When you use your Estimate Works Painting Pro program for the first time, it is important to define
the default settings for your company. These defaults can be accessed through Settings->Company
Information or Administration->Company
Information on the menu. Along with the standard company information fields such as Company
Name and Address, the following settings must be completed.
information you enter here will be used on reports and when using document
templates where the Company Information template fields have been added. To add
these fields to a document, select Documents->Insert Estimate
Template Fields->Company Information after opening your document.
The section below defines the standard company information fields.
||The name of the company.
||The address of the company.
||The city where the company is located
||The province or state where the company is
||The country where the company is located.
||The company postal or zip code.
||The company phone number.
||The company fax number.
||The company fax number
||The email address for the main company
||The URL of the company web site.
||The membership number of your association.
- Payment Due Dates and Amounts defines the default payment
due dates and percentage amounts of the estimate totals. Four different settings
are available. Any text can be used for the payment dates (such as 'on
acceptance of contract'). The payment amounts are the default percentages of the
estimate totals. To define new 'Payment Due Dates' text fields, click the 'Edit
Default Pay Dates' button. To add these fields to a document,
select Documents->Insert Estimate
Template Fields->Payment Fields after opening your document.
- Rate Defaults are settings used on the estimates and
materials rates forms.
- The Setup/Cleanup factor is a default percent
amount that will be added to each estimate/contract to allow for
- The Adjustment factor is a
default multiplier amount that can be added (or subtracted) from
individual items on an estimate. This defines the 'difficulty' of
completing that particular item. For instance, if the default adjustment
factor is 10%, each level of adjustment on the item will be an additional
- The Labor Rate is used on the
materials and rates form to assist in calculating a per unit price for
each job item. **Changing this rate will NOT adjust current rates. See Setting Item
Rates for more information on this topic.
- Default Units - this setting is
used to define the units (feet - ft. or meters - m.) that the dimensions are
- 'Tax settings' define the tax
names and tax percentages for the area in which your company operates. If you leave the Tax
Name fields blank, all reports and forms that display taxes will use 'Tax 1' or 'Tax
2' where required. If you must charge taxes in your area, complete the Tax Percent field
with the number of the tax percentage (eg. '7.5') and check the Use Tax
box. To add these fields to a document, select Documents->Insert Estimate
Template Fields->Estimate Cost Details after opening your document.
- Click the 'Edit Estimators' button use to enter
or edit the names of your project estimators.
Setting Material Descriptions and
Setting Exterior Painting Defaults
Setting Interior Painting Defaults
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