Estimate Item - IRBS_Help

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Estimate Item




FIELDS  NOTES 
Phase Enter Phase
Category Click on the drop down arrow to choose a category to link your estimate item to. 
Description Click on the … box to bring up a Search window. You can search for any product in your Product database and pull it over into the estimate.
You can also just type a description in the box.
Display Seq If you would like to keep track of where your item will appear in the database, you can assign a sequence number. 
Quantity Enter the quantity 
Cat. Code No If you would like to assign your item a Category Code number, it can be entered here. 
Is Preliminary Estimate If this box is checked, this record will be set as preliminary estimate
Is Special Order Item If this box is checked, this record will be set as a special order item
UOM Enter the Unit of Measure for the product. 
Item Type Enter Item Type
Material This is the amount of markup you charge for Material. This charge is set in your Company Configuration but it can be changed at the job level. If you would like to change your Material markup for this job, this is where you change it.
Labor This is the amount of markup you charge for Labor. This charge is set in your Company Configuration but it can be changed at the job level. If you would like to change your Labor markup for this job, this is where you change it. 
Sub This is the amount of markup you charge for Subcontractors. This charge is set in your Company Configuration but it can be changed at the job level. If you would like to change your Subcontractor markup for this job, this is where you change it. 
Equipment  
Total Only This is the amount of markup you charge for charges listed in the Total column. This charge is set in your Company Configuration but it can be changed at the job level. Note: This column affects the Total column of your estimating database only. 
Sales Tax Total
Role RBS should default to the correct job role based on the Category, but this can be changed if necessary. 
Wage Rate Wage rates for job roles (trade positions) have been set up in your Company Config based on your area labor rates. If you know you need to charge more or less on this specific job, you can change the rate here. Simply click on the box and change the rate which will be used for scheduling purposes. This will not affect what you charge your customer. 
Action Verb An action verb can be added for use on your estimate 
Override Wage
Labor Hours Enter Labor hours
Override Labor Hours  
Is Allowance Item
Type  
Amount  

See also

Estimate Markups and Labor
Estimate Phase
Estimate Detail
Bulk Select Cost Items