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1. Paste your shop's logo
here. Estimates are designed for plain paper, so no
letterhead is needed. Also, your logo will print in color on
a color ink-jet printer.
2. The client's name and address are copied from the
Client file, so there's no double-entry. It helps make your
estimates more consistent, too.
3. The job name and description describe the work
you're doing for the client. The AE's name and phone appear
for the client's easy reference.
4. The steps needed to complete
the job can be listed in detail, or summarized in different
ways. You decide what tasks are called, as well as how they
appear, on the printed estimate. An optional description
(not shown) can be shown for each job task.
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5. Job tasks can be
sub-totaled by groups. They make estimates more logical by
arranging like tasks together.
6. Every job needs a contingency. You can enter
either a percentage (say, 10% to cover revisions) or a
dollar amount (like $1,000 to cover printing overruns). A
short description can be entered to explain the
contingency.
7. Up to three approval names
can appear on the printed estimate. By getting the estimate
signed, you'll have something in writing that can help
resolve billing disputes.
8. The title "Estimate" can be customized on a given
job. The title can be changed to "Authorization" or
"Proposal" to better fit a client's demands.
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9. The printed estimate
always shows the revision number. Revisions are numbered
automatically whenever the job's estimate is edited
10. Each task shows its estimate amount. You have the
option of showing one, two, or three different estimates per
task. As an option, the printed estimate will show the hours
estimated to do the work. If a task has no estimate, the
words "no charge," "TBD," or some other phase can appear in
the estimate column.
11. Sales tax can be added to each task on the job
ticket. Up to two sales taxes can be calculated using tax
rates from the client's account
12. Here's the Fine Print. It's
a user-defined disclaimer that sets the terms and conditions
for this estimate. The standard disclaimer is copied to
every new job, but it can be tailored as needed
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