Await Input Estimate Detail

You input estimate details on this page. You can upload a file containing the estimate or manually add estimated work order costs.

You can submit estimates for a work order at any status, including Job Complete, allowing you to use the estimate approval process to reflect exact work order costs for billing purposes. After approval, re-estimates do not change the status of the work order.

The top of the page shows information for the work order for which you a providing cost estimates.

Estimate Detail File

To upload a file containing the estimate details, click Upload and select the estimate file from your file explorer.

After uploading, reviewers can download the estimate file by clicking the download button.

Input cost estimates

Provider information for the work order is displayed above the table for inputting estimate costs, including their Phone Number, and the Not to Exceed (NTE) amount for the work order.

You can add cost estimates for the following:

• Travel Charges

• Labor Charges

• Add Parts - for this charge type you select parts saved in your system to add to the estimate, and the Cost (Ea) value is populated for you

• Part Adjustment Charges: Allows you to add estimated charges for parts not saved in your system

• Miscellaneous Charges

To add estimated charges as line items, click the plus sign button for the appropriate charge type. You can add multiple line items for each charge type. You must have estimate itemization turned on in order to input costs as line items.

For each line item, input:

• Charge Description: What the estimated charge is for

• Cost (Ea): How much the estimated cost is per unit

• Qty: The number of units being charged

• Line Total (read only): Calculates the cost per unit times the quantity

• Bill Status: Select from the options:

  • Billable: The line item is billable

  • Warranty: The line item is covered under warranty

  • Maintenance Contract: The line item is covered under a maintenance contract

• Tax Rate: Select from the options 10% Rate, 20% Rate, or Zero Tax

• Tax (read only): Calculates the Line Total times the Tax Rate

• Subtotal (read only): Calculates the sum of the Line Total and the Tax

Beneath the table, totals are given for every line item added. You can also add Comments before submitting.

Once you have input estimate details, click Submit to submit the estimate for review, or Log Note to add the estimate as a note to the work order log.

Submitting the review moves the estimate from Awaiting Input to Awaiting Review.