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Estimating Tour

Creating an estimate is as easy as clicking on the Add Job button and giving it a name.

 
The next operation is creating a Scope of Work.

Click on the Text Library button to access the library of saved paragraphs.

Then you can add items from previously created templates. Just click on the Add from Templates button to see the Templates screen. 

Click on the template name you desire and then click on the Apply to Estimate button.  Because you might want to add multiple templates to an estimate, you may repeat the process of clicking on the template name and clicking the Apply to Estimate button.  When finished click on the Exit button and you will see all the templates chosen in the estimate. 

The estimate screen delivers the power to select items, modify items and create your own items. This screen also gives you a running tally of costs associated with the estimate as you compile it. As indicated on this screen, you can add items to the estimate by any of the options circled.  You may also add them from Requests for Quotation (RFQ) which is covered in the Bid Management section. Here, we will click on the Add Item option to get to the database..

 
The included residential database is the heart of Priority One Plus - over 30,000 items complete with labor and material costs. The database is divided into 37 phases covering everything a contractor needs. Each phase is divided into subsections making it easy to find what you need..

 
Select the items you desire by a search for a word or phrase in the description or by selecting the Division, the Category and checking the items you want. You may assign a Quantity here or later. Click on the Save button and all the items selected will be in the estimate.

 

Just click on the Job Cost Budget button and get a complete, up-to-date, Job Cost Budget at any time through the process.  Before you tell Priority One Plus to Save as Budget on the estimating screen, if you clicked on the Job Cost Budget button the system will calculate the budget.  After saving the estimate as a budget, clicking on the Job Cost Budget button will only report what was calculated before saving the estimate.

 

You have 2 kinds of reports that can be printed and can print or email each of these outputs. For those of you who want to continue using your external accounting system and cannot or will not use the interface, the email of the Summary is a good way to transmit the job information for quick input into the accounting system.  The following is the email and it supplies all the information the bookkeeper needs to enter it into the accounting system.

The following is an email of the Summary.

 
The summary report format is a little different and can be used to communicate the starting budget to all those monitoring the job.
 

 

The Detail budget is the project management tool to be communicated to the lead carpenter of job manager.  Initially it gives them a look at what their parameters are for allocating their resources.  Long term, it becomes the monitoring report with all the comments of the project manager on it to keep the office up-to-date with all changes.  Each Division, Category and Item are monitored and there is enough room for notes.

 

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