Admin File

Admin File

Administrative File

Estimate Administration

This is the first screen that appears when you click on "OPEN INPUT PAGES"

  1. Open Input Pages - Each Estimate Category is Located Under Each Tab located at the top of the page (see image below)


Start with Admin Screen 
  1. Information on the Estimate Administration Dialog is used on the Estimate Review Pages and Other Reports - If you make changes remember to click the ENTER button and not the SAVE CHANGES - this is only used if you are creating a New Admin File.

The Administrative file is broken up into six main categories of information: 
  1. Contractor Details (Green) - These fields are used to capture the contractor information, including Address, Tax ID, Phone Number, Project Manager, Remit Payment Address, and Account Manager Details
  2. Client Details (Red) - These fields are used to capture the details and information for the client’s address, point of contact and phone number. 
  3. Project Details (Blue) - These fields capture information pertaining to the project, including the designated name, location, job number, claim number, work order number, and the type of loss. 
  4. Estimate Details (Yellow) - These fields capture information that applies specifically to the estimate, including the creator of the estimate and Invoice date
  5. Additional Details (Purple) - Additional items can be accessed, and added to the estimate using these features: Additional Billing Fees, Off-site Support Fee, and Estimate Cover sheets.
  6. Dialog Functions (Gray) - Functions of the dialog include the import/export, save changes and enter changes button. 

How to Create an Admin File
  1. To create an Admin File, complete the blanks for the following (all in green boxes shown above):
    1. Company Name
    2. Office Address
    3. City, State, Zip
    4. Tax ID Number
    5. Phone Number
    6. Three blanks in Remit Payment box
  2. Click Export/Save Admin Settings File
  3. Save this file with YourCompanyName-Admin (It is VERY important to add ADMIN to the file name to avoid confusion) Example: ABCRestoration-Admin
  4. The other areas of the Admin File can be completed once you start a New Estimate for a project
SET UP ESTIMATE COVER SHEETS - Found on the Estimate Administration Page (see image below)

ESTIMATE PAGE COVER SHEETS

  1. This is designed to allow user to upload up to (2) logos one for the right and left side of the top of the page
  2. Be sure to use the correct size logo and correct format (size 285px x 70px) Format must be a .bmp (bitmap)
  3. Enter your Company Slogan (Optional)
  4. Modify the Cover sheet Titles (Optional)
  5. Once you are complete Click ENTER to create the Billing Cover sheets - These will print with the Estimate


SET UP OFF-SITE LOGISTICAL SUPPORT FEE - Found on the Estimate Administration Page (see image below)

Off-Site Logistical Support (Mobilization) Fee

  1. This is designed to allow user to add a Mobilization Fee to the estimate for their out of town projects
  2. Do not mistake this as a way to estimate mobilization of equipment, labor, etc...  
  3. This is designed to cover overhead of the offices that are supporting offsite crews, logistics, etc.. that you are not estimating for in labor and other categories.
  4. First, Set the Percentage amount for Off-Site Logistical Support on the Project Settings Dialog 
  5. To have it appear on the Estimate,  make sure the Percentage is Set on Project Settings and the box on Admin page is checked for "Yes" (see image below)




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