Creating an Estimate

Modified on Sat, Nov 15 at 8:48 AM

Estimates

To create a new Estimate in the Mobile App, open the job. From the Dashboard view of the job, click the ‘New Estimate’ tile.

To begin to create your Estimate, select the pencil to the right of the estimate name.

In ‘Label’ you can change the Estimate name and in ‘Notes’ write anything you deem necessary for the Estimate. Choose who you wish to be assigned to the Estimate and apply any margins if necessary.

Subsequently, as in the web browser version, you need to create a category to be able to add in line items to the Estimate.

Click ‘New Category.’

A pop-up box will appear allowing you to choose the type of category,

‘Standard, Preliminaries and Insurance.’

Select the Label for your category and add any required notes.

Once you click ‘Save,’ the message Category will now appear on the Estimate.

Click into the category to begin to add new line items, then by select 'New Item' button.

A pop up will appear, you can choose to create a ‘New Item, user Predefined Items from a rate card or select Recipe.

Complete the required fields to build out the New line Item then click ‘Save.’

Once you have built your Estimate and added all the relevant line items, you can now proceed with your Allocations.