- 18 Sep 2024
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Work Order Estimating
- Updated on 18 Sep 2024
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This section focuses on estimating a work order. The following diagram shows the Estimate screen for a work order and provides context for the following elements.
Screen Element | Description |
Opportunity Number | Opportunity number for the work order that is being estimated. |
Opportunity Name / Property | Name given to the opportunity on the Opportunity screen, followed by the property's name. |
Group Level | Top-level of the estimating hierarchy; provides a logical grouping of services. Clicking the “+” icon next to a group name adds a new group. |
Service Level | The second level of the estimating hierarchy shows the services for the customer within an estimating group. Clicking the “+” icon next to a service name adds a new service immediately following the one for which the icon was clicked. Clicking on the hyperlink representing the service name displays the Service Details screen. |
Item Level | The third level of the estimating hierarchy shows the items and kits Aspire uses to calculate the service price for the customer. You can add additional service items to the estimate. Aspire provides various ways for the estimator to override Aspires calculated price. If you are adding an item to a T&M service, and the opportunity service does not yet have a labor rate set, then if you add a labor item or a kit containing a labor item, Aspire prompts you to add a labor rate. After a few seconds, the prompt disappears, leaving the Labor Rates screen displayed, allowing you to add one or more labor rates and set the default labor rate. |
Item Quantity (Qty) | Specifies the number of units of each item required for the job. This number is multiplied by Unit Price to determine the total price of each item. |
Item Units | Units in which the item is measured. Relates to quantity. These units are defined in the Admin Units list and assigned to items in the catalog. These fields allow you to specify quantities upon which the estimate will be based. You can leave the quantity for any line item at zero. |
Complexity | Notice that the Complexity field is represented at the service level in the Estimate screen hierarchy. The Complexity field allows the estimator to make a judgment call about the difficulty level of the specific service compared to similar jobs on which the standard pricing is based. If, for some specific reason, the estimator believes the job will require 10% of additional labor for a service, you can enter 10% complexity, and Aspire will increase the hours allocated to the job by 10%. The increase will be reflected in the Labor Hours field for any item with a labor component. Note: You adjust complexity factors at both the service and individual kit levels. Before the 6.21 Aspire release, modifying complexity factors at the service level affected all kits and labor items within the service; this remains true. However, you can now use the kit-level Complexity field for more precise control over property-specific adjustments and ensure that production factors at the item catalog level remain unchanged, with automatic cost updates. |
Labor Hours | Aspire displays the number of labor hours represented in the item. This column will only have a non-zero value if the item is labor or if it is a kit that has labor associated with it. |
Total Service Labor Hours | Total labor hours estimated to complete the service. |
Item Unit Price |
Note: For Multi-Branch Margin Calculation, when kits or items are allocated to multiple branches, the margin calculation for each branch is independent. For instance, if a 30-gallon live oak is allocated to Branch A and Branch B, where Branch A's material markups are at 50% and Branch B's at 10%, the cell highlight will reflect the specific markup for each branch. Consequently, the same overridden price may lead to distinct color highlights based on the individual branch markups.
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Item Total Price | The total price you plan to charge for the item is calculated by multiplying the unit price by quantity. |
Service Total Price | Displays the price estimated to provide the service based on the underlying item prices or the override value you provide. The rules for specifying override values in the Service Total Price fields and field color behavior are the same as those described for the Item Unit Price fields above. |
Group Total Price | Reflects the sum of the prices for all services in the group. |
Total Price | Reflects the sum of the prices for all the groups in the estimate. Represents the total price to be charged to the customer if all services are completed. |
Overhead | Aspire calculates overhead based on item cost defined for each item in the item catalog and markup over the standard price defined for each item type on the Pricing Settings screen. Overhead values for all items are summed to calculate the value in this Overhead field. |
Breakeven | Direct Cost + Overhead |
Net Profit | Percent of revenue that represents profit after all costs have been accounted for. |
Gross Margin | The Gross Margin value displayed in this area typically displays gross margin based on the following formula: Net Gross Margin (%) = (Total Rev - (Labor Cost + Material Cost + Equipment Cost + Other Cost + Sub Cost)) / (Total Rev) For some companies, excluding subcontractor costs from the total revenue in the denominator may be desirable. A Show Gross Margin Less Sub option is available to represent gross margin using the following formula: Net Gross Margin (%) = (Total Rev - (Labor Cost + Material Cost + Equipment Cost + Other Cost + Sub Cost)) / (Total Rev – Sub Cost) |
Copy | Copies the group, service, or item within the estimate. When you click to copy a group or service, Aspire creates another identical group or service containing the same elements with all their associated quantities and prices. When you click to copy an item, the item is duplicated within the service containing the copied one. Note that the Copy icon is unavailable when estimating contracts – only work orders. |
Delete | Deletes the service or item from the estimate. |
Pricing Summary | Selecting this from the More drop-down menu displays a Pricing Summary report that summarizes cost, margin, overhead, and profit, providing a breakdown of the contribution of item types for the project. |
View Estimator Notes Icon | Clicking this icon displays an Estimator Notes window on the Estimate screen containing notes for the estimator that were added to the opportunity during the sales process. |
Edit Payments | This is available for work orders with certain invoice types and provides a screen allowing you to specify how the opportunity will be invoiced. The following table shows each billing type for which this icon is available and the screen that is displayed when you click on the icon: Invoice Type (Opportunity Type) Icon Target Screen Fixed Price on Payment Schedule Payment Schedule | Fixed Price on Payment Schedule screen Fixed Payment Payment Schedule | Fixed Payment screen |
Edit Schedule of Values | This is available for work orders whose invoice type is Fixed Price Open Billing. Clicking this icon displays the Schedule of Values screen, allowing you to view or modify the schedule of values for the work order or associated change order. |