are only available in the Full version.
Assemblies
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List Of Reports
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are only available in the Full version.
| Detailed Assembly List
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| This report list all the assemblies you have created. It includes all the items that make up each assembly.
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| F Detailed Super Assembly List
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| This report list all the super assemblies you have created. It includes all the assemblies that make up each super assembly.
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| F Detailed Change Order Grouped By Category With Item Prices
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| This report shows items grouped by category (labor, materials etc.) and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Change Order Grouped By Category Without Item Prices
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| This report shows items grouped by category (labor, materials etc.) without item prices.. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Change Order Grouped By Task With Item Prices
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| This report shows items grouped by task and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Change Order Grouped By Task Without Item Prices
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| This report shows items grouped by task without item prices.. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Change Order Not Grouped With Item Prices
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| This report shows items in one list without any grouping and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Change Order Not Grouped Without Item Prices
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| This report shows items in one list without any grouping and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| Detailed Estimate Grouped By Category With Item Prices
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| This report shows items grouped by category (labor, materials etc.) and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Category Without Item Prices
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| This report shows items grouped by category (labor, materials etc.) and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| Summarized Estimate Grouped By Category
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| This report shows subtotals for each category (labor, materials etc.) but individual items are not shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Task With Item Prices
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| This report shows items grouped by task and shows individual item prices. If you have not used tasks in your estimate then there will be only one group. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Task Without Item Prices
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| This report shows items grouped by task and without any item prices. If you have not used tasks in your estimate then there will be only one group. You can choose which items you want to print by clicking the Customize button.
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| Summarized Estimate Grouped By Task
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| This report shows subtotals for each task but individual items are not shown. If you have not used tasks in your estimate then there will be only one group and one subtotal shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Item Group With Item Prices
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| This report shows items grouped by Cost Book Group and shows individual item prices. If you have not used Cost Book Groups, then there will only be one group. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Item Group Without Item Prices
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| This report shows items grouped by Cost Book Group without item prices. If you have not used Cost Book Groups, then there will only be one group. You can choose which items you want to print by clicking the Customize button.
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| Summarized Estimate Grouped By Item Group
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| This report shows subtotals for each item group but individual items are not shown. If you have not grouped your cost book items then there will be only one group and one subtotal shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Detailed Estimate Not Grouped With Item Prices
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| This report shows items in one list without any grouping and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Not Grouped Without Item Prices
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| This report shows items in one list without any grouping and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| Detailed Estimate Grouped By Task Without Totals
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| This report shows items grouped by task and with any item prices but without any totals. If you have not used tasks in your estimate then there will be only one group. This is suitable for giving a customer a rate quote for repeating work. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Introduction and Totals Only
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| This layout shows the introduction, estimate taxes and totals, warranty, legal notice if used, agreement and signature lines. No line items from the estimate are shown. This is perfect for users who want to describe what they propose to do and what is included, in the introduction. This is almost like creating a custom layout.
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| Detailed Estimate Grouped By Assembly With Item Prices
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| This layout shows all items grouped by Assemblies with item prices, subtotals and Assembly unit prices. This layout is only suitable if the entire estimate is made up of assemblies. If there are items in the estimate which are not part of an assembly, they will be grouped together at the beginning. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Assembly Without Item Prices
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| This layout shows all items grouped by Assemblies without item prices, subtotals or Assembly unit prices. This layout is only suitable if the entire estimate is made up of assemblies. If there are items in the estimate which are not part of an assembly, they will be grouped together at the beginning. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Invoice Grouped By Category With Item Prices
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| This report shows items grouped by category (labor, materials etc.) and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Invoice Grouped By Category Without Item Prices
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| This report shows items grouped by category (labor, materials etc.) and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Invoice Grouped By Task With Item Prices
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| This report shows items grouped by task and shows individual item prices. If you have not used tasks in your estimate then there will be only one group. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Invoice Grouped By Task Without Item Prices
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| This report shows items grouped by task and without any item prices. If you have not used tasks in your estimate then there will be only one group. You can choose which items you want to print by clicking the Customize button.
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| F Summarized Invoice
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| This report shows subtotals for each task but individual items are not shown. If you have not used tasks in your estimate then there will be only one group and one subtotal shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Customer List With No Grouping
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| This report lists Customers together without any grouping. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By Month
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| This report lists Customers Grouped By Month. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By City
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| This report lists Customers Grouped By City. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By Customer Type
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| This report lists Customers Grouped By Customer Type. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By Lead Source
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| This report lists Customers Grouped By Lead Source. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customers Flagged For Follow Up (Ignores Selections Above)
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| This report lists all customers you have flagged for follow-up. If you click "Select All" you can then check the Date Range box and select a start and end date to just show flagged customers that were entered between those dates.
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| Customer Mailing Labels (Avery 8920, 30 per sheet)
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| This report allows you to print Mailing Labels for the selected customers (Avery 8920, 30 per sheet). You will have the option to select the starting label.
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| F Customer Statement (Built-in Invoicing Only)
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| This report shows a customer statement for the selected customer. This applies to the built-in invoicing only.
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| Employee Contact List
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| This report shows employee name, phone numbers and email address.
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| Employee Details
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| This report shows a detailed list of your employees.
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| Accepted Estimates Grouped By Month
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| This report shows accepted estimates grouped by month. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Accepted Estimates Grouped By Project Type
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| This report shows accepted estimates grouped by the project type. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Accepted Estimates Grouped By Estimator
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| This report shows accepted estimates grouped by the estimator. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Accepted Estimates Grouped By City
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| This report shows accepted estimates grouped by the city. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By Month
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| This report shows declined / pending estimates grouped by month. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By Project Type
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| This report shows declined / pending estimates grouped by project type. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By Estimator
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| This report shows declined / pending estimates grouped by estimator. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By City
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| This report shows declined / pending estimates grouped by city. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Job Tracking Details Grouped By Category
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| This report shows complete job tracking details grouped by category for each estimate. The estimated quantity, actual quantity, estimated cost, actual cost and cost difference will be shown
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| Job Tracking Details Grouped By Category (Quantities Only)
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| This report shows complete job tracking details grouped by category for each estimate. Only the estimated quantity, actual quantity and quantity difference will be shown. No costs are shown.
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| Job Tracking Details Grouped By Task
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| This report shows complete job tracking details grouped by task for each estimate. The estimated quantity, actual quantity, estimated cost, actual cost and cost difference will be shown
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| Job Tracking Details Grouped By Task (Quantities Only)
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| This report shows complete job tracking details grouped by task for each estimate. Only the estimated quantity, actual quantity and quantity difference will be shown. No costs are shown.
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| Job Tracking Analysis Grouped By Estimator
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| This report shows job tracking analysis information grouped by estimator. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By Customer Type
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| This report shows job tracking analysis information grouped by customer type. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By Project Type
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| This report shows job tracking analysis information grouped by project type. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By City
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| This report shows job tracking analysis information grouped by city. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By Lead Source
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| This report shows job tracking analysis information grouped by month. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Complete Cost Book Grouped By Category
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| This report shows all cost book items grouped by category.
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| Complete Cost Book Grouped By Category With Images
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| This report shows all cost book items grouped by category. If you have entered images for any items these will also be shown.
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| Complete Cost Book Grouped By Cost Book Group
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| This report shows all cost book items grouped by cost book group.
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| Material Cost Book
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| This report shows all materials category items from the cost book.
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| Material Cost Book With Images
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| This report shows all materials category items from the cost book. If you have entered images for any items these will also be shown.
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| Labor Cost Book
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| This report shows all labor category items from the cost book.
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| Subcontract Cost Book
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| This report shows all subcontract category items from the cost book.
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| Equipment Cost Book
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| This report shows all equipment category items from the cost book.
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| Miscellaneous Cost Book
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| This report shows all miscellaneous category items from the cost book.
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| F Detailed Change Order Grouped By Category
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| This report shows complete details of an change order grouped by category. This is for internal use only and would normally be used by the estimator as a reference.
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| F Detailed Change Order Grouped By Task
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| This report shows complete details of a change order grouped by task. This is for internal use only and would normally be used by the estimator as a reference.
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| F Detailed Site Copy Change Order Grouped By Category
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| This report shows complete details of a change order grouped by category which you can give to the crew who will be doing the work.
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| F Detailed Site Copy Change Order Grouped By Task
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| This report shows complete details of a change order grouped by task which you can give to the crew who will be doing the work.
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| Detailed Estimate Grouped By Task
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| This report shows complete details of an estimate grouped by task. This is for internal use only and would normally be used by the estimator as a reference.
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| Detailed Estimate Grouped By Category
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| This report shows complete details of an estimate grouped by category. This is for internal use only and would normally be used by the estimator as a reference.
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| Detailed Estimate Grouped By Assembly
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| This report can be used to print estimates that have been created using only assemblies. It will group the items by assembly with subtotals and assembly unit prices. If the estimate contains items that are not part of an assembly a message will appear. You can still print it and the items that are not part of an assembly will be grouped together.
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| Detailed Site Copy Estimate Grouped By Task
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| This report shows complete details of an estimate grouped by task which you can give to the crew who will be doing the work.
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| F Detailed Site Copy Estimate Grouped By Task (Spanish)
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| This report shows complete details of an estimate grouped by task which you can give to the crew who will be doing the work. This report is in Spanish.
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| Detailed Site Copy Estimate Grouped By Category
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| This report shows complete details of an estimate grouped by category which you can give to the crew who will be doing the work.
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| F Detailed Site Copy Estimate Grouped By Category (Spanish)
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| This report shows complete details of an estimate grouped by category which you can give to the crew who will be doing the work. This report is in Spanish.
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| Materials List
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| This report shows all material items in an estimate. It shows the quantity and unit. It also has a space to write in the quantity ordered.
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| Materials List Grouped By Cost Book Group
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| This report shows all material items in an estimate grouped by cost book group. It shows the quantity and unit. It also has a space to write in the quantity ordered.
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| Equipment List With Images
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| This report shows a complete list of all equipment included in an estimate. If you have added images of equipment in the cost book, then these will also be shown.
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| F Purchase Orders No Prices (Material / Subcontract / Equipment)
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| This report allows you to print purchase orders for suppliers you used in an estimate. No prices will be included and you can edit the PO Number and notes. You can also choose to only print for a particular supplier which will also allow you to email or fax the report.
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| F Purchase Orders With Prices (Material / Subcontract / Equipment)
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| This report allows you to print purchase orders for suppliers you used in an estimate. Item prices will be included and you can edit the PO Number and notes. You can also choose to only print for a particular supplier which will also allow you to email or fax the report.
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| Daily Job Sheet
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| This report can be used on site to collect detailed Project Diary / Job Tracking information. You would print one for each day of a project. It will show all the items that were included in the estimate grouped by category with room to actual quantities used for each item on each day. This report can then be used to fill in the Project Diary or Job Tracking.
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| F Daily Job Sheet (Spanish)
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| This report can be used onsite to collect detailed Project Diary / Job Tracking information. You would print one for each day of a project. It will show all the items that were included in the estimate grouped by category with room to actual quantities used for each item on each day. This report can then be used to fill in the Project Diary or Job Tracking. This report is in Spanish.
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| Daily Job Sheet Summarized By Task (Labor Only)
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| This report can be used oon siteto collect detailed Project Diary / Job Tracking information. You would print one for each day of a project. It will show man-hours summarized by task with room to actual quantities used for each item on each day. You must use assign tasks to all your labor items for this report to be of use.
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| F Daily Job Sheet Summarized By Task (Labor Only) (Spanish)
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| This report can be used oon site to collect detailed Project Diary / Job Tracking information. You would print one for each day of a project. It will show man-hours summarized by task with room to actual quantities used for each item on each day. You must use assign tasks to all your labor items for this report to be of use. This report is in Spanish.
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| Detailed Blank Daily Time Sheet
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| This report can be used on site to collect detailed time sheet information. You would print one for each project. It will show all the labor items that were included in the estimate with room to enter up to four employees and their times per item. This report can then be used to fill in the Project Diary.
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| Blank Change Order
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| This report is for creating hand written change orders on site. It will show complete details for the customer and project and also the original estimate price. There space for the estimator and the customer to sign.
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| F Supplier Quote Request
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| This report allows you to print quote requests for the suppliers you used in an estimate. There is space for the supplier to write in the prices. You can also choose to only print for a particular supplier which will also allow you to email or fax the report.
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| F Unpaid Invoices
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| This report shows unpaid Invoices
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| F Photo Gallery Photo (1 Per Page)
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| This report allows you to print one or more photos from the photo gallery with one photo per page.
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| F Photo Gallery Photo (2 Per Page)
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| This report allows you to print one or more photos from the photo gallery with two photos per page.
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| F Photo Gallery Photo (Thumbnails, 15 Per Page)
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| This report allows you to print thumbnails of one or more photos from the photo gallery with fifteen thumbnails per page.
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| F Project Daily Diary By Project
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| This report show all project diary entries for a particular project. You can also choose to show labor task breakdown information if it has been entered.
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| F Project Daily Diary By Date
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| This report show project diary entries grouped by date. You can choose to only show entries between two dates. You can also choose to show labor task breakdown information if it has been entered.
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| F Detailed Employee Time Sheet
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| This report detailed time sheet information for each employee. It is grouped by date and project and list each task the employee worked on and how long the worked on it. You choose to view information between two dates and also just view information for a particular employee. This report will only apply if you breakdown the labor items by employee in the Project Diary.
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| Project List Not Grouped
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| This report lists Projects without any grouping. If you click "Select All" you can then check the Date Range box and select a start and end date to just show projects that were entered between those dates.
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| Project List Grouped By Month
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| This report lists Projects Grouped By Month. If you click "Select All" you can then check the Date Range box and select a start and end date to just show projects that were entered between those dates.
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| Project List Grouped By City
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| This report lists Projects Grouped By City. If you click "Select All" you can then check the Date Range box and select a start and end date to just show projects that were entered between those dates.
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| Project List Grouped By Project Type
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| This report lists Projects Grouped By Project Type. If you click "Select All" you can then check the Date Range box and select a start and end date to just show projects that were entered between those dates.
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| F Project Schedule Showing Pending & Accepted Estimates
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| This report shows all estimates that are pending or accepted that you have entered a start and end date for. The estimates are grouped by month.
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| F Project Schedule Showing Accepted Estimates
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| This report shows all estimates that have been accepted that you have entered a start and end date for. The estimates are grouped by month.
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| Supplier Contact List
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| This report shows supplier name, phone number, fax number email address and contact name.
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| Supplier Details
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| This report shows a detailed list of your suppliers.
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| Blank Estimate Template
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| This report allows you to print any of your estimate templates and use the printouts to take to a job to collect information required to create an estimate.
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