Instead, estimates are an integral part of the job
and its tasks. Estimates are based on the tasks
you've added to a job; in fact, tasks are the basis
of the estimate. So the details you enter for a
task -- the task name, group, sort -- is what the
client sees on the printed estimate. This is very
important: Jobs are estimated by job task only.
Unless a job ticket has tasks, you can't edit its
estimate.
A job ticket has only one estimate, but that estimate
is flexible. Since a job can have many tasks, you've
got the ability to make very detailed estimates
for your clients. An estimate can be revised any
number of times as needed.
Estimates can be revised and reprinted as many
times as needed. Printing an estimate doesn't affect
its production or billing status. Estimates print
on letterhead, and have several customizable options.
Unlike the full-featured Clients & Profits Classic software, ASAP does not allow the ability to clone jobs, estimates, or proposals.
This tutorial
video shows how an estimate is added
for a job.
To edit a job's estimate
1 From the Job Tickets window, find the job whose
estimate you wish to edit.
2 Click the Estimate link.
A job task can be used for estimating and billing
only, scheduling only, or for both functions. Estimate-only
tasks don't appear on job schedules.
The Estimate window opens, listing the job's estimate/billing
tasks. Tasks are sorted by group, just as they'll
appear on the printed estimate.
3 Enter the estimate's budget
amounts, estimate hours, and estimate amounts, then
click Save..
Budget amounts
Each job task can have budget amount. The budget
amount represents the agency's cost to produce the
task. It is the amount of money and time you're
planning to spend to finish the work. Unlike estimate
amounts, budget amounts don't include fees, markups,
or commissions. Clients don't see budget amounts
-- only estimate amounts. So they're used for internal
cost tracking only. Job reports compare budget vs.
estimate to calculate the job's gross margin. Also,
budget alerts use this amount to warn user when
they're near or over budget on a job task.
Each task only has one budget amount. Even if
three estimate amounts are entered, enter the budget
amount as the agency's actual cost to finish each
task.
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