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Estimating

Jo Grant -

The estimate screen is where you can create and edit estimates for all your expected costs.
Estimates in Synergist are for you to predict your costs, recommended charge outs and profits, it is not an area that is designed to be shared with clients.

The New button allows you to estimate for all types of costs one line at a time:

The Quick estimate option is for costs of time and materials only which opens up a new work area for you to pick from a menu all charge and material codes each in one go:

The estimate tab then displays these estimates, alongside any actuals that have been added.
These lines can be viewed in a number of standard or custom ways and will be rolled up at job level.

You may also have the Revisions button where you can save and restore estimates.

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