Any new work should be opened as a job ticket, as it happens. A job ticket can be opened anytime after it is conceived, and certainly before the work begins. It's important to open new jobs as soon as possible, since purchase orders and time can't be tracked without a job number.

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Estimate options give you substantial control over the estimate's details.

The standard estimate options are set in Preferences, where you can enter a standard heading, disclaimer, approval names, and a contingency amount. The estimate's margins and company logo, which prints at the top of the printed estimate, are set there too. These settings are copied to any new job when it is opened but can be customized on a particular job. 📍See example: job UCX-019.

The changes you make affect the estimate immediately. These options can be changed any number of times to fine-tune the printed estimate.

🔹To change a job's estimate options, open the Estimate window from Job Tickets then click the Estimate Options toolbar button.


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Listen to a podcast about how to get the most out of Clients & Profits's most useful project management features (5:06 mins)

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TOPIC

1️⃣ From the Estimate window, click on the Estimate Options toolbar button.

2️⃣ Enter the estimate's heading.

3️⃣ Enter the estimate's disclaimer
.
4️⃣ Choose a when printed from the pop-up menu:


5️⃣ Enter the estimate's printing options:


6️⃣ Enter the estimate's copies to labels (e.g, AE, Client, File, etc.).

7️⃣ Enter the names of up to 3 approvers who will need to sign off on this estimate.

8️⃣ Enter an optional alternate address for this estimate.

Click Copy button to copy the client's mailing address to this particular estimate. Other estimates won't be affected.

9️⃣ Enter this estimate's contingency options.

Click Copy button to copy the client's mailing address to this particular estimate. Other estimates won't be affected.

🔟 When everything looks good, click Save.


TIPS

📌 Financial statements can be printed for previous periods -- even if the period is locked -- by choosing the period from the drop-down menu.

📌 If your audit trails and journals don’t equal the financial statements, posting may have crashed during the month. Use the verify G/L account balances utility to recover the correct totals.

FAQs

💬 Can I delete a task from the Add/Edit window? No. To delete a task, close this windowFrom the Task Table window, click on a task then click the Delete toolbar button. A task can be deleted from the Task Table as long as it isn’t used on any job.

💬 Can I change the staff member's initials? Yes, the Re-number utility will change all of a staff member's time entries, job tasks, etc. automatically. If the staff member also has a vendor account (which is used for expense report reimbursements) it will be renumbered as well.

SEE ALSO
How to do estimates
Task Table FAQs

EXPLAINERS
Media Vendors