The Default Legal Notice will be automatically inserted in the Legal Notice field of all new estimates. You can edit this notice as required for each estimate. The legal notice will be printed just above the signature / agreement are on the customer estimate.
Some states or provinces require certain legal notices to be presented to home owners prior to entering in to a contract for home improvements. If you do not require a legal notice, you can just leave it blank or use it for another purpose such as more detailed warranty information or any other default information you want to have printed on your estimates.
Click the Expand button below the Default Legal Notice label to expand the text box. This will give you more room. Click again to return to normal view. Use Ctrl + V to paste text in that you have copied from another application.
The Default Introduction will be automatically inserted in the Introduction field of all new estimates. Select the introduction you want to be the default from the drop-down list. You must select an introduction from the list, you cannot just type one in. To add introductions or edit existing ones, click the
button.
The Default Warranty will be automatically used for all new estimates. Select the warranty you want to be the default from the drop-down list. You must select a warranty from the list, you cannot just type one in. To add warranties or edit existing ones, click the
button.
The Default Terms will be automatically used for all new estimates. Select the terms you want to be the default from the drop-down list. You must select a terms from the list, you cannot just type one in. To add terms or edit existing ones, click the
button.
The Default Foreman will be automatically selected in the Foreman field of all new estimates. The Default Estimator will be automatically selected in the Estimator field for all new estimates. F
The Default Assigned To will be automatically selected in the Assigned To field for all new To-Do List items. Select the employee you want to be the default from the drop-down list. You must select an employee from the list, you cannot just type one in. To add employees or edit existing ones, click the button.
The Default Customer Type will be automatically used for all new customers. Select the customer type you want to be the default from the drop-down list. You must select a type from the list, you cannot just type one in. To add types or edit existing ones, click the
button.
The Default Project Type will be automatically used for all new projects. Select the project type you want to be the default from the drop-down list. You must select a type from the list, you cannot just type one in. To add types or edit existing ones, click the
button.
F
The Default Crew Size and Default Hours Per Day will be used when scheduling projects. They are used to calculate the number of days required to complete the project based on the total man-hours estimated.
The Default Customer Follow-up In Days will be automatically used to set the Follow-up In field for all new customers. Enter the number of days you want to be the default.
The Default Estimate Valid For Days will be automatically used to set the Valid For field for all new estimates. Enter the number of days you want to be the default.
The Default City and State will be automatically used for all new customers and projects. This speeds up data entry when most of your customers and projects are in the same area. Enter the city and state you want to be the default.
The Category Setup area allows you to edit the category titles in both English and Spanish. It also allows you to set the sort order which controls the order in which categories are displayed on screen and printed. For example you could rename Materials to Products or Miscellaneous to Plants or Equipment to Tools etc.
You must keep in mind that Quick Estimator™ 2005 will always assume that the Materials category is materials and that the labor category is labor so even though you can rename them they must still be materials and labor categories. Subcontract and Equipment can be renamed to anything but it is best not to change them to something completely different like for example changing Subcontract to Plants. You can but it is best not to because there are certain areas that Quick Estimator™ 2005 will assume they are Subcontract and Equipment categories. You can change the Miscellaneous category to what ever you want.
The sort numbers should be from 1 to 5 with 1 being the category you want displayed or printed first. This combined with the individual item sorting gives you complete control over the way your estimates print.
The Default Profit / Overhead section lets you set or adjust the default profit and overhead on each category that will be assigned to each new customer. When you add a new customer these values will be used but you can edit these for any customer without affecting the defaults. See the Customers topic to learn about setting profit and overhead for a customer.
Enter the percentage of profit you want to apply to each category. This is your profit. The rate may be the same for all categories or each one could be different. When entering the rate, enter it as follows: To enter 15% just type 0.15. You can adjust these rates at any time. Enter the percentage of overhead you need to recover on each category if any. The rate may be the same for all categories or each one could be different. In order to be accurate, you will need to know what percentage of your revenue goes towards overhead.
If you make changes you can click the Update Existing Customers button to apply the new rates to all existing customers. This will only effect future estimates for these customers and not existing ones.