After you have completed your estimate, you may create a report that you can then save, print or email to your clients.
Tip: After updating an estimate, refresh your browser or estimate page before creating a report. To do this, click on the refresh icon in your browser.
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Click on the Generate report dropdown menu and select a report type.
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Click on the various dropdown menus to customise the information you wish to include in your report. Refer to general tips below for more information.
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Click on the arrow next to Export Report and select the report format: PDF, Word or Excel.
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Click on Email to send an email to your customer with the report attached as a PDF.
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Click on Print Preview to preview your report before printing.
Image 1: Generating a report.
Choose your report based on the level of detail you wish to include:
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Choose Client Details or Job Overview if you wish to generate a cost summary that doesn't include the cost breakdown of each item.
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Choose Job Break Up or Job Details if you wish to include the Labour, Material, Plant, Subcontract columns in your report.
You should select the Non-Grouped-Work Area option if you wish to display all items within a category. Leave the Includes option empty if you wish to group the items within each category.
Image 2: The difference between a grouped and non-grouped category.
You may choose how to display the charges listed in the Add Charges section (at the bottom of the estimate page) in your report:
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Within: This will distribute the charges l across the items included in your report.
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Separated: This will display the charges listed in the Add Charges section separately in your report.
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Excluded: This will exclude the charges listed in the Add Charges section from your report.
Note: This is a mandatory field, which means you have to choose an option to proceed.
Image 3: The 'Add Charges' section.