Competitive Estimate Detail

The Competitive Estimate Detail window displays when you click the Next icon on the Competitive Estimate Header window.

Click the Preferences icon . Select the preferences (e.g., Actual Net, Commission Percent, etc.) you want displayed as a column on this window then click <Save>.
Click the Expand icon located beside a category to display all work codes within that category as determined by the billing profile or the Hide as Nonstandard feature found in the Category Profile.
Click the Add icon located beside a category to display a list of category/work codes that are available for use. Select the codes you want to add then click <Done>.
For each time transaction, key the Hours the employee is estimated to spend on the job. Accept the default hourly Rate set up in the Data Base or key a new hourly Rate. For non-time related transactions, key the Estimate Net. To override the Commission Percent field (if this preference was selected) for non-timesheet entries, security must be set up as described in Estimate Menu Security.
To override the work code description or enter an alternative work code/tran code description, click the Description icon . An asterisk appears beside the category/work code when a description has been changed.
To set up a second quote, click the Column Counter drop down . Select 2 to display a new Competitive Estimate Detail window. Repeat these steps to set up a second quote.
To set up a third quote, click the Column Counter drop down. Select 3 to display a new Competitive Estimate Detail window. Repeat steps 1 through 4 to set up a third quote.
Click the Compare icon to display all three quotes in columnar format for comparison.

To set up column heading for each quote, click the Column Heading icon . Key a description for each quote then click <Save>. Click the Back icon to return to the Competitive Estimate Detail window.
Make changes if applicable, then click the Recalculate icon to recalculate totals.
Click the Back icon to return to the Competitive Estimate Header window where you click the Save icon .

Note: To save information keyed on this window, you must return to the Competitive Estimate Header window where the Save icon is located. If you do not save information using the Competitive Estimate Header window, all entries keyed on this window will be lost.