- Estimate Works displays up to four different draws that are available to
be set and printed on each contract. The default draws can be
overwritten on each individual contract.
Estimate Dates - Estimate/Contract date
fields are printed on proposals and work orders and are defined below:
- Print Date - The date that will be printed on the
current estimate or contract.
- Start Date - The date that the contract will be
started. This appointment date can be exported to MS Outlook. If the End
Date field is also completed, the appointment will extend
from the start date to the end date.
- End Date - The date that the contract will be
Exporting Dates to Outlook -
Contracts can be managed using the MS Outlook scheduling feature. Estimate
Works interfaces with Outlook to display your Outlook Calendar prior to confirming a contract start
date. After confirming the contract the appointment can be added to
Outlook and the program will automatically insert client and job site
details into the appointment.
Job Status - The status of the
proposal/contract is tracked with both a 'Contract
Accepted' flag and a job status selection box for reporting purposes.
Price Multiplier - Estimate Works
allows a quick adjustment to a proposal with a percentage multiplier
used to re-calculate the final total of the estimate.