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Estimate Worksheet
The estimate worksheet is like a calculator for breaking down a job task's estimate. It details the labor hours for one or more staff members and the expenses you think you’ll spend to complete the task.
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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📌 Creatives need Jobr to see what clients want now. Great design is easy. Managing people, projects, expectations, and deadlines is hard. You may have gotten into this business because you're an artist, but as soon as you land your first big gig, you'll find yourself in a much different role: project manager. Jobr makes managing projects fast and easy.
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The idea is to break down a job task’s estimate into its parts — staff time and costs + out-of-pocket — so you can better plan and manage the work.
There is a separate estimate worksheet for each job task on the job’s estimate. (If you’re using a multi-column estimate, each column can have its own worksheet.) 📍See example: job UCX-019.
For labor costs: First, you’ll need to decide which staff members (or freelancers) will be working on this job task. Then, for each one you’ll enter the hours you think they’ll need to do the work. The worksheet will use the staffer’s billing rate* to calculate the gross amount — the amount the client sees on the estimate and, later, the job invoice. When you save the estimate worksheet, the staffers who have estimate hours will be added to the job schedule.
For job costs & expenses: You’ll enter each vendor cost and out-of-pocket expense that you expect to use to do the work. Each one gets description, a cost amount, and an optional markup. The total cost is the sum of all of these entries, before the markup. The total gross expenses includes the net plus the markup.
For job costs & expenses: You’ll enter each vendor cost and out-of-pocket expense that you expect to use to do the work. Each one gets description, a cost amount, and an optional markup. The total cost is the sum of all of these entries, before the markup. The total gross expenses includes the net plus the markup.
🔹To use a job's estimate worksheet, open the Estimate window from Job Tickets then click the Estimate Worksheet toolbar button.
✳️ When the Estimate Worksheet opens, you’ll see a list of all of the shop’s staff members and freelancers. These people can be added to the job task as resources and delegated hours to work on the task.
* or a custom rate based on the job’s billing rate setting.
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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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TO USE THE ESTIMATE WORKSHEET
1️⃣ From the Job Tickets window, click on the Estimate toolbar button.
2️⃣ Click on a job task to select it (or, for multi-column estimates, click in an estimate column).
3️⃣ Click on the estimate worksheet link.
4️⃣ For each staff member who’ll work on this task, enter their estimated hours.
5️⃣ For each cost or expense, enter a description, net amount, and an optional markup.
📎 You'll see subtotals for the labor portion of the estimate as well as the expense portion. The new estimate amount displays the total labor + the total gross expenses. The new estimate should equal the job task’s current estimate; if not, If the new estimate differs from the job task’s estimate amount, you’ll see the highlighted in green or red. The new estimate will become the current estimate when you save the worksheet.
6️⃣ When everything looks good, click Save.
✳️ Repeat steps 2-6 to create estimate worksheets for the estimate's other job tasks.
Clients don't see the amounts from the estimate worksheet. Estimate worksheets aren't required. They are strictly for internal use only, so you can experiment freely until the estimate is perfect. The estimate worksheet can be used for each column on the estimate.
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
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