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1. Copyright O Quote Software Inc 2006 16 2 4 Material Multipliers To access the Material Multiplier Groups screen click i from the Main Menu or click Global gt Material Multipliers from the Job List screen The Material Multiplier Groups screen will display a list of all material groups defined in the system Global Material Multiplier Groups Material Multiplier Family eta Show Hidden Material Groups Group Marne Code Manufacturer Updated Supper User Updated SS ABS Dwi Fittings absdwy Chaltte 8 26 05 517 00 ABS DW Pipe abspip 1 0000 ABS Foam Core DW Pipe absoa Charlotte 1 0000 AQUAPEXPlumbing wipes Wisbo 07800 08370 10000 1 0000 awia C 900 WaterMain em FastEST 1 0000 13500 1 0000 1 0000 Backflow Preventers febbpd Febco 1 0000 1 1500 1 0000 1 0000 Ball Valves stball Stockham 1 0000 1 1500 1 0000 1 0000 nbball Nibco 1 0000 1 1500 1 0000 1 0000 apball Apollo 1 0000 1 1500 1 0000 1 0000 anvbcs Anvil Int 1 0000 1 1500 1 0000 1 0000 bolts olt Pak 6 15 1994 1 1500 1 0000 arwbrk Anvil Int A 1 0000 1 1500 1 0000 1 0000 Mukiti Muk 2 Muta Multa Factor 4 a m D lt a q p i ec e ce ceo e ce eO ex ce eo e a m cojo co dan m a 3 ja E D jm Ji a E m Bolts Brackets Bronze amp Iron Valves Bronze
2. Current Spec CHw1 Copper 2 Groowed abowe CHW Set Default Bookmark Group ipt OK 408 ok 4 8 Jd Item Description na x x 1 2 3 5 8 12 16 Type L Hard Coppa er Tube fE OOOO i onts Blk Sch 40 ERW A53B PE with GRY br Steel E fea eaa Joints Wrot Cast acu CO i Black Grooved ssl gal Aii E BBEEBRRNE 70 100 ds de Thal Thd Ball 70 200 EDO Sw a BB Swt Ball B 309 1254 Brz Swt BrzD so yy Swt Check is 2 dowa LeemeRRHRRHRHHHSE LLL ff 2 ay Threaded 3 wat lea jp Thd 3 Wa Vic Ser 71 Grv Check 150 Flanged s DE ARA OOOO OO 1508 3 gt a Py TT free Fig 3 Way Vic 300 PPS Body Brz Brg EPDM Dsc etes Grv Butterfly LLLELL LLL ESSE LLL Vic 300 PPS Body Brz Brg EPDM Dsc ston i Grv Butterfly PEELE ERE E 150 AF Bind Flange E lll lelelele leelo e 9 9 5 Bolt amp Gasket Set Flange Ja CIO OOO OOOO Vie Sie 741 1504 Flange ja COIN OOOO OOOO Beam Clamp wien eee C Clamp wile i 4 gt Copyright O Quote Software Inc 2006 31 Classes of data from the different families in the Database can be selected for use in a Spec as described in the following Zones 3 5 2 1 Pipe 1 To add a particular Class of pipe to the Spec click on Pipe 5pec Joint ql Joint Group Length Joint Class Galvanized Select the pipe group class default joint type and joint length p Pipe o Cancel nt 2 Select the Group and Class to which the des
3. MH 1 Manhole Exist Tap Side MH 2 Manhole Job Items MH 3 Manhole Show All Assemblies 11 Items 528 Pipe sample M2 Utility Sample The Takeoff Screen for a Zone is built using the Spec for that Zone The information in the Header of the Zone is in the upper left hand corner of the screen The sizes types of pipe fittings valves hangers and specialties displayed on the screen are from the Spec for the Zone 4 2 3 1 Fittings Valves Flanges and Specialties Takeoff Using the QuoteExpress Computerized Estimating System it is easiest but not necessary to take off fittings valves and specialties first and then take off the pipe These items can be taken Copyright O Quote Software Inc 2006 44 off with the mouse and keyboard or with the Digitizing Tablet optional Marking items as they are taken off is recommended Take off the fittings valves flanges and specialties for a Zone as follows 1 Click on the size when taking off the first item of a given size 2 Click on the desired type of fitting valve flange etc Note that information about the item from the Spec appears in the Information Box in the upper right hand corner of the screen Fitting Info Group Ductile Iran Class C110 Full Body Mech Jt 3 Size When there is more than one of a select item in the Catalog with the same first size a list of the sizes available will appear on the screen The proper size must be selected before
4. Quotes ExcelEmpor ER Pl FM Flush Tank Water Closet 3 2 PVCFIXT Bank FM Flush Tank Water Closet Ey 4 1 PVCFIXT Bank Urinal Open 5 2 PWCFIXT Bank Lavatory H amp C B 1 PVCFIXT Alone Sink ji 1 PVCFIXT Alone Electric Water Cooler Zone Info 8 1 DOMWATER Assembly Water Heater 3 4 w No Recirc 9 1 PYCDWWAG Base ig 10 1 DOMWATER Base Copy 11 1 GAS Base 12 1 GAS Drop Gas Drop 3 4 T 13 1 GAS Drop Gas Drop 1 Delete 14 1 CHSCHR Assy Copper Chiller Hookup 1122 15 1 CHSCHR Assy Copper Water Boiler Hookup 1 1 2 16 1 CHSCHR Assy Copper Inline Pump 1122 Print 17 9 CHSCHR Assy Cop Water Coil w 3 way 3 4 18 1 CHSCHR Base Make Up Water Detail 13 1 CHSCHR Mains Equipment Room 20 1 CHSCHR Mains Office Area 21 9 CONDRAIN Base 21 Zones 2 Click on the rightmost down arrow of the Recalc button and select Selected Zones ES Recalc All By Pattern Selected Sections The program will now Re Calculate only the Zones that have check marks in the left hand column of the job display 4 4 4 Re Calculation Using Quoted Prices Under normal circumstances you will recalculate each job using pricing provided in the Catalog However if you would prefer QuoteExpress can also force all items in the job to a Quoted Price list that will allow you to enter exact prices from your supplier See Quotes Tab Zone below To force all items to a Quoted Price list select Quoted rather than Catalog Copyright O Quote Software
5. Rental Rental equipment list and associated costs Subs Subcontractor charges Labor Labor rates and crew sizes Info Sales tax and bond information Summary Summary data that can be sorted by Zone spec area or material group The data on this sheet contains both price and labor summaries for the respective sort topic The bottom line of this sheet also contains summations of all appropriate columns Detail Detail data that can be sorted by Zone spec area or material group The data on this sheet contains individual price and labor items for the respective sort topic The bottom line of this sheet also contains summations of all appropriate columns Exception A list of exceptions associated with this run These exceptions indicate areas where the calculation could not be completed due to incorrect specifications or missing information You must ALWAYS review this sheet to make certain your estimate 1s complete The Excel spreadsheets have been optimized to allow easy entry of data into the worksheets with a minimal possibility of error All sheets are configured in protected mode to prevent accidental removal or modification of formulas Additionally those fields cells that can be modified are colored light yellow to simplify navigation Users wishing to modify the master copy can do this at their own risk by unprotecting the sheets making the necessary changes and re installing protection note that the protected sheets do NO
6. Adjust the Spec hanger definition to use the next larger size for this component or add an appropriately sized item to the Master Catalog V Type not defined in catalog A family Type could not be resolved through the Master Catalog This should only occur if Types have been deleted from the Master Catalog strongly discouraged Resolution Add the required Types back into the Master Catalog V Insulation spec required A hanger definition required insulation thickness but no Spec definition was found Resolution Add the definition for insulation thickness into the Zone Spec or select the Use Pipe Size option in the hanger definition Copyright O Quote Software Inc 2006 67 4 5 Quotes Tab Occasionally you will request takeoff of items from the catalog that do not have a list price During recalculation these items will generate exceptions and will be forced into the Quoted Item list Job Sample M3 Boiler Detail Installation CE XI File Global Help Quotes Excel Export T Size Description Part Number Manufacturer Net Price The Materials Price Quotes Sheet shows the Size Description and Part Number and Manufacturer from the Catalog for each item Enter prices for the appropriate items in the Net Price column of the Material Price Quotes window by keying in the price of the item where the box is highlighted Move from item to item by clicking on the item or using the arrow keys on you
7. B Unit of measure for memory A megabyte is 1024 x 1024 bytes approximately 1 million Copyright O Quote Software Inc 2006 75 A Absolute POSTOR cia 7 Accessories esee 20 34 49 53 54 ACCOUNUNS Code rusia 15 ACUVE FOLJET sessions 13 Add SIZE un tul uu eoo odi Pel UR und 26 Addio ICING ta 15 Adding Labor Factor Groups 24 Adding Material Discount Groups 22 Alten Template ive ds 19 ALEA Name ads 39 Authorization Key eese 5 b backups nia 72 BYE ale dond 23 By Selected Zones o een pube ts 56 O Uu SUM EL M 12 Calculating Labor and Material Summaries A Do done 52 OIT E E E O 13 Catalog Meis ads 49 Changing Labor Group Factors 24 Changing Material Discount Group Mulini er esla 23 eo m 14 Contour 18 COPY JO 1 Copy Job to Folder 13 COP OCA SDE Cusen ote idet 34 Copyino Hear 15 Copyn ZONES ias 39 COUN a iS 42 CEA a LON 38 Creating d SPCC restado 25 Customer Name sic a 18 D Dati Dpdate nan ient oce dd etie 19 Default Labor Raten tene 18 Copyright O Quote Software Inc 2006 Index DESGULDEOR dadas docs 14 Desktop Pollera ii 12 Detar Te COE Sous hats oi 52 Digitizer Tablet 6 18 19 42 73 Disit7et template nuit i 19 Digitizing Tablet 45 46 Discount Selasie o 58 DISK Spa Osia
8. Blk Mall Tee Count E Custom Display Setup Lock Item Fram System Updates m SIZE Show l l Supplier Code IDD5GRO229 5 Accounting Code E Shipping Weight 0 360 EL NA a Labor Hours Units Piece Count Joint Class Part Number Quote USER LF 0 490 Labor Factor Group 0 490 Last Update Malleable Figs Screwed Fitting Previous Remove Link From The Item screen contains the following fields Description Piece Count Size Show Joint Group Joint Class List Price Part Number Units Material Multiplier Group Manufacturer Last Update Lock Item from Updates Supplier Code Accounting Code Shipping Weight Ib Labor Hours Labor Factor Group Size and description of item as 1t will appear in printouts Quantity per item Usually this 1s one Up to four sizes for an item Checked box means size will be displayed From the Joint Family in the Catalog A subset of the Joint Group Per the manufacturers list shown Enter Q for Quoted Per the manufacturers list shown LF lineal feet or Each Name of group where list prices are discounted Company that publishes list price Date of manufacturer s published list Check to protect user modified items Supplier code used by Quote Software Inc for pricing updates Optional user code will not be affected by updates Available for most items Per unit labor rates Enter N for N A Name of group where labo
9. and working area size of an installed Size digitizer tablet Note that you must have the Virtual Tablet Interface installed 1n order to use a tablet Scale Indicates the initial default scale that will be used when creating a Zone for takeoff A large range of choices are available Note that a value of default 1s equivalent to the scale of 1 8 2 1 You should select a value that is most common for your business since it will reduce the need to change the scale during takeoff Use Template Indicates that you will be using the Quote Software Inc digitizer template installed along the lower edge of the tablet Use Visual Audit Indicates that you will use a visual audit trail Trail Workstation Tab Security Section Key Server Address Code Allow Network Key Select this option if your system is set up for a Network Management This option will be selected if your system 1s set up for the Management Station Station Copyright O Quote Software Inc 2006 24 Digitizer Station This option will be selected 1f you are using your system with a digitizer Workstation Tab Server Location Section browse Workstation Tab General Section Sound Mode Specifies sound options and may be Disabled no sound PC Speaker uses beeps from the internal speaker or Multimedia uses sounds generated from external PC speakers It is highly recommended that the Multimedia option be selected provided that your system has the appropri
10. Anvil Int Malleable Ftc malfit Threaded Ma 1056 1 4660 0 690 150 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma 1105 oosGRo231 092 1 7 960 0 860 150 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma aa c M NN RN RN 12 900 1 000 150 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma 16050 1 110 150 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma 1105 un 2 55 27 350 1 360 1504 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma eS 58 980 2190 150 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma es z712 1 86 880 2640 150 Bik Mall Tee Anvil Int Malleable Fic malfit Threaded Ma 1105 005GRO23 g i t95620 3080 150 Bik Mall Tee Anvil Int Malleable Fic malfit Threaded Ma 209 980 3 580 150 Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma 1105 005GR0239 113 4 601 650 5 810 150tt Bik Mall Tee Anvil Int Malleable Ftc malfit Threaded Mal 1105 0056R0240 255 1 664 080 7 040 You can change the columns in yellow by entering new values from the keyboard As in the case of single items a dollar amount of QUOTED can be entered using the letter Q Your default labor rate 1s displayed initially but can be changed using the buttons at the top of the screen 2 3 Global Specs When you select this button the
11. As with other hanger forms the same graphical view of the excavation spec is available during both specification and takeoff The width and depth components are included to add clarity to the dimensions 3 5 2 6 Hanger Spacing 1 To define hanger spacing for the Spec click on gt Hanger Spacing Copyright Quote Software Inc 2006 36 Hanger 5pacing Spacin Select the hanger spacing Select the desired spacing from the Hanger Spacing window Select the size range for this particular Hanger Spacing as explained above in step 6 for Pipe Any number of Hanger Spacing selections can be made for a particular Spec provided that their size ranges do not overlap This allows your Spec to have varying spacing for different pipe sizes for a single piping system 3 5 2 7 Insulation l To define insulation thickness for the Spec click on New gt Insulation Insulation Thickness Thicknes Select the insulation thickness Select the desired insulation thickness from the Insulation Thickness window Select the size range for this particular Insulation thickness as explained above in step 6 for Pipe Any number of Insulation Thickness selections can be made for a particular Spec provided that their size ranges do not overlap This allows your Spec to have varying insulation thicknesses for different pipe sizes for a single piping system 3 5 2 8 Specialties 1 To add a particular Cl
12. Dave gave you For future convenience select the box for the system to save your password You won t have to retype it every time you come to this screen Click OK The Office Manager main screen appears e Office Manager bi ng Mechanic al A Quote Software E Customers A Vendors E Operators 9 ScratchPad BOM Locked 4 On the top of the screen click Tools A pull down menu appears 5 Click Price Update Service 6 An update service screen appears Select the tab called Initial Load e Office Price Update Service ZH Quote Express y CA Documents and Settings Trim Documents my 6 Ofice Price pdates qsilnitlaad zip E 7 This is where you extract a file named qsil nitload zip Double check that Quote Express is selected in the Initial Load Selection at the top left side of the screen 8 Select the button next to Self Extracting zip EXE in the Initload Filetype Preference section 9 In the field below Initial Load date will be downloaded to the following location select the path where you would like the file stored preferably in Document and Settings We highly recommend you write down this path name because you will have to locate this file again in a few minutes If you have the path name you will be able to quickly find the file If you choose not to change the path you can reference the above path in the previous screen capture You will see your name in the path name 10 Cl
13. Inc 2006 59 f Catalog C Quoted Note that you will be asked to confirm this change Should you wish to return to Catalog pricing simply delete all quoted prices under the Quotes Tab select Catalog pricing and then recalculated 4 4 5 Material Report All materials contained in a selected re calculation will be sorted into the Material Cost Sheet by Material Discount Groups This allows for adjustment of multipliers of these groups Material lists can be printed by groups or in an itemized list To view exceptions click on the button of the Reports Tab Job Tutorial FastPIPE Tutorial Job Pi fel Es File Global Help Reports Ques Y Eceler E Material Summary Discount Set Midwest y Detail Print Export Group Name Code Mfar Material Steel Pipe stlpip Chicago Last Update 9 9 2002 2 9 2004 658 368 1927 16 Qt Gross Wt List Total Matl Disc Net Total Copper Tube coptub Mueller PVC Dv Pipe pvppip Charlotte 10 1 2001 257 332 Threaded Malleable Fittings malfit Anvil Int 2 3 2004 13 14 wrot Copper Fittings copfit Elkhart Prod 10 27 2003 334 53 PVC D wV Fittings pvcdwv Charlotte 3 15 2004 51 0 Ball Valves apball Apollo 6 1 2003 53 36 Bronze amp Iron Valves stbrnz Stockham 2 15 2004 1 3 Labor Industrial Valves indvly McDonald 7 1 20
14. JuateExpress PIping Reference Manual Copyright O 2006 Quote Software Inc All Rights Reserved Information in this document is subject to change without notice and does not represent a commitment on the part of Quote Software Inc Inc The software which includes the information contained in any databases described in this document is furnished under a license agreement or nondisclosure agreement and may be used or copied only in accordance with the terms of the agreement It is against the law to copy the software except as specifically allowed in the license or nondisclosure agreement No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose without the express written consent of Quote Software Inc Inc Companies names and data used in examples herein are fictitious unless otherwise noted Trademarks This document contains names of hardware and software products including those manufactured by companies other than Quote Software Inc Unless otherwise noted it 1s not the intent of Quote Software Inc to claim these trademarks e QuoteExpress is a trademark of Quote Software Inc e Virtual Tablet Interface is a trademark of Digitizer Technology Company e TabletWorks is a trademark of GTCO Calcomp Inc e HPHQuick M is a trademark of Harris Publishing House e Microsoft and MS DOS are registered trademarks M
15. Material Costs Screen click Exit 4 4 6 Labor Report All items contained in a selected re calculation will be sorted into the Labor Hours Sheet by Zones This allows for adjustment of labor factors of any Zone on a job Labor Reports can be printed by Zones or any Zone can be printed as an itemized list To view the labor report click on the button of the Reports Tab Job Tutorial FastPIPE Tutorial Job File Global Help Quotes Excel Expor C A Labor Hours Source Quote Set n Detail Print Zone LA Reports Calculate Spec Notes Mult Base Hours Adjust Hours Job Factor Job Hours PVCFIXT Alone _ Sink 1 PVCFIXT Alone Electric Water Cooler 1 DOMWATER Assembly Water Heater 3 4 w No Recirc 1 10 4 CHSCHR Assy Copper Chiller Hookup 1 1 2 1 23 6 CHSCHR Assy Copper Water Boiler Hookup 1 1 2 1 The Material CHSCHR Assy Copper Inline Pump T 1 116 CHSCHR Assy Cop Water Coil w 3 way 3 4 9 85 2 ZA PVCFIXT Bank Lavatory H amp C 2 19 5 Labor PVCFIXT Bank FM Flush Tank Water Closet 1 33 PVCFIXT Bank FM Flush Tank Water Closet 2 22 8 PVCFIXT Bank Urinal 1 121 Exceptions CHSCHR Base Make Up Water Detail 1 10 3 CONDRAIN Base 9 29 4 DOMWATER Base 1 37 3 GAS Base 1 15 1 PYCDWVAG Base 1 10 0 PYCDWYVBG Base 1 30 1 Pricing GAS Drop Gas Drop 3 4 1 3 6 I Database GAS Dr
16. The Job File button gives you access to the list of Job in the program This is where you add and select jobs You can access the list of Jobs two ways you can select sobre e from the Main Menu or you can click on the Job Tab at the top of the screen The Job File screen is explained in detailed later in this Reference Manual 2 0R1 2 1 Database The Database screen manages over 70 000 unique items used in the mechanical trade For rapid lookup each item 1s classified by having a unique Family Group Class and optional Type Databaze genealogy You can access the Database screen two ways click from the ly hada Main Menu or click Database from the Job List screen NOTE When you first open the Database screen only the Family is shown The following screen 1s an example of how to access the Group Class Type etc Copyright O Quote Software Inc 2006 10 Database Class Acid Waste 1508 Black Mall Threaded Cross Black Cast Iran 5 Ext Piece Face Bushing CS Weld Floor Flange Cast Iron Soil Hex Bushing Copper Locknut Specialy Ductile Iron Red Tee BH Forged Steel Red Tee Aun Galy Cast Iron Reducing Tee 3alv Malleable Return Bend aruviak SH Cored Plug Kitec SH Solid Plug PEX Side Out Tee Plastic p Street Tee 55 Tube Fittings Stainless Steel rf EU EET TEES a User created Group Class Type 1 C1 Search For Supplier Code Delete All Items Family Image Global Type Image Group Image Per Type Clas
17. a short beep to acknowledge successful selection Select the item such as 90 Ell to be taken off using the cursor The computer will beep to acknowledge your selection When there are multiple items in the catalog with the same first size the system will generate a unique tone indicating that you will need to specify the additional sizes in order to fully define the item Once the item 1s fully defined the system will beep to acknowledge successful selection Count the desired number of the selected item by using the cursor in the area Each beep mouse click will increase the quantity by one The quantity can be logged in to the Takeoff List by selecting the size or type of the next item for takeoff or by selecting the button on the template Alternatively you may also press the JEnter key on the keyboard Copyright O Quote Software Inc 2006 48 5 Any time you wish to return to using the mouse on the screen click with the right button on the digitizing mouse Your mouse will now again control the cursor on the screen Continue takeoff by selecting a catalog item changing the scale etc 4 2 3 4 Pipe Takeoff with Digitizing Tablet When furnished with the Digitizing Tablet QuoteExpress allows takeoff of pipe on scale drawings without the use of the mouse This can increase pipe takeoff speed and accuracy Takeoff pipe with the Digitizing Tablet as follows 1 Define the scale as follows a Determine the scale of the d
18. ales 73 Display Resolution 72 E A ueeniGises dilute debu Gies 34 Editne AT NEMS aia 17 EXCAV AON ainia alii 30 32 Pe NETT 70 71 Excel 9 Virus Detector ias 71 Exception Status window 22 EXCOeDLDIOBS unos 63 F A NM T S 14 FastHan ter did 44 45 55 Fast OIL eco iR obo EDU 44 45 54 Ende Severus 8 Fit S ia ced tue euet eed 28 Pan c EC 20 G Genealogy uic A 15 Global DISCOS iii 21 SHOU rails 14 H FA E TN 54 Hanser FoM uei ee ESTHER DIS 30 Hanger SACI uostri ok intus dba 32 T EE 30 Harrison HPHQuick LLseeLse 20 Harrison Publishing House 20 A O anaes 39 HVAC Assemblies Folder 12 I Information Box 41 44 96 2 salino i iei eine sauces Installing Data Updates Installing Software Updates Insulation 1 eerte J O cesses VOD HENS caos Job Items Taba Job List Screen eese JOD SCEE ns be ed estet L Labor Discount Group Labor Factor Group Labor Factor Groups Labor THOUS tinc isis Labor Hours Sheet Labor Report resida cis ast Update ostendet iii License NUMDCD sisi Link me Mens sen A E E tab ans Local Area Network Lock Item from Updates M Mantena e st
19. be engaged when you click on pipe but can be disabled by clicking on the check box on the screen or on the digitizer template When activated FastJoint will provide for calculation as many joints required for the length of pipe taken off FastHanger The system will automatically include a hanger contained in the Spec at the spacing shown as pipe is taken off The type of hanger 1s shown in the window inside the Information Box If a Spec contains more than one type of hanger for a given size you can choose the hanger you wish to have automatically taken off by clicking on the down arrow button and selecting from the list FastJoint will automatically be engaged when you click on pipe but can be disabled by clicking on the check box or on the digitizer template When activated FastJoint will provide for calculation as many hangers rounded to the nearest hanger required for the length of pipe taken off 2 To continue with pipe takeoff enter the desired length in feet This can be done in the following ways V Type in the length using the keyboard and press Enter or click on or the next item to be taken off V Click on the keypad at the lower right hand of the Takeoff screen and press Enter or click on or the next item to be taken off Copyright Quote Software Inc 2006 47 V Click the right mouse button and press Enter or click on either or the next item to be taken off This method will only be good for short lengths
20. digitizer tablet 1 3 Shared Data Access Over Local Area Network Optional QuoteExpress supports workgroup configurations where multiple personal computers share access to a common set of job data typically located on a file server that 1s accessed over a high speed local area network This feature not available in Piping LT Copyright O Quote Software Inc 2006 1 File Server n If you wish to run in this shared access configuration perform the following steps n 1 Install QuoteExpress on each workstation as described in Section 1 1 Make certain that each workstation is fully operational before proceeding 2 Copy the QuoteExpress database directory normally C Qpipe onto the central file server from one of the workstations You can use the Windows Explorer program to do this by dragging this folder and dropping it onto the drive letter associated with the file server 3 Oneach workstation modify the QuoteExpress desktop icon to reference the newly created folder on the central file server Do this by using the right mouse button to modify the properties of the QuoteExpress icon as follows Open Piping Properties 82100 Send to user Scan with Morton Antivirus General Shortcut security S Add to archive Add to Opipe rar Piping S Compress and email Compress to Gpipe rar and email OO 3 Add to Zip Target type Application CH Add to pipe zip gt CH Zip and E Mail Gpipe z
21. eee e eee eese e eese sees esas setae eaae eee esee e eee eese eaa 1 7 II DOWNLOADING INITIAL PRICING DATA cccccccssssssssscccccccccccccssssssccccssssscocccssssecssssssssseccssccsssssoooooses 84 5 IM DOWNLOADING A PRICING UPDATE eeececcccccccccssssscccccccccceccccoccossccccecceccecocossssseccceccccccecssssssssscceceee 88 Copyright Quote Software Inc 2006 ME 1 Installation The Express Piping software and database are distributed on CD ROM This system requires the following hardware and software components 1 1 1500MHz 1 5GHz processor speed 256mb of RAM 512MB recommended Hard drive with at least 200MB of available disk space XVGA color graphics display monitor Microsoft Windows 2000 or XP QuoteExpress Piping Base System New Install To install QuoteExpress base system please call a Quote Software Technician at 800 813 7020 If you must install before or after regular business hours please perform the following steps this setup assumes you have the 1 3 version CD 1 Insert the Express Piping CD into your CD ROM drive A window showing you the contents of the CD should appear If after 10 15 seconds it does not appear go to step 2 Otherwise skip step 2 and continue to step 3 2 Follow these directions to start the Express Piping installation if your CD does not AutoRun a Click on your Windows Start button b Click on My Computer c Find and select your CD ROM drive usually drive D
22. for the Zone has been changed or items were deleted from the Master Catalog strongly discouraged or unusual size combinations are encountered Resolution Add the item to the Master Catalog Copyright O Quote Software Inc 2006 66 V Joint length not defined in spec No joint length was specified in the Spec definition for pipe but FastJoints were requested This will only occur if the Spec is modified or replaced after the takeoff is complete Resolution Set the joint length in the Spec definition for pipe V Labor group not defined or V Material group not defined A Master Catalog item s labor or material group was not defined This should not occur unless entries in the global labor or material table have been deleted or new items have been added without defining labor or material groups Resolution Define the correct labor group or material group for the Master Catalog item V Labor rate not available The labor for an item is defined as N A in the Master Catalog This should not occur if you are configured to use a valid labor source such as Quote Software Inc MCAA PHCC or USER Resolution Make certain the labor source is set correctly in the configuration screen or add the appropriate labor hour estimate to the item in the Master Catalog V No acceptable item size An item was requested for which no acceptable size was found in the database This will only occur on unusual hanger component sizes Resolution
23. from the Database screen 2 Select Eemove from within the Item screen You will be asked to confirm the removal Exercise caution when removing items Once an item has been removed it cannot be restored Note that those items installed by Quote Software Inc are permanent and cannot be removed 2 1 6 Editing All Items QuoteExpress contains a special feature that allows you to rapidly change the price and or labor hours of all items within a single Family Group Class and Type To use this feature select O Ed from the Database menu A grid will be displayed that allows you to change information for all items from a single screen Copyright O Quote Software Inc 2006 14 Item 1504 Black Mall Threaded Black Malleable Fitting Tee Lock Item Lock All Unlock All Change Item Labor Group Change All Labor Group Change Item Material Group Change All Material Group 28 m JE BE Labor Factor Material Multiplier Supplier Accounting Shipping Piece Cag Unit Description 1 Group Group Part H Code Code Weight Count Unit Price Hours 1508 Blk Mall Tee i Malleable Ftc malfit Threaded Ma 150 Bik Mall Tee Anvil Int Malleable Ftc malit Threaded Ma 1105 005GRO0227 015 1 5090 0460 150 Bik Mall Tee Anvil Int Malleable Fic malfit Threaded Ma S a 5 090 0 480 150 Blk Mall Tee Anvil Int Malleable Ftc malfit Threaded Ma 1105 ee 0 36 3 240 0 490 150 Bik Mall Tee
24. include catitem dat catdesc dat labrdesc dat and matldisc dat Pointing device for digitizing tablet also referred to as a mouse Central Processing Unit The CPU is a microchip at the heart of your personal computer system It performs calculations reads information from the disk drives and display information on the screen CPUs are normally classified by their manufacturer such as Intel Corporation and are designated by the codes 366 486 Pentium etc The codes designate the internal capabilities of the CPU with the 386 having lesser capabilities and the Pentium having greater capabilities CPUS are further classified by speed using the mega hertz MHz designation A 25MHz CPU has an internal clock that ticks 25 million times second A CPU performs a fixed amount of work such as an addition or subtraction during a fixed number of clock ticks Thus a 66MHz 486 CPU can perform certain internal operations twice as fast as a 33MHz 486 CPU since there are twice as many clock ticks occurring each second Random Access Memory High speed memory that is used to store programs and data that are active RAM is typically installed in 4MB increments with most computers having between 4 and 16MB total RAM available For systems that run many large programs increasing RAM size can provide a substantial boost in performance Unit of measure for memory A byte is the amount of storage typically required to store a single letter such as A
25. job in the Job File screen select that job name with the Y mouse and click Edit Job Info The existing job will be opened to the Edit Job Information screen Change the information as needed and then click MON 3 1 3 Copying a Job To make a duplicate copy of a job in the Job File screen select that job name and click Enter the new Name and Description fields and click MON 3 1 4 Deleting a Job To remove a job from the Job File screen select that job name and click teete Note that all data associated with the job will be permanently removed so QuoteExpress requests that you confirm the removal Copyright O Quote Software Inc 2006 20 Confirm AS 9 Delete job Sample M17 WARNING All job data will be lost Note that the Confirm screen is a safety mechanism displayed throughout the QuoteExpress system whenever there is a risk that you could loose critical data To confirm your request click ves orto cancel the request click m 3 1 5 Printing the Job File screen Finally to print the current Job File screen click You ll print a list of jobs and related information 3 1 6 Exporting and Importing Jobs If you would like to transfer jobs from one computer to another use the Export Job and Import Job commands Highlight the job you would like to export and select Export b The system brings up a browse screen where you can select where you would like the exported job to go At this time y
26. only in accordance with the terms of the agreement It is against the law to copy the software except as specifically allowed in the license or nondisclosure agreement No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose without the express written consent of Quote Software Inc Copyright O 2005 Quote Software Inc All rights reserved Ixxx 6 I Downloading the Pricing Program When you are ready to start using Harrison Pricing Service the first thing you do is call Harrison Publishing House to set up a new account with them 1 Contact Dave McFall at Harrison Publishing House Main Phone 800 890 0820 2 They will ask for your e mail address so they can send you a password and a log in name IMPORTANT Keep in mind that the e mail address you give Harrison is the address where all future e mails from Harrison including future update notifications will go Be sure to give them the e mail address of the person who would like to receive update e mails 3 While you have Harrison on the phone they will ask you to go to your internet page and type in the following link www hph e office com download eofficesetup exe 4 The following screen appears File Download Security Warning Do you want to run or save this File Mame eofficesetup exe Type Application 24 9 MB From wi hph e oFFice com Run Save Ca
27. particular Hanger Form as explained above in step 6 for Pipe Any number of Hanger selections can be made for a particular Spec provided that the size ranges for each Hanger Form do not overlap This allows you to select many different types of hangers for a single piping system Note that excavation 1s treated as a special case of a Hanger Form This implementation was chosen so that you can automatically estimate excavation costs as you take off pipe by using the FastHanger option during takeoff Component width Depth surface Asphalt Cut and Patch e 13 xcavation Excavation e mb oUm Backfill SandBackfl H f 34 13 Shoring ele Bedding arias a Pa select the required components for excavation ms Excavation hanger forms are nearly identical to other hanger forms with the following exceptions V No Hanger Spacing Required If you select to automatically takeoff excavation using the FastHanger option you need not supply a hanger spacing in the spec All excavation is assumed to have a spacing of 1 foot V Depth Dimension for Excavation and Backfill The excavation and backfill components of the Excavation hanger form support an extra quantity for depth During job calculation the total quantity of the associated item is equal to Width times Depth times number of feet of pipe giving total cubic feet of excavation or backfill Items in the database are defined using cost hours per cubic foot
28. starting and ending points of the pipe To cancel press right mouse second pen button Segments 0 Total Feet 0 Digitize starting point 3 Using the digitizer mouse click on the starting point of a straight length of pipe Then click on the ending point The length will be logged into the Takeoff List 4 Continue in this manner to takeoff as desired The total length will be displayed in the window on the screen while each length will be logged into the Takeoff List It is important to note that each segment of pipe from fitting to fitting should be taken off individually for accurate counting of hangers and joints For example a 60 length of piping with 6 tees in it may not require any couplings 5 Any time you wish to return to using the mouse on the screen click with the right button on the digitizing mouse Your mouse will now again control the cursor on the screen Continue takeoff by selecting a catalog item changing the scale etc 4 2 3 5 Job Items stPIPE gives you the ability to create items that are unique to each specific job Normally these items are fixtures such as water closets floor drains etc If you have defined Job Items see next Zone they will be displayed in the lower right hand corner of the takeoff screen d Job Items H water Heater Copyright O Quote Software Inc 2006 50 To begin takeoff simply click on a Job Item from the Quick Pick list and and begin counting in the same way
29. to display the contents of the disc 3 Double click the file labeled Qxp Piping Server exe This starts the installation program 4 To install to the default folders click Next each time it appears When installation program is finished be sure that the box is checked for Launch Workstation Installer and then click on the Finished button Skip to step 2 of the Workstation Installation Copyright O Quote Software Inc 2006 5 1 1 1 Workstation Installation To install the Workstation portion of the Express Piping program you need to know the location of the OpipeServ folder that contains the data files that you would be using Most commonly this folder is located in C Program Files However if this is a networked installation the OpipeServ folder may be located on your network You should contact your network administrator for information on the exact location of this file Once you have located this folder follow these steps 1 Find the Installers folder C Program FilesNQOpipeServWMnstallers and locate and double click the file labeled QXP Piping Workstation exe 2 To install to the default folders click Next each time it appears When the Finish button appears click it to finish the installation You should now have an Express Piping icon on your desktop Launch QuoteExpress by selecting it through the t menu or by double clicking on the desktop icon The QuoteExpress Title screen will appear as follows Express P
30. you would for fittings valves flanges or specialties Additionally you can enter new job items by clicking on at the top of the screen You will be presented with a list of all items currently defined for this job Job Items Sample M1 E Modify Remove Copy From H Water Heater Taken Cancel If you forget a job item you can also add one on the fly by selecting Nw 4 2 3 6 Other Takeoff Features Note the following features which can be used during takeoff 1 If an item or items are taken off by mistake they can be removed by clicking on the line item in the Takeoff List and then clicking on Remove Copyright O Quote Software Inc 2006 51 Remove Cancel 3 Pipet Suspended 3 Pipe Suspended i Piped Suspended 4 Pipe Suspended Pipen Suspended Pipe Suspended Pipet Suspended Pipet Suspended 40 Ell 0001 Red Tee Run 2 90 Ell i Pipet Suspended i Piped Suspended BI DT pM Ix I DI E 3 Piped Suspended Piped Suspended 3 Pipe PipecXp PipecXp 4 Pipet 4 Pipe suspended suspended suspended suspended ee If you wish to take off an item not in the Spec for this Zone click on lab Items Simply select the Family Group Class Type and Size of the item desired for takeoff The Catalog Item Info will be shown in the Information Box Enter the quantity in the same way described for fi
31. 02 3 0 Bolts bolts Bolt Pak 6 15 1994 182 0 Q Hangers hanger B Line 9 2 2002 248 200 Exceptions Steel Nipples stlnip Capitol 2 9 2004 1 0 Specialty Products wtspec Watts 1 13 2004 5 0 Excavation excava N 1 18 1997 2032 D 1181 10 Miscellaneous misc Varies 12 14 1998 1516 0 92387 100 929 97 Job Items job User 10 14 2000 16 0 227360 Q 2273 60 Pricing Database C Quoted Totals 12 344 06 7 975 46 All materials for the job are arranged on the Material Cost Sheet by Material Groups which are stored in Global Material Discounts Table Listed on the Material Cost Sheet are the following Discount Set One of four sets of material discounts from the Global Material Discounts Table at the top of the screen in the center Group Name Name of the Material Group Code A six digit reference code of the Material Group Mfer The manufacturer whose list pricing is used Last Update Date of the list price used for the Material Group Copyright Quote Software Inc 2006 60 Oty Gross Wt List Total Matl Disc Net Total Total piece count or footage of items in this Material Group Total weight of items in this Material Group Weights are not available for all Catalog items Total cost of all items in the Material Group based on using list prices The total of all groups is at the bottom Multiplier of the list prices in the Material Group Total net cost of all items in the Mate
32. 1 0000 11500 1 0000 1 0000 cpvd p 11500 1 0000 1 0000 CPC Sch 80 Fabricated Fitting cpw20 pears pears 12 6 04 El a a a T c T T E rq e e ZA I e p m oo E E mq 1 TU m 1 1500 1 0000 1 0000 CPE Sch 80 Fittings cprwc8ll 1 1500 1 0000 1 0000 CPE Sch 80 Pressure Pipe cpvalp Charlotte 8 1705 1 0000 1 1500 1 0000 1 0000 c c e i e ce c a To assign multipliers to Material Multiplier Groups click the multiplier in the appropriate group and under the desired title Type in the new value and press JEnter The following fields are provided for each group Group Name The name of the Material Discount Group as it appears in the Master Catalog Code A six digit reference code used in some printouts Manufacturer The manufacturer whose list prices are used for all items in the group Update The date of the last change to prices in the group usually the date of the manufacturer s list prices Supplier The name of the supplier for the group name User Updated Copyright O Quote Software Inc 2006 17 Multipliers One of up to four discount factors which are applied to all items within the Material Discount Group 2 4 1 Adding and Renaming Multiplier Groups New Material Multiplier Groups can be added to accommodate data added to the system To add a new Material Multiplier Group click Manufacturer Last Update Supplier and Date The new group will be added at the end o
33. 1 in Ext Stem 2 in Ext Stem CamLock Handle Lhain Op Lever Graphite Pack Grounded Hi Rize T Hndl Hi Rize Wheel LatchLock Lever Select the group class and accessories valve d Copyright O Quote Software Inc 2006 33 401 100 15008 Alloy20 Thd Spe FP 401 200 15008 Allap20 S 3pc FP 74 700 S008 Nickel Thd 89 100 20008 Cast Steel Thd 90 100 3008 SATURN Bre Thd 91 100 4008 SATURN Brz Thd 91 200 4008 SATURN Brz Sut 32 100 20008 SATURN Cast Stl Thd 2 Select the Group Subclass 1f required and Class to which the desired valves belong Select any accessories 1f desired as required for this piping Spec 4 Once the Valve Group Subclass and Class and any accessories have been selected click OK This selection will appear under Item and Description on the Spec screen Select the size range for this particular Valve Class as explained above in step 6 for Pipe 6 Any number of valve selections can be made for a particular Spec provided that the size ranges for each type of valve do not overlap This allows you to select many different types of valves 1 e ball gate globe etc in a single piping system 3 5 2 4 Flanges 1 To add a particular Class of flanges to the Spec click on i gt Flange Flange Spec Subclass Flange Class Subclass Balt Set Class Acid Waste a 750 FF Blind Black Mall 1508 FF Slip On 1504 Cast Iron 1504 FF Threaded 3004 Copper 1504 FF weld Neck
34. Catalog Global Material Labor Discounts and Global Specs All of these components are stores as files under a singled Windows directory named CAOPIPEN GLOBAL and requires approximately 6 5MB of disk space approximately 5 diskettes 1f no backup compression is used This directory should be backed up after making significant changes to any of these data components Typically the longer you use the system the less frequently you will change these data components and the less frequently you will have to perform this backup Job data includes all information that 1s specific to a job including the takeoff specs and calculations All of these components are stored as files under a single Windows directory named CAOpipAXXXXXXXX JOB where XXXXXXXX is the 8 letter name you assigned to the job This directory is small normally less than 1MB requiring just 1 diskette and should be backed up frequently especially while you are taking off a job It should also be backed up once at the end of job takeoff and stored for future reference Note that since the entire contents of this directory will normally fit on a single diskette backup should require less than a minute There are many different methods for performing the backups described above Unfortunately these methods are often unique to each computer vendor and are not documented here For complete details and instructions on backing up a Windows directory on your system refer to the Backup Zone of
35. ED0H EPYE Sch 8t 150 Lap Joint Ductile Iran 1504 RF Blind Enpure HP Pa 1508 RF Slip On Gasket c ass 1504 AF Threaded mmt subclass 1508 BE weld Neck Gale Cast Iron Galw Mall 3004 FF Blind Grooved 3004 FF Slip On Gruvlok 3004 FF Threaded Mo Flange 3004 FF weld Heck Pressfit S008 Lap Joint PE Sch 40 3004 AF Blind PE Sch 80 7 S008 AF Slip On Select the group class and accessories Flange ora i 2 Select the Group and then the Class to which the desired flange belongs Select any Bolt Sets and or Gaskets if desired as required for this piping Spec 4 Once the Flange Group Class and accessories have been selected click OK This selection will appear under Item and Description on the Spec screen 5 Select the size range for this particular Flange Class as explained above in step 6 for Pipe 6 Any number of Flange selections can be made for a particular Spec provided that the size ranges for each type of flange do not overlap This allows you to select many different types of flanges 1 e weld neck threaded blind etc in a single piping system 3 5 2 5 Hangers amp Excavation 1 To add a particular hanger to the Spec click on ES Hanger Copyright O Quote Software Inc 2006 34 2 Select the desired Hanger Form from the Hanger Form window and click OK Hanger Excavation Form Forms o9 l le G R Suspended Saddle BaseMaunt Generic E scavation Select the hang
36. T have a password It is strongly recommended that you first make a backup copy of your current spreadsheet before you make any changes Additionally a copy of the original QuoteExpress spreadsheet is normally installed in CAOPIPE GLOBAL WRKPROTO XLS for safekeeping should the original copy become corrupted Once you have opened a worksheet and Excel is active you should always complete your work on the current worksheet and exit Excel before continuing work with QuoteExpress 4 6 1 Worksheet Operational Design Effective use of the Excel worksheets feature requires a detailed understanding of how worksheets are managed by the system When you first install QuoteExpress a global default worksheet template file is created and stored in the QuoteExpress global data directory normally this is CNQPIPEN GLOBAINWRKSHEET XLS This worksheet initially contains sheets developed by Quote Software Inc Inc that can be custom tailored to meet the needs of most mechanical contractors Whenever you recalculate a job or modify information using the Labor Hours Sheet or Material Cost Sheet QuoteExpress generates a worksheet variable file within the job directory named WRKSHEET VAR If you request a new worksheet or new data for an Copyright O Quote Software Inc 2006 71 existing worksheet QuoteExpress copies the file WRKSHEET VAR to the name of the new or existing worksheet replacing the suffix with VAR For example 1f your new work
37. a count can be taken 3 Mouse and Keyboard Count up the quantity of item in one of the following ways V Type in the count using the keyboard and press Enter or click on or the next item to be taken off V Click on the keypad at the lower right hand of the Takeoff screen and press Enter or click on or the next item to be taken off V Click the right mouse button and press Enter or click on either or the next item to be taken off Note that it is not important where the mouse cursor is positioned on the Takeoff screen when counting with the right mouse button The count is logged in the blue box of the keypad at the lower right hand corner of the screen Copyright O Quote Software Inc 2006 45 4 Digitizer Tablet Count up the quantity by clicking on Tablet Once the digitizer takeoff screen 1s displayed you may count items by clicking on the left mouse button Instructions Digitize the quantity of the selected item To terminate press the right mouse second pen button E Quantity 3 Once you have counted the necessary items terminate digitizer takeoff mode by clicking on the right mouse button or pressing the Esc key on the keyboard You can move on to the next item by clicking on that item The previous item will be logged into the Takeoff List 1n the lower left hand corner of the screen A beep will sound to confirm that the previous item was inserted into the Takeoff List You can also enter an ite
38. a job calculation as follows l It 1s best to calculate the entire project using the Catalog Pricing to review any exceptions To do so click on the rightmost down arrow of the Recalc button and select All note that this 1s the same as simply clicking on Recalc gt Recalc The progress of the calculation 1s illustrated by the blue band that moves across the Calculating Labor and Material Summaries window Lalculating Labor and Material summaries Labor Quote First the calculation of labor 1s performed on each individual Zone then the materials are calculated for the job as a whole If there are any exceptions the quantity will be displayed on the Exception Status window The calculation of labor and materials estimates 1s one of the most complex and important steps performed by QuoteExpress Although it is not essential to understand this process in detail each step 1s documented here in order to aid in understanding how the estimates are computed The following steps are performed for each Zone included in the calculation to determine material costs and quantities of labor hours l All Zone takeoff items from the Takeoff Screen are sorted and merged into a single list Common items such as Pipe Fittings or Valves having the same size are combined and quantities are summed up in order to reduce the overall computation time This is done for each Zone Each item in the merged takeoff list from S
39. and keying in either a new factor or the total hours The Job Factor is always 1 0 unless changed on this screen This factor can be adjusted upward or downward to reflect job conditions The Job Hours can also be changed by overriding the quantity of hours When either value is adjusted the other is automatically recalculated Total values at the bottom of the screen are also revised The Labor Hours Sheet can be printed by clicking Prim Make sure your printer 1s on and the paper 1s ready An itemized list of the items contained in each Zone can be viewed by clicking on the Zone and then on Detail The Labor Detail Screen shows the name and number of the Zone across the title bar and also contains the following information Labor Source Source of labor rates from the Catalog These can be changed in the Configuration file Set One of four sets of labor factors from the Global Labor Factors Table Qty Total piece count or footage of items in this Zone Size Size of the item Description Name of the item as it appears in the Catalog Labor Group Six digit reference code of the Labor Factor Group Unit Hours Unit hours based on using the source labor rates Global Factor Multiplier of the unit hours from the Labor Factor Group Adjust Hours Net hours of the quantity of items shown based on the source labor rates and the Global Labor Factors The total of all Adjusted Hours is at the bottom The values on the Labor Detail Scre
40. and change orders Copyright O Quote Software Inc 2006 4 Job HtClg multiplier Htg Clg job run to figure mtl multiplier File Global Help ITI Emm Main Menu 1 2 3 4 5 6 8 3 0 1 Copper 2 amp dn PVC Sch Sch 80 Thrd Stl Refrig Grooved Std wt Buttweld Sch 80 Buttweld Bik Thrd Sch 40 Gas 2 in and dn PVC Sch 40 Hw4 Pyesch80 Condrtn Condrtn Air Gas Pycsch40 A 2 ll o o Ec Variable assmb y for 2 and dn CU Variable assmb y for 2 amp dn Sch80 Stl 4 2 1 Creating a Zone M A Zone can be created at the by clicking on A dialog box will appear requesting information about what Zone you are taking off Dimyjc300 Ductile Iran MJ amp AM ES00 7 42 Copyright O Quote Software Inc 2006 Select the Spec by clicking on the down arrow or colored bar and the name of Spec Define an Area Name by clicking on the box and typing in a name Finally list any remarks by clicking on the box and typing in comments you wish to apply to this Zone Note that for each Zone you create a Spec and Area Name must be filled in while any remarks are optional The multiplier which is normally one can be increased for Zones with identical piping such as heating water coils pumps or domestic water drops to fixtures Once all of the appropriate Zone information is complete click to move into the Takeoff Screen for this Zone Click to return to the J
41. as Mantaro Master Catalog sss Material Discount Code Material Discount Group Material Discount Groups Material Discount Multipliers Material Repor iii More Takeoff Items Buttons Move Job to Folder N Naming Labor Group Factors Naming Material Discount Group IMultrp lets sene open tabe date New Ol Gem su cei tt teet Copyright O Quote Software Inc 2006 New Clas P UR 15 New OTI A eei bo huc Us 15 New Sirnm 15 NeW JOD suda eerie Ert ad tue 11 INGW Ty porcen a eeu debes erick 15 NA eee 15 O Open a New Jobs usse as 36 P Part NUDE r 14 Performance eese eee 9 73 EA A O 14 PP ES 27 53 RS A IEA erent edt i 3l Pipe Takeoff with the Digitizing Tablet 46 Pipe Takeoff with the Mouse 43 Plumbing Assemblies Folder 12 Previous Jte TTE oiii pt ope dba eoe 15 Precio Catalog uu coe deerit 57 Pricmo Quoted iussa d naa 57 Printer Marois ii 18 PARTS d DCC aria 35 Q QUOTED aso 15 67 Quotes Lab ina 66 R PP 73 Re Calculation 55 56 57 Relative Positioning ccccccccnnnnooccnnnnnnnnnnnno 7 A A eter dis 39 Remove Folders 13 REMOVE JOD iii daria 11 REMOVE LONE iio tete ede 39 Remove MENOS a 16 Removing Labor Factor Groups 24 Removing Material Discoun
42. ass of specialties to the Spec click on gt Specialty Copyright Quote Software Inc 2006 37 Specialty Spec Group Class Forged Steel Accessories 3D Valves 30004 Socket Weld Elbow Outlet Ar Separators SO008 Socket Weld Lateral Outlet Air Vents 30004 Socket Weld Outlet Backflow Prev 30004 Threaded Elbow Outlet 0008 Threaded Lateral Outlet Circuit Setter 30004 Threaded Outlet Control Devices 6000 Socket Weld Elbow Outlet Dielect Union 60004 Socket Weld Lateral Outlet Disc Bypass Yale T EDD Socket Weld Outlet Select the group class and accessories Specialty El 2 Select the Group the Subclass 1f required and then the Class to which the desired specialties belong Select any available accessories 1f desired as required for this piping Spec 4 Once the Specialty Group Subclass and Class and any accessories have been selected click OK This selection will appear under Item and Description on the Spec screen Select the size range for this particular Specialty Class as explained above in step 6 for Pipe 6 Upto 16 specialty selections can be made for a particular Spec provided that the size ranges for each type of specialty do not overlap This allows you to select many different types of specialties in a single piping system Once all of the components desired for the Spec are selected you can go back to the Specs list screen by clicking Ext A window wil
43. ate speakers installed Size Display Chose from Standard or Metric Default Material Chose from Default 1 2 3 or 4 Multiplier Family Default Material Set Default Labor Set Chose from Factor 1 2 3 or 4 DisAllow On the fly MacroUpdates to old excel reports Allow MainMenu Web Browser Configuration r Customer m Size List Name License It SN 10 Default Labor Rate Code Quote d C USER Printer Margins Top 10 1 Left 0 1 General Enable Database Checkout Functionality a Co not include Job Item Code in Job Item Description for reports Save Cancel Copyright Quote Software Inc 2006 25 System Tab Customer Section Customer Name Customer name used on reports License Number Customer license number Vo modification allowed System Tab Default Labor Rate Section Default Labor Rate Names of labor rate sources Quote Software Inc MCAA PHCC and User The last entry User 1s for customer supplied labor rates and is the only field that may be changed The radio box indicates the default labor rate source used when recalculating jobs System Tab Printer Margins Section Printer Margins The left and top printer margins These are normally set to 0 2 but may need to be set to 0 0 for certain printers with hardware margins System Tab General Section Enable Database 2 Checkout Functionality Do not include Job Y Item Code in Job Item Des
44. ate the file you extracted c hph harrison upd 21 Click OK 22 A screen appears giving you an Update Summary which shows you the active prices quoted prices and discounted prices 23 The system tells you when the load Is done Your system is now loaded with the most recent pricing When updates are available Harrison Publishing will e mail you a notification of price changes See the next section on how to do a price update 8 III Downloading a Pricing Update When there is a price change you will receive an e mail from Harrison It will contain any upcoming price changes or it will notify you of any significant manufacturer price changes where your current multiplier may need to be changed Contact your supplier 1 To begin double click on the e Office Manager icon on the desktop Pi e Office Manager 3 0 2 The password screen appears Login http 216 107 222 56 X User Mame Password Iw Save Prd Cancel 3 Since you selected Save Pwd the required information on the screen should be filled in Click OK The e Office Manager main screen appears e Office Manager ajaja File View Tools Window Help gt 1s Ay Database ANA v Keywords dL ge Reset T anA a e Sra A liz Admin Directory s earch Results Empty Suppliers Web Forms Archive Catalog HPH Code ALT Code Size Description Manufacturer Price li Admin Personal Custom
45. cription for reports System Tab Size List Section Default Sizes Provides the sizes that will be displayed whenever a list of sizes 1s displayed It is strongly recommended that this list not be altered Copyright O Quote Software Inc 2006 26 Configuration General Assembly Variables Division Title subzone Title Area Title Phase Title system Title Brier erat ee ror Division Blueprint Area Phase System Assembly Variables Default Divisions Default Subzones Default Areas Default Phases Default Systemes Crawlspace Job Info Enter the Titles for Misc Fields to appear in Job Info Misc Info 1 Misc Info 2 Misc Info 3 Misc Info 4 Save Cancel Setup Tab General Section Division Title Default Divisions SubzoneTitle Defau lt Subzones Area Title Default Areas Phase Title Default Phases System Title Default Systems Setup Tab Job Info Section Titles for Fields Setup Tab Assembly Variables Section Default Titles Copyright Quote Software Inc 2006 27 Configuration iw Require Users to Login to program w Allow Blank Passwords Login Mame 2 Administrator Administrator a Power User Power User a Regular User Regular User Mew User Temp User Add Mew User Change Login Name Set the selected user to use the security settings of an Administrator Power User Regular User or to have a Custom setup Delete User Change Real Hame a g a Set as Adm
46. ct EE to add the new item From the Item screen select the button enter the size of item to copy and select MON Copy ltem select the item to be copied 3 Modify the Sizes List Price Labor Rates etc as appropriate and select to save the new item Note that the size must be modified before saving 2 1 4 Linking Items QuoteExpress contains a special link feature used to place an existing item multiple locations within the Database This 1s done as follows Copyright O Quote Software Inc 2006 13 1 Select the new Family Group Class and Type location from the Database screen 2 Select MEUS and enter the Sizes and Piece Count for the new item 3 Select LmkFrom from the Item screen and choose the Family Group Class Type and Size of an existing item to link with Select and a new item created which is a link to the existing item with the Sizes and Piece Count modified as in step 2 Link ltem Family Specialty Group Sleeves Class Sheet Metal Floor Type Floor Sleeve oa Select the item ta be linked ms The primary purpose of linking items is to allow multiple size references to the same item such as hangers bolts joints etc Under normal circumstances you will not have to use this feature in routine maintenance of the data 2 1 5 Removing Items Items you add to the Database can be removed as follows 1 Select the Family Group Class Type and Item
47. de Iron Valves utterfly Valves utterfly Valves Carbon Steel Butt Weld Fitting Carbon Steel weld Fittings Cast Iron Soil Hub Fittings sthmz Stockham 1 0000 1 1500 1 0000 1 0000 nbbmz Nibco 1 0000 1 1500 1 0000 1 0000 nbbfly Nibco 1 0000 1 1500 1 0000 1 0000 stbfly Stockham 1 0000 1 1500 1 0000 1 0000 valdfit Weldbend 1 0000 1 1500 1 0000 1 0000 hackwf Hackney 1 0000 1 1500 1 0000 1 0000 svitch Bonn 13500 1 0000 1 0000 Cast Iron Soil Hub Fittings swift 10000 11500 1 0000 1 0000 Cast Iron Sail Hub Pipe svcipi 1 0000 1 1500 1 0000 1 0000 Cast Iron Soil Hub Pipe swpch Charlotte 1 0000 1 1500 1 0000 1 0000 1 0000 11500 1 0000 1 0000 Cast Iron Soil No Hub Fittings 1 0000 1 1500 1 0000 1 0000 Last Iron Sail No Hub Pipe 1 0000 1 1500 1 0000 1 0000 Cast Iron Soil No Hub Pipe 1 0000 1 1500 1 0000 1 0000 Cast Steel Valves 1 0000 1 1500 1 0000 1 0000 Chairs amp Rollers Anvil Int 1 1500 1 0000 Cleaned amp Bagged Copper Fittin copicb Elkhart Prod 725205 1 0000 1 1500 1 0000 1 0000 Concrete Inserts anvrol Anvil Int 1 0000 11500 1 0000 1 0000 coptub Mueller 1 0000 11500 1 0000 1 0000 CPC FlowGuard Gold cpvcfc Charlotte 8 1 05 1 0000 1 1500 1 0000 1 0000 CPC FlowGuard Gold cpvcfn Nibco 9 12 05 1 0000 1 1500 1 0000 1 0000 CPVC Labw aste Pipe amp Fittings cpweluw pears 6 6 2002 1 0000 harlotte 8 1 05
48. e Iran Flanged Spools 01711 1995 02062004 amwater Copper Domestic water 01710 1995 4 12 1337 wvcop Man Insulated Copper Piping 0110 1995 OF 032003 Enpure HP Paluvprapylene Socket Fusion 01 10 1995 09282003 3 5 1 Creating a Spec To create a new Spec click on 9 New and provide a Name and Description for the new Spec Names for Specs can be up to 8 characters long letters and numbers only Descriptions can be up to 30 characters long Mame Description Enter the name and description of the spec z When the Name and Description are entered click and the Spec screen will appear with the name of the Spec at the top Copyright Quote Software Inc 2006 30 3 5 2 Changing the Information in a Spec From the main Global Spec screen there s two ways to open a spec you would like to edit either highlight the spec and click Ed Sre or double click on the spec you would like to edit SHAS can D added or deleted to conform to desired Spec requirements To add a size click on Enter the size in fractian natatian Eg 1 1 4 2 3 8 Cancel Key in the desired size as shown in the Size box To delete a size click Das size to be deleted Note that it is not recommended that the size NA ever be deleted as 1t may be required for specialty items CHW1 Copper 2 Grooved above CHW Add Size DelSize Manage Sizes Print View Database Sattitems shin sri B Close
49. elds of the pipe s catalog entry If these are set to a valid Joint Group and Class this will be used to resolve the specific type of joint If these are set to SPEC then the Joint Group and Joint Class are taken from the Spec for the pipe The quantity of Joints is determined from the Joint Length defined in the Spec for this size and length of Pipe If the joint for a pipe connection is a coupling which requires joint material for installation both the coupling and associated joints will be added to the detail list Copyright Quote Software Inc 2006 57 FastHanger The FastHangers for a Zone of pipe are resolved in the same method as normal Hangers see above except that the pipe size is used as the takeoff size and the fs quantity of Hangers is determined from the Hanger Spacing defined in the Spec for this Hanger Size and Hanger Form Catalog When items not in the Spec are taken off from the Catalog they also are added Items to the detail list NO joints associated with these items will be taken off 4 4 2 Re Calculation By Pattern Reports in QuoteExpress can be calculated for the entire job or for any portion of job as follows JA 2 3 Click on the rightmost down arrow of the Recalc button and select By Pattern e Recalc all Bv Pattern Selected Sections To select the pattern desired we can select by Zones Specs Areas or Remarks Selection Pattern Specs Subzones Mates GAS Ins
50. elling you that updates are available You will go to the website www quotesoft com and download the update file You will download it to the QpipServ folder After downloading the file go to the Job List screen and select File gt Data Update Data Update Browse to the folder which contains your updates Press OF to begin update e Program FilesslpipeS erv Update Files E c EA EJ Program Files llpipe5erv 3 Global 7 HVAC asy CJ Images CJ Installers 3 Job rchive A When the Data Update screen is displayed select the file you downloaded from the Quote Software website Click to start the update When data updates are installed a list of new and revised data will be provided You will need to carefully review this information carefully and adjust your Global Discount tables as required see the Global Discounts screen 3 4 3 Installing Data Updates Harrison Publishing House QuoteExpress supports pricing updates from the Harrison pricing system Note that these updates are obtained directly from Harrison Publishing House via the Internet and require a separate contractual agreement between you and Harrison Publishing House To install Harrison pricing updates refer to the Pricing Service document included with this Reference Manual Details for installing updates are included in that document 3 4 4 Important Update Notes Software and data updates are delivered under the assumption that ALL p
51. elow Grade Aci usion Umbro ai Acidbgmi Below Grade Acid DWY Mech Jt Te Templates sample M3 Air Compressed Air Piping Sample Jobs Sample M4 L andrain Copper Condensate Drain E Condrtn Condensate Return Piping LIED d us Copper Man Insulated Copper Piping Tutorial Diflange Ductile Iron Flange Joint Dimechyt Ductile Iran Mech Joint Dimjc 300 Ductile Iron MJ amp Sv CSOD Dispool Ductile Iron Flanged Spools Domwater Copper Domestic Water Dwycop Mon dnsulated Copper Piong Enpure HP Polypropylene Socket Fusion Gas Natural Gas Hppharm 55 High Purity Pharmaceutical Hpsteam 55 High Purity Steam Pharm Hwshwrl Copper Grooved Heating Water Hwehwre Thread Grooved Heating Water Hwszshwr3 Thread w eld Heating Water Ej Select the job name and spec s to be copied Select All Unzelect All 2 Atthe Copy Spec window select the folder and job from which you would like to copy a Spec 3 Select the desired Spec Multiple Specs may be selected by holding down the control key Note that ALL specs can be selected by clicking on 4 Edit the Spec Name if desired by clicking on the name shown under As Name and revising the text 5 Click to save the Spec It will now appear in the list alphabetically 3 5 4 Printing a Spec A Spec may be printed as desired for reference as follows 1 Select the Spec you desire to print click on it and click Open 2 While on the Spec screen click o
52. en do not reflect any Job Adjustments on the Labor Hours Screen The values on the Labor Detail Screen can be viewed but cannot be altered Click to get a printed Report of the Labor Detail Screen Make sure your printer is on and the paper is ready Copyright O Quote Software Inc 2006 64 4 4 7 Exception Report During calculation exceptions may occur resulting from the takeoff Spec or catalog items When this occurs the system will flag the offending takeoff item and continue on with the remaining items Qpipe i WARNING There was 1 exception detected To view exceptions click on the Exception button of the Reports Tab You exceptions will be displayed in Summary form or By Zone based on your preference Job Sample M3 Boiler Detail Installation Mm E File Global Help Reports Quotes Excel Export A A r Exceptions bg Print Calculate Spec Zone Notes Oty Size Description Sch 80 ERW Blk Stl Pipe 453B PE Material price quote required CONDRTN Base Material Labor Exceptions Pricing Database C Quoted O WARNING No data for exceptions will be incorporated into the Material Cost Sheet and Labor Hours Sheet until they are resolved The following is a list of possible exceptions and steps required to correct them Copyright O Quote Software Inc 2006 65 VMaterial price quote required An item was encountered that requires a quoted
53. ens in the QuoteExpress system will display help information in a small pop up box e g Select a job If you need a quick reminder of the purpose of a button or control on the screen simply position the mouse cursor over the area in question and the appropriate text will appear next to the mouse cursor 3 1 1 Adding a New Job To create a new job click from the Job File screen and enter a Name for the new job e g JOB00001 You should also enter a meaningful Description for the job e g State Office Building Phase 1 The space for this description will allow up to 50 characters Copyright O Quote Software Inc 2006 19 Template Noe rj Mame JOBOO001 Description State Office Building Bid Date 09 21 2006 Bid Time 2 00 PM Default Material Multiplier Family Default Scale Default 148 7 Default Material Set Default Labor Set Plan Factor 1 Only the Name must be Filled in Once you have entered this information click MON The new job will be created and the system will automatically take you to the Spec screen discussed in Section 2 7 Specs are used to define pipe fittings valves etc for a particular piping system The system takes you to the Spec screen because that 1s the next logical step after setting up a job To learn more about Jobs return to the Job File screen by clicking on the Jobs tab 3 1 2 Editing Job Information To change the information for an existing
54. er Information screen appears 4 Type in your name and organization and click Next 5 Check to make sure the Destination Folder is accurate 6 Click Next A Ready To Install window appears Click Next The program is installed onto your computer When the installation is complete the following screen appears ig e Office Manager 3 0 Setup e Office Manager 3 0 has been successfully installed Click the Finish button to exit this installation 7 Click Finish 8 On your desktop the following icon appears e Edffice e OFfice Manager 3 0 The E Office Manager has many uses You may want to schedule a training session with Wendy Adams from Harrison to learn about the details She can be reached at 303 738 0614 7 Il Downloading Initial Pricing Data Now that you have the pricing service program on your desktop you are ready to start the loading process into the Piping Program The first step happens in e Office Manager This step happens only once since this is the initial load After this you will do updates only See the appropriate section in this handout for information on how to do updates 1 To begin double click on the e Office Manager icon on the desktop e Edif e Office Manager 3 0 2 The password screen appears Login http 216 107 222 56 X User Mame Password Iv Save Prd Cancel 3 The User Name field is the e mail address Type in the password that
55. er or excavation form 3 A screen will appear for the specific Hanger Form Suspended Hanger Component Otv Len Rod NONE e od Spring NONE rj o Coupling CA om Hanger NONE H gt Shield Saddle NONE i e om Threaded Acc Hong al Threaded Acc none J al Threaded Acc Hope al Threaded Acc Hope al Select the required components for this hanger y 4 Select the desired Components Some components will require an extra selection 1f the Group has a Subclass in the Catalog If the Generic Hanger Form is selected the Group must also be selected Hanger Size Pipe Size Insulation Size 5 Enter the quantity of each Component by clicking on the up down arrow to the right of each component A quantity of one will automatically be entered for each component 6 Once all of the Components have been selected select the Hanger Size in the box at the lower right of the Hanger Form screen If Pipe Size is selected hangers and other components will be sized to fit the pipe when selected during takeoff If Insulation Size is selected hangers and other components will be sized to fit outside the insulation when selected during takeoff 7 Once the above steps have been completed click OK Jj This selection will appear under Item and Description on the Spec screen Copyright O Quote Software Inc 2006 35 8 Select the size range for this
56. ers bA Quote Software C Customers QU Vendors n perators Y ScratchPad Project No Project declared No discounts applied BOM Locke dei Column Mus TAR Price Labor Extn BOM Name Scratch BOM No markups applied Net No Markup Submit Catalog HPH Code Size Description Manufacturer UOM Qty List Price Net Price Ext Price Welcome to e Office Manage 3 18 2005 7 51AM 4 On the top of the screen click Tools A pull down menu appears 5 Click Price Update Service An update service screen appears You will be downloading a file called Harrison upd Check to make sure Quote Express is in the Subscription Name box Click Export e Office Price Update Service l 0 x Update Initial Load History Subscription Hame Update D ate Last Update uote Express Je zz ononon Sub Date 672708 Taken on 5 57 05 By Oper toddt3quotezoft com Select Discount Type to Apply None se List Price Update Data will be exported to the following location CAD ocuments and Settings Try Documents My e Office XE sportssH arson upd E Mew Subscription Information Yew Bulletin View MF va Esport Exil Use this tab to get the Price Update Service data exported to your PC E 2 Transfer Process Complete 7 When the download is done click Exit The main screen reappears Under the File menu select Close E Office Manager closes Now you are read
57. exit the Job screen at any time by clicking Close Job from within any component tab Copyright Quote Software Inc 2006 40 4 1 Spec Tab The first step to estimating a job with QuoteExpress 1s to set up Specs specifically for that job Specs can be created from scratch copied from Global or copied from the Specs list of any other Job in the same manner as shown above It is usually easier to copy Specs and modify them than to set them up from scratch Job Sample M2 Utility Sample i ICE E File Global Help Specs Assembies Zones Jobltems Reports Quotes Excel Export_ C3 LName Desc pin o cel Created Changed Dimicg00 Ductile Iron MJ amp AWWA C900 01 11 1995 10 25 2003 New Sewer Below Grade PVC DWY 01 11 1335 10 26 2003 2 specs It is also helpful to rename the Specs to reflect the actual systems for a particular job It is even acceptable to have exactly identical Specs with different names and descriptions to help organize your Takeoff The amount of detail and the number of valves and specialties you put into a Spec will affect Takeoff speed and the usefulness of your Specs for ordering materials and figuring change orders 4 2 Zone Tab QuoteExpress gives you the ability to break a job takeoff into as many Zones as desired Jobs can be taken off by piping system area plan pages drawing details or installation conditions Zones can also be used to designate alternate bids
58. f the list update an existing group select the Group Name and click Code Manufacturer and or Date as required 2 4 1 1 Naming Changing Group Multipliers QuoteExpress contains room for up to four 4 multipliers for each Material Multiplier Group This allows you to have different multipliers for large jobs small jobs out of town jobs etc Upon receipt of your system all multipliers are 1 0 It is your responsibility to find and enter the ll Material Multiplier Titles Title 1 Title 2 Title 3 Title 4 Factor 1 Factor Hz Factor H3 Factor H4 Enter the new materal multiplier set titles To exit the Material Multiplier Groups table click Use and confirm whether or not to save your changes Copyright O Quote Software Inc 2006 18 3 Job File Screen The QuoteExpress Job File screen allows you to create modify and delete jobs This 1s also one place where you can access the Database screen JobList C Program Files QpipeServ E O File Global Help Job File Last Modified Tutorial Job 09 26 2006 2 00 PM 09 26 2006 05 08 2006 Templates SampleJobs m a E e Y eo la rr uu o x m Archive Job 3 1 Working with Jobs Each job in the QuoteExpress system consists of a Name 1 16 characters Description 1 50 characters Bid Date Bid Time Created which notes when the job was created and Last Modified Note that the Job File screen and most other scre
59. hand column When you have it over the correct folder highlighted let go of the mouse button and the job will be moved To copy a job to a folder use the same procedure as moving a job to a folder but hold down the control key Ctrl on most keyboards You will see a small plus sign by the mouse arrow to indicate that the job is being copied rather than moved 3 3 Configuration The Configuration screen allows you to establish parameters and personal preferences within the QuoteExpress program You access the Configuration screen from the Job List screen by clicking on File gt Configuration Copyright O Quote Software Inc 2006 23 Configuration Digitizer Tablet Device ra Use Visual Version 0 0 Use Template M uidi Trail Size x 0 OxDppi 178 el Security kep Server mooo Allow Network Kep Address Management Station Code 3j months 16 days Iw Digitizer Station Server Location Browse C pipes General Sound Mode Default Material Multiplier Family m Dis llov On the fly Macrallpdates imedi to old t Multimedia Default m o old excel reports Default Material Set Default Labor Set e Allow MainMenu Web Browser Size Display f Standard Plan 7 Factor 1 Metric The fields on this screen are initially assigned by Quote Software Inc and are defined as follows Workstation Tab Digitizer Tablet Section Device Version Indicates the device driver version
60. ick Download The following screen appears e Office User Discount Preference Price Update E Price Update Service Initial Loads 4 Charge of 0 00 willbe charged to your account by the method that is on file with e Dffice f Yes bill my account and download the initial load No cancel the initial load OF Cancel 11 Click OK You will see a Process Bar across the bottom of the screen The speed of the extraction will depend on your internet connection speed 12 When done click Exit The main screen reappears 13 Under the File menu select Close E Office Manager closes Before going into Express Piping to download the file first you must run the self extracting file 14 Using your File Manager navigate to and locate the file you downloaded qsil nitload exe 15 Double click on qsil nitload exe The file will be unzipped to C hph Now you are ready to run the Express Piping program 16 Double click the Express Piping icon to open Express Piping 17 The Express Piping welcome screen appears Click Continue 18 Select File from the top of the screen A pull down menu appears 19 Toward the bottom of the list select Data Update Data Update c Program Files OpipeSery Update Files a 3 Program Files OpipeSery ES Data EJ Global _ HVAC asy _ Images Insert the update diskette CO and select the drive Press OF to begin update 20 Navigate and loc
61. icrosoft Corporation e Windows is a trademark of Microsoft Corporation e IBM and PS 2 are trademarks of International Business Machines e Pentium is a trademark of Intel Inc e Wintab is a trademark of LCS Telegraphics Table of Contents Copyright O Quote Software Inc 2006 2 Be INSTALLATION conocia 5 lli QUOTEEXPRESS PIPING BASE SYSTEM NEW INSTA TL vd p Ete tutt N E 5 Ly DIGO ZER TABLE Tm 7 1 2 1 Virtual Labletdntertace OPHONGI erres ene AEE E E E A A 1 3 SHARED DATA ACCESS OVER LOCAL AREA NETWORK OPTIONAL cocccccccccnnncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnninininininos 7 Zi MAN MEN iaa 10 2d DATABASE a a a lo e 10 2 s T VEW OT S RIA as cash Perak tists kts NEE ob a Nt le Teta wlan ceria Mean oth nds T ET AN Il 2 012 AUDE MES scattered toten iate itat ta 15 ZAG TRI NI A A A S 15 2 1 4 A PX 13 2 1 23 POTNIT M 14 2 1 0 Ete ANTES AE AAA A NE Pr VEM AA 14 22 GLOBAL PECES MEM 15 Dede TABOR PAGTORS vdd ada ai adds 15 2 9 1 Adding Renaming Removing Labor Groups eeseeeeeeeeeeeeeeeeeeee esses n nn nnn nennen nsns esee nnn nan 16 2 Nomine hanging TOUS SAA As 16 2 4 MATERIAE IVI TIPE TIERS oed RR Pe O AS UR UE OSTIA SERO RA AAA Vendome 17 2 4 1 Adding Renaming Removing Discount Groups eeeeeeeeeeeeeeeeeee ener nnn nnnn nennen sess ss ss sn nnns 18 241 1 Namins Chaneme Group MUlUpliets uuo eese A deut as ute b
62. ided by Quote Software Inc Inc If a serious problem occurs and you need to restore this file a backup copy is in CAOPIPE GLOBAINWRKPROTO XLS NOTICE There are two unseen hidden Excel sheets that must never be deleted from WRKSHEET XLS These sheets are provided by Quote Software Inc Inc and are required for proper functioning of the system To avoid accidentally deleting these sheets always copy worksheets or formulas into WRKSHEET XLS rather than trying to copy WRKSHEET XLS out to a new worksheet file for editing 4 6 2 Excel Version Considerations The QuoteExpress spreadsheet is delivered in Excel 5 format for compatibility across systems Quote Software Inc Inc recommends that you convert this to the latest version of Excel prior to running any new calculations To perform this conversion simply open the global spreadsheet file in CAQPIPEN GLOBALNWRKSHEET XLS and save it again by clicking on File Save Excel 97 will normally detect that the spreadsheet is stored in a prior version format and ask you whether or not you would like to update to the new format Answer Yes to convert to your current Excel format and then exit the program Finally please note that newer versions of Excel have virus detection features that will detect QuoteExpress s hidden macros inside of the spreadsheet You may be prompted to disable these macros whenever you open a QuoteExpress spreadsheet These macros MUST NOT be d
63. indow Help JB a E 8 S Em A o e x Sl 21 lly 4B 100 GB L aria Quote Software EN A A A A EA A O A BID RECAP SHEET 10 18 2004 Company Quote Software JabName SAMPLE M3 Boiler Detail Installation liz Bid Base Bid em Labor EN Materials Hours Rate Labor Total EN Piping Materials amp Labor Equipment S Fixtures S Other Job Costs S Rental Equipment AA Overtime Pay EGO Other A 80 Sub Total Sales Tax 216 Sub Total Subcontracts including Sales Tax 80 Sub Total 58 192 After you select open QuoteExpress starts Excel and the new data is loaded into the worksheet Note that there are numerous Excel sheets supplied with your system Recap Provides a recap of all costs and estimates associated with a job including e Piping Materials amp Labor from the Summary sheet Fixtures amp Equipment from the Equip and Fixt sheets Permits Fees and Miscellaneous from the Other sheet Rental Equipment Charges from the Rental sheet Overtime Pay Overhead Taxes Etc from the Subs Labor and Info sheets These quantities are sub totaled to produce the final estimate for bid Equip Material and labor costs for job equipment Copyright O Quote Software Inc 2006 70 Fixt Material and labor costs for job fixtures Other Miscellaneous costs associated with the job including permits water department meter installation sewer tap and utility company fees
64. inistrator Set as Power User Set as Regular User Set as Custom User Copy User Change Password Set Security Settings Save Cancel Login Security Tab Set Security Use the information on this tab to set up your users and their passwords Settings 3 4 Software and Data Updates When you enter into a maintenance agreement with Quote Software Inc you will periodically receive updates for your QuoteExpress system Two types of updates are provided Software Updates New program enhancements for the QuoteExpress estimating system Data Updates New items of data and or revised list pricing from Quote Software Inc or pricing updates from Harris Publishing House 3 4 1 Installing Software Updates Software updates are available electronically from the Quote Software Inc website www quotesoft com contact your sales representative or technical support for additional information Software updates are typically delivered with release notes that specify e Installation procedures e New features functionality helpful hints and suggestions Be certain to carefully read the release notes before installing any software updates It is also strongly recommended that you make a full data backup prior to running these updates Copyright O Quote Software Inc 2006 28 3 4 2 Installing Data Updates Quote Software Inc Quote Software Inc data updates are normally distributed electronically You will get an email t
65. ip Target location pipe send To Target C Program Files pipe Cut Copy IY Fun in separate memory space Run as different user Create Shortcut Delete Rename Start in CAPROGRA 1 pipe Properties Shortcut key None Aur Normal window E Comment Find Target Change Icon Copyright O Quote Software Inc 2006 8 For example if your file server 1s referenced as drive E modify the QuoteExpress properties as illustrated additional information is highlighted 4 Optional You may delete the local database directory C Qpipe from each of the workstations to free up disk space Please note the following regarding the use of QuoteExpress in a shared access configuration V Shared Access To Data In a shared access configuration QuoteExpress performs file locking to insure that only one workstation is performing updates on a specific Job Periodically you may receive a message indicating that a Job 1s 1n use by another workstation This is normal and serves to protect integrity of the QuoteExpress database Additionally if any user is currently updating a Job the Master Catalog will be locked from updates preventing accidental changes to data in the middle of a takeoff or recalculation It is strongly recommended that all Master Catalog and or program updates be performed after hours when using the shared access configuration V Performance QuoteExpress maintains a large amount of inf
66. iping QuoteExpress Piping Enter Lagin Information X Login Administrator password 38 Copyright Quote Software Inc 2006 6 1 2 Digitizer Tablet QuoteExpress supports input from most large format digitizing tablets such GT CO that have Wintab compliant drivers Depending on the type of tablet you are using you may elect to use the manufacturer s supplied drivers or optional Virtual Tablet Interface drivers from Digitizer Technology Company The following steps outline how to configure both the Virtual Tablet Interface and GTCO TabletWorks drivers for best use with QuoteExpress 1 2 1 Virtual Tablet Interface Optional QuoteExpress is compatible with software from Digitizer Technology Company which supports a wide range of new and existing digitizer tablets If you intend to use the Virtual Tablet Interface drivers you must first install the driver software Once successfully installed it is recommended that you configure the mouse pointer for relative positioning by unchecking the Absolute option Pointer tab and locking it by checking the Positioning option Locking tab E Default Tablet ME M5 Default Tablet A ES Template Pressure Stylus Cursor Device Locking Manager Tasks Coordinate Button Pointer Driver System Status Tasks Coordinate Button Pointer Driver System Status Template Pressure Stylus Cursor Device Locking Manager Pos
67. ired pipe belongs Select the Joint Group and Joint Class for automatic generation of joint quantities Note that you should always select a coupling for types of pipe that require couplings Any solder or other pipe joint material will be added automatically with the coupling In some classes of pipe Joint Groups Classes or both may be automatically selected by default 4 Select the Joint Length as desired for this Spec Most of the time this should be the length of the pipe as purchased but can also be shorter to reflect a job condition that limits the handling of full lengths 5 Once the Pipe Group and Class the Joint Group and Class and the Joint Length are selected click ox This selection will appear under Item and Description on the Spec screen 6 Select the size range for this particular Pipe Class by clicking on the first size in the desired range and while holding the left mouse button down slide the mouse to the last size in the range and release the button To delete sizes from the desired range follow the same procedure using the right mouse button Orion Brownline Sch 40 Poly Fusion Acid plum Using the above steps any number of pipe selections can be made for a particular Spec provided that the size ranges do not overlap 3 5 2 2 Fittings 1 To add a particular Class of fittings to the Spec click on ES Fitting Copyright O Quote Software Inc 2006 32 Fitting Spec Group Class Joint Gr
68. isabled or the spreadsheet features will not function correctly There are two options for handling this situation 1 Always respond to the virus detection prompt and ENABLE these macros on startup 2 Disable the virus detection prompt by clicking on the Tools Options and selecting the General tab You will see the option listed on this form If you disable virus detection the macros will operate transparently Copyright O Quote Software Inc 2006 72 5 Program Maintenance Y our QuoteExpress estimating system is designed to maximize your efficiency as a mechanical contract estimator The following are guidelines and helpful hints to optimize your benefits from this system 5 1 Backups Computer technology has advanced significantly during the past 10 years providing reliable high speed systems than can sit on your desktop Unfortunately even with these advances personal computers still can and do fail and this can result in loss of critical data Since you will spend much of your valuable time creating job takeoffs we strongly recommend should protect yourself against loss of critical data by periodically backing up your system to floppy diskettes Recognizing the importance of backups QuoteExpress was designed to simplify this process as much as possible In general there are two types of data that you should consider for backup global data and job data Global data includes the Configuration Master
69. ition for fittings of the same size if they are specifically defined in the Master Catalog If accessories were defined these items are also added to the detail list Hanger Each takeoff item which is a Hanger is resolved by searching the Spec for the Hanger Form 1 e Suspended Base Mount corresponding to the size taken fo off Each component as defined in the Spec 1s resolved against the Master Catalog based on the component Group For components in hanger groups Base Plate Base Stand Base Support Dbl Rod Hanger Guides Anchors Hanger J Hooks Pipe Extension Saddle Support and Shield Saddle the takeoff size plus insulation thickness 1f required by the Spec 1s used when searching the Master Catalog In order to assure that an adequate sized hanger component is chosen the system will select the first catalog item that 1s at least as large as required for the given size If more than one catalog item has the same size then the item having a second size at least as large as the pipe size 1s chosen For the remaining hanger groups such as Rod Coupling the takeoff size without the insulation thickness is used when searching the Master Catalog Again in order to assure that an adequate sized hanger component is chosen the system will select the first catalog item that is at least as large as required for a given size FastJoint The joints for a Zone of pipe are resolved by using the Joint Group and Joint Class fi
70. itioning Ap 2200 Properties This feature changes cursor movement an screen Absolute is like a digitizer a This feature prevents task properties from being changed by the Manager or De relative like a mouse The toggle button alternates between them other applications To lock a property check the property s name below Absolute Togale None Tasks Description Orientation i o o Coordinate Clipping Cropping d This feature changes the orientation of the digitizer cursor movement on the Button E MERE m lente L UE qe screen Top is the default for most devices Pointer Iv Positioning Orientation O Vanishing OTe Bu C Bottom C Left Driver Interrupts Contention Proximity Template Buttons File Server Manishing a S Pressure Brushes Range Smaathing h This feature enables or disables hiding the Windows cursor while typing and Stylus Pressure Ausiliany Gradient g then shewing the cursor again upon uzing the mouse arson Sensitivity Acceleration wrapping Vanishing Device Type Reset Rate Profezsional Edition Professional Edition Version 6 07 00 Close Default Help Version 6 07 00 Close Default Help This configuration allows the digitizer cursor to double up as both a mouse and a cursor reducing the amount of motion required while using the system Refer to Section 2 1 for additional information regarding the configuration and setup of the
71. l appear to confirm that you want to save any Spec changes Do so by clicking on Yes 3 5 3 Other Spec Features QuoteExpress contains features that enable you to easily copy edit and rename Specs Your system 1s also equipped with several Specs to get you started in building an easily maintainable catalog of Specs 3 5 3 1 Renaming a Spec Any Spec can be renamed as follows 1 Select the Spec you desire to rename Click on it and click Rename 2 Make revisions to the Name or Description as desired and click OK Jj 3 5 3 2 Editing a Spec Any existing Spec can be changed using the following steps 1 Select the Spec you desire to edit Click on it and click Open Copyright Quote Software Inc 2006 38 2 Click on the Spec component you desire to edit and click on Change 3 Simply re select the Spec item as was done when the Spec was created 4 Make as many component revisions new selections or size range changes as desired 5 When all desired changes have been made click Exit Confirm saving changes by clicking on Yes 3 5 3 3 Copying a Spec QuoteExpress allows you to copy a Spec from any existing job to the Global Spec list as follows 1 Click Copy From Folder Job Spects to copy 10ra 55 High Purity Tubing As Mame Home Global Acidagfu Above Grade Acid DWY Fusion Dwvcop HwvAC Sample M1 fares siib cdi or cid Jnt cidbafu B
72. m into the Takeoff List by clicking on Save Quantity 2 45 Ell B 1 3 45 Ell B 1 4 Hydrant Tee oxh A Lap B 1 b Pipe B B JH A Pipe B 220 pH B Pipe B 205 JH g Pipe B 15 JH 10 Tee j 1 11 FH MA l2 Cone Reducer axe 1 13 45 Ell 4 1 14 90 Street Ell 4 1 15 DEI 3 1 16 30El 3 1 17 Pipe 4 A JH 18 45 Ell 4 1 iad 6 Change sizes by clicking on the new size The screen may pause briefly to reload Spec definitions for this new size Copyright Quote Software Inc 2006 46 4 2 3 2 Pipe Takeoff Pipe can be taken off with the mouse and keyboard or with the Digitizing Tablet optional Details of using the Digitizing Tablet are in the following Zone Even with the Digitizing Tablet you will use the mouse when taking off risers not to scale details and other times when scale is not available Do the following to take off a length of pipe 1 Click on the size to be taken off and then click on Pipe Note that the Information Box now contains Pipe Info from our Spec Pipe Info Group PY Class AAA E 900 Water Main M Autoloint ever 10 AutoE cavation Excavation As was the case for fittings this information includes the Group and Class of the pipe But the takeoff of pipe also has the following additional features FastJoint The system will automatically include the joint defined in the Spec at the spacing shown as pipe is taken off FastJoint will automatically
73. material price These items are automatically added to the Quoted Price List Resolution Enter the quoted material price using Price Quote Sheet option of the Reports menu V No spec definition for size A takeoff size was encountered that did not have a definition in the Spec The takeoff screen will not allow takeoffs of invalid sizes however if you switch Specs for a Zone or modify a Spec after you have performed the takeoff 1t 1s possible that existing takeoffs may no longer be valid Resolution Locate the offending takeoff item and make certain that there is a corresponding size for it in the Zone Spec V Spacing not defined in spec FastHangers were taken off with Pipe but no hanger spacing was defined in the Zone Spec Resolution Define the hanger spacing in the Spec VAccessory not found in catalog An accessory item for a valve flange or specialty was not found in the Master Catalog This will only happen if items were deleted from the Master Catalog strongly discouraged Resolution Add the deleted accessory item back into the Master Catalog or remove the accessory from the Zone Spec V No corresponding fitting spec A joint for a valve flange or specialty requires a fitting definition in the Spec Resolution Add the fitting definition to the Spec in the size of the offending item V Item not found in catalog A resolved takeoff item was not found in the Master Catalog This should only happen if the Spec
74. may be viewed or printed Each type of takeoff item in the Takeoff List is converted to a detail record as follows Pipe Each takeoff item which 1s Pipe 1s resolved against the spec to determine the Group and Class of Pipe in this size This Group and Class are used to locate the specific catalog item The catalog information is added to the detail record list If either FastJoint or FastHanger were specified these are also processed Quantities are determined by Hanger Spacing and Joint Length in the Spec These are added to the detail record list see FastHanger and FastJoint below Fitting Each takeoff item which is a Fitting is resolved against the spec to determine the Fitting Group and Class for that size This Group and Class are used to locate the catalog item The catalog information for this added to the detail list The joints for a fitting are resolved by using the Joint Group and Joint Class fields of the fitting s catalog entry If these are set to a specific Joint Group and Class this will be used to determine the type of joint If these are set to SPEC then the Joint Group and Joint Class are taken from the Spec for the fitting See the Master Catalog and Spec Zones for more information on specifying the Joint Group and Joint Class fields Valve Each takeoff item which is a Valve is resolved against the spec to determine the Valve Group Class and accessories for that size This Group and Class are used En to loca
75. n make sure the printer 1s ready Copyright O Quote Software Inc 2006 39 4 Job Screen All Spec data Takeoff Calculation and Reports for a particular job are accessed from the Job screen To go to the Job screen for a particular job select the job from the Job List and click Open Job If a new job is created the program will automatically go to the Job screen for that Job Job HtClg multiplier Htg Clg job run to figure mtl multiplier E 150 Malleable B Copper 2 amp dn Hw4 PVC Sch 8D Pvcsch8 Sch 80 Thrd Stl Condrtn Refng Refrig Grooved HW2 Std wt Buttweld Hw 3 Sch 80 Buttweld Condrtn Blk Thrd Sch 40 Air Gas 2in and dn Gas PVC Sch 40 Pvcsch40 Variable assmb y for 2 and dn CU Variable assmb y for 2 amp dn Sch80 Stl SS mb mb mb mb mb mb mb if 4 Check All e Uncheck All 11 Zones Base Bids Additive Alternates Deductive Alternates Dead Zone EA Change Order Add E Change Order Deduct A QuoteExpress job is comprised of Specs Takeoff Zones Job Items Reports Material amp Labor Quotes Price quotes provided by a supplier and Worksheets used for final reports Each of these components is listed across the top of the Job screen on tabs from left to right To access a specific component simply click on the appropriate tab and the page for the corresponding components will be displayed in the above display the Takeoff tab is selected Note that you can
76. n itemized list of the items contained in a specific Material Group can be viewed by clicking on the Group Name and then on peta The Material Detail Screen shows the name of the Material Group across the title bar and also contains the following information Material Detail Job Items Qty Size FO Floor Drain BO E Discount Set Factor Oty Size Description Gross Wt List Price Net Price Net Total Discount Set Midwest Factor 1 00 l Description weight Price Price Total 218 00 Gross List Met Met Total 2 273 60 One of four sets of material discounts from the Material Discounts Table The multiplier of list prices for this Material Group The total piece count or footage of items in this Material Group The size of the item The name of the item as it appears in the Catalog The unit weight of items in this Material Group not available for all items The unit cost of the item based on using list prices The price of the item obtained by multiplying the List Price by the Factor from the Discount Set for this Material Group The total price of the quantity of items shown based on the Net Price The total of all items is at the bottom Copyright Quote Software Inc 2006 62 The values on the Material Detail Screen can be viewed but cannot be altered Click to get a printed Report of the Material Detail Screen Make sure your printer 1s on and the paper 1s ready To return to the
77. ncel While files from the Internet can be useful this file type can potentially harm your computer IF you do nat trust the source do not run ar save this software wv hat s the risk 5 You will be asked to save or run the program Click Save A screen appears asking you where you would like to save this file We recommend you save it to your desktop so navigate to your desktop and click Save This may take a few minutes depending on your internet connection speed Continue to the next step to run the exe file that was downloaded to your desktop 1 On your desktop double click eofficesetup exe The following screen appears ig e Office Manager 3 0 Setup Welcome to the e Office Manager 3 0 Installation Wizard This will install version 3 0 4002 It is strongly recommended that vau exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Nest to continue the Installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and Will be prosecuted to the maximum extent possible under law lt Back 2 Click Next A License Agreement screen appears You must agree to the license agreement to proceed 3 Select accept the license agreement and click Next The Us
78. ob screen Zone headers can be edited by selecting the desired Zone and clicking on Header You can then edit the Multiplier Spec Area Name or Remarks as desired Zone numbers cannot be changed Zones can be removed by clicking on File Remove Zone The program will require confirmation prior to removing any Zone 4 2 2 Copying Zones One of the most useful features of QuoteExpress 1s the ability to copy Zones from the current Job another job or one of the assembly jobs provided by Quote Software Inc Inc When Zones are copied any takeoff data associated with that Zone is also copied This allows you copy piping details from previous jobs to save time in estimating To copy a Zone do the following 1 Clickon Copy Copy Zone Folder Job Zone s to copy weld Steam Boiler Hookup 5 Home Base Relief Valve Piping 2 ES HVAC im l i Sample M3 s ES Plumbing PUE ample M3 Base Gas Drop 2 ES Templates Sample M4 Base E Sample Jobs Sample M5 Base ES Tutorial Job Tutorial Select the job name and zone s to be copied Select All m Unselect All 2 Select the Folder and Job Name of the job from where you desire to copy a Zone 3 Select the Zone that you wish to copy and click OK Multiple Zones may be selected by holding down the control key 4 Edit the Header or the Takeoff as desired Copyright Quote Software Inc 2006 43 Note that Quote Sof
79. of pipe since each click will only enter one foot of pipe 3 Once a length of pipe is taken off it will be logged into the Takeoff List in the lower left hand corner of the screen z 45 Ell B 1 3 45 Ell B 1 4 Hydrant Tee oxh A Lap B 1 b Pipe B B JH A Pipe B 220 pH B Pipe B 205 JH 3 Pipe B 15 JH 10 Tee J 11 FH MA q2 Conc Reducer Jrz 13 ASEI 3 1 14 90 Street Ell 4 1 15 DEI 3 1 16 30El 3 1 17 Pipe 4 A He 18 45bEII 4 1 m A beep will sound to confirm that the previous item was inserted into the Takeoff List When FastJoint 1s activated a circle with a J in 1t will appear in the Takeoff List following the pipe taken off When FastHanger is activated a circle with an H in it will appear in the Takeoff List following the pipe taken off Do not be alarmed that the length is not long enough to require a hanger and or joint the calculation of this feature occurs later and will generate a joint quantity of 0 4 2 3 3 Fittings Valves Flanges and Specialties Takeoff with Digitizing Tablet When furnished with the Digitizing Tablet QuoteExpress allows takeoff of items using the digitizer template Takeoff fittings with the Digitizing Tablet as follows l Select the size using the digitizer cursor if the cursor is the pen type just press the tip on the desired size If the cursor is the mouse type line up the cross hairs on the desired size and press the left mouse button There should be
80. op Gas Drop 1 1 4 2 Quoted CHSCHR Mains Office Area 1 24 7 CHSCHR Mains Equipment Room 1 24 7 Totals 427 5 Pes De 1 00 eS AAA The Labor Hours Screen contains the following information Source Set Sect Spec Area Remarks Mult Base Hours Copyright O Quote Software Inc 2006 Source of labor rates from the Catalog These can be changed in the Configuration file One of four sets of labor factors from the Global Labor Factors Table Zone number from the Job Screen Name of the Spec for this Zone Area and any Remarks for this Zone Multiplier for this Zone Total hours for all items in the Zone based on the source labor rates Total of Base Hours is at the bottom 63 Adjust Hours Total net hours for all items in the Zone based on the source labor rates multiplied by the factors in the set shown above Total of Adjusted Hours is at the bottom Job Factor Adjustment factor to reflect job conditions such as working up high in tunnels or crawl spaces etc The Job Factor for all Zones 1s at the bottom Job Hours Total hours of the Zone based on Adjusted Hours multiplied by the Job Factor Total of Job Hours is at the bottom Features of the Labor Hours Sheet are as follows l 4 The discount set can be changed by clicking on the Set name or down arrow and selecting the appropriate set Both the Job Factor and Job Hours can be adjusted by clicking on the appropriate box
81. ormation in the database and the shared access performance will be heavily influenced by the speed of the Local Area Network LAN and central file server It is strongly recommended that the shared access configuration only be used with LANs that provide a minimum of 10Mbit mega bit transfer rates Copyright O Quote Software Inc 2006 9 2 Main Menu The first screen you will see after logging in will be the Main Menu This truly is the center point for navigation throughout QuoteExpress This screen will allow you to access the sections of QuoteExpress Piping Be sure to watch for new information Quote Software will send you messages about program updates and other issues through the Main Menu viewer QuoteExpress i Global Help ij Software Database I Material Pricing Global Specs When was the last time you updated your material or labor prices in QuoteExpress Labor Factors If it s hard to answer that question maybe it s been too long We can assist you in updating your prices Start estimating vith the most accurate pricing to insure a winning bid Material Multipliers Data Update z Please call 800 813 7020 to schedule a pricing update or training Mechanical Configuration I I session with one of our techs to help you to a better bid Z006 z To contact Quote Software Inc call 800 813 7020 Help File Exit a fs Welcome Administrator to QuoteE xpress Piping QuoteExpress C006 Q
82. otes Excel Export Copy Delete Within this screen you can define the Size Code Description Unit Price and Unit Hours associated with each job item by selecting Or Change Copyright O Quote Software Inc 2006 53 m Job Item mooo PO Doo or wA O There are no components in this item You can also copy job items from other jobs you have already created by selecting Copy Once you have defined these job items they are available as part of your normal takeoff process 4 4 Reports Tab Select the Reports tab to calculate the material and labor costs associated with a job Job Sample M1 Water Heater Detail Installation Ale Global Mueller o 4350 Threaded Malleable Fittings malito Arde 2 9 20 5 1 1688 Wrot Copper Fittings copt Elkhart Prod 10 27 2003 12 1 2487 BalVaves apal 81 203 3 2 6382 Industrial Valves Jindvv JAY McDonald 7 1202 1 0 728 Bol 5 0 ots 0 0 0 6M5M994 4 0 084 Hangers hanger E 9 2 2002 6 6 4820 Steel Nipples stp Cai 2 9 2004 7 0 816 Specialty Products wspec O 1 19 2004 2 0 1050 Miscellaneous mis 12 14 1998 73 O 638 Job Items ib 10 14 2000 1 Oj 21000 Copyright O Quote Software Inc 2006 54 4 4 1 Job Calculation You can generate
83. ou can select your portable drive 1 e thumb drive or you can use Windows Explorer to back up your job onto a portable drive When you are ready to import a job into QuoteExpress from another computer use the Import Job command Either use Windows Explorer to copy the job from a portable drive to your hard drive OR import directly from your portable drive Select mrt a QuoteExpress opens a screen where you can select the folder file you would like to import The system tells you when the import is complete NOTE Keep in mind that when you import the system does not delete the job from the original location We recommend that you delete the imported job from the portable drive so any confusion is eliminated in the future 3 1 7 Archiving jobs Archive a job when you are done working with the job Highlight the job you would like to archive Select archive Job Copyright O Quote Software Inc 2006 2l Confirm 1 Jab succesfully copied to archive would vau like to remove it From your current Jobs list You can retrieve the job using the Import Job button Browse to the QpipeServ JobArchive to locate it If you archive a job from the Home directory it will be in JobArchive If you archive a job from within a sub folder ie Temp 1t will be in JobArchive Temp 3 2 Folders QuoteExpress allows you to store one or more jobs in a folder allowing you to organize your jobs based on your business needs Active folder name
84. oup Acid Waste 1508 Black Mall Threaded Black Cast Iron 3004 Black Mall Threaded Lo Weld Joint Class Last Iron Soll Copper Ductile Iran Male Hase Thread Forged Steel Male Iron Pipe Thread Gale Cast Iran Slip Joint Select the fitting group class and default joint type Fitting r es 7 2 Select the Group and then the Class to which the desired fittings belong select the Joint Group and Joint Class for the selected fittings for automatic generation of Joint quantities In some classes of pipe Joint Groups Classes or both may be automatically selected by default When joints for fittings are selected this selection will also apply to valves flanges and specialties 1n the same size range whose joints are not defined in the Master Catalog 4 Once the Fitting Group and Class and the Joint Group and Class are selected click OK This selection will appear under Item and Description on the Spec screen 5 Select the size range for this particular Fitting Class as explained above in step 6 for Pipe Since the SPEC for joints 1s used for specialties it is recommended to include NONE as a size for one of the fitting Specs 6 Any number of fitting selections can be made for a particular Spec provided that the size ranges do not overlap 3 5 2 3 Valves 1 To add a particular Class of valves to the Spec click on Mew j Valve Spec Group Class Apollo Other Accessories
85. r keyboard When Price Quotes are complete click and confirm by clicking Yes The Materials Price Quote screen has two Print Options To view them click Prin Copyright O Quote Software Inc 2006 68 Print Options Print Blanks Instead of Price Only Print Items Needing a Price Quote Hide Partnumber and Manufacturer Name Select the print aptians The first option will print blanks instead of prices for all items in the list This option could be used to send to suppliers for price quotes The second option will only print those items where the Net Price is shown as QUOTED Any item can be changed to QUOTED by clicking on the price of that item and entering a Q The third option hides part number and manufacturer information should this be preferred The output from the print command 1s suitably designed for faxing to your supplier Note that every time that changes are made to the Price Quote Sheet the job will require Re Calculation 4 6 Worksheets Tab QuoteExpress supports the downloading of job data to an Excel M spreadsheet allowing further analysis and estimating Once you have successfully configured the Excel program and suffix information in the configuration menu you can load job specific information into your worksheet automatically from the Job screen even for existing jobs To create a new worksheet first recalculate the job using Reports Re Calculate Next select the worksheets option Repor
86. r rates are discounted Copyright O Quote Software Inc 2006 12 Picture Available for most items When SPEC is displayed as the Joint Group or Joint Class the joints remain undefined until set up into a Global or Job Spec When QUOTED is displayed price will require a quoted value at the time of job recalculation 2 1 2 Adding Items New items can be added using the Database screen as follows 1 Select the Family to which the item belongs Note that new Families cannot be created 2 Select the Group to which the item belongs Select He Group to create a new one When creating a new Group you are prompted to enter the Description 3 Select the Class to which the item belongs Select Me Class to create a new one When creating a new Class you are prompted to enter the Name Some Families may also require a Joints to be entered 4 Select the Type to which the item belongs Select He re to create a new one When creating a new Type you are prompted enter the Description and optional Takeoff Position 5 Select MESSI to add the new item Enter the item data and click MES Note that the Description is a required field that MUST be filled in 2 1 3 Copying Items If 1tems already exist in the same Family Group Class and Type as the new item then the new item can be copied from one of these as follows 1 Select the appropriate Family Group Class and Type from the Database screen 2 Sele
87. rawing from which you are going to takeoff b Using the mouse select the desired size and click on Pipe Pipe Info Group PWC Class AAA 0 900 Water M ain eM Autaloint ever 10 vM AutaEscavation Excavation c In the Information box click on Seale 2 Type L Hard x e Pars Continuous jive 1 RAR d Either select from the list of pre loaded drawing scales or create a customized scale by clicking on Custom e Ifa custom scale is chosen you must set up the scale based on a known dimension from the drawing from which you are going to takeoff Click on the beginning point and then the ending point of this known straight length Then with the keyboard enter the known distance in feet to establish the scale The scale will be shown as 1 x Copyright O Quote Software Inc 2006 49 Tablet Scale Factor Custom Scale Factor Instructions Select a known distance on the drawing and digitize the starting and ending paint of that distance When completed enter the number of feet in the distance covered To cancel press the right mouse or second pen button Digitize starting paint n 2 Once the scale is established choose the desired size and select with the digitizer cursor The window shown below will appear The digitizing tablet 1s active and you are ready to takeoff pipe Your digitizer mouse will no longer control the cursor on the screen t Digitize the
88. re two different kinds of folders System and User System folders appear in purple while User folders appear in yellow System folders always sort to the top of the lists reducing the time 1t takes to copy information When you create a new folder you will be asked which kind of folder you would like to create Under normal circumstances you will want to create User folders that appear at the bottom of the list so that the system and template folders are always readily accessible To create a new folder select File gt New Folder from the Job List screen New Folder Mame Type p System ft User Enter the name for the new folder You will be asked to provide a name up to 16 characters and a type System or User These types are functionally identical except that System folders sort to the top of the list for quick access when copying specs Zones or job items They are also displayed in purple to simplify screen visibility A folder is removed by selecting File gt Delete Name of Folder Note that you MUST delete or move all jobs from the folder before deleting it This is a safety precaution to prevent accidentally deleting a large portion of a user s work A folder is renamed by selecting File gt Rename Name of Folder You may change the name or type of a folder To move a job to a folder click on the job name under Job List hold down the left mouse button and drag it over the folder name in the left
89. rial Group based on list prices multiplied by the Material Discount The total of all groups is at the bottom Features of the Material Cost Sheet are as follows 1 The Discount Set can be changed to one of four stored in the Global Material Discounts Table Discount Set 2 Material Discounts Matl Disc for a Material Group can be adjusted by simply clicking on the appropriate Matl Disc and keying in a new factor This is a factor or multiplier of the list prices in the Material Group used to obtain the Net Price Once a Material Discount has been overridden then the value in the box will be followed by an asterisk This value will be retained for later calculations 3 The Material Cost Sheet has three print options which can be viewed by clicking Print j Print Options Reports SU thie tay Detail Print Blanks Instead of Price Select the print options Cancel V The Material Summary Report will print the Material Cost Sheet arranged by Material Group similar to what appears on the screen V The Material Detail Report will print each and every item from every group in the list V The Material Detail Report can be printed with prices for each item or with blanks for quotations from vendors Copyright O Quote Software Inc 2006 61 To select the reports you want enable the appropriate check boxes and click Or press Enter Make sure your printer is on and the paper is ready A
90. rior updates have been installed NEVER INSTALL UPDATES OUT OF ORDER This can corrupt the Database or QuoteExpress Software and cause a significant downtime when restoring from backup If you Copyright Quote Software Inc 2006 29 have any questions regarding an update please contact Quote Software Inc or your local sales representative 3 5 Specs In QuoteExpress Specs are used to define pipe fittings valves etc for a particular piping system This information 1s used later during job takeoff QuoteExpress allows you to either build customized specs or copy specs from the existing jobs or the global Spec list To view the Global specs either click from the Main Menu or click on Global Specs from the Job List screen The Global Specs window for this job will appear showing existing Specs Global Specs C New LEJ Open FY Rename 2 Delete 19 Copy E Close Name Description Created Changed Acidigtu Below Grade Acid DW Fusion 01 11 1995 0270471997 Acidbam Below Grade Acid DW Mech Jt 01 11 1995 2 04 1387 Ar Compressed Air Piping 017 1171995 102222003 Condrain Copper Condensate Drain 01 10 1995 037082000 Condrtn Condensate Return Piping 0171171995 10222003 Copper Man Insulated Copper Piping 01710 1995 UF 03 2003 Diflange Ductile Iron Flange Joint 017 1171995 0608000 D imechit Ductile Iran Mech Joint 01 11 1995 10 23 1337 Dimic 900 Ductile Iran ml A CIO 01 11 1995 1072971997 Dispool Ductil
91. s Image Per Type Unlink All Items Total Items 70124 AP e Group and Class Image are Per Type and thus will not show unless a type is selected Type Image is independent of Group and Class Image hiearchy ts Class Image Group Image T ype Image Family Image n Mone ww brats res Across the top bar of the Item screen appears a genealogy of the item as follows lItem Class Group Family Type Once inside the Item screen the next and previous Items within the same Family Group Class Ed and Type can be accessed by selecting Previous respectively 2 1 1 Viewing Items To select an item e g a 1 2 150 black malleable tee select the Family Fittings Group Black Malleable Class 150 Black Mall Threaded Type Tee and Size 1 2 All database items are accessed in this manner although some may require a different number of selections Copyright Quote Software Inc 2006 11 Item 1504 Black Mall Threaded Black Malleable Fitting Tee Other Sizes Size Shaw Joint Group EB Iv Threaded Female Iron Fipe Thi m E Threaded Female Iron Fipe Thi EA a Threaded Female Iran Pipe Thi mo etc aloo E Material Pricing oF n List Price E 1 1 1 2 2M 3 3 4 S b 3240 1105 Each Material Multiplier Group Threaded Malleable Fittings Anvil Int Ma other items link to this record T UM Piece aj e Description E 150
92. s are displayed on the left hand side of the Job List screen as illustrated below JobList C Program Files QpipeServ m O File Global Help Folder List Jobs Jab File HVAC Assemblies aem Name Description BidDate Bid Time Created Last Modified E 8 HtClg multiplier Htg Clg job run to figure mtl multiplier 06 21 2005 08 25 2005 03 15 2006 Plumbing PLBG multipliers Plba job run to figure mtl multipliers 08 25 2005 2 00PM 08 25 2005 03 31 2006 Templates Reports to pri Sample Jobs Plumbing Assemblies User Cabinets Database E m zi UD Q e au o o e Export Job 2 jobs Note that the active selected folder is always highlighted and the jobs for that folder are displayed in the Job List to the right The following folders are shipped with your system Eluvac Folder containing HVAC Assemblies QuoteExpress ships with over 143 HV AC assemblies that are ready to use in your takeoffs These include the hookups for boilers pumps coils steam traps etc BlPiumbin g Folder containing Plumbing Assemblies QuoteExpress ships with over 65 plumbing assemblies that are ready to use in your takeoffs These include lavatories sinks water coolers toilets water heaters etc Copyright O Quote Software Inc 2006 22 ElTemplates Folder containing Template Jobs When creating a new job QuoteExpress allows you to pre copy the information from any job stored in the templates folder There a
93. scssssssssssssssssessssessesscssnssssessssessesscsonsessessssessenecssnscsssssasessessesoess 84 IHI DOWNLOADING A PRICING UPDATE baci a 88 Copyright Quote Software Inc 2005 Companies names and data used in examples herein are fictitious unless otherwise noted Ixxix Using a Pricing Service Having correct pricing information is key to delivering a winning bid Quote Software s integration with Harrison s E Office gives you the ability to have material pricing updated in just few minutes Congratulations you ve just made your installation of Express Piping even easier When you use a pricing service the amount of time it takes to enter pricing is dramatically reduced With every purchase of Quote Software you will receive 2 months of free subscription After that period Harrison will send you an invoice to continue with the service If you decide not to continue with their service your access will be turned off Harrison s contact information Harrison Publishing House P O Box 320 995 Industrial Park Rd Littleton NH 03561 0320 www hph com Main Phone 800 890 0820 FAX 603 444 0826 Information in this document is subject to change without notice and does not represent a commitment on the part of Quote Software Inc The software which includes the information contained in any databases described in this document is furnished under a license agreement or nondisclosure agreement and may be used or copied
94. sheet was named BASE QuoteExpress copies WRKSHEET VAR to BASE VAR Next QuoteExpress copies the global worksheet file CAOPIPE GLOBAL WRKSHEET XES to the job directory and renames it BASE XLS There are now two files named BASE one with an XLS suffix and the other with a VAR suffix At this point QuoteExpress starts Excel on the sheet BASE XLS which contains internal macros that automatically detect BASE VAR at startup If this BASE VAR is detected the job data in that file is loaded into an Excel sheet named FPData which is used to calculate the remaining sheets Once successfully loaded BASE VAR 1s deleted and you now have a new Excel worksheet with the latest job information ready for your analysis A powerful feature of the Excel Electronic Spreadsheet Interface is the ability to move the worksheet file from one system to another even if the receiving system doesn t have QuoteExpress installed Once the new data has been loaded the worksheet will have no further dependencies on Job data and can be copied to another system for subsequent analysis After you have experimented with the worksheet functions and are comfortable with their use you can customize the global worksheet by running Excel and opening the global worksheet file named CAOPIPE GLOBAINWRKSHEET XLS Take time to review the data carefully and once you are comfortable experiment with building a new worksheet by replacing the default Excel Worksheet prov
95. sting group select the Group Name and click P amp name Edit the Discount Group or Code and click to save your changes Labor Factor Groups you add can also be removed if required To remove an existing group select the Group Name with the mouse and click _ amp emeve The program will require confirmation prior to removal 2 3 2 Naming Changing Group Factors QuoteExpress contains room for up to four 4 factors for each of four 4 sets of labor rates for each Labor Factor Group This allows you to have different multipliers for different size jobs different crews different types of jobs etc Upon receipt of your system all multipliers are 1 0 It is your responsibility to find and enter the appropriate factors to reflect the labor rates for your firm and for your area When the Labor Factor Group screen is first opened it will display the Labor Factors for Quote Software Inc labor rates To change to another set of labor rates click the name of the current set and select the desired set Your system may have less than four sets of labor depending on how it was ordered To assign names to the lists of factors click and change the names of the titles Labor Factor Titles Factor 1 Factor 2 Factor 3 Factor 4 Factor 11 Factor Hz Factor H3 Factor H4 Enter the new labor factor set titles m To exit the Labor Factor Groups table click ese and confirm whether or not to save your changes
96. system takes you to ALL the specifications that are available 1n the product Quote Software has provided you 45 pre built specifications so you can have a quick startup 2 Labor Factors To access the Labor Factor table click SEED from the Main Menu or click at the top of the screen Global Labor Factors from the Job List screen The Labor Factors table will display a list of all labor groups in the system Global Labor Factor Groups Jab Items dobltems i Miscellaneous msc To assign multipliers to Labor Factor Groups click the multiplier in the appropriate group and under the desired title Type in the new value and press JEnter Copyright O Quote Software Inc 2006 15 The following information 1s contained about each group Group Name The name of the Labor Factor Group as it appears in the Master Catalog Code A six digit reference code used in some printouts Labor Factors One of up to four factors for each of four different sets of labor rates which are applied to all items within the Labor Factor Group 2 3 1 Adding Renaming Removing Labor Groups New Labor Factor Groups can be added to the database to accommodate data added to the system To add a new Labor Factor Group click Ye Fill in the desired Discount Group and Code and then click MON The new group will be added at the end of the list Labor Factor Groups added by the customer can be renamed as desired To rename an exi
97. t Groups 27 Removing Takeoff Items 48 Rename Folder eerte peter tat 13 Rename TOD s dederas es tei uas tob edens 11 Renaminsa pela ida 34 Renaming Labor Factor Groups 24 Renaming Material Discount Groups 22 a Pu s Reports Tasas sado dass 51 S Dave OUADUEV ue tasti nnb bubo Fan eee eG pa 43 Sal atico 46 O D NE LE 38 Shared Job Data esses 8 Shipping We Mtra 15 SHOW DO cade 14 Software Updates ooooocccccccccconnnccnnncnnnnnos 19 Sound MOGG iris tne etus beste ioa ob 19 vids a MN TE 15 SR t eo iur 33 jud M ES 25 34 37 Y Tablet MOUSE vete icati 7 Tablet WOEEKS vusinitosore tear lnea 7 A A eet cet uu co PINT re 48 TAK COI P asociacion 43 44 Takeoff screen eee eee 40 Takeoff adictas 38 Templates Folder pcies 2 rit 12 AA A LR EAR MR E 14 A II A A A 14 V IN CS PE E A 29 WV 1G WAN Mems rs 14 Virtual Tablet Interface 7 W Worksheet Suffix 19 Worksheets Tab eese 67 M OPKS AULOT s o tox iia a citada citas 8 Quote Express Mechanical Estimating Copyright O Quote Software Inc 2006 78 Pricing Service Contents Page I DOWNLOADING THE PRICING PROGRAM csccssssssssssssessssessssesssssssssssssecsssecssnscsssssasecssneessnscssesseseeseseessees 81 II DOWNLOADING INITIAL PRICING DATA
98. te the catalog item The catalog information for the valve along with all Joints 1s added to the detail list Note that the Joint Group and Class are taken from the Spec definition for fittings of the same size 1f they are not specifically defined in the Master Catalog If accessories were defined these items are also added to the detail list Joint Each takeoff item which 1s a Joint is resolved against the spec to determine the Joint Group Class and accessories for that size This Group and Class are used to locate the specific item in the catalog The catalog information for the joint is added to the detail list Copyright O Quote Software Inc 2006 56 Flange Each takeoff item which is a Flange 1s resolved against the Spec to determine gt the Flange Group Class and accessories for that size The catalog information for the flange along with all joints 1s added to the detail list Note that the Joint Group and Class are taken from the Spec definition for fittings of the same size if they are not specifically defined in the Master Catalog If accessories were defined these items are also added to the detail list Specialty Each takeoff item which is a Specialty is resolved against the spec to determine the specialty Group Class and accessories for that size The catalog information for the Specialty along with all joints 1s added to the detail list Note that the Joint Group and Class are taken from the Spec defin
99. tep 1 is converted into a detail record by pulling information from both the Spec and Master Catalog For instance if the takeoff item was 1 90 Ell the system will look in the Spec for that Zone for the Group and Class of fittings in the 1 size The information you entered there such as Wrot Cast Copper will be read to locate the exact item from the Master Catalog Each detail record created in Step 1 1s processed to determine the total labor hours for each Zone for the active labor source as set up in the Configuration The Global Labor Discounts are provided for each of four sets of labor factors so that multiple options of labor factors will be available for the job Each detail record created in step 1 is processed to determine the total material cost for each discount set 1 4 Note that the material cost is normally taken from the Master Catalog but quoted costs may also be used When the Use Quoted Prices is selected from the Reports menu all catalog items are copied to the quoted price list The system then refers to Copyright O Quote Software Inc 2006 55 the quoted price list for all calculations bypassing any global or job discounts The quoted price list may then be updated with actual supplier costs in order to compute accurate material costs For more information see Using Catalog or Quoted Prices 5 A detail record list 1s built for each Material Discount Group Copper Pipe Steel Pipe so that these
100. tructions The notes patterns may include words phrases or key letters that are found in any of the section headers Enter the pattern fields to be matched V If selecting a Pattern by Zone click on one or more of the Zones V If selecting a Pattern by Specs click on one or more of the Spec Names V If selecting a Pattern by Area click on one or more of the Areas V If selecting a Pattern by Remarks click on one of the blank provided and key in text common to the desired pattern A Zone will be included in the pattern if the text is contained within the Remarks of that Zone Note that 1f multiple selections are made within one category e g Specs all Zones with any of the selected Specs will be included in the calculation If selections are made across two or more categories all Zones that satisfy all selected categories will be included in the calculation Copyright O Quote Software Inc 2006 58 4 When the selection has been made click OK The program will now Re Calculate only the Zones that meet the selections made 4 4 3 Re Calculation By Selected Zones Reports in QuoteExpress can be calculated for selected Zones within a job This provides a convenient method of selecting a small group of Zones for recalculation 1 Select check mark the desired Zones using the left hand column of the job screen Job Tutorial FastPIPE Tutorial Job xj File Global Help Zones __Jobltems Reports
101. ts Worksheets and type the name of the worksheet to be created for example base under the heading Worksheet Name Reload Worksheet Samplern3 Worksheet Options Create an empty worksheet Use existing worksheet data Material Set Labor Set Midwest Factor 1 Enter the new worksheet options OR Cancel Copyright O Quote Software Inc 2006 69 Y ou can also specify which labor and material set to use with the new data After entering the new worksheet name click on Open QuoteExpress will then create a new worksheet named BASE XLS in the current job directory and will automatically start Excel M Since this was a new worksheet the only Data Options value allowed was Load new worksheet data Thus the current job statistics from the last recalculation will be loaded into this worksheet Subsequent attempts to load this worksheet will automatically set the Data Options value to OUse existing worksheet data that will protect the original information from being changed If on subsequent opens you select Load new worksheet data QuoteExpress will reload the worksheet with the latest data from the last recalculation allowing you to refresh the contents of a worksheet when you have made changes to a job After you select open QuoteExpress starts Excel and the new data is loaded into the worksheet EA Microsoft Excel amplem3 xls File Edit View Insert Format Tools Data W
102. ttings above When items are defined in the Spec but not available in the Catalog in a certain size their title will dim to a gray shade This will prevent the takeoff of items not available from vendors When there is not enough room on the Takeoff screen to list all the types of a certain Family a series of buttons a b c etc will appear to the right of the Family title By clicking on one of those buttons you can see the remainder of types in that family arranged alphabetically Note that we have attempted to place the most commonly used items on the front of the Takeoff screen Valves and Specialties that are taken off will automatically include any accessories defined in the Spec Flanges that are taken off will automatically include gaskets and bolt sets as defined in the Spec Hangers that are taken off will include all components as defined in the Spec To view the hanger click on the button in the Hanger Info box The takeoff can be printed at any time by clicking on Prim Copyright O Quote Software Inc 2006 52 4 3 Job Items Tab QuoteExpress gives you the ability to create items that are unique to each specific job Normally these items are fixtures such as water closets floor drains etc To define these items select Job Items from the Job Screen Job Sample M1 Water Heater Detail Installation LS ICI ES File Global Help Jobs Specs Assemblies Zones Job Items Reports Qu
103. tware Inc Inc assemblies are stored in assembly folders named HVAC and Plumbing Assemblies are broken down by job name within these folders based on the type of equipment e g Boilers Chillers etc These assemblies have graphical diagrams to assist you in selecting the correct components during the copy You may also wish to build your own collection of piping details to simplify the takeoff procedure We recommend creating a personal or company wide assembly folder with one or more jobs to store these details You can use the Remarks in the Header to clearly define the contents of each assembly Zone 4 2 3 Taking Off Zones To access the Takeoff screen for a particular Zone click on that Zone and click Takeoff You may return to the Job screen at any time prior to or following the takeoff of items by clicking Ed The system will ask you if you want to save any changes to the original Takeoff Job Sample M2 Utility Sample Xx Spec i Zonet site Hi y Takeoff Pipe Info CONN Group PVC 45 Ell 1 8 1 S 2 8 1 Generic Pipe Class AWWA C 900 3 45El g 1 Close Water Main 4 Hydrant Tee 8x6 1 I5 8 1 v AutoJoint every 10 6 8 A um Clear T 8 ES v AutoExcavation 8 a 285 JH e 9 Pipe 8 15 JH v 10 FlaxFlg Piece Specialty Bxb5x4 1 Resize 11 FH NA 1 8 Assemblies Specialties amp praia AA Aia 7 3 aro mira je o E M0 E aa Ep E m 5 sisi fe m LLL i El
104. ubo scat ues eda ue qas 18 B JOB RITE SCREEN decide dece casacas 19 od WORKING WITHIJOBS iG ce oe N 19 3 1 1 ACASO 0 T eset lea 19 3 4 2 EAUTA ESOO TN OT MANO RR m 20 3 1 3 CON EE OJO EEO E T EE 20 3 1 4 TDCI CUTS a TOD o 20 95 5 Print the JOD TAC SCION is Ve EH acid 21 3 1 6 ExDoOrting and TID OTN S TODOS A A A A 21 IA ATCO JOOS a ii a diia 21 O S 22 SO CONFIGURATION Er ccc 23 odo SOPDWARBAND DATA UPDATES dd da 28 3 4 1 Insiating SON WIRE D DOGleS q ta ese on ado a etis ws Lane es da eT 28 3 4 2 Installing Data Updates Quote Software MJ a ia 29 3 4 3 Installing Data Updates Harrison Publishing HOuse ccccccccccccssssccccccceceneecseceeeeenaaeesseceseesaaaseseeeesenaas 29 3 4 4 Important O plate c ii 29 A ic eat cc Pensa ea a a 30 3 5 1 CT CONC SPEC oot DE A EES 30 e ON PN MU nds corn p PR o 32 A A e M 32 SNO EE CU c M 33 Dade TVA NEUE TUNE 34 O Hanser EXC dO Migs A AA A A A A AAA A 34 Os Handel SPACING ai TE NUN 36 Sex s MAS UAC ON secto eser Det vk cont ola cede dote e HL naL ita audiatis tad Md e Luo e uL Dt aA Id 37 e MEE UE E E t t t Eom 37 3 9 2 Other SPCC Featub essct svi dd id 3 5 NM MM HUE UIDI TIER ARA II A RARER 38 m P MES AS OT EEEE OE EE OEE EENS 38 29 99 0 EOP MN A obese mcum EA E tA uses t A PAIET 39 a JOB SCREEN 5 1 nonc itd nasci nM Mi CILE LE 40 A PEC LAB TT 41 Copyright O Quote Soft
105. ut upgrading to 128MB Free Disk Space Hard disk drives become fragmented and will perform poorly as they become filled You should always make certain you have at least 10 of your drives total capacity free especially when installing QuoteExpress Consider backing up and deleting old job directories if you are short on hard disk space Always consult your personal computer dealer and user s manual if you have any questions on these topics 5 4 Tablet Maintenance Digitizer tablets are high precision instruments that should be treated with special care in the work place Always avoid sudden impacts or constant vibration In addition care should be taken to keep the surface clean of dust and or other foreign matter coffee soda Also keep all cables secured and out of the way to avoid tripping or stepping on them Quote Software Inc Inc normally ships a 4 or 16 button cordless cursor mouse with each digitizer system This mouse is made of hardened plastic but is still vulnerable to drops impacts and liquids When not in use always store the cursor out of the way ideally in its original shipping container and away from coffee cups Copyright O Quote Software Inc 2006 74 Master Catalog Cursor CPU Byte Megabyte MB Glossary Collective database of descriptions prices and labor estimates for items used by estimating system There are four distinct Windows files that make up the master catalog and
106. ware Inc 2006 3 4 2 ZONE O C M LM M e ii O e M ULIS 41 4 2 1 CEO TOLONE pa TEETER T Ta a e e a O 42 4 2 2 COPY O Z ONS EE A aio 43 4 2 3 TITIES ON A A E O E E EE node actt 44 2 2 5 1 Fittings Valves Flanges and Specialties TakeOL ee AAA 44 A AN Takeolbiseusanussu esae E ee DEI 47 4 2 3 3 Fittings Valves Flanges and Specialties Takeoff with Digitizing Tablet essen 48 A234 Pipe Takeotr with Disitizinb Tablet circa rd E a 49 22 53 8 el sf 1 ae eg eee eae Tate cee E 50 4 2 5 0 Other Fako EO eS ri A AAA EAS LASA AA AAA 51 A JOB ITEMS TAB or 53 Z4 REPORTS TAD AAA AAA 54 4 4 1 FOIE Al UON aE AN aa 55 4 4 2 Rec atonlanondzy Polieiasseusosde mtu eco ne eletto elt cci deed t cl P UD Ie osa 58 4 4 3 htec atc ulan on By selected ZONES att ias 59 4 4 4 Re Calculation Using Quoted Prices V o RE A NR Meis EPUM 59 4 4 5 MA CT OUI OD OVE Sibu echo toll seca asx od nU AS 60 4 4 6 TAD OT REDOT AAN ANA AA AA A AA NA A 63 4 4 7 ENCED REPOTI a va t A cesa 65 qo QUOTES LAB tt a 68 4400 WORKSHEETS TAB aldo da de al o o do diede 69 4 6 1 Worksheet Operai onal Desi Then dal 71 4 6 2 ENCE IVE ON CONSUETO ONS socie oe treten AA 72 5 PROGRAM MAINTENANCE std a E E EEA ET 73 SE BACKUP mhu cL E 73 02 DISPLAY RESOLUTION ios AS duces OO UM cm vaio 73 o MEME Se AUI qe c EN 74 Dd LABLET MAINTENANCE weite Un o A usi det Cut a 74 6 I DOWNLOADING THE PRICING PROGRAM eee eeee eese
107. y to run the Express Piping program to load the updates 8 Double click the Express Piping icon The welcome screen appears Click Continue 9 Select File from the top of the screen Select Data Update Data Update c Program Files OpipeSery Update Files E c Sach 3 Program Files ex 1 pipes er Global HVAC asp _ Images Insert the update diskette CO and selectthe drive Press OF to begin update 10 Navigate and locate the file you extracted cil hph harrison upd 11 Click OK 12 A screen appears giving you an Update Summary which shows you the active prices quoted prices and discounted prices 13 The system tells you when the load is done Y our system 1s now loaded with the most recent pricing
108. your computer s documentation 5 2 Display Resolution QuoteExpress is best displayed by setting your computer s display resolution to either 800x600 SVGA or 1024x768 X VGA If you choose a lower resolution e g 640x480 VGA QuoteExpress will adjust the screens appropriately but will have less information available at your fingertips If you choose a higher resolution than 1024x768 the graphics may appear grainy To adjust your display resolution go to the Windows Control Panel and select Display Choose the Settings tab normally the right most tab at the top and you will see your current settings Adjust this using the slider bar to achieve the best display results Copyright O Quote Software Inc 2006 73 5 3 Performance The speed of the QuoteExpress system is primarily determined by three components of your computer system CPU Speed Disk Speed and RAM When selecting a computer system we strongly recommend you purchase a 66MHz or faster Intel or 456 based system with at least SMB of RAM and 250MB of disk space The cost of these systems continues to decrease and running slower equipment is generally not worth the savings If you have already purchased a system or are using QuoteExpress on an existing system the following items should considered for obtaining optimum performance RAM You can purchase RAM upgrades for most systems for a few hundred dollars If you have a 64MB system consult your computer dealer abo

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