Service Desk - Estimate

Estimate

The 'Estimate' tab allows a User to create a listing of all the Equipment, Labor, and Charges that might be needed. The Estimates are crafted using the Charges associated with an item in its Charge Catalog. Labor is the exception to this because Hours and the relevant Hourly rate need to be entered manually.

A complete guide to creating an Estimate can be found in the Quick Reference section

Adding Equipment

To add Equipment to the Estimate, click the 'Equipment'  button. On the form, choose the Equipment catalog and enter the quantity. If the Equipment is billable, click the "Billable" checkbox. Click "Save New" to save the Equipment to the Estimate. To edit existing Equipment, select the Equipment and click the 'Edit Selected' button or double-click the Equipment record in the Grid to open the Equipment form.

Adding Labor

To add Labor to the Estimate, click the 'Labor' button. On the form, select the Labor type, choose the Workgroup, enter the estimated 'Hours', and the estimated 'Rate' (cost per hour) for the Worker. If the Labor is billable, click the 'Billable' checkbox. Optionally, you may also enter a description for the estimated Labor. Click the 'Save New'  button to save the Labor to the Estimate. To edit existing Labor, select the Labor and click the 'Edit Selected' button or double-click the Labor record in the Grid.

Adding Charges

To add Charges to the Estimate, click the 'Charges' button. On the form, choose the Charge catalog and enter the quantity and charge amount. Optionally, you may also enter a description for the estimated Labor. Click the 'Save New'  button to save the charge to the Estimate. To edit existing Charges, select the Charge and click the 'Edit Selected' button or double-click the Charge record in the Grid to open the Charge form.