Creating the proposal or estimate is the point at which the hammer hits the nail.
All of the hypothetical discussions you have been having with the client, all of the client’s wish lists, all of the client’s dreams are about to be subjected to the harsh realities of what you are able to do and what it is going to cost to get it done.
This process is full of danger for the budding relationship between the client and your business.
Unless you are capable of providing an estimate which
And all of the effort that you have made in developing your construction knowledge, crafting the right marketing message, setting up a client-centric business, building a knowledgeable crew of subcontractors, and a hundred other tasks will mean nothing.
This course is intended to jump start your training in EstimatorPro, usually as an adjunct to hands-on training.
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If you need additional access following the three months, just register again.
Instructional video for the EstimatorPRO Navigation Bar Add-In. Important features to help you get around in EstimatorPRO.
An introduction to and description of the tools available on the estimate page of EstimatorPro. A look at how the tools work to make your work easier.
Introduction to the EstimatorPro database and suggestions on how to set-up the database.
This handy tool can help calculate lumber quantities for rafters, hips, dormers and several other framing components. Great addition to your take-off toolbox.
Use this handy feature to transfer budget information from the EstimatorPRO customer summary to Quickbooks. One way to support your job cost accounting efforts.
Create a Purchase Order from the information in EstimatorPRO and transfer it to Quickbooks.
Explaining how to set up the Estimate for EstimatorPro files and databases.
Here are the steps I take to correctly name and save an estimate file.
The materials and labor take-off is completed here. Enter information that is automatically transferred to the detail sheets and throughout the estimate. This sheet is the secret to fast, accurate estimates.
Here is how to customize the Summary Sheet by adding a Phase. This process also adds the new phase to all the necessary reports and the database.
The Detail Sheet is the meeting place for the information on the Take-Off and the information in the Database. Learn to use this feature to automate your estimating process.
All the information has been gathered and input. Now it is important to check each phase to make sure the numbers make sense and get a completed estimate for the project.
Taking the raw information from the estimate and preparing a polished proposal is a snap for EstimatorPro. Here’s how to do it.
One of the best things about EstimatorPRO is how allowances are handled. Remove any confusion from your proposal by using the allowances feature provided.
Here is a suggested electronic file structure to help you organize the tidal wave of electronic documents you are going to be producing as you prepare proposals for jobs, contract with subs, and begin working with clients. Start organized to stay organized.
Here is what you need to know to build your own estimating app in MicroSoft Excel.