We’re going to look at creating an estimate in Webvantage. We’re going to start on our job jacket screen. We got there by clicking on the menu, project management, and job jacket. You can click this little search icon and pull up all of your open jobs,  or if you know the specific number or client, you can look that up as well.

We want to create an estimate on this job. So here on our job jacket menu, you notice that estimate is still grayed out. That means there is currently not an estimate attached to this job.

So what we’re going to do is click estimate to open the estimate menu. First, we’ll make sure all this information is correct. It’s pulling it directly from the job jacket. We’ll go ahead and click ‘create estimate.’

So the first thing we want to do is open a new quote. So we’ll click add and then once this menu comes up,  if there are any comments you want to leave specifically about what this estimate is for, you can do that here in the quote comment. 

To add our line items for the quote, you can click double-click in these boxes to pull up the menus, to search for the different items. So let’s start with function. So this is what service is being done for that estimate. So let’s say that this is account management, so we’ll see it automatically pulls up the rate, which is specific to each client. Supplied by is who is offering that service. Quantity/hours is how many hours of the function that we need for this estimate.

It will automatically add up the extended amount. And then if there is any markup attached to this function, it will add it. And if this function is taxable, it will also include that here.  I’ll click this plus to add it to our estimate.

You can also do hard costs in an estimate. So let’s go back to function code. We’ll select the appropriate function for our hard cost, for example, web development comes up as a hard cost. So you see, it did not include rate but it does include markup and taxes. So here we can just add an extended amount and it will automatically do the markup and tax. So we’ll add that to our estimate.

So that is all you need to create an estimate. If you go back to the estimate homepage, you can click save to save that quote. If you need to print this out or save as a PDF, ‘print’ will save it as a PDF. If you need to send it to a team member, you can do that here and then options is where you can set the details about what your print will look like. So if you need to change any of the default settings, like if their address is included, you can do that under options,

Once saved, you’ll get a number for each estimate.