Await Review Estimate Detail

On this page you review estimates that have been submitted for approval.

The top of the page shows information about the work order the estimate is for. The work order number and asset number link to their respective pages (if you have permission to access those pages).

Estimate Details

The Estimate Details show all the costs by charge type for the submitted estimate. Click Show itemized breakdown to view line items for the estimate.

You must have estimate itemization turned on in order to input costs as line items.

The table shows:

• Requestor: The person who submitted the estimate

• Telephone: The phone number to contact the person who submitted the estimate

• Provider: The provider for the work order

The following charges (ordered by Charge Type) and their totals are pulled from the manual input for the estimate.

• Travel Charges

• Labor Charges

• Parts: Combined cost of parts saved in the system and not saved in the system (the Add Part and Part Adjustment Charges on the estimate input)

• Miscellaneous Charges

• Subtotal (Not Incl Tax): The sum of all line items, not including taxes

• Total Tax: The sum of taxes on all line items

• Estimate Total: The sum of the Subtotal and the Total Tax

• Not to Exceed (NTE): The not-to-exceed amount for the work order

• Contractor Comments: Comments added to the estimate by the contractor

If the estimate submitted is an uploaded file, you can download and view the file by clicking the download button.

Review Action

At the bottom of the page, you can take action on the estimate by specifying the following details:

• Capitalized Work Order: Select Yes to capitalize the work order costs

• Account Code: The code for the account covering costs for the work order

• Task Number

• Task Description

• Review Action: Select whether to Approve, Reject, Park estimate, or Request Re-estimate

• Comments: Input any comments on for the estimate review

Once you have reviewed the estimate and set the Review Action, Save the review to continue processing the work order. You can also Log Note to add the estimate review as a note to the work order log.