially for laser printers, and have many options (such as font, margins, and company logo) that let you tailor the estimate to your client’s needs. Estimates can be printed individually or by project. A single estimate can be printed, combining all the jobs from one project. Copies of a job estimate can be printed for up to five different names, which are entered in Estimate Options. Estimates can be printed, revised, then reprinted as many times as needed -- regardless of job status.

Estimate revisions are retained and can be reprinted at any time.

You can show one of the three estimate amounts, or show all three on the same estimate. The All Estimates (totaled) option adds all three estimate amounts together; use this option to estimate jobs with phases, where each phase is a separate estimate column. Changes made to the estimate’s heading, copies, and don’t print distribution copies affect only this printed estimate.

Estimates can be exported to a spreadsheet, then edited and printed manually. This is convenient for estimates that are included within a proposal, or where clients don’t want separate printed estimates for each job. When an estimate is exported, only the tasks and estimates are included in the text file. The estimate’s header, which includes the job description, is truncated.

To print estimates

1 From the Job Ticket window, click the print Estimate button, or choose File > Print Estimates.

Printing project estimates. Change the "For:" pull down from Job Number to Project. Then choose Lookup > Client Projects and select the desired project to be printed.

The Print Estimates window opens. The currently-displayed job number is entered automatically, but can be changed.



2 Enter a job number.

3 Choose which estimate should be printed, its options, then choose File > Print Destination to select a printer.

Use the print distribution copies option to print up to five separate copies of each job estimate. It lets you print copies without using carbonless, multipart forms. A copy will be printed for each distribution name entered into the Estimate Options window. If no distribution names have been entered, only one copy of the estimate will be printed.

4 Click Print.

	Review estimate print options and more about printing estimates in this Clients & Profits classroom video training session. Running time: 4:40

To print a project estimate

Jobs that belong to the same project can be printed together by entering a project name. (Since the word “project” is customizable, it may be called something else.). The project’s estimate can be printed separate (i.e., one page per job) or combined to show all jobs on a single page (or pages).

1 From the Job Ticket window, click the print Estimate button, or choose File > Print Estimates.

2 Choose Project from the For pop-up menu, then enter a project name.

If you’re not sure about a project name, choose Lookup > Client Projects then double-click on a project name. Its name will be copied to the Print Estimates window.

3 Select the estimate printing options, then click Print.

Use the print one estimate for this project option to combine all of the project’s jobs onto a single estimate. Instead of printing separate pages for each job ticket, the jobs will be shown together. The client will get a single estimate showing separate sections, with subtotals, for each of the project’s jobs. Since the project estimate is unique, not all of the job’s estimate display options may appear.

To print an estimate as a PDF file

For clients or shops that like to have their estimates e-mailed to them, Adobe Acrobat allows you to save an estimate as a PDF file on your hard drive, your shop's file server, or the client's web server. Creating PDF files from Clients & Profits is nearly as easy as printing on paper, and involves only a few extra steps. The hardest thing about creating PDF files is choosing a name, since each estimate you save will have its own unique file name (such as, JOB101EST.PDF). You can choose any kind of name for your Acrobat files, but they all must end with .PDF.

1 Choose File > Print Destination > PDF.

2 From the estimate window, click the Print button.

The Print Job Estimates window opens, prompting you to enter the job number you wish to print the estimate for, as well as amounts, etc.

3 Click Print.

4 A dialog will appear, asking you to name and save the PDF file to your hard drive. After you have finished, click save.