Insulation Estimating Software
Allpro Insulator Tour - Page 4
Selecting Job IDs For Estimates
The first step to creating an estimate is to open the Open Estimates form and then select the New button. Then select the Customer you are creating the estimate for. If you are using Allpro Insulator QBE, your customer list will automatically be imported from QuickBooks. If you are using Allpro Insulator SAE, you can manage all your customers directly from Allpro Insulator.
The next step to creating an estimate is to select the Job IDs that you want to include in the current estimate. Remember that when you took measurements with the Laser Measuring Device you assigned a Job ID to each measurement. The image below shows the grid you use to select the Job IDs.
The Job ID column has a drop down list that displays all of the Job IDs that you imported from the laser that have not already been inserted in an estimate. You simply select the Job IDs you want to include in the current estimate. The image above shows a job with three separate options: the House, Bonus Room, and Garage Walls.
This grid also allows you to select how you want each job to be displayed on the estimate. The example above shows that both the House and the Bonus Room will be done for sure and they want to include those charges in the total on the estimate. The Garage Wall however, is not included in the total and it is set to display the option price separately. This is a convenient way to provide your customers with option pricing. You can also control which options will be displayed on the job sheets and which options you want to send to QuickBooks. This grid provides you with a lot of control over how your options will be displayed and billed.
Once you have selected all of the options you want to include in the current estimate you simply select the Insert Laser Measurements button located at the bottom of the grid.
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