Estimating

Your Estimating Control Panel. Estimates and Change Orders are both handled as types of estimates. You decide once which of your billing categories should be included in your estimate template. When you click the “New Estimate” button, you get a template or check list of those items to fill out. All you have to do is enter hours for each service item and costs for each expense item. Click image for full resolution in a new tab.

SM13 Estimate Entry Screen

Estimates Entry Screen

Hourly rates and markups are applied automatically. You see the bottom line. Now, just change the rates, markups or hours and costs till you get the bottom line you want.

It’s a spreadsheet within the database! When estimating is this easy, you can get your estimates out in a hurry and get more jobs.

Sample Itemized Estimate with Tax

SM13_Estimate

Estimate with Logo Placeholders

 

Here’s an example of a straight-forward estimate that itemizes both your services and your expenses. We’ve cropped it so the white space is missing. You also can’t see the footer you can change on each estimate order as well as terms of payment.

Remember that you can modify typefaces, position your logo as you please, move stuff around, adjust page margins and have a custom editable footnote. We’ve seen some gorgeous estimates from our Studio Manager customers.

Flat-fee Estimates. The above is our fully itemized version of the estimate. We also have standard a flat-fee estimate that provides a single number for the creative fee or whatever you choose to call it. It includes a paragraph (actually up to 2 paragraphs) worth of room to describe your creative services and itemized expenses.

Summary Estimate. We also offer a summary estimate that has a flat figure for creative services and a flat figure for outside expenses with room for explanation of services and expenses in narrative summary form.

See Also, Estimate Options. Once you’ve seen the basics here. Stop over at our Estimate Options page for information on how to show up to 4 different options as columns in one estimate.

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