Embedded Files
When an estimate is opened for the first time, the estimate information screen will open in the [Info] Module. Each time thereafter, it will open to the takeoff screen.
On the Estimating Info screen:
1. Review and change General information, if applicable such as the labor column, status, etc.
2. Enter the start and end date that Faith is onsite. These are key pieces of information that allows for the calculation of the duration of the project.
3. Change the time interval to days, weeks, month, or 4-week months, if applicable.
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Notes:
Fields with a white background can be edited by the user.
Fields that are pale yellow are locked fields that cannot be edited by the user.
The labor column field remains editable until takeoff has been performed in the estimate. Once takeoff is performed, the labor column can only be changed in the Extension. This is a safety feature to prevent someone from changing the labor column without seeing the immediate impact.
The Notes panel is reserved for Change Order scope of work.
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