Service Estimating Setup / Repair Library

With the introduction of service estimating it allows contractors to create a list of materials, labor, and other needed to complete the job. This serves 2 main benefits:

#1. Produce a list of materials, labor, and other needed to complete the work, and pass that list to the service crew.

#2. Produce a cost or estimate so we can ensure we are making the appropriate margins on the job.

To get started you first want to iron out your repair library full of your preferred repair names, descriptions, prices, and tags (categories). From here, you can either build the estimate items inside of the system individually or in Excel to build them in bulk. 

Editing Repair Estimates Inside CP:

Navigate to the repair library in admin, click into the repair and below the repair descriptions you will find the estimate list:

Add Estimate Items allows you to search and find materials, you just need to adjust the coverage for this particular repair:

The coverage will be the amount of repair units this item will cover:

Adding Labor:

Coverage for Labor:

Editing Repair Estimates via Excel (Bulk Editing):

First, you will want to generate repair codes from the repair list:

This will assign a repair code for when you download the CSV. We will use the repair codes upon importing to update all estimate items per repair.

If you want to assemble an import that will add estimate items to each repair you will want to have your repair list and material list handy (export from materials) and have your Estimate Items import template look just like this:

Once you enter all of your estimate items save your Excel sheet back as a CSV, and click the import option from the repair library:

Then drag the file into the slot and import: