Goal - The Estimator Understands how to Include Specification Information and Ensure Accurate Specs
Step 1 - Estimator Reviews Specs to make sure that only what is needed in the job is included.
Specs & Selections can be deleted by checking the box to the left of each Spec and then choosing "Delete Selected"
Step 2 - Ensure that all Pricing Data is Accurate
Estimator ensures that for each Spec Qty, Unit, Unit Cost, Total Cost, Markup % & Amount, as well as Total Price are accurate
Step 3 - Estimator makes any internal or external notes
Click on the desired spec and selection and a pop-out with more information will appear on the right. From here, the estimator can make specification, trade, and internal notes (who can view each note is detailed after the note title).
Questions? Feedback? Email us at Product-Support@Homebound.com or chat with us in Blueprint!
Comments
0 comments
Please sign in to leave a comment.