Estimate Entry (JCE110)

How To

Use this program to enter customer estimates into the job cost system that can later be converted into jobs.

The Estimate Entry screen consists of three sections:

Header

Specify information about the customer information, date of estimate, person who created the estimate, etc.

Line item entry

Specify specific tasks and materials required to complete the job, as well as costs, prices, quantities, etc.

Ending routine

Specify freight and tax information. You can also print the estimate from the ending routine.

 

Change, add to and remove line-items or delete an estimate at anytime.

Print estimates from the Estimate Print program. Estimates may be corrected and may be converted to a job using the Job Entry program.

Estimates remain in the system even after being converted to a job. You can remove estimates by running the Estimate Removal program.

Click Field Descriptions for information on each field.