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Clear Estimates user`s manual in PDF form

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1. nts Build 12x18 pressure treated deck In reports keep these projects N E subdivided 4 PRovecr PC grouped together Boilerplate Information EZ De Intro Outro Heading Title REPORTE a E a Heading 2 GENERAL CONDITIONS 4 0 f E E E SAMPLES SHOWN HERE AR Boilerplate Text E E BOILERPLATE DEFINITION A Sea PA MTE PRELIMINARY E E O GENERAL CONDITIONS pedira La E Si cette aaa i ei am El El E INTRO VS OUTRO BOLLERPL femodeling in accordance wih this contract the specications and the FORMAL i q O O THE SUBCONTRACTOR AGRE accompanying drawings The Contractor shall obtain the building URCONTRACTO permit All subcontractors will take out their own permits and pay for 1 1 oe them The owner if necessary will have the lot surveyed and will apply for all zoning historic preservation or other related permits as necessary Work for any of these are not included under this contract All work is to be executed in a workman like manner in accordance y 9 X Delete E Save New Heading Where would you like to rank the new heading 1 2 Insert at bottom of heading list C Insert ahead of selected heading D Add N Feature Function 1 Customer Name Displays the name of the customer for whom the loaded project was created 2 Customer Project List Displays a list of all the projects that have been created for the customer You may check or un check which projects you would like to include in the reports 3 Project Des
2. 95 restore database 109 ROUGH IN HOURS Clear Estimates v2 0 User s Manual PIW column heading definition RR A EE E ER 112 rounding changing preferences 101 S schedule See Payment Schedule Schedule Editor USING don 58 settings defining system settings 120 skin ee 12 Standard View description ca 24 SUBCONT TEXT PIW column heading definition EA E AEA 112 SUB CONT UNIT COST PIW column heading definition dad 111 subcontractor bid request a A RR ra 55 Subcontractor Part Text Box a 75 Subcontractor Screen USING irs shacuvinusenevererasananeonsees 54 subdivide projects in reports 45 Subdivision Setting FUNCION cu ri 43 Submitted By cost status report location 60 including excluding in reports proposal format location 49 Submitted To cost status report location 60 including excluding in reports eee terest Ss CR 98 proposal format location 49 Summary Mode definitiON cooccccccccccccnnnnnnnns 24 SUPPLIER CODE PIW column heading definition iaa 111 T template asocia 88 adding parts 86 Creating oori 85 deleting DER PRE RR DRE PR 87 editing part quantity formula VOIVES sas SERA RAS 88 example template 84 how they work ccscseeeeeeeees 83 removing parts 86 Template Contents Preview FUNCOM id 39 Template Description Box function Template View 38 function Templates Tool 82
3. 46 AMO riada 42 deleting headings 47 editing heading title 46 editing text 46 Boilerplate Heading List A O 44 Boilerplate Heading Title Box FUNCTION rss rea ee aorta ties ea 44 Boilerplate Screen 42 Boilerplate Text Box FUNCTION sis renina sita ni 44 C category adding a part category 72 changing rank eseese 73 deleting part category 72 editing a part category 73 editing a part s category 79 CATEGORY Clear Estimates v2 0 User s Manual 127 PIW column heading definition ain N 111 Category List function Part Editor 75 function Parts Tool 66 71 function proposal screens 55 Category Part Contents List UNC rr as 55 Category Subheading Box FUNCION Sisasisticaniacasa penas anna 55 change alternate to a component 33 component to an alternate 34 order of boilerplate headings 46 project s markup 35 rank of part categories 73 report font A 97 rounding preferences 101 text inserted when P is pressed in Part Editor 102 Change Category Ranking Buttons function css ais acc anna aa aRaa da 71 company information 91 company logo See logo COMPANY OR SUB CONT PIW column heading definition ss 111 COMPANY UNIT COST PIW column heading definition aaa idad 111 component changing a component to an alternate 34 ch
4. In Main Window As Altemate As Component In Existing Component Alternate Sample gt Addition 533 100 00 List ADI E Frame and Siding Status Feature Function 1 Template List A list of all the templates that have been created with the Templates Tool Select the template you want to use from this list 2 Template Description A description of the template that has been selected from Box the Template List 3 Template Quantity The box into which you enter the quantity of the template Box you want to add to the project 4 Icon for access to Click this icon to access the Project Manager Standard Standard View View Instructions on how to use this are provided in the 38 Clear Estimates v2 0 User s Manual previous chapter 5 Template Contents This displays all of the parts contained in the selected Preview Template Once the Ca culate Quantities button has been clicked it also displays the quantity for each of the parts to be entered into the project 6 Adding Manner Defines how you would like to incorporate the template into the loaded project Basic Operations To add parts to a project using the Template View 1 Load the project to which you want to add parts This is done within the Customers Manager 2 Click the Template View icon located beneath the Project Manager icon 3 Select the desired template from the Template List If there are no templates in the database you must first create one
5. NY Type in a component description in the Description Box and click the Save button to save this text 4 NY Enter all of the desired parts into the component just as you would a typical project You are not allowed to define a markup for the component because it will automatically share the same markup percentage as the rest of the parts within the Main Window Clear Estimates v2 0 User s Manual 31 5 Click the Close button to view the project with the new component displayed in the Alternate Component List The part contents of the component will now be displayed in the main window and all of the respective part costs will be incorporated into the project s base bid To delete a component 1 Load the project from which you want to delete a component This is done within the Customers Manager 2 Select the component that you want to delete from within the Alternate Component List 3 Click the Delete button beneath the Alternate Component List 4 The program will prompt you with the question Are you sure you want to delete selected component Click Yes To edit a component 1 Load the project for which you want to edit a component This is done within the Customers Manager 2 Select the component that you want to edit from the Alternate Component List 3 Click the Edit button beneath the Alternate Component List 4 Edit the component contents as necessary 5 Click the Save button 6 Click the Clos
6. 11 New Category Description UNC ni n 71 New Category Ranking UNC oras 71 New Heading PRINCI ON ee ee ac iria 44 O Options Tool 89 general function 16 HLR Eto ica 92 My Company Info 90 Preferences seseeseeeeeeenees 101 Reports Settings 95 Time Card Editor 93 Outro boilerplate proposal format location 49 P Paid To Date Amount cost status report location 60 part adding a part category 72 adding to library 77 adding to library from duplicate leidas 79 changing rank of categories 73 creating master list 68 deleting from library 68 deleting part category 72 A 67 editing a part category 73 Clear Estimates v2 0 User s Manual editing part quantity formula values in a template 88 using cost formula info 76 PART CODE PIW column heading definition di 111 PART DESCRIPTION PIW column heading definition Na 111 Part Description Box TUCU cari 75 Part Editor din 74 Part Entry Data Preview UNC rat 26 Part Export Wizard 119 USING A peido 119 Part Image Path PIW column heading definition a 112 function Project Manager 25 function Templates Tool 83 part quantity formula editing values in a template 88 example values 85 function Templates Tool 83 PART UNIT TYPE PIW column head
7. 294 26 lt gt Excavate trench by hand 1 1 216 Install 2 x 4 160c ceilin 11 ROOF FRA 82 08 119 94 0 00 202 02 GI 32 Install seamless aluminu 12 ROOFING 7360 173 75 0 00 247 35 oY lt gt Excavate trench by hand 1 1 Yin 59 install 3 tab 225lb 25 12 ROOFING 147 63 211 47 0 00 359 10 gt Excavate trench by hand 1 1 e ed rf ps rc trench by hand 30 20 Install 3 x 4 aluminum do 12 ROOFING 4400 64 17 0 00 108 17 nana ama 2 12 Install continuous ridge vent 12 ROOFING 38 28 43 39 0 00 81 67 a PY e 32 Install aluminum drip edge 12 ROOFING 1280 27 37 0 00 40 17 lt gt 12 Install aluminum stepflashin 12 ROOFING 26 40 91 91 0 00 118 31 3 d A a 1 Create dont nnenina un to A 13 FXTFRINR SR BS 4 An 0 00 975 RA 8 cu Is ol mm Excavate by han by cu yard light soil Details Summary X Delete M Change Qty 3 Refresh Prices Total 19 329 24 costing 0 00 per cu yd Time Card Totals m ay M Category E Material lt gt View Table Markup 11 597 54 60 taking 3 2 hours to install FB Desc M Pat 7 Labor a 6 Duplicate Project 4 Total Supplier FZ pe con Base Bid 30 900 00 9 eee oe aut Rune Desce S Status Total Sub Cont 0 00 AD2 Costto add chimney Accepted 2 210 00 1 0 Total 78 38 11 Feature D Add Alternate C Add Component Edit X Delete Function 1 Customer Name 2 Project Title 3 Project Description 4 Part List Disp
8. you want to delete selected template Click Yes To add a template from a duplicate Templates can be duplicated within the Templates Tool 1 Select the template you want to duplicate from the Template List 2 Click the Add Duplicate button A duplicate of that template has now been created and its contents are displayed on the screen 3 Edit the template title and description as necessary 4 Click the Save button to save these changes 5 Add remove edit parts in the template as necessary Clear Estimates v2 0 User s Manual 87 88 To edit part quantity formula values of parts in a template You may edit part quantity formula values of parts that have already been entered into a template within the Templates Tool 1 Select the template containing the part quantity formula values you want to edit from the Template List 2 The parts along with their respective part quantity formula values are displayed in the Template Contents Window 3 Click on the value you want to edit A cursor will become present enabling you to change the value Edit this as necessary 4 Hit the Enter key on your keyboard 5 Click the Save Quantities button Clear Estimates v2 0 User s Manual Chapter 8 Options Tool This contains the general preferences and options for the program Included within this tool you will find My Company Info the Hourly Labor Rate HLR Editor the Time Card Manager Reports Settings and Prefer
9. 1 5 You may then also use the HLR Editor to define marked up hourly labor rates Other companies may want the itemized table format to reflect what they expect to be actual costs for production or internal reference In this case the material multipliers should remain at 1 0 and the project markup can be assigned within the Project Manager This will adjust the project cost to the desired amount for display in the proposals 1 Select from the Category List the part category for which you want to change all of the material multipliers If you want to change the material multiplier for all of the parts in the library select All Categories 2 Type the desired material multiplier into the field 3 Click the Change button Clear Estimates v2 0 User s Manual 69 70 4 The program will prompt you with the question Are you sure you want to change the material multiplier for all displayed parts 7 Click Yes Change material multiplier for all the parts displayed to 1 5 Change Clear Estimates v2 0 User s Manual Using the Category Editor This is the screen from which you can manage and edit the categories in your part library This is accessed from either the Parts Tool primary screen or the Part Editor by clicking on the Category Editor button 1 2 3 4 5 Bj RES Estimates Sample gt Additi n Frame and Siding File Utilities view Help TOOLS TE PLATES h OPTIONS Bra
10. 12 ROOFING AND sub contractor roofing budget 10103401 En 112 ROOFING AND roofing budget 10103401 PROJECT 12 ROOFING AND Omiscellaneous labor roofing 29 72 per Hour D 10103401 112 ROOFING AND miscellaneous expenses roofing 10103401 5 12 ROOFING AND No roofing 0 00 per Piece o 1 10103401 _ N LA 112 ROOFING AND 9 schedule sub contractor rough in hour 0 00 per Piece 1 10103401 A 12 ROOFING AND 9 schedule sub contractor finish hours 0 00 per Piece 1 10103401 com 12 ROOFING AND sub contractor gutters budget 10104801 112 ROOFING AND gutters budget 10104801 112 ROOFING AND miscellaneous expenses gutters 10104801 112 ROOFING AND O miscellaneous labor gutters 29 72 per Hour D 10104801 112 ROOFING AND 9 No gutters or downspouts 0 00 per Piece 0 1 10104801 112 ROOFING AND 9 schedule sub contractor rough in hour 0 00 per Piece 1 10104801 12 ROOFING AND 9 schedule sub contractor finish hours 0 00 per Piece 1 10104801 113 EXTERIOR DO 9 Labor to install door field hung exterio 0 00 per Piece 4 E 1 RM10517 113 EXTERIOR DO 9 Labor to install door double field hung 0 00 per Piece 6 E 1 RM10518 113 EXTERIOR DO 9 Labor to install door field hung exterio 0 00 per Piece 31 E 1 RM10518 113 EXTERIOR DO 9 Labor to install door double field hung 0 00 per Piece 475 E 1 RM10518 113 EXTERIOR DO 9 Labor to install door new exterior door 0 00 per Piece 15 E 1 RM10518 13 EXTERIOR DO 9 Labor to install door exterior pre
11. Backup Source Backup File C Program FilesiClear Estimates Database DB Backup 09 14 2004 mdb Browse Restore Backup Cancel Utilities Menu To use the Part Import Wizard The Part Import Wizard PIW allows you great flexibility in creating exchanging and updating the part library in your database This feature works by importing data from a properly formatted CSV file A note about CSV files In previous releases of Clear Estimates an Excel file has been the format used by the Part Import Wizard and Part Export Wizard Due to complications that arise from integrating with the Excel file format newer releases of Clear Estimates integrate only with the simpler and more robust Comma Delimited or Comma Separated Value CSV file format This file format can be created with Microsoft Excel and other popular spreadsheet applications Structuring a CSV file for importing The Part Export Wizard produces a properly formatted CSV file so you may want to use this first to gain an example file to edit for your own purposes Refer to page 119 for information on how to use this feature 110 Clear Estimates v2 0 User s Manual x x x x ES The following table outlines the significance of the different columns and what information should be entered into each Column Heading Definition Purpose PART CODE SUPPLIER CODE CATEGORY PART DESCRIPTION COMPANY OR SUB CONT PART
12. Cost Status Report format eres 60 Sample Cost Status Report illustrati0D coooooconococononoccnonancnoncnncnoncnccnnnnnnos 61 Using the cost status report O 290 es a st re ee tee toe ele 62 To add payments to a projects ara a a ae EN o 63 POCreatea COISAS TEPOL er ria as pes aa o leds 64 Using the boilerplate screen The term boilerplate refers to standard contract terminology and clauses that are not subject to frequent change The boilerplate screen is the default screen loaded when you click the Reports Manager icon This is where you define the general contents for your report including which projects and boilerplate headings you want to incorporate Settings defined here pertain to all of the different report types Preliminary Proposal Formal Proposal Subcontractor Bid Request and Cost Status Report The boilerplate headings text however are not included in the Cost Status Report 42 Clear Estimates v2 0 User s Manual 00 Y 0 gl 181x TOOLS PARTS rempLares 0 options ss upoare ED Customer Project Description s Sample Stephen ition on traditional slab 12 x 18 frame and siding add Project Addition Brick and Block amp Addition Frame and Siding E Bathroom Remodel 12 x 18 brick and block addition on a poured concrete basement Deck Remodel 8 x10 bathroom average quality O Kitchen Remodel O Paint House
13. Import Wizard Step 1 Specify source CSY file and import options C Documents and Settings Desktop parts csv Options In what order do you want to import In what order do you want to import new categories new parts As presented in CSY file As presented in CSV file C Alphabetically Alphabetically How do you want to import part data Update prices only Do not add any new parts C Update prices and add new parts to database C Overwrite all part data for duplicates and add new parts to database Cancel Next Step gt Step 1 Click Browse to open a Windows browser to locate the file you want to import Once you have specified the file click Open in the opened window Now you must specify some options 114 Clear Estimates v2 0 User s Manual I In what order do you want to import new categories a As presented in CSV file This ranks the new categories in the order that they appear in the CSV file b Alphabetically This ranks the new categories alphabetically and disregards the order that they appear in the CSV file II In what order do you want to import new parts a As presented in CSV file This ranks the new parts in the order that they appear in the CSV file b Alphabetically This ranks the new parts alphabetically and disregards the order that they appear in the CSV file III How do you want to import part data a Update prices only Do not add any new parts The PIW do
14. Owner s Signature Clear Estimates v2 0 User s Manual 53 Using the preliminary formal and subcontractor screens This is the screen from which you are able to generate the different types of proposals Additionally this is where you may make final alterations to the proposal contents before you view the report You can modify the text automatically inserted to create the project specifications section of the report directly from this screen TOOLS OPTIONS Bin uppate ED Customer Date X 03 08 2007 Project Description 12 x 18 frame and siding adiiflon on traditional slab MANAGERS E ANSAGER Payment Schedule 4 cue E _ Schedule Editor Categories M 1 PROJECT PREPARATION ETA O 2 CONCRETE DEMOLITION O 3 FRAMING DEMOLITION O 4 GENERAL DEMOLITION 5 vi 7 CONCRETE PROJECT 8 MASONRY 19 FLOOR FRAMING 10 WALL FRAMING 29 11 ROOF FRAMING Laan De Category Selection fe Automatic Custom REPORTS Parts Qty Description Report Text 259 Install 2 x 10 16 oc woo Provide and install qty sq feet of 2 10 16 oc wood gable roof framing 259 Install plywood sheathing Provide and install qty sq feet of plywood sheathing 5 8 216 Install 2 x 4 16 oc ceili Provide and install qty sq feet of 2 x 4 16 oc ceiling joists T a lt gt View Report 54 Clear Estimates v2 0 User s Manual O 5 SYSTEMS DE
15. Submitted To By information Generated using the customer s contact information and the information entered in the My Company Info section of the Options Tool b Project Description Displays the project s title and description as defined in the Project Manager This is accompanied by the project s base cost c Accepted Alternates Displays the descriptions of the accepted alternates along with their respective costs d Project Total Cost A revised project total cost incorporating the costs off all the accepted alternates e Paid To Date Amount This is generated from the payment history data inputted into the Cost Status screen f Amount Due The difference between of the Project Total Cost and the Paid To Date Amount g Undecided Alternates Displays the descriptions of the alternates that have not yet been decided upon along with their respective costs 60 Clear Estimates v2 0 User s Manual h Payment History Displays a list of the payments the client has made including a note and date of receipt This information is used from payment history data inputted into the Cost Status screen Sample Cost Status Report illustration Custo mer Cost Status Report Your contact pee company information ca information Proj ect New Two Story Addition A A Pp Create a id craw space off the West face of the house to accomodate an exp Description new ma d a remodeled kitchen Footprint of new construction will
16. Summary mode You may choose to use material multipliers other than 1 0 for custom applications or if you want to define your company markup using this strategy Refer to the section 7o use the Global Material Markup Editor on page 69 for more information To add a new part to the library Parts are added to the library within the Parts Tool 1 Click the Add button 2 The Part Editor will appear with no data present Begin by selecting the category with which you want to classify the part from the Category List 3 Type a part description into the Part Description Box Clear Estimates v2 0 User s Manual 77 4 Refer to page 76 for details on how to use the Cost Formula Info when defining a part Then follow these steps I II II Select whether you want the part to be calculated as a company amount or a sub contractor cost Select the appropriate unit type Recall that Hours type parts are strictly labor costs and do not require any material costs but rather just an Hourly Labor Rate HLR Dollars type parts take on the exact dollar value of the quantity entered for the part in the Project Manager such as for budgets miscellaneous costs or allowances The other part types incorporate a material cost AND OR an associated labor cost for installation Enter the data required to define the type of part you have selected 5 If you would like to define text associated with the part for display in the project
17. Unit Fixed Unitsper 1 Unit every Type of Units Sq Foot X Sq Feet 5 A 5 CUSTOMERS 5 Fiems bidget E Sl Ss aay gt sub contractor framing budget SET UP general setup labor Hours 3 0 50 miscellaneous expenses RUBBISH REMOV 15 yd dumpster Pieces 1 0 N miscellaneous labor ELECTRICAL phone openings Pieces 1 0 y fasteners ELECTRICAL switches Pieces 20 50 PROJECT 2x4 stud 8 L ELECTRICAL standard dimmers Pieces 1 0 6 O SA ELECTRICAL recessed lights Pieces 25 2 stud 8 L ELECTRICAL oven wiring Pieces 1 0 Lp O 26 stud 9 L ELECTRICAL microwave range hood wiring Pieces 1 0 A gt 2 x4 plate ELECTRICAL interior outlets Pieces 20 50 ESSES ples treated ELECTRICAL cooktop wiring Pieces 1 0 e a plate ELECTRICAL smoke detectors hardwired Pieces 1 0 Zier plate treated PLUMBING run 3 4 water lines to basement Pieces 1 0 52 sill plato treated PLUMBING garbage disposal Pieces 1 0 2 T ths ae e PLUMBING ice maker line Pieces 10 anaim PLUMBING kitchen faucet standard Pieces 1 0 gt 210 rim PLUMBING plumb connect granite kitchen sin Pieces 1 0 gt 22112 rim PLUMBING re route existing pipes Pieces 1 0 AAN CABINETS refrigerator end panel full depth Pieces 1 0 lt gt CABINETS wall cabinets A Lin Feet 01 Description 2 x6 plate treated E Save Quantities X Remove Part Unit Type Lin Feet Part Quantity Formula 7 _ gt No of lin feet Fixed no of per sq foot of Add one lin lin fee
18. allows you to create and edit templates that can be used in the Project Manager Template View to insert many parts at a time using predefined arrangements of parts Clear Estimates v2 0 User s Manual 15 See page 81 for details on how to use specific aspects of the Templates Tool Options Tool This contains the general preferences and options for the program Included within this tool you will find My Company Info the Hourly Labor Rate HLR Editor the Time Card Manager Reports Settings and Preferences See page 89 for details on how to use specific aspects of the Options Tool Update Tool This feature scans a remote server and uses the Supplier Code associated with each of the parts to update the prices in your database synchronizing the unit cost of the parts with those defined in your specified Price Update URL This process will not add any new parts to your database or update the software itself See page 103 for details on how to use specific aspects of the Update Tool Clear Estimates v2 0 User s Manual Chapter 2 Customers Manager This feature organizes the entry and storage of all the customers for whom project estimates are created Before a project can be started for a customer first he she must be entered into the database through this feature This chapter contains the following sections AS A O A RR De O Bee e cate bs 18 EA AAA A qd heats bs 19 TO enter new CUSLOIMICE nasal lll Sd anda ab 19
19. and install 102 Clear Estimates v2 0 User s Manual Chapter 9 Update Tool This feature scans a remote server and uses the Supplier Code associated with each of the parts to update the prices in your database synchronizing the unit cost of the parts with those defined in your specified Price Update URL URL Uniform Resource Locator This feature will only function for users who are subscribed to the price updating service It will not add any new parts to your database or update the software itself Clear Estimates v2 0 User s Manual 103 PRES Estimates File Utilities View Help TOOLS Price Update URL 1 ip dstaparervebotecomprceupdats 5 soe B Update Prices y Price Update URL 2 Po lg Save B Update Prices Price Update URLS lg sae Update Prices Price Update URL 4 XX E Save B Update Prices Price Update URL 5 E Save B Update Prices Price Update URL 6 E soe Update Prices Price Update URL 7 Po GQ Save B Update Prices Price Update URL 8 Po lg Save B Update Prices Price Update URL 9 e lg Save Update Prices CUSTOMERS e PROJECT a REPORTS Feature Function 1 Price Update URLs This is where you enter the appropriate Price Update URL to specify the location of the price update file with which you would like to synchronize 2 Data Providers Link This links to a website displaying a selection of Price Update URLs 3 Save Buttons Allows yo
20. be 10 by 16 Accepted Al Accepted A te Oe ae Altemate s Project Base Bid Acc Alternate Cost s Revised Project Total Cost Paid To Date Amount Amount Due r bedroom with carpet Undecided a Al te m ate s A03 Cost to add a gas fireplace to new addition Payment History Payment ss History 25 00000 Clear Estimates v2 0 User s Manual 61 Using the cost status report screen This is the screen from which you are able to generate the cost status reports Additionally this is where you define payments that have been made toward a project This information is used with project and alternate costs to create the cost status reports 1 2 Hj clear Estimates Sample gt Addition Fra ne and Siding File Utilities View Help ue FO A TOOLS PARTS TEMPLATES OPTIONS NA UPDATE lt gt e lda Customer Report Projects Sample Stephen Addition Frame and Siding he MANAGERS ne Date Amount Comments so 12 000 00 Payment received on first day of construction 03 29 2007 12 000 00 Paid to construction manager on completion of excavation work CUSTOMERS A qr PROJECT De REPORTS BOILERPLATE O Add X Delete M Edit E Save QD View Report mma Dto Xote Dem E see lt View Report Payment Date Payment Amount Comment FORMAL 5 2007 12 000 00 Paid to construction manager on completion of excavation work 3 SUBCONTRACTOR Oost 62 Clear Estimates v2 0 User s Man
21. by clicking on the Category Editor button 1 Select the category title that you want to change the rank of from the Existing Category List 2 Use the up down arrows to relocate the selected title in the desired direction a 2 Clear Estimates v2 0 User s Manual 73 Using the Part Editor This is the screen from which you may access all of the part information that may be edited including a part s category description unit type etc Unlike the primary screen of the Parts Tool from this screen you can edit only one part at a time View Help Tooisp EST OPTIONS arc uppate ED Part Edit art Editor Part code f RM11211025 Last Update Category foz012007 25 ELECTRICAL _ Category Editor ea RM 1211025 MANAGERS 5 Description install wall sconce in existing box average Within 10 of power source No patching Cost Formula r Part Entry Dia Preview G c ela anes Company Amount Sub Contractor Cost pieces of Install wall sconce in existing 3 e c e e c e box average Within 10 of power source No patching N O Pieces 1 Sq Feet Lin Feet Cu Yds O Hours Dollars Em costing 75 00 per piece Unit Cost Hourly Labor Rate Hourly Multiplier Material Multiplier ONE a T a PROJECT i E lh 75 00 Per unit fi s4516mhr y 10 10 Labor 0 00 Hours required to Alter for custom Sub Cont 0 00 purposes DE install one unit Total 0 00
22. eres 61 Using the cost status report screen 62 To add payments to a project sussa das one oa 63 To create a cost status report estas crest A A eae 64 Chapter 6 Paris Tools caso oi caatad 65 OVETVIEW saat AD AR 66 Basic Operations eisen nn e a e E oh cms o ad 67 To edit a part s cost hourly multiplier hourly labor rate or material ME saaa a e AS e SN SE a ido de es 67 To delete a part from the NOt y tio 68 To create a part master list ps qaad DD E 68 To use the Global Material Multiplier Editor 69 Using the Category Editor oli 71 o O ES ia 72 To delete a part category cen do Curar a a E E TS 72 To edita part casera tn dd 73 To change the rank of part categories oooooccnnocccoocnnonononcnonncnonnononononconnnnnnnn ono 73 Using thie Part Ed e So 74 To use the Cost Formula Info when defining a Palt ooooooccccnoconcnoccnionnncnonnnss 76 To add a new part to the DT oi 71 To add a part to the library from a duplicate ooooococonccccnononcononcnonnnnnonnnno 79 To edit a part s category description unit type proposal text rank or image O A A RA 79 Chapter 7 Templates Tool a aosda sa ziaro 81 A 82 How templates Worker adi de dal do 83 Example template DM o 84 Part quantity formula example values ooooocccnoccccoononcnonnccnonononononccnnnono 85 Implementation in example template a Si ii 85 Basie OJ 0 of AOS a r a E a Ee a E Ra ft Aa 85 To create anew template noni satiat atai SE assa 85 To add parts to a templ
23. launch the Project Manager displaying the project s empty data 4 The project will automatically be assigned the title New Project which you may change For details on how to create an estimate for this project within the Project Manager refer to the next chapter Clear Estimates v2 0 User s Manual 21 22 Clear Estimates v2 0 User s Manual Chapter 3 Project Manager This is the principle feature of the program Within the Project Manager you may assemble all of the parts associated with a particular customer s project to estimate the cost You can enter parts individually using the Standard View or you can use the Template View The Template View allows you to add many parts at a time using specific arrangements of parts defined within customized templates The Project Manager also allows for alternates and components Alternates are a group of parts that identify a specific aspect of the project with an associated cost that the customer may choose to accept or decline Components are a group of parts that are included in the main window and calculated into the project base bid value but kept separate for unique editing viewing capabilities You may change an alternate to a component and vice versa at any time Throughout the Project Manager you will see View Table buttons that allow you to open a report viewer with information displayed in tabular form This displays data in an itemized format whether you intend to submit
24. or Undecided This option is not present for Cost Status Reports 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu Clear Estimates v2 0 User s Manual 99 3 Check the box located alongside where it says Include Alternate List to include this information or un check the box to exclude it 4 Click the Save button The report will now reflect these changes To change the report title You can change any of the report titles within the Options Tool 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu 3 Edit the title as necessary in the Report Title Box 4 Click the Save button The report will now reflect these changes To change the projects section title You can change the report heading title preceding the project specifications section of the preliminary formal and subcontractor reports within the Options Tool This option is not available for Cost Status reports 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu 3 Edit the title as necessary in the Projects Section Title Box 4 Click the Save button The report will now reflect these changes 100 Clear Estimates v2 0 User s Manual Preferences To change the rounding preferences Y
25. ossos ath cess o Canines pe cad ca 20 To create a new Propet eos ote eke nel ae Nk tact ee SiS DE ad Ss 21 Chapter 3 Project MONG SEP as fess casdec ce censatasecadcseceiegdeagectdasnas oasedectececcadscazasanezeees 23 COVE VAS CPR lt RR RR RP 24 Standard View vs Template Vi Wi dc 24 EC A eae tian ada 26 To chatice A e La AS 26 To change project description ss ee od od 27 Fo d plicate a Por ss ected ire oe le wate e ss 27 To add parts to a POS eds gana eee AT eos 28 To add an alternate to a Projet 29 Clear Estimates v2 0 User s Manual 3 To delete an Aematoes A A EA 30 Toeditanaltemate dl a TE 30 To add a component to a project cooooocconocononococooonncnnonononnonconnnnnnononcnannnncnnnnnos 31 To delete A COMPONEN Ls ist ssa DAL sadio sentet sdei iaat 32 dr A e pa da od dao Sia Dan 32 To change an alternate to a component c ooocconocccooocncnononononnnconnnnonononononnnnonnnnnos 33 To change a component to an alternate sas ceras saias E 34 To refresh the prices of a pro ee 34 To view the time card totals sitiada 35 To change a project s markup ssnnssesnsnseesseeseseesseessnessseeesrenssesssreessereseresse 35 Chapter 4 Project Manager Template VieW sssssssesssososseessocsssesssocessecssccesooeesseese 37 Ohio Bid eas A RN a 38 Basto Ops e a deso es 39 To add parts to a project using the Template Vie W oooooccnnccccnononcnoncncconnnnnns 39 Chapter 5 Reports Manage a iia 41 Using the bolerplate crean Ed 42 To incor
26. project costs Projects that are grouped together will appear as one large project with one set of project specifications and project cost In reports keep these projects f subdivided C grouped together 5 NY Proceed to one of the other Report Manager screens Preliminary Formal Subcontractor Cost Status to process your report Clear Estimates v2 0 User s Manual 45 To edit a boilerplate heading title 1 Click on the Reports Manager icon The boilerplate screen will automatically appear 2 Select the boilerplate heading title you want to edit from the Boilerplate Heading List Switch between the intro and outro boilerplates using the mo owo Switch 3 The selected heading title will appear in the Boilerplate Heading Title Box Edit the title as desired 4 Click the Save button To edit boilerplate text 1 Click on the Reports Manager icon The boilerplate screen will automatically appear 2 Select the heading title containing the text you want to edit from the Boilerplate Heading List Switch between the intro and outro boilerplates using the L mo om switch 3 The selected heading title will appear in the Boilerplate Heading Title Box and its associated text will appear in the Boilerplate Text Box Edit the text as desired 4 Click the Save button To change the order of boilerplate headings 1 Click on the Reports Manager icon The boilerplate screen will automatically appear 4
27. their manufacture Most of the glue used today in the products we stock are of a low fuming type which greatly reduces the amount of formaldehyde vapor which may be released Contractors who purchase urea formaldehyde containing products also have a responsibility to pass on this warning to their customers The required warning reads as follows IMPORTANT HEALTH NOTICE SOME OF THE BUILDING MATERIALS USED IN THIS HOME OR THESE Boilerplate H BUILDING headi ng text MATE RIALS EMIT FORMALDEHYDE EYE NOSE AND THROAT IRRITATION HEADACHE NAUSEA AND A VARIETY OF ASTHMA LIKE SYMPTOMS INCLUDING SHORTNESS OF BREATH HAVE BEEN REPORTED AS A RESULT OF FORMALDEHYDE EXPOSURE ELDERLY PERSONS AND YOUNG CHILDREN AS WELL AS Out ro ANYONE WITH A HISTORY OF ASTHMA ALLERGIES OR LUNG PROBLEMS MAY BE A T A GREATER RISK RESEARCH IS CONTINUING ON THE POSSIBLE LONG TERM EFFECTS OR EXPOSURE TO FORMALDEHYDE t il er late REDUCED VENTILATION MAY ALLOW FORMALDEHYDE AND OTHER CONTAMINANTS TO ACCUMULATE IN p A THE INDOOR AIR HIGH INDOOR TEMPERATURES AND HUMIDITY RAISE FORMALDEHYDE LEVELS WHEN f rm t A HOME IS TO BE LOCATED IN AREAS SUBJECT TO EXTREME SUMMER TEMPERATURES AN l n O a ION AIR CONDITIONING SYSTEM CAN BE USED TO REDUCE LEVELS OF FORMALDEHYDE AND OTHER INDOOR AIR CONTAMINANTS IF YOU HAVE ANY QUESTIONS REGARDING THE HEALTH EFFECTS OF FORMALDEHYDE CONSULT YOUR DOCTOR OR LOCAL HEALTH DEPARTMENT have received the Formaldehyde Warming
28. using the Templates Tool Refer to page 85 for instructions on how to create a template 4 Review the Template Description to ensure this is the appropriate template for the project 5 Enter a quantity in the Template Quantity Box This is the value from which the rest of the part quantities are calculated 6 Click the Ca culate Quantities button 7 Review the quantities that have been calculated and are now displayed in the Template Contents Preview You may change these quantities by highlighting a part and clicking the Change Clear Estimates v2 0 User s Manual 39 40 Qty button You may also exclude parts by un checking the box located to the left of the part quantity 8 Define how you want to enter the parts into the project in the Adding Manner portion of the screen You may enter the parts directly into the main window as an alternate as a component or add the parts to an existing alternate or component Select the appropriate bullet Adding Manner Add this Template to Sample gt Addition Frame and Siding gr Add In Main Window As Alternate As Component In Existing Component Alternate Status Undecided List A01 Y 9 Click the Add button 10 You may continue entering parts from the Template View or return to the Standard View by clicking the Standard View icon located beneath the Project Manager icon 11 Notice that the new part information has been incorporated into the proje
29. would like to incorporate into the proposal See the instructions from the section 7o incorporate a project into a report on page 44 Clear Estimates v2 0 User s Manual 55 56 3 4 5 A 6 7 NAS 8 9 Click on the appropriate icon beneath the Reports Manager icon to access the screen for the type of report you want to create If you want to include a payment schedule select one from the Payment Schedule List or select EXCLUDE If none have been created yet you will need to create one with the Schedule Editor button Click the View Report button to immediately view your report or proceed with the following steps for more advanced options The data contained in this screen only pertains to one project at a time even if multiple projects were selected to be incorporated into the proposal Select a project title from the Report Projects List to load its data Review the contents of the Category List The program automatically selected each of the categories that have one or more parts contained in the selected project You may choose to include exclude categories by checking un checking the boxes alongside each category heading Highlight a category heading The category s default subheading will automatically be displayed in the Category Subheading Box You may edit this text if desired remember to click the Save button when finished You may choose to use the Quick Text button if you are entering text her
30. 0 User s Manual 19 To load a project Projects are loaded within the Customers Manager 1 Select the customer for whom the project was created from the Customer Name List 2 Select the project you want to load from the Customer Project List 3 Click the Load This Project button 4 The program will automatically launch the Project Manager displaying the loaded project s data 5 Notice that the loaded project is always displayed in the program Title Bar in the form of Primary Last Name gt Project Title For example if a project titled New Two Story Addition is created for the customer Jonathon Sample the Title Bar would appear as follows W Clear Estimates Sample gt New Two Story Addition To delete a project Projects are deleted within the Customers Manager 1 Select the customer for whom the project was created from the Customer Name List 2 Select the project you want to delete from the Customer Project List 3 Click the Delete Project button 20 Clear Estimates v2 0 User s Manual 4 The program will prompt you with the message Are you sure you want to delete this project All information will be permanently erased Click Yes To create a new project Projects are created within the Customers Manager 1 Select the customer for whom you want to create a new project from the Customer Name List 2 Click the New Project button 3 The program will automatically load this new project and
31. 01 To change the rounding preference 101 To change the default markup percentage oooonoocccoooccnooooncoononcconnnnonnnnononnnss 101 To change the text inserted when the P button is pressed in the Part Editor a to altas o iu 102 Chapter 9s Update To alo rociado sea tiros 103 To update part prices pudo tarda Re i ada 105 Chapter 10 Menu Bar Henson iimas papa dgd 107 PC A O a Ras 108 To backup your database ts Steed 108 To restore your databases IE A 109 Utiles IME rosas sos Lia natos did 110 To use the Part Import Wizard sitios 110 6 Clear Estimates v2 0 User s Manual Anote about CSV a ee ees 110 Structuring a CSV file for importing 22 2 nie ence eee ales 110 Importing CAC ates sro et I N 114 To use the Part Export Wizard ssssissrassscirisguts ten ctnadeseacoutdsinsanestasedenaadetates 119 AN AAA a A S ioe a 120 To integrate with Quickbooks Pro iii da 122 Clear Estimates v2 0 User s Manual 7 Clear Estimates v2 0 User s Manual Chapter 1 Introduction Welcome to Clear Estimates v2 0 This is a reference guide for using Clear Estimates v2 0 Bidding a project should not be a difficult process and this software capitalizes on the inherently simple nature of estimate creation to bring you an easy to use program that we hope will become an invaluable tool for your business The program allows you to manage a library of thousands of parts seamlessly integrating labor and contract information such that it is capa
32. 2 REPORTS Preliminary Text Provide and install wall sconce in existing box average grade Formal Text Provide and install qty wall sconce s in existing box average grade Sub Contractor Text rovide and install qty wall sconce s in existing box average grade How do you want to rank this part Path D mages 487110 jpg Browse Keep same rank Insert ahead of selected part Insert at bottom of list Oo N oof Install box amp duplex outlet open walls within 10 of pov PSA Install box amp duplex outlet finished walls within 10 of Install box 8 switch open walls within 10 of power No Install box 8 switch finished walls within 10 of power Install 3 way switch set open walls within 10 of power Install 3 way switch set finished walls within 10 of pow Install ceiling box open walls within 10 of power No p E Install wall sconce in existing box a Install ceiling box finished walls within 10 of power Nox at g u o Include this image in Image Gallery section of reports Conversion Helper 3 Units Hr 33333 Hrs Unit 10 74 Clear Estimates v2 0 User s Manual Feature Function 1 Category List 2 Part Description Box 3 Cost Formula Info 4 Preliminary Part Text Box 5 Formal Part Text Box 6 Subcontractor Part Text Box 7 Auto Text Buttons 8 Part Rank Info 9 Part Image Info 10 Conversion Helper 11
33. 5 4 x6 redwood rather than treated lumber Total Cost is 1 050 00 AOI Savings to use vinyl siding instead of cedar Total Cost is 2 520 00 Exterior work site will be raked Project Cost is 65 200 00 A02 Savings if Owner performs all interior painting Owner will paint all new interior walls doors window casing croy molding and ceilings Total Cost is 1 860 00 Clear Estimates v2 0 User s Manual Project specifications Project cost Sample proposal illustration cont PAYMENT SCHEDULE Interior Remodeling Payment Schedule P nt 25 ON FIRST DAY OF CONSTRUCTION ayi 1e 25 ON FIRST DAY OF DRYWALL INSTALLATION 25 ON FIRST DAY OF INTERIOR TRIM INSTALLATION sched ule BALANCE DUF UPON COMPLETION OF PROJECT THE FOLLOWING PROPOSAL IS SUBMITTED BY Date ACCEPTANCE OF PROPOSAL The Prices specifications and conditions are satisfactory and hereby accepted You are authorized to do the work as specified Payment will be made as outlined in this contract Signature Boilerplate FORMALDEHYDE WARNING TO ALL CLIENTS headi Ng SAMPLE TEXT EDIT THIS IN THE REPORT MANAGER BOILERPLATE SCREEN THIS ENTRY IS CONTAINED IN THE OUTRO SECTION Effective June 30 1985 the State of Minnesota passed as law requiring a waming to be provided in the sale of building products containing urea form formaldehyde Many products particularly particle boards and plywood use formaldehyde based glue in
34. 6 Clear Estimates v2 0 User s Manual 2 Select the boilerplate heading title that you want to change the order of from the Boilerplate Heading List Switch between the intro and outro boilerplates using the mo owe switch 3 Use the up down arrows to relocate the selected topic in the desired direction a 2 To add a new boilerplate heading 1 Click on the Reports Manager icon The boilerplate screen will automatically appear 2 To add a new heading ahead of an existing heading select the heading you would like it to precede and choose the Insert ahead of selected heading option Otherwise choose the Insert at bottom of heading list option 3 Click the Add button 4 A heading titled New Heading has now been placed in the Boilerplate Heading List Select this heading to edit the title and add text as desired 5 Click the Save button To delete a boilerplate heading Remember that you may choose to exclude boilerplate headings from reports by un checking the boxes alongside each of the headings If you delete a boilerplate heading it will be permanently erased 1 Click on the Reports Manager icon The boilerplate screen will automatically appear Clear Estimates v2 0 User s Manual 47 48 2 Select the heading you want to delete from the Boilerplate Heading List When a heading is deleted so is the text associated with that heading 3 Click the Delete button Clear Estimates v2 0 Use
35. 7614 RM10708014 RM10708214 RM10708414 RM10708614 RM10709014 RM1n7N9714 Select All Unselect All Cancel Step 2 This screen allows you to include exclude parts in the CSV file from the importing operation defined in the previous step 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD 14 WOOD Install 2 0 x Install 2 0 x Install 2 0 x Install 2 0 x Install 2 6 x Install 2 6 x Install 2 6 x Install 2 6 x Install 2 6 x Install 2 6 x Install 2 6 x Install 1 6 x Install 1 A x SAO OOOO Oa a aio of lt Prev Step Next Step gt You may use the Select Alland Unselect All buttons to select or unselect all of the parts simultaneously Once you have decided on the appropriate settings click Next Step Clear Estimates v2 0 User s Manual part Import Wizard P ol xl Step 3 Check your preferences and press Import button to complete the operation Source file C Documents and Settings Desktop partsb csv Categories import order As presented in CSY file Parts import order As presented in CSW file Import method Overwrite all part data for duplicates and add new parts to database Cancel lt Prev Step Import Step 3 Review the settings then click Import to begin importing the part data If there are duplicate parts a window will appea
36. CHANGE WITHOUT NOTICE All examples with names company names or companies that appear in this manual are imaginary and do not refer to or portray in name or substance any actual names companies entities or institutions Any resemblance to any real person company entity or institution is purely coincidental We reserve the right to limit any single support call change the terms and conditions of support and change support service availability without prior notice 2 0 02 CLO 2 Clear Estimates v2 0 User s Manual CONTENTS Chapter LI Introduction iii san tor saladhol Dopenoi sie seadacaandeaiago st nbr ncia psasd soda s 9 SYStEM OVETVIEW AAA A VR PRO 10 To change the program database sae 10 To share the program database over a network 11 To chancho ee 12 Program A A II RS A Ee gee 13 Managers General Functions id i 14 Customers Manara A 14 Project A RE ARO DE DRDS AR 14 Reports Ml aN AG Ci na A pi a brasa 15 Tools General Picos o Los a o a do 15 Parts A a Por hac ct O A taney ores e a 15 Templates VO A 15 ONO Tol lr e bE o 16 A e A O Ria E 16 Chapter 2 Customers Mande ei vc ccccvcocccccssccieacesonstcecccedceceutecssescdeccetssecascsteetsvass 17 O SS DS cate a ete Oa aa recreate 18 Basic Operations cre nor te Co cosa E ten es in Se uae cls a 19 To enter a new CUSLOMEE ccoo dci 19 To delete CUM dad 19 To farsa fis PHO ECU Sn hi Bale cies sense asar sreinge eiai aai i rsa AtA lesari inerti 20 Todelete ATO CCl
37. Clear Estimates can export only one project at a time 122 Clear Estimates v2 0 User s Manual Export Data to QuickBooks c oj x What would you like to export Please select one C Customer contact data Project estimate data Customers Sample Stephen Customer projects Kitchen Remodel Note Project data includes accepted alternates Export Cancel Step 3 Open Quickbooks Pro On the Menu Bar in Quickbooks Pro select File From the list of options select Utilities Skip this step for versions of Quickbooks Pro 2005 and earlier From the list of options select Import From the list of options select IIF Files A window titled Import will open Locate the file you created in Clear Estimates Step 2 then click Open FA QuickBooks Pro 2006 G N Edit view Lists Company Customers Vendors Employees Banking Reports Window Help New Company Open Company Login Open Previous Company d Close Company Logoff Switch to Multi user Mode Portable Company File gt Back Up Restore Excel Fles Export gt RE pone Synchronize Contacts Web Connect Files Convert Timer Activities Copy Company File For QuickBooks Mac Print Forms gt Copy Company File For QuickBooks Online Edition PE Seni Host Multi User Access Send Forms Shipping gt Verify Data E Rebuild Data Ex onary Clean Up Company Data Clear Estimates v2 0 User s Man
38. Getting Started with Clear Estimates v2 0 Clear Estimates v2 0 User s Manual 1 Trademarks Clear Estimates is a registered trademark of Clear Estimates in the United States and may include other jurisdictions including internationally Other product names logos designs titles words or phrases mentioned within this publication may be trademarks servicemarks or tradenames of Clear Estimates and may be registered in certain jurisdictions including internationally Copyright Notice Copyright O 2007 Clear Estimates All rights reserved This manual may not be copied photocopied reproduced translated or converted to any electronic or machine readable form in whole or in part without prior written approval of Clear Estimates 3507 West 50 St Minneapolis MN 55410 CLEAR ESTIMATES PROVIDES THIS MANUAL AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE IN NO EVENT SHALL CLEAR ESTIMATES ITS DIRECTORS OFFICERS EMPLOYEES OR AGENTS BE LIABLE FOR ANY INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES INCLUDING DAMAGES FOR LOSS OF PROFITS LOSS OF BUSINESS LOSS OF USE OR DATA INTERRUPTION OF BUSINESS AND THE LIKE EVEN IF CLEAR ESTIMATES HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES ARISING FROM ANY DEFECT OR ERROR IN THIS MANUAL OR PRODUCT THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO
39. MOLITION 6 Feature Function 1 Customer Name Displays the name of the customer for whom the loaded project was created 2 Report Projects List Displays all of the projects you selected to be incorporated within the boilerplate screen 3 Project Description Displays the description of the project that is selected in Box the Report Projects List 4 Payment Schedule List Lists the different payment schedules available You may select the payment schedule you want to include in the report from this list or select EXCLUDE These items may be edited using the Schedule Editor button 5 Category List Displays all of the part categories The categories that have parts in the selected project are automatically checked to be included in the report 6 Category Subheading Displays the category subheading that will appear beneath Box the category heading in the report You may edit the default text within this box or add items using the Quick Text button 7 Category Part Displays the parts included in the report for the category Contents List selected in the Category List as well as the part text associated with the part that has been selected from the Category Part Contents List You may click and edit the text in the Report Text column To create a preliminary proposal formal proposal or subcontractor bid request 1 Review the information provided in the section Using the boilerplate screen on page 42 2 Determine which project s you
40. Main Street Address Minneapolis MN 55410 Edit this information with Options Tool Cell 612 216 4476 123 456 7890 Home 612 634 2156 GENERAL CONDITIONS SAMPLE TEXT The contractor shall provide all necessary labor and materials and perform all work of every nature on the proposed remodeling in accordance with this contract the specifications and the accompanying drawings The Contractor shall obtain the building permit All subcontractors will take out their own permits and pay for them The owner if necessary will have the lot surveyed and will apply for all zoning historic preservation or other related permits as necessary Work for any of these are not included under this contract All work is to be executed in a workman like manner in accordance with the contract plans and specifications WORK GUARANTEE SAMPLE TEXT All labor and material except those products manufactured and guaranteed by the manufacturer or supplicr executed or furnished under the terms of this agreement shall be guaranteed for 1 year starting at the last full working day All labor and material as guaranteed will be completed only after all money in accordance with contract and change orders has been paid to contractor from the owner APPROVAL SAMPLE TEXT In view of changing labor and material conditions this proposal is void unless accepted in writing and this or other mutually acceptable agreement signed within 30 days of proposal date Propo
41. NCRETE 630 04 150 50 0 00 780 54 4 gt mono ver 8 Lin Feet of Additional support footing 24 D x 12 7 CONCRETE 67 44 1555 0 00 82 99 El 160 Sy Feet of Pour monolithic slab 4 thick by chu 7 CONCRETE 288 00 180 70 0 00 46870 E 273 Sy Feet of Install plywood sheathing 1 2 IOWALLFRAM 11193 151 60 0 00 263 53 273 Sq Feet of Install 2 oc wood frame wa 10 WALL FRAM 117 39 151 60 0 00 268 99 192 Sq Feet of Install 2 x 10 16 0c wood gable ro 11 ROOF FRAM 245 76 177 70 0 00 423 46 192 Sq Feet of Install plywood sheathing 5 8 11 ROOF FRAM 105 60 511254 0 00 218 15 FA E 160 Sq Feet of Install 2 x 4 16 oc ceiling joists 11 ROOF FRAM 60 80 88 85 0 00 149 65 A E 192 Sq Feet of Install 3 tab 225lb 25 year fiberglas 12 ROOFING A 109 44 156 76 0 00 266 21 REPORTS 24 Lin Feet of Install 6 seamless aluminum guttering 12 ROOFING A 55 20 130 31 0 00 185 51 5 20 Lin Feet of Install 3 x 4 aluminum downspout 12 ROOFING A 44 00 64 17 0 00 108 17 gt 9 Lin Feet of Install continuous ridge vent shingle 12 ROOFING A 28 71 32 54 0 00 61 25 EM 24 Lin Feetof Install aluminum drip edge 12 ROOFING A 9 60 20 53 0 00 30 13 A Q lin Feet nf Install aluminum stenflashinn nn wnn 12 RONFING A san ssa GA snan SPA 72 Adding Manner Template Total 16 997 00 Add this Ternplate to Sample gt Addition Frame and Siding Add Base Bid Acc Alts for 6 gt
42. Part Entry Data Preview Identifies the category to which the part belongs Displays the part description Identifies the part s unit type and cost formula data Defines the text associated with the part for display in the project specifications section of the Preliminary Proposal Defines the text associated with the part for display in the project specifications section of the Formal Proposal Defines the text associated with the part for display in the project specifications section of the Subcontractor Bid Request Automatically insert key text snippets to minimize the amount of typing necessary The text associated with each of the buttons is as follows P Provide and install this is the default text but may be edited with the Options Tool under Preferences Miscellaneous Q qty this text takes on the actual numeric value of the quantity of this part included in the project when the proposal is generated U units of this inserts the plural text of the unit type of the part followed by the word of D part description this inserts the part s description Determines the placement of the part relative to the other parts in the category Defines the image and caption associated with the part for implementation under the Image Gallery outro boilerplate heading that may be implemented in the proposals Helps you convert Units Hr into the correct format for the Hourly Mul
43. Part List When a part is selected its data appears in the Part Entry Data Preview below Enter a quantity for the part Notice that the Part Entry Data Preview displays the various costs associated with the part 3 Click the Add Part button to add this part data into the main window The part s cost is now incorporated into the project s base bid Clear Estimates v2 0 User s Manual To add an alternate to a project An alternate is a group of parts that identify a specific aspect of the project with an associated cost that a customer may choose to accept or decline An alternate is created with all the same features that apply to a project Alternates are shown in the Alternate Component List Information shown in the list includes a sequentially assigned alternate reference number the alternate description the alternate status Undecided Declined or Accepted and the alternate cost To add an alternate follow these steps 1 Load the project to which you want to add an alternate This 2 3 NA NA is done within the Customers Manager Click the Add Alternate button beneath the Alternate Component List The screen is now occupied with your new alternate Notice that the screen contents are very similar to that of the project the bold font saying Alternate in the top left of the screen denotes the difference There is also no Alternate Component List within the alternate screen for it is not allowed to create
44. Template List function saldado Ras 82 function Template View 38 Template Quantity Box FUNCOM orisii 38 Template Title Box PUNCHON as 82 Template Unit Type function Templates Tool 82 Template View 37 adding parts to a project 39 description sisi 24 Templates Tool 81 general function 15 time card Setting UD 95 viewing time card totals 35 Time Card Editor 93 setting up time card 95 Tool ODEIONS atando 89 Pra ienasnsisaa 65 Templates s an 81 Tools function an 13 general functions 15 Trademarks 2 U Undecided Alternates cost status report location 60 unit type editing a part s unit type 79 update updating part prices 105 Update Tobias 103 Utilities Menu 110 V View Table button 23 Clear Estimates v2 0 User s Manual
45. Template View sessen 37 Project specifications proposal format location 49 Project Title CHANGING aida 26 function ssatosands ancas sa nas aannata 25 Project Total Cost cost status report location 60 projects section title changing 100 proposal TORNA taaan 49 sample illustration 50 proposal text editing a part s proposal text 79 Q Quick Text button oommom 56 Quickbooks integrating with Quickbooks PROG RR T 122 Clear Estimates v2 0 User s Manual R rank editing a part s rank 79 Refresh Prices Button a 26 refreshing prices of a project 34 remove parts from a template 86 report changing title 100 incorporating projects 44 PIO ratico 57 subdividing or grouping 45 Report Projects List function cost status report SCCO cae cass papa iaa 63 function proposal screens 55 Report Viewer Close Viewer icon 57 Export Report icon 57 Go to First Page icon 57 Go to Last Page icon 57 Go to Next Page icon 57 Go to Previous Page icon 57 Goto Page icon 57 Page Setup icon 57 Print Report icon 57 Refresh icon 57 understanding the icons 57 ZOOM ICON cocina 57 Reports Manager 41 general function 15 Reports Settings
46. To delete acuso mer a ao cain at e a Do ra 19 A A a ads 20 To delete pro tai ld 20 Aa AA A cleat ast vate te 21 Clear Estimates v2 0 User s Manual 17 Overview Hj Clear Estimates Sample gt Addition Frame and Siding File Utilities View Help PARTS TEMPLATES OPTIONS oon UPDATE S DET Customer Data Customers Sample Stephen Primary First Name Primary Last Name MANAGERS O New Customer X Delete Customer Stephen Sample Secondary First Name Secondary Last Name Customer Projects Petula Practice Addition F d Sid mon Tame ane ciang Street Address Load This Project 14609 Clear Estimates Lane C New Project X Delete Project City State Prov Zip Postal Code Happy Valley MN 55306 Customer Notes The Customers Manager organizes the entry and storage of all the customers for Pm project estimates are created Before a project can be created for a customer first he she must be entered into the database through this feature Phone Type 612 876 5432 Home B12 234 5678 Business Mobile v 3 PROJECT A Type Email gt Stephen email com Personal REPORTS __ Petula clearestimates com Business Instant Messeng E Save Feature Function 1 Customer Name List This displays a list of all the customers currently stored in the program database 2 Customer Project List This
47. UNIT TYPE COMPANY UNIT COST SUB CONT UNIT COST HLR HOURLY MULTIPLIER You may assign codes to your parts These can be up to 10 characters and can contain any combination of numbers and letters The supplier code is what the Part Import Wizard references when performing price update operations If two parts have different Supplier Codes then they are treated as unique parts If this field is left blank the PIW will randomly assign it a value This can be up to 10 characters and can contain any combination of numbers and letters This defines what part category the part will be classified under If the category already exists in your database be sure to type it exactly as it appears in the program If you define a category that does not exist the PIW will create one This is the part title that appears throughout the program For example cedar lap siding This identifies whether the part s costs will be calculated as a subcontractor cost or a company amount depending on whether this field contains an S or a C respectively This specifies the part s Unit Type For example you should type one of the following Pieces Lin Feet Sq Feet Cu Yds Hours or Dollars For some company amount type parts only not parts with unit type Dollars or Hours This should contain the part s Unit Cost if it is a company amount For example if the part is cedar lap siding employees of your company typically install it and i
48. UPDATE to vis Ne Era da New Category E Existing Categories SISA Description Displayed on Proposals ES MANAGERS 1 PROJECT PREPARATION PROJECT PREPARATION Where would you like to rank the category 2 CONCRETE DEMOLITION CONCRETE DEMOLITION 2 3 FRAMING DEMOLITION FRAMING DEMOLITION OTEN EE Ds GENERAL DEMOLITION GENERAL DEMOLITION 5 SYSTEMS DEMOLITION SYSTEMS DEMOLITION C Insert ahead of selected category 6 EXCAVATION EXCAVATION CUSTOMERS 7 CONCRETE CONCRETE O Add MASONRY MASONRY m er E Save X Delete Close PROJECT e REPORTS Feature Function 1 New Category Allows you to define the description title of the category Description Box you want to add 2 New Category Ranking Determines what the ranking of the new category will be 3 Existing Category List Displays and allows you to edit the category names within your part library 4 Category Proposal Displays and allows you to edit the text that appears for Text each category heading in the proposals project specifications section 5 Change Category Allows you to change the rank of the existing part Ranking Buttons categories Clear Estimates v2 0 User s Manual 71 To add a part category You can add a part category within the Category Editor This is accessible from the Parts Tool by clicking on the Category Editor button 1 Type in the title of your new category into the New Category Description Box 2 I
49. User s Manual 33 34 To change a component to an alternate You may want to change a component to an alternate to exclude its part pricing information from the contract for your customer By doing so the alternate will appear in the alternate list section of proposals and in Cost Status Reports if the status is defined as Accepted or Undecided and will be disregarded altogether if the status is defined as Declined If the alternate is defined as Accepted its data will also be present in the Project Manage Summary Mode However the part information and costs will not be reflected in the project specifications section of the proposals and base bid 1 Load the project for which you want to change an alternate to a component This is done within the Customers Manager 2 Select the component that you want to change to an alternate from the Alternate Component List 3 Click the Edit button beneath the Alternate Component List 4 The Component will now open in the window At the top of the screen click the A ternate side of the Component Alternate switch 5 Click the Save button 6 Click the Close button to return to the Project contents Notice that the part information that was previously contained in the alternate is now displayed in the Project Manager main window To refresh the prices of a project A project s pricing information is not sensitive to changes made in the Part Editor with the Update Tool or with the Part Impo
50. a ind Ma O aa a E A eaten 66 Basto Operations sas us seas dar RD e a a TO 67 To edit a part s cost hourly multiplier hourly labor rate or material multiple se RAD RREO NR seer READ RE N RCA 67 To delete a part from the library a ces spesseao so seendoua dese dona re Eras tanga ans 68 Torereate a Pan mas de IO 68 To use the Global Material Multiplier Editor 69 Using the Category Editor au cena hii teers tect teh tate CR he ds era pa 71 To add a Part category asas isos ces neal sica 72 To delete a Parl category nan is 72 To edit a part category title ass A na eae 73 To change the rank of part categories lucia 73 Using the Part Edo o eo do 74 To use the Cost Formula Info when defining a palt oooocccnnoccnooonncnonancnonnnnn 76 To add a new part to the library AAA A ed elon ae q 71 To add a part to the library from a duplicate oooooccnocononooccnonancconnnnonnnnn n 79 To edit a part s category description unit type proposal text rank or image79 Clear Estimates v2 0 User s Manual 65 Overview 18 x Hj clear Estimates Sample gt Additin Frame and Siding File Utilities view Help TOOLS TEMPLATES OPTIONS fun uppate ED Category All Categories xy Category Editor El Save Sub headings MANAGERS Preliminary Text Pl Formal Text Pl Subcontractor Text CUSTOMERS e Category Description Cost Unit Type Hrs Uni HLR Mat Mult Code 2 gt
51. al Preliminary Proposal Formal Proposal Subcontractor Proposal Cost Status Report Preferences N 314 Include company logo in Prelimina Include Submitted To section in Preliminary Proposal Include Submitted By section in Preliminar Proposal Include Alternate List in Preliminar Propospl lad lt a 4 i lt Report title Preliminary Proposal Projects section title Project Specifications Save Feature Function 1 Options Item List 2 Reports Option List 3 Report Title Box 4 Projects Section Title Box Displays the various items you may open to edit the content In this screenshot the Reports Settings option has been selected Contains the different options you may choose to include exclude by checking the corresponding boxes Allows you to define a customized report title Allows you to define a customized report heading title preceding the project specifications within the reports 96 Clear Estimates v2 0 User s Manual To change the font used in the reports The font used in the reports may be edited within the Options Tool 1 Click on the Reports Settings item from the Options Item List 2 Select the General sub item 3 Select the desired font style size and color 4 Click the Save button The reports will now use these new font settings To include exclude your company logo in reports You may choose to include or exclude your company logo in
52. an alternate or component within an alternate If you would like to do this you must create a new alternate from scratch Type in an alternate description in the Description Box and click the Save button to save this text 4 Enter all of the desired parts into the alternate just as you would a typical project 5 Define the status as Undecided Declined or Accepted Declined alternates will not show up on any reports nor have their costs incorporated into any figures Accepted alternates will appear in Cost Status Reports with its cost incorporated into the project total cost Undecidedand Accepted alternates Clear Estimates v2 0 User s Manual 29 will be appended to the project specifications section within the proposals Number Date Status ADI 09 13 2004 Component Undecided Undecided Description Declined Accepted 6 Click the Close button to view the project with the new alternate displayed in the Alternate Component List If the alternate status was defined as Accepted then its associated cost will be incorporated into the Project Costs Total Acc Alts Markup Acc Alts Base Bid Acc Alts displayed in the Summary Mode To delete an alternate 1 Load the project from which you want to delete an alternate This is done within the Customers Manager 2 Select the alternate that you want to delete from the Alternate Component List 3 Click the Delete button beneath the Alter
53. anging an alternate to a COMPONEN sssscsscerneeccvuntiis 33 deleting Cissa ne e 32 CU fe NET 32 Component dE ION PR 23 Copyright Notice 2 cost editing part s cost 67 Cost Formula Info defining a part 76 A dando essa ns nai naad 75 Cost Status Report CNO sternis eian 64 format RS RR RR RO eto ancree 60 sample illustration 61 cost status report screen 62 create new template sassen 85 part master list 68 payment schedule 59 PrOPOS Al atte eaeaett 55 SA op RR RR 110 customer deleting caera 19 entering a NEW mrcoervercarana 19 Customer Data A nara esto 18 Customer Name function Boilerplate Screen 43 function cost status report SCEE M A ada 63 function Customers Manager E CR aa aee ae 25 function proposal screens 55 Customer Name List PUPICHON a ivsecnesatacncamdaaasaaiiate 18 Customer Notes UNC 18 Customer Project List function Boilerplate Screen 43 function Customers Manager Clear Estimates v2 0 User s Manual Customers Manager 17 general function 14 D data IN PORTAO assess tosse ras icasa ia 114 database application database path location veritat 121 auto backup 121 backing UDiesiocnrinioncacincacanis 108 CHANGING sio eieciniacaatettes 10 default backup folder 121 A 109 SHANING Certamente msn 11 Defa
54. appear displaying the data of the part you selected to duplicate 5 Change the part s description and any other data you want to change 6 Click the Save button The new information will be saved and you will be returned to the Parts Tool screen To edit a parts category description unit type proposal text rank or image A part s category description unit type proposal text rank and image may all be edited from the Part Editor which appears when you highlight a part and click the Ea t button You may also open the Clear Estimates v2 0 User s Manual 79 80 Part Editor by double clicking on a part s description within the Part Display List 1 2 3 4 5 Within the Parts Tool Select the category of the part you want to edit from the Category List NY Locate and select the appropriate part in the Part Display List NY Click the Edit button The Part Editor will now appear giving you the ability to access and edit all of the part s information NAS Edit the information as necessary For more information on how to use the Part Editor refer to page 74 Click the Save button The new information will be saved and you will be returned to the Parts Tool screen NY Clear Estimates v2 0 User s Manual Chapter 7 Templates Tool This feature allows you to create and edit templates that can be used in the Project Manager Template View to insert many parts at a time using predefined arrangeme
55. ass insulation ELECTRICAL Contractor will provide all necessary electrical work Wiring will be installed to meet state electrical code Provide and install wiring for 2 exterior outlets amp Provide and install 2 phone openings Provide and install 10 white step baffle recessed lights with 75 watt flood bulbs Provide and install 2 hardwired smoke detectors Provide and install all necessary switches DRYWALL Provide and install 1120 sq feet of 1 2 drywall for walls E Provide and install 320 sq feet of 1 2 smooth drywall for ceiling INTERIOR DOORS amp Provide and install 2 flush oak swing doors INTERIOR TRIM Provide and install 128 lin feet of standard oak base Provide and install standard oak crown molding E Provide and install 104 standard oak window casings INTERIOR PAINTING amp Prime and apply one coat of paint to new ceilings approximately 320 sq feet Prime and apply one coat of paint to new walls approximately 120 sq feet 8 Prime and apply two coats of paint to 3 new doors Prime and apply two coats of paint to 8 new windows amp Prime and apply two coasts of paint to approximately 128 lin feet of new crown molding Prime and apply two coasts of paint to approximately 128 lin feet of new base EXTERIOR CLEAN UP Contractor will provide exterior cleaning as necessary to maintain a healthy and safe environment regularly Alternates ADI Cost to finish deck with
56. ate concrete slab of 160 sq feet as specified Provide 48 lin feet of concrete footings for new addition Category sub heading A AA Project Provide and install 48 lin fect of drain tile for the new addition a Provido and imal sump as forthe ne drain lo system specifications Provide and install 1 sump pump for the new drain tile system Text from FRAMING Contractor will provide and install all framing as specified in the plan for the project Any deviations in design or structure not pa rt con te n ts conforming to agreed upon plan must be approved in writing by the contracting parties Frame new exterior walls using 2 x6 studs 16 on center Sheath the floors of the new addition using 3 4 tongue and groove plywood Frame the new floor using 2 x 10 joists 16 on center Sheath the new exterior walls using 1 2 CDX plywood E Hand frame the new roof using 2 x 10 trusses 16 on center Sheath new roof using 1 2 CDX plywood SOFFITS AND FASCIA E Provide and install approximately 48 lin feet of 1 x6 cedar fascia for the new addition Clear Estimates v2 0 User s Manual 51 Alternate description Sample proposal illustration cont Alternate 52 cost GUTTERS DOWNSPOUTS 8 Provide and install downspouts for the new addition Provide and install approximately 32 lin fect of gutters for the new addition INSULATION E Provide and install 960 sq feet of R 19 fibergl
57. ates a a 86 Clear Estimates v2 0 User s Manual 5 T remove parts from a template casser oe la e 86 To de lete a template c c ene eee te es oh rae SPR ORR atira PNT 87 To add a template from a duplicate oooconococcnoccccoocnnonononononnncnnnnncnonnnnonnnnnns 87 To edit part quantity formula values of parts in a template 88 Chapter 8 Options LOL ices de ncacenccecetacee cad weevk tvacsecasnuatbbsneieaedeeseviesnaaaxd 89 My Company nfo en os e rn lo o e oe 90 To change your company information oocccococcnononcnoonnnononannonanocnnnonononenccnnnnnos 91 To change your company logo tico Lia Se ma e 91 Hourly Labor Rate HLR Editor la 92 To change the hourly labor rates tds 93 Tim Card OO iets oa te as onian eee E a S 93 To set up your time A A bodeneabatten 95 Reports Setting Sos ser A E a a on eas 95 To change the font used in the reporiS ae ds 97 To include exclude your company logo in TeportS cooooocccnocccoonncoonnnnononnn ns 97 To include exclude the Submitted To section in reports 98 To include exclude the Submitted By section in reports 98 To include exclude the project cost in TEportS ccoooocononoccnonnccnonnncnonnnnonnnnnnns 99 To include exclude the alternate list in reports s site 99 To change the report a dl Suda e 100 To change the projects section title iio 100 PRCTCLONCES E EEA TEA dh ppa GD dae SA aa 1
58. ble of creating complex estimates and proposals for detailed projects Or you may also use the program to create a small and simple part library allowing you to determine an estimate by merely summing basic item costs Regardless of your company s level of sophistication or intended application you will soon find that Clear Estimates allows you to generate bids accurately and easily truly a breath of fresh air This chapter contains the following sections SS LOM Very E nano AN a o A A EA A 10 To change the program database ds Rd a das 10 To share the program database over a network ooooconocincccnononocccooncconncnnncnnanoo 11 To change the application A do 12 Program Layos 13 Managers General Functions odo 14 Customers Mandar ciao da 14 al rot AE A A A E 14 REDORS MARA rr EA E SAA 15 Tools General Picos sieniniai 15 Parts GOL A EEA TAE 15 Templates Loop da 15 Options Tool O O O N 16 Clear Estimates v2 0 User s Manual 9 System Overview The program operates via an interface that is launched every time you run the program but stores most of the information in a database file The program comes with a sample database that you can use or modify to create your own customized database You may have also obtained a version of Clear Estimates that comes pre loaded with a more developed specifically engineered database If you wish you can load a blank database that you can build up from scratch to fit your company s needs 10 T
59. cription Displays the descriptions of the projects that have been Box selected in the Customer Project List 4 Subdivision Setting If there is more than one project selected in the Customer Project List this setting determines whether the projects will be subdivided or grouped together in the reports Clear Estimates v2 0 User s Manual 43 5 Icon for access to Click this icon to access the Report Manager Preliminary Preliminary Proposal Proposal screen 6 Icon for access to Click this icon to access the Report Manager Formal Formal Proposal Proposal screen 7 Icon for access to Click this icon to access the Report Manager Subcontractor Subcontractor Bid Bid Request screen Request 8 Icon for access to Cost Click this icon to access the Report Manager Cost Status Status Report Report screen 9 Boilerplate Heading Displays a list of the boilerplate headings You may change List the headings boilerplate text order of headings and determine which categories are to be included in the reports from this screen 10 Boilerplate Heading Displays the Heading Title of the boilerplate heading that Title Box has been selected from the Boilerplate Heading List 11 Boilerplate Text Box Displays the text associated with the boilerplate heading that has been selected from the Boilerplate Heading list 12 New Heading Allows you to create a new boilerplate heading To incorporate a project into a report Reports may incorporate any number o
60. ct cost If you added a template in the form of a component the parts should be displayed in the main window and therefore incorporated into the Base Bid If you added a template in the form of an accepted alternate its costs will be shown in the Summary Mode only Undecided or Declined alternates will not be accounted for in any project cost display For more information on alternates or components refer to the previous chapter Clear Estimates v2 0 User s Manual Chapter 5 Reports Manager This allows you to generate customized reports proposals for projects based on the part content used to create the customer s estimate within the Project Manager Reports are generated for a specific customer but may simultaneously incorporate any number of projects that have been created for that customer in either a subdivided or grouped together format The boilerplate screen allows you to determine which standardized headings or projects you want to include in the report The Reports Manager generates Preliminary Proposals Formal Proposals Subcontractor Bid Requests and Cost Status Reports These reports may be viewed within the program and then either printed or exported to a variety of file formats for further editing or distribution It should be noted that Preliminary Proposals Formal Proposals and Subcontractor Bid Requests all use identical structure and capabilities The only difference between them is their title which you may edit a
61. cted to be incorporated into the proposal Select the project title from the Report Projects List to load its data You may enter payments from this screen into any of the projects listed in the Report Projects List To create a cost status report 1 First identify the project s you would like to incorporate into the report from the boilerplate screen See the instructions regarding how to incorporate a project into a report on page 44 2 Click the Reports Manager Cost Status icon 3 Add the necessary payments to the project s 4 Click the View Report button 5 Review the functions of the report viewer icons on page 57 64 Clear Estimates v2 0 User s Manual Chapter 6 Parts Tool The Parts Tool allows you to add edit parts within the part library Every part has a particular formula associated with it defining how the costs are calculated The parts may also be accompanied by proposal texts for implementation in one of the following three types of reports Preliminary Proposal Formal Proposal or Subcontractor Bid Request The parts stored in the library may have been included in the application with your purchase imported via the Part Import Wizard from a preformatted personal or supplier catalog or entered manually You may edit general part information directly from the main screen or open up parts individually to access and edit more detail This chapter contains the following sections OVERVIEW sata she cesar ado
62. displays a list of all the customer s projects for which an estimate has been created 3 Customer Notes Here you may enter any general notes about the customer or his her respective project s 4 Customer Data This region stores contact information for the customer such as address phone numbers and email addresses 18 Clear Estimates v2 0 User s Manual Basic Operations To enter a new customer To enter a new customer into the database you must first access the Customers Manager by clicking the Customers Manager icon 1 Click the Mew Customer button 2 The text New Customer will automatically be placed in the field labeled Primary Last Name Replace this text with the last name of customer you want to enter into the database There is the option to include both a primary and secondary name though the customer data will always be associated with the primary last name The secondary name will not appear in the Customer Name List 3 Enter the customer s contact information in the Customer Data section and any notes in the Customer Notes section NY 4 Save the data by clicking the Save button To delete a customer Customers are deleted within the Customers Manager 1 Select the customer that you want to delete from the Customer Name List 2 Click the De ete Customer button 3 The program will prompt you with the question Are you sure you want to delete this customer Click Yes Clear Estimates v2
63. e button to return to the Project contents 32 Clear Estimates v2 0 User s Manual To change an alternate to a component You may want to change an alternate to a component to include its part pricing information in the contract for your customer By doing so the alternate will appear in neither the alternate list section of proposals nor the Cost Status Report Instead the part information and costs will be reflected in the project specifications section of the proposals and base bid When an alternate with the status Accepted is changed to a component the markup value of the project will be adjusted if necessary so that the new base bid is always equal to the previous base bid plus the price of the alternate 1 Load the project for which you want to change an alternate to a component This is done within the Customers Manager 2 Select the alternate that you want to change to a component from the Alternate Component List 3 Click the Edit button beneath the Alternate Component List 4 The Alternate will now open in the window At the top of the screen click the Component side of the Component Alternate switch 5 Click the Save button 6 Click the C ose button to return to the Project contents Notice that the part information that was previously contained in the alternate is now displayed in the Project Manager main window Number Date Status AD2 09 13 2004 Component Altemate Accepted y Clear Estimates v2 0
64. e that you may use again in other projects The Category Part Contents List displays the parts belonging to the category that has been selected in the Category List Select one of the parts to view its associated report text This is displayed in the Part Text Box You may edit this text if desired remember to click the Save button when finished 10 Click the View Report button to view your report Clear Estimates v2 0 User s Manual Understanding the report viewer icons PS S amp Ss o S Y 3 PPP PPE AF of on MU A 4 4 gt Di Bb QA Page Setup amp Close Viewer Go to First Page Navigates you to the first page of the report Go to Previous Page Navigates you to the previous page of the report Go to Next Page Navigates you to the next page of the report Go to Last Page Navigates you to the last page of the report Goto Page Allows you to jump to a particular page number of the report Print Report Sends the report to your printer Refresh Refreshes the screen of the report viewer Export Report Allows you to export the report to one of the following formats e Adobe Acrobat pdf e Microsoft Excel xIs e Microsoft Word doc e Rich Text Format rtf Zoom Allows you to reduce or enlarge the appearance of the report within the report viewer Page Setup Allows you to define different page margins paper size is automatically detected from your computer s default printer setup Close V
65. ected part category 7 Global Material Allows you to simultaneously edit the material multiplier for Multiplier Editor all parts in the category selected from the Category List Basic Operations To edit a parts cost hourly multiplier hourly labor rate or material multiplier A part s cost hourly multiplier hourly labor rate and material multiplier may all be edited directly from the Parts Tool screen For more information on how these values are used in the cost formulas refer to the section 7o use the Cost Formula Info when defining a part on page 76 1 Select the category of the part you want to edit from the Category List 2 Locate the appropriate part in the Part Display List 3 Click on the value you want to edit If the program allows you to edit this particular value a cursor will become present enabling you to change the value Edit the value as desired and hit the Enter key on your keyboard For HLR s a drop down list will appear allowing you to select a different HLR 4 Click the Save button Clear Estimates v2 0 User s Manual 67 To delete a part from the library Parts are deleted from the library within the Parts Tool Note if parts are deleted from the library they will also be eliminated from all project estimates that contained that part 1 Select the category of the part you want to delete from the Category List 2 Locate and select the appropriate part from the Part Display List 3 C
66. ences This chapter contains the following sections IN Company dd Ea eta aol ale 90 To change your company information ooooccnoconcooancnoonnncnnnnnnnonnnnonnononnoncnnnnnnos 91 To change your company logo sis tet soam as 91 Hourly Labor Rate HLR Editors iaa eel eel 92 To change the hourly labor rates ii Jens al dest ODE Sa 93 Time Card EMO 93 TOS t Up VOuUr IMG ARA a a E l 95 Reports OIM o e e AE sda a Guia dot 95 To change the font used in the reports E 97 To include exclude your company logo in reports 97 To include exclude the Submitted To section in reports 98 To include exclude the Submitted By section in reports 98 To include exclude the project cost in reports sirene 99 To include exclude the alternate list in reports c se 99 To chango the report title susi gus altra DE Dantas Sonia ateis 100 To change the projects section ni oie ca 100 A a an a es ve GE A 101 To change the rounding preferences ccoooooconooccooooncconnnnnonnncnononccnnnononnnncnannnos 101 To change the default markup percentale ici 101 To change the text inserted when the P button is pressed in the Part Editor102 Clear Estimates v2 0 User s Manual 89 My Company Info This feature defines items that are specific to your company This information is displayed on the reports in the Submitted By section and you may choose to provide a company lo
67. es not add any new parts to the database and therefore only updates the prices of parts that are already in the database This will find matching Supplier Codes and only replace the part s unit cost and date of last update b Upaate prices and add new parts to database PIW proceeds by adding the parts to the database that dont already exist and updating the prices of the parts already in the database by finding matching Supplier Codes and replacing the part s unit cost and date of last update c Overwrite all part data for duplicates and add new parts to database PIW proceeds by adding parts to the database that don t already exist With this option when a duplicate part is encountered ALL of the part data will be Clear Estimates v2 0 User s Manual 115 116 replaced by what is in the CSV file Rather than just updating the price it will replace all part data including part description proposal texts caption etc Once you have decided on the appropriate settings click Next Step ES Part Import Wizard loj x Step 2 Choose parts you want to import to the application database PART CODE od CATEGORY PART DESC MI RM10706614 M RM10706814 MI RM10707014 MI RM10707214 MI RM10707414 MI RM10707614 MI RM10707814 M RM10708014 M RM10708214 MI RM10708414 M RM10708614 M RM10709014 Y RM101709214 RM10706614 RM10706814 RM10707014 RM10707214 RM10707414 RM10707614 RM1070
68. f 1 0 Other users may want to use this feature to define the material markup for parts and will use this value to do so For example you can markup the material costs of the part by 50 by using a material multiplier of 1 5 For some subcontractor cost type parts only not parts with unit type Dollars This is used for scheduling purposes and is not used in the cost estimation formulas You may use this to estimate the number of hours it will require subcontractors to install rough in one unit of the part The Project Manager Summary Mode allows you to see the total number of rough in hours that should be allocated for your subcontractors in each category Note For subcontractor cost type parts with units Hours you may define this as a decimal fraction between 0 land 1 and that fraction of hours entered will be allocated to the rough in hours total In such a case this fraction and the one in the FINISH HOURS column should add up to1 For some subcontractor cost type parts only not parts with unit type Dollars This is used for scheduling purposes and is not used in the cost estimation formulas You may use this to estimate the number of hours it will require subcontractors to install finish one unit of the part The Project Manager Summary Mode allows you to see the total number lof finish hours that should be allocated for your subcontractors in each category Note For subcontractor cost type parts with units Hours you may defi
69. f projects provided that they were created for the same customer 1 Load one of the projects you want to incorporate into the report This is done within the Customers Manager 2 Click on the Reports Manager icon The boilerplate screen will automatically appear 3 The Customer Project List will display a list of the projects that have been created for the customer The project that has been loaded will automatically appear checked indicating that 44 Clear Estimates v2 0 User s Manual it will be incorporated into the report You may include additional projects by checking the box alongside the project title 4 The project description s for the selected project s will appear in the Project Description Box 5 If you selected more than one project you must select a subdivision setting To subdivide or group projects within a report 1 Load one of the projects you want to incorporate into the report This is done within the Customers Manager 2 Click on the Reports Manager icon The boilerplate screen will automatically appear 3 If you select to include more than one project within the Customer Project List then you can select a subdivision setting That is whether you want to subdivide the projects within the report or keep them grouped together 4 Y Select the appropriate option Projects that are subdivided in the reports will be displayed independently of one another with unique project specifications and
70. f you want the new category to be placed ahead of an existing heading select the category you want it to precede from the Existing Category List and choose the Insert ahead of selected category option Otherwise select the Insert at bottom of category list option 3 Click the 4dd button To delete a part category You can delete a part category within the Category Editor This is accessible from the Parts Tool by clicking on the Category Editor button Deleting a category causes all of the parts corresponding to that category to also be deleted 1 Select the category you want to delete from the Existing Category List 2 Click the Delete button 3 The program will prompt you with the message Are you sure you want to delete category name All parts corresponding to this category will be deleted Click Yesto proceed with this operation 72 Clear Estimates v2 0 User s Manual To edit a part category title You can change the title of an existing category within the Category Editor This is accessible from the Parts Tool by clicking on the Category Editor button 1 Select the category title you want to edit from the Existing Category List 2 Clicking on the title will cause a cursor to appear Edit the text as necessary 3 Click the Save button To change the rank of part categories You can change the rank of existing part categories within the Category Editor This is accessible from the Parts Tool
71. for job costing analysis You may also want to compare the actual hours to those predicted by the software in order to refine the part hourly multipliers Hrs Unit Within the Project Manager Standard View you may observe the use of this feature using the 7 me Card Totals button Clear Estimates v2 0 User s Manual 93 My Company Info Categories HLR Editor Exterior Fini f Time Card Editor Reports Settings Preferences Add Delete Category Part Categories Sub categories SOFFITS AND FASC A EXTERIOR TRIM PROFESSIONAL FEES SIDING SET UP STUCCO DEMOLITION EXTERIOR PAINTING MOVE OUT GUTTERS DOWNSPOUTS RUBBISH REMOVAL TREE REMOVAL EXCAVATION CONCRETE BLOCKWORK DAMPPROOFING v Delete Sub category Add To Sub categories Save Feature Function 1 Options Item List Displays the various items you may open to edit the content In this screenshot the Time Card Editor option has been selected 2 Time Card Category Displays the time card categories that have been defined List These may be added deleted by clicking the Add De ete Category button 3 Sub Category List Displays the part categories for which labor hours will be categorized in the selected time card category 4 Part Category List Displays the part categories These may be categorized under the item in the Time Card Category List by using the Add to Sub categories button 94 Clear Estimates v2 0 User s Manual To set up yo
72. go image to appear atop the reports 1 2 3 Mecca lita o Company Name eee ee HLR Editor Your Company Name 1 em 1 Street Address Preferences 1 1234 Your Street 1 y City State Zip Code 1 City sT 12345 Phone Type 1 612 765 4321 Home 1 612 123 4567 Business I Mahila zi I Email Type E youremail aol com Personal 1 F A youremail work com Business I Inetant Mac Y Dro a a Save Feature Function 1 Options Item List Displays the various items you may open to edit the content In this screenshot the My Company Info option has been selected 2 My Company Info Contains your company s title address phone numbers and email addresses Some of this information is displayed in the Submitted By section of reports 3 My Company Logo This allows you to define a company logo image to appear atop the reports 90 Clear Estimates v2 0 User s Manual To change your company information Your company information is defined or changed within the Options Tool 1 Click on the My Company Info item from the Options Item List 2 Enter your company information into the My Company Info section 3 Click the Save button to save these changes To change your company logo Your company logo is defined or changed within the Options Tool 1 Click on the My Company Info item from the Options Item List 2 Click the Company Logo button 3 Locate the image file of your company s l
73. he database file contains all of the information that may be edited by the user including the customer part library and project information To change the program database 1 On the Menu Bar select Utilities 2 3 4 5 6 7 A NSA NA NAS From the list of options select Settings Within the Application Configuration window that appears click the top Browse button and locate the database you want to load An example of a typical file path is C Program Files Clear Estimates v2 Database Database mdb Click Open once you have located the correct file Click Save within the Application Configuration window The message You must restart the application in order for the selected database to take effect will appear Click OK Close and reopen the program The program will now operate with the new database Clear Estimates v2 0 User s Manual E Chaar Estimates Fil 1 Utilities View Help Part Import Wizard RTs TEMPLATES h OPTIONS 3 w Part Export Wizard Check for Price Updates Customer Data 2 Settings h y Primary First Name Primary Last Name MANAGERS New Customer E Application Configuration Customer Projects Application Database Path Two Story Addition C Program Files Clear Estimates Database BlankCopy mdb 3 Browse Load Th Default Image Folder LD New Project C Program Files Clear Estimates sep Part Images Browse C
74. hese changes 6 For details on how to add parts to the new template refer to the following section Clear Estimates v2 0 User s Manual 85 To add parts to a template Parts are added to a template with the Templates Tool 1 Select the template you want to add parts to from the Template List 2 Select the part you want to add from the Part List When a part is selected its description and unit type appear beneath the list 3 Enter the desired value s into the Part Quantity Formula section Refer to page 83 for information on how templates work 4 Click the Add Part button to add this part and formula information to the template To remove parts from a template Parts can be removed from a template within the Templates Tool 1 Select the template from which you want to remove parts from the Template List 2 Select the part you want to remove from the Template Contents Window 3 Click the Remove Part button 4 The program will prompt you with the question Are you sure you want to delete selected part from the template Click Yes 86 Clear Estimates v2 0 User s Manual To delete a template Templates can be deleted within the Templates Tool 1 Select the template you want to delete from the Template List 2 Review the template description and contents to ensure that this is the template you want to delete 3 Click the Delete button 4 The program will prompt you with the question Are you sure
75. hung 0 00 per Piece 15 E 1 RM10519 ra EvTEDING NA aborto inctall dane nubla unit mtori ENN nor Diaen 2 E omincia Zl E Save O Add Gy Add Duplicate Q Edit X Delete Print Master List Change material multiplier for 6 Include additional values o I Unit Cost I Unit Type I Hrs Unit Change E HLR F Mat Mult 7 Code J lt gt View Report Feature Function 1 Category List Contains a list of all the part categories contained in the library This controls which category of parts are displayed in the Part Display List below 2 Preliminary Category Contains the default text that will be placed in the Subheading Text Box preliminary proposal immediately beneath the category in the project specifications section 3 Formal Category Contains the default text that will be placed in the formal Subheading Text Box proposal immediately beneath the category in the project specifications section 66 Clear Estimates v2 0 User s Manual 4 Subcontractor Contains the default text that will be placed in the Category Subheading subcontractor bid request forms immediately beneath the Text Box category in the project specifications section 5 Part Display List Lists parts for the selected category along with select pieces of information Some information may be edited directly from this screen or you can click the dit button to access and edit more information 6 Part Master List Allows you to view print a master list for the sel
76. iewer Closes the report viewer Clear Estimates v2 0 User s Manual 57 Using the Schedule Editor This is the screen from which you are able to manage and edit all of the payment schedules for implementation in the Preliminary Proposals Formal Proposals and Subcontractor Bid Requests 1 2 3 Payment Schedules X Delete Schedule New Schedule Large Project Payment Schedule Title Large Project Payment Schedule Formal Text 10 ON FIRST DAY OF CONSTRUCTION 10 ON FIRST DAY OF FRAMING 10 ON FIRST DAY OF MECHANICAL ROUGH IN 10 ON FIRST DAY OF WINDOW INSTALLATION 10 ON FIRST DAY OF DRYWALL INSTALLATION 10 ON FIRST DAY OF INTERIOR TRIM INSTALLATION 10 ON FIRST DAY OF COUNTERTOP INSTALLATION 10 ON FIRST DAY OF MECHANICAL FINISH 10 UPON COMPLETION OF ALL INTERIOR WORK 10 UPON COMPLETION OF ALL EXTERIOR WORK E Save Close Feature Function 1 Payment Schedules Lists all of the payment schedules that have been created List 2 Payment Schedule Displays the title of the payment schedule that has been Title Box selected in the Payment Schedules List 3 Payment Schedule Displays the details of the payment schedule that will be Text Box included in the proposals 58 Clear Estimates v2 0 User s Manual To create a new payment schedule You can create a new payment schedule within the Schedule Editor This is accessible from the Reports Manager Preliminary Formal and Subcontracto
77. ing definition e dede 111 Parts TOO aa 65 general function 15 Payment Amount Box TUNCUON sio 63 Payment Comment Box FUNCION it 63 Payment Date Box o A tenets 63 Payment History cost status report location 61 TUNCHON aio 63 payment schedule creating a New s 59 deleting PR 59 EdING nininini 59 proposal format location 49 Payment Schedule List MA 55 payments adding to a project 63 Preferences cccococccconcnononnnnnnns 101 changing rounding preferences PO 101 Preliminary Part Text Box TUNICHION eoa 75 preliminary proposal e A RR ER 55 Preliminary Screen E 54 PRELIMINARY TEXT PIW column heading definition ERR RS aa OR RR 112 Print Print Report icon 57 program VOU assa rra er 13 project adding a component 31 adding a part 28 adding an alternate 29 adding parts with Template VIEW iu a 39 adding payments 63 creating a New 21 deleting ooccoocccnnccnnnonnnnnannns 20 incorporating into a report 44 or fe a o civic 20 refreshing prices 34 project cost including excluding in reports Project Description CHANGING rra 27 cost status report location 60 function Project Manager 25 Project Description Box function Boilerplate Screen 43 function proposal screens 55 Project Manager 23 general function 14
78. ity and hitting the Add Part button In the main window of this screen you can see all of the project part contents This view also allows the user to switch between two different modes Details Mode and Summary Mode Details Mode displays all of the parts and quantities individually while Summary Mode condenses the information by category Summary Mode also incorporates all of the part data from accepted alternates while Details Mode does not Template View In this view you may simultaneously add specific arrangements of multiple parts into the project This is accomplished by using templates that have been defined in the Templates Tool The user must select a template enter a template quantity and then click Ca cu ate Quantities You may alter the calculated quantities within the window or select the Add button to add the parts to the project Parts may be added into the project main window as an alternate or as a component Clear Estimates v2 0 User s Manual Ej Clear Estimates Sample gt Addition Frame and Siding lalxi Ele Utties View Help TOOLS PARTS TEMPLATES OPTIONS Sf upoate S Customer Title Date 1 Sample Stephen addition Frame and Siding 03 08 2007 Part View Flat Tree Description 12 x 18 frame and siding addition on traditioWel slab I Save E E 6 EXCAVATION O Excavate by machine light s d
79. l O Excavate by machine arras O Excavate by machine hard s Qty Description Category T Material Labor Sub Cont Total mo Excavate 1 1 2D by crawler niliil 1 Building permit fee project 1 PROJECT P 660 00 0 00 0 00 660 00 gt Excavate 1 1 2D by crawlern 1 Plans on site survey 40 0 1 PROJECT P 0 00 930 00 0 00 930 00 gt Excavate 1 1 2D by crawlern 0 10 Excavate by machine aver 6 EXCAVATION 0 00 47 56 0 00 47 56 gt Excavate 3D by crawler mour f gt 51 Excavate continuous footin 6 EXCAVATION 000 61 54 0 00 61 54 lt gt Excavate 3D by crawler mour O 82 Backfill by hand from piles 6 EXCAVATION 000 70 60 0 00 70 60 lt gt Excavate 3D by crawler mour 123 Seed rake water tallfesc 6 EXCAVATION 9 84 36 31 0 00 45 15 4 gt Excavate 5D by crawler mour 216 Pour slab by chute 4 thick 7 CONCRETE 388 80 243 94 0 00 632 74 Excavate 5 D by crawler mour 51 Pour continuous footing 36 7 CONCRETE 840 48 186 94 0 00 1 027 42 lt gt Excavate 5D by crawler mour i 369 Install 2 x 4 24 oc wood 10 WALL FRA 158 67 204 91 0 00 363 58 O Excavate by hand by cul yare 369 Install plywood sheathing 1 10 WALL FRA 151 29 204 91 0 00 356 20 7 Excavate by hand by cu yare 289 Install 2 x 10 16 oc wood 11 ROOF FRA 331 52 239 70 oo trr Excavate by hand by cu yare 259 Install plywood sheathing 5 11 ROOF FRA 142 45 151 81 0 00
80. lankCopy mdb Browse Default Image Folder C Program Files Clear Estimates sep 7 Part Images Default Database Backup Folder C Program Files Clear Estimates sep 7 Auto Backup Browse Auto backup the Database Every time the program is started Application Skin ST 1280x1024 v v Auto detect my screen resolution and choose the most fitting skin cose Oo A WN gt 120 Clear Estimates v2 0 User s Manual The different setting options are summarized in the following table Feature Function 1 Application Database This identifies the Database file to which the program is Path connected If this is changed you will need to close and reopen the program to begin working with the new database 2 Default Image Folder This defines the default image folder This is the folder in which you store part images for implementation in the Image Gallery section of reports 3 Default Database This is the folder in which the program places automatically Backup Folder created database backup files 4 Auto backup the This allows you to define how frequently the program Database Setting automatically updates the database backup file 5 Application Skin This allows you to select which application skin you want Selection the program to use Each skin is specially designed for different screen resolution settings so that all of the program information will fit properly in your screen It is recommended that you let the program aut
81. lays the name of the customer for whom the loaded project estimate was created Displays the title of the loaded project This may be edited directly in this field Displays the description of the loaded project This may be edited directly in this field Lists by category all of the parts contained in the part library When a part is selected from this list its data appears in the Part Entry Data Preview region below Parts may be displayed in either the Flat or Tree format Clear Estimates v2 0 User s Manual 25 5 Icon for access to Template View 6 Part Entry Data Preview 7 Main Window 8 Refresh Prices Button 9 Column Display Controls 10 Duplicate Project Button 11 Alternate Component List Basic Operations Click this icon to access the Project Manager Template View Instructions on how to use this are provided in the next chapter This displays the data of the part selected within the Part List The part quantity is entered here and a summary of the calculated part costs is displayed The 4ad Part button then adds the part information into the main window This displays the part content of the project the basis for how an estimate is generated Data is summarized in one of two ways Details Mode or Summary Mode A project s pricing information is not sensitive to changes made in the Part Editor or with the Part Import Wizard Therefore when prices are updated the estimates for existing projects d
82. lick the Delete button 4 The program will prompt you with the question Are you sure you want to delete selected part Click Yes To create a part master list Part master lists are created from the Parts Tool 1 Select the category of the parts you want to include in the master list from the Category List You may include either the parts classified in a single category or all the parts by selecting All Categories 2 Check the box located alongside the values you want to include in the master list 3 Click the View Report button to view the report 4 Review the functions of the report viewer icons on page 57 68 Clear Estimates v2 0 User s Manual Print Master List Include additional values lv Unit Cost M UnitType M Hrs Unit HLR Mat Mult Code lt View Report To use the Global Material Multiplier Editor This allows you to simultaneously edit the material multiplier for all parts in the category selected from the Category List of the Parts Tool The material multiplier variable gives you the flexibility to define markups in such a way that they are hidden in the itemized table format accessible in the Project Manager when using the View Table button If your company will likely be presenting customers with the itemized breakdown of project cost information then you may want to define markups this way For example a markup of 50 may be accomplished by using a material multiplier of
83. mended that they have the same project loaded at the same time A license is required for every computer on which the program is installed To change the application skin You may also access different application skins within the Application Configuration window These skins contain different color schemes or sizing layouts for the program Some skins may have a better appearance than others depending on the resolution and size of your computer screen Each skin is specially designed for a specific screen resolution setting so that all of the program information will fit properly in your screen It is recommended that you let the program auto detect your screen resolution and choose a skin accordingly 1 On the Menu Bar select Utilities 2 From the list of options select Settings 3 Within the Application Configuration window that appears select the desired skin from the Application Skin list 4 Click Save 5 The message The new skin will be applied next time you run the application will appear Click OK 6 Close and reopen the program The program will now operate with the new skin Clear Estimates v2 0 User s Manual Program Layout The program is divided into the following regions 3 Wi clear Estimates Sample gt Addi ion Frame and Siding File Utilities View Help PARTS TOOLS TEMPLATES OPTIONS ois UPDATE to Customers M Customer Data Sample Stephen X Primary Fir
84. mple if you begin an estimate that is very similar to another project that you have done in the past you can simply duplicate the first project as a project for your new customer or a unique alternate component within an existing project to get a head start on your bid The Duplicate Project buttons are found in the Project Manager 1 Load the project you would like to duplicate This is done within the Customers Manager 2 Click the Duplicate Project button within the Project Manager 3 Use the radial buttons to specify whether you would like to duplicate the information as a project alternate or component 4 Use the drop down lists to select the appropriate customer and or project Note if you would like to duplicate the Clear Estimates v2 0 User s Manual 27 information for a customer or project that hasn t been created yet you must do that first using the Customers Manager and then begin again at step 1 5 Click the Duplicate button PET x Duplicate this as a C Project Alternate Component For Status Undecided y Customer Sample Stephen Customer Projects Kitchen Remodel Duplicate Cancel To add parts to a project Project estimates are generated by summing the part data for all of the parts quantities that have been entered into the project 1 Load the project into which you want to add a part This is done within the Customers Manager 2 Select the part you want to add from the
85. nagers General Functions 14 These items allow you to edit information related to a single project more specifically the project that has been loaded within the Customers Manager There are three different managers Customers Manager Project Manager and Reports Manager Customers Manager This feature organizes the entry and storage of all the customers for whom project estimates are created Before a project can be started for a customer first he she must be entered into the database through this feature See page 17 for details on how to use specific aspects of the Customers Manager Project Manager This is the principle feature of the program Within the Project Manager you may assemble all of the parts associated with a particular customer s project to estimate the cost You can enter parts individually using the Standard View or you can use the Template View The Template View allows you to add many parts at a time using specific arrangements of parts defined within customized templates The Project Manager also allows for alternates and components Alternates are a group of parts that identify a specific aspect of the project with an associated cost that the customer may choose to accept or decline Any parts contained in a component are included in the project and calculated into the project base bid value but kept separate for unique editing viewing capabilities See page 23 for details on how to use specific aspects
86. nate Component List 4 The program will prompt you with the question Are you sure you want to delete selected alternate Click Yes To edit an alternate 1 Load the project for which you want to edit an alternate This is done within the Customers Manager 2 Select the alternate that you want to edit from the Alternate Component List 3 Click the Edit button beneath the Alternate Component List 30 Clear Estimates v2 0 User s Manual 4 Edit the alternate contents status as necessary 5 Click the Save button 6 Click the Close button to return to the Project contents To add a component to a project Parts contained within a component are included in the main window and calculated into the project base bid value exactly like parts entered directly but are kept separate for unique editing viewing capabilities 1 Load the project into which you want to add a component This is done within the Customers Manager 2 Click the Add Component button beneath the Alternate Component List The screen is now occupied with your new alternate Notice that the screen contents are very similar to that of the project the bold font saying Component in the top left of the screen denotes the difference There is also no Alternate Component List within the component screen for it is not allowed to create an alternate or component within a component If you would like to do this you must create a new component from scratch 3
87. nd the category subheading and part texts defined in the Parts Tool Therefore you are allowed three different report formats and these are not limited to the preliminary formal subcontractor arrangement that may have been implemented in the sample database This chapter contains the following sections Using the boilerplate Serena iai dd e Nise e del 42 To incorporate a project into a TepOTt coooooccnonoccnnoncnooonncnononcnnnnononnnncnnonconnnnnos 44 To subdivide or group projects within a TepOTt oooooconooccnnoccccnononononnnnnonnncnonnnos 45 To edit a boilerplate heading le hr 46 To dit DOMED LAGS textes neinna e eo A 46 To change the order of boilerplate headings ooooconocccconoccnonancconnnnonnnncnannnos 46 To add anew boilerplate heading iii did 47 To delete a boilerplate heading sos serasa SS sale cae seas sas sa aaa 47 Understanding the proposal omita Ra 49 Sample proposal STAN A ee OS et ed 50 Clear Estimates v2 0 User s Manual 41 Using the preliminary formal and subcontractor screens 54 To create a preliminary proposal formal proposal or subcontractor bid A A Ea Ec coin ot cts hs era AE SO ud als ao a ia atest 55 Understanding the report viewer 1CONS oooocccnooccnononcnonnnnonononcnnnnononnonononancnnnss 57 Using the Schedule Edit r nres aer e nn o Si e ad 58 To create a new payment schedule cai ee e 59 To delete a payment schedule cs aaa oes SE ii 59 To edita payment schedule iio 59 Understanding the
88. ne this as a decimal fraction between 0 and 1 and that fraction Of hours entered will be allocated to the finish hours total In such a case this fraction and the one in the ROUGH IN HOURS column should add upto 1 This defines the text that will be inserted into the Preliminary Proposals for projects in which the part is included The part text appears in the Project specifications section of Preliminary Proposals under the part category heading If you would like the actual part quantity value to be inserted place the text aty where you want the number to appear You may also type the text s to include an s in situations where the quantity is not equal to 1 For example Provide and install qty interior outlet s You may leave this blank if you do not want any text inserted into proposals for this part This works the same as the PRELIMINARY TEXT column but defines the text to be inserted into the Formal Proposals This works the same as the PRELIMINARY TEXT column but defines the text to be inserted into the Subcontractor Bid Request forms instead This allows you to specify detailed specifications for parts that you want to provide for your subcontractors that your clients do not need to see This defines the file location of the part s image Defining an image for parts allows you to use the Image Gallery capability within the Reports Manager This includes pictures of parts used in the project along with brief captions to ill
89. nts of parts Templates may be defined in any of the part unit types and may incorporate any of the other part unit types This chapter contains the following sections COVER VAC nsen ia pan dedo aaa cd Po O e dad DAR Te qa DR Ea 82 How templates AMORE tus Idiot 83 Example template bathroom ti 84 Part quantity formula example Values ooooooccnococcnonccnooncnoonononannnnnnnnnnos 85 Implementation in example template s s accce i ese 85 Basto Operations er ee dna eat ca a a ti Stel alls 85 To create a new template utente pia 85 To add parts to a template unload 86 To remove parts from a template diaras gre L ato cabra joao sia hor ee Geatetl aint 86 To delete template dt a Se 87 To add a template from a duplicate A eae oe as nata Lan 87 To edit part quantity formula values of parts in a template 88 Clear Estimates v2 0 User s Manual 81 Overview H Clear Estimates Sample gt Two Story Additi im File Utilities View Help roots rms oros EEE Templates Title Sample Kitchen Template Sample Kitchen Template B Save D Nem X Delete Add Duplicate Description Template includes oak flooring upper and lower wall cabinetry island cabinetry electrical plumbing refrigerator electric cooktop microwave range hood dishwasher and granite MANAGERS Rom F 4 nit Type q Feet 2j countertops and sink Part View Flat Tree Category Description
90. o detect your screen resolution and choose a skin accordingly see item 6 6 Automatically Select Leave this turned on recommended to allow the program Skin Setting to detect your screen resolution and choose the most fitting skin If you download custom skins or have an irregular screen monitor size you may want to turn this off and experiment with different application skins Clear Estimates v2 0 User s Manual 121 To integrate with Quickbooks ProO Clear Estimates produces ntuit Interchange Format IIF files that can be imported directly into Quickbooks Pro Step 1 a On the Menu Bar select Utilities b From the list of options select Export to Quickbooks Utilities Part Import Wizard Part Export Wizard Subscription Settings Export to Quickbooks k Step 2 A window titled Export Data to Quickbooks will appear Clear Estimates can produce two types of IIF files e Customer contact data e Project estimate data a Select the appropriate radial button for the type of data you would like to exchange b Choose the appropriate customer from the drop down list If you selected Project estimate data you will also need to specify the title of the project c Click Export then specify a file name and destination in the Save As window that opens d Click Save Note The project estimate data includes the costs of all of the project s accepted alternates at the time the file is created
91. o not reflect these changes Click Refresh Prices to update the project to the current price settings Controls which columns are displayed and which are concealed This applies to the screen as well as the data presented when the View Table button is used The Duplicate buttons found within the Project Manager give you the ability to duplicate projects alternates components for other customers and or projects This list contains all of the alternates or components that have been created for the project To change a project title A project s title is defined within the Project Manager 1 Load the project for which you want to change the title This is done within the Customers Manager 2 Edit the project title as necessary within the Project Title field 26 Clear Estimates v2 0 User s Manual 3 Click the Save button to save the changes To change a project description A project description is defined within the Project Manager 1 Load the project for which you want to change the description This is done within the Customers Manager 2 Edit the project description as necessary within the Project Description field 3 Click the Save button to save the changes To duplicate a project Any project alternate or component can be duplicated as a project alternate or component for another customer or project This is a timesaving feature that allows you to exchange estimate information This means for exa
92. of the Project Manager Clear Estimates v2 0 User s Manual Reports Manager This allows you to generate customized reports proposals for projects based on the part content used to create the customer s estimate within the Project Manager Reports are generated for a specific customer but may simultaneously incorporate any number of projects that have been created for that customer in either a subdivided or grouped together format The boilerplate screen allows you to determine which standardized headings or projects you want to include in the report The Reports Manager generates Preliminary Proposals Formal Proposals Subcontractor Bid Requests and Cost Status Reports These reports may be viewed within the program and then either printed or exported to a variety of file formats for further editing or distribution See page 41 for details on how to use specific aspects of the Reports Manager Tools General Functions These items allow you to edit information that relates to the estimate creation process Information here reflects data pertaining to all projects rather than just the one that is currently loaded Parts Tool The Parts Tool allows you to add edit parts within the part library You may edit general part information directly from the primary screen or open up parts individually to access and edit more detail See page 65 for details on how to use specific aspects of the Parts Tool Templates Tool This feature
93. ogo 4 Click the Open button once you have located the correct file 5 Click the Save button in the Options Tool Clear Estimates v2 0 User s Manual 91 Hourly Labor Rate HLR Editor The Hourly Labor Rate HLR Editor allows you to define ten different labor rates Every part that requires installation labor as part of its cost must be associated with one of these ten HLR s 1 2 My Company Info Letter Rate A 10 00 Time Card Editor B 15 00 Reports Settings C 20 00 Preferences D 25 00 E 30 00 F 40 00 G 50 00 H 65 00 80 00 J 100 00 Double click to edit Save Feature Function 1 Options Item List Displays the various items you may open to edit the content In this screenshot the HLR Editor option has been selected 2 Hourly Labor Rates Displays the values associated with the ten hourly labor rate HLR codes These may be edited directly from this list 92 Clear Estimates v2 0 User s Manual To change the hourly labor rates The hourly labor rates are edited within the Options Tool 1 Click on the HLR Editor item from the Options Item List 2 Double click on the value you want to edit 3 A cursor will appear enabling you to change the value 4 Click the Save button to save these changes Time Card Editor This feature allows you to condense the part categories into those corresponding to the time card categories unique to your company This is meant to provide insight
94. ou may change the rounding preferences within the Options Tool 1 Click on the Preferences item from the Options Item List 2 Select the Rounding sub item 3 Select the appropriate rounding preferences for project base bids and alternates 4 Click the Save button to save these changes Round Base Bid to the nearest C 1 10 100 C donot round Round Alternate Bid to the nearest C 1 f 10 C 100 donot round To change the default markup percentage You may change the default markup percentage within the Options Tool 1 Click on the Preferences item from the Options Item List 2 Select the Miscellaneous sub item 3 Enter the desired default markup percentage 4 Click the Save button to save this change Clear Estimates v2 0 User s Manual 101 To change the text inserted when the P button is pressed in the Part Editor This is done within the Options Tool 1 Click on the Preferences item from the Options Item List 2 Select the Miscellaneous sub item 3 Enter the desired text in the box labeled Text inserted when P button is pressed in the Part Editor You may want to put a space after the final character of this text so it will function with other Auto Text buttons to form a continuous sentence 4 Click the Save button to save this change Default markup percentage 60 Text inserted when P button is pressed in the Part Editor Provide
95. porate a project into a report oooooconoccccononccoonnnononannnnnnnnnnnononannnccnnnnnos 44 To subdivide or group projects within a report cccoocccnonoccnoncccnonnncnoncnnnnnnnn n 45 To edit a boilerplate heading le dt eii 46 To edit boilerplate ti 46 To change the order of boilerplate headings ooooccconoconcnoccnionanccoonononannnnos 46 To add a new boilerplate head a is 47 To delete a boilerplate heading A Sa 47 Understanding the PEPSI A led oo ees 49 Sample proposal ee A ead 50 Sample proposal illustration cont ooooconoccccnococonononcnoncnnnonanonononncnnnnnonnnnnos 51 Sample proposal illustration cont oooooconoocccnococcnononcnoncnnnonnononnnncnoncnnonn nono 52 Sample proposal illustration cont ooooconoccccnococononaccnonnnononnononnnnononnnnonnnnnnos 53 Using the preliminary formal and subcontractor screens 54 To create a preliminary proposal formal proposal or subcontractor bid REQUEST a a acetal A cy eee Aol RA dy 55 Understanding the report viewer ICONS ooooccnnoccccononcnoncnnonononconononinnnnonanancnnnos 57 Using the Schedule leed iae 58 To create a new payment schedule s nonnnosennseenssenoseeesseneseressseeseressseessress gt 59 To delete a payment scheduled el calos a dd 59 4 Clear Estimates v2 0 User s Manual To edit a payment schedule a co e a ets 59 Understanding the Cost Status Report format c re 60 Sample Cost Status Report illustration
96. pter contains the following sections COVER VAO sis ake siena AN 38 Base AAA O ta ed ab RA ba 39 To add parts to a project using the Template Vie W ooooooocnnnccinccnnoccnonccnnnanonoss 39 To access the Project Manager Template View you must click the Project Manager icon A list will appear below the icon displaying the options Standard View and Template View Click the Template View icon Clear Estimates v2 0 User s Manual 37 Overview Bi clear Estimates Sample gt Addition Fram and Siding File Utilities View Help Toots PARTS TEMPLATES OPTIONS 55 poa TE S Template Addition Frame amp Siding Monolithic Slab Description MANAGERS Template Quantity 3 msm Change Qty Clear Quantities Oy Description Category Material Labor Sub Cont Total CUSTOMERS 1 Pieces of Building permit fee project 40 000 1 PROJECT PR 660 00 0 00 0 00 660 00 1 Pieces of Plans on site survey 40 000 50 1 PROJECT PR 0 00 930 00 0 00 930 00 8 Cu Yds of Excavate by machine average soil 6 EXCAVATION 0 00 38 05 0 00 38 05 38 Lin Feet of Excavate continuous footing 36 D x 6 EXCAVATION 0 00 51 25 0 00 51 25 El 60 Pieces of Backfill by hand from piles no comp 6 EXCAVATION 000 51 66 0 00 51 55 91 Sy Fest of Seed rake water tall fescue or equi 6 EXCAVATION 728 586 S000 3414 PROJECT 38 Lin Feet of Pour monolithic footing 36 D 16 W 7 CO
97. r asking if you are sure you want to replace part information Click Yes or Yes to A to provide the same answer for all duplicated parts Part Import Wizard x Are you sure you want to replace part Install 2 0 x 4 0 casement window average insulated glass clad wood Removal of old window not included with Install 2 0 x 4 0 casement window average insulated glass clad wood Removal of old window not included No Yes to Al No to All Clear Estimates v2 0 User s Manual 117 Part Import Wizard Finish Import results Import operation has completed successfully with the following results Parts added 0 Parts updated 10 Finish Finish This final window shows how many parts were added to the update and how many parts were updated To close the Part Import Wizard click Finish NOTE The Part Import Wizard automatically backs up your database before importing new data in case errors are experienced during the operation If you would like to restore the database to the condition it was in before using the Part Import Wizard use the Restore Database feature discussed on page 109 The filename is ClearEst UpdateAutoBackup mdb and is likely located in the following location C Program Files Clear Estimates Auto Backup 118 Clear Estimates v2 0 User s Manual To use the Part Export Wizard The Part Export Wizard complements the functionality of the Part Import Wizard giving you greater capacitie
98. r s Manual Understanding the proposal format Before you create a preliminary or formal proposal you should have an understanding of the general layout of the proposals and how they are generated Preliminary Proposals Formal Proposals and Subcontractor Bid Requests are structured in the same format a Submitted To By information This is generated using the customer s contact information and the information entered in the My Company Info section of the Options Tool b Intro boilerplate This is inserted from the information defined in the boilerplate screen c Project specifications This is generated from the part content of the estimate that was created for the project s The Project Cost is displayed at the conclusion of this section d Alternates This displays the alternates that have been created for the project s included in the report along with the respective costs Alternates with a status defined as Declined are not shown e Payment schedule This is selected from a list of fully editable payment schedules f Outro boilerplate This is inserted from the information defined in the boilerplate screen Clear Estimates v2 0 User s Manual 49 Sample proposal illustration Your company logo Customer contact information Boilerplate heading gt Boilerplate heading text Formal Proposal May 27 2004 Submitted to Submitted by Jonathon and Jessica Sample Your Company Name 1234
99. r screens by clicking on the Schedule Editor button 1 Click the New Schedule button 2 The text New Schedule will automatically appear in the Payment Schedule Title Box Edit this text to define the title of your payment schedule 3 Define the details of the payment schedule by typing the desired text into the Payment Schedule Text Box 4 Click the Save button To delete a payment schedule You can delete payment schedules within the Schedule Editor This is accessible from the Reports Manager Preliminary Formal and Subcontractor screens by clicking on the Schedule Editor button 1 Select the title of the payment schedule you want to delete from the Payment Schedules List 2 Click the De ete Schedule button 3 The program will prompt you with the question Are you sure you want to delete selected schedule Click Yes To edit a payment schedule You can edit payment schedules within the Schedule Editor This is accessible from the Reports Manager Preliminary Formal and Subcontractor screens by clicking on the Schedule Editor button Clear Estimates v2 0 User s Manual 59 1 Select the title of the payment schedule you want to edit from the Payment Schedules List 2 Edit the title as necessary in the Payment Schedule Title Box and the details in the Payment Schedule Text Box 3 Click the Save button Understanding the Cost Status Report format The contents of a cost status report are as follows a
100. rate changing HLR S 93 editing part s HLR 67 Hourly Labor Rate Editor 92 hourly multiplier editing part s hourly multiplier HOURLY MULTIPLIER PIW column heading definition PATERE E ER AAAA 111 I image default image folder 121 editing a part s image 79 Import importing data 114 Using Part Import Wizard 110 importing structuring CSV file 110 incorporate projects into reports 44 Intro boilerplate proposal format location 49 L layout program layout 13 library adding part 77 adding part from duplicate 79 deleting Paria ano 68 O 91 defining company logo 91 including excluding in reports SAAE OR e Pap no RR 97 M Main Window A CT 26 Manager CU MS ascos 17 PORRO 23 REDO Sd 41 Managers FUNCH OR enadi tanaan 13 general functions 14 markup changing a project s markup 35 changing default percentages E E EA TT 101 master list ccccscesseeseeeeeeees 68 material multiplier editing a part s material multiplier nanc 67 MATERIAL MULTIPLIER PIW column heading definition ERR AE PAD A 112 Menu Bar function cceceeceeceeeeeeeueeveeees 13 Menu Bar Items aaee 107 File menu 108 Utilities o o onanoninana nono 110 My Company Info 90 Clear Estimates v2 0 User s Manual N network sharing database
101. reports within the Options Tool Recall that you may define your company logo within the My Company Info section See page 91 for more information on this 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu 3 Check the box located alongside where it says Include company logo to include your company logo or un check the box to exclude the company logo from that type of report 4 Click the Save button The report will now reflect these changes Clear Estimates v2 0 User s Manual 97 98 To include exclude the Submitted To section in reports You may choose to include or exclude the Submitted To section in reports within the Options Tool Recall that this is located at the beginning of reports and contains the customer s contact information 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu 3 Check the box located alongside where it says Include Submitted To section to include this information or un check the box to exclude it 4 Click the Save button The report will now reflect these changes To include exclude the Submitted By section in reports You may choose to include or exclude the Submitted By section in reports within the Options Tool Recall that this is located at the beginning of reports and con
102. rt Wizard Therefore when prices are updated the estimates for Clear Estimates v2 0 User s Manual existing projects do not reflect these changes You must refresh the prices of a project in order to incorporate these revisions 1 Load the project for which you want to refresh the prices This is done within the Customers Manager 2 Click the Refresh Prices button to update the project to the current price settings To view the time card totals You may view time card totals for projects alternates and components The Time Card Editor is a feature within the Options Tool that allows you to condense the part categories into those corresponding to the time card categories unique to your company This is meant to provide insight for job costing analysis You may also want to compare the actual hours to those predicted by the software in order to refine the part hourly multipliers Hrs Unit For more information on how to setup your time card refer to page 95 1 Load the project for which you want to see the time card totals This is done within the Customers Manager 2 If you want to see time card totals for an alternate or component select it from the Alternate Component List and click the Edit button 3 Click the 7ime Card Totals button 4 If you want to view a printable table summarizing this labor information click the View Table button For information on the report viewer icons refer to page 57 To change a projec
103. s to create exchange and update part information within your database This feature works by producing a CSV file with all the part data contained in the part library within your database The file it creates is formatted properly for use with the PIW 1 On the Menu Bar select Utilities 2 From the list of options select Part Export Wizard 3 A window titled Part Export Wizard will appear Click Browse to open a Windows browser 4 Define the file to which you want to export the data by locating your desired location and typing in a filename Once you have specified the file click Save in the opened window 5 Click Export to begin the operation 6 The message Parts export completed successfully will appear when the operation is complete Click OK EM Part Export Wizard Welcome to the Part Export Wizard Specify destination Excel file Browse Export Cancel Clear Estimates v2 0 User s Manual 119 To define system settings Program settings that deal with database management and default folder locations are located in the Application Configuration window 1 On the Menu Bar select Utilities 2 From the list of options select Settings 3 A window titled Application Configuration will open 4 Change your settings as necessary 5 Click Save to save these changes E Application Configuration Application Database Path C Program Files Clear Estimates sep 7 Database B
104. sal is subject to approval and signature of builder This agreement is binding upon the heirs executors administrators successors and assigns of buyer PROTECTION OF OWNERS PROPERTY SAMPLE TEXT The Contractor agrees to exercise reasonable care during progress but cannot assume responsibility for personal property inside and out including shrubs flowers driveways and walks Contractor and workmen cannot assume responsibility for closing doors and gates for children or animals PROPERTY LINES SAMPLE TEXT The owner shall indicate to the Contractor the corners of the property and shall assume all responsibility accuracy of markers 50 Clear Estimates v2 0 User s Manual Your company information Intro boilerplate information Sample proposal illustration cont EXTRA TIME AND MATERIAL COSTS SAMPLE TEXT Contractor agrees to diligently pursue work through to completion but shall not be responsible for delays for any of the following reasons acts of neglect or omissions of owner or Owners employees or Owner s agent acts of God stormy or inclement weather strikes lockouts b ots or other Labor union activities civil commotion inability to secure materials through regular allocation of materials failure of Owner to make payment when due or delays caused by inspectors of governmental bodies concerned WORK STOPPAGE l nt ro SAMPLE TEXT Contractor shall have the right to
105. specifications section of the proposals then enter text into the Preliminary Part Text Box Formal Part Text Box and or Subcontractor Part Text Box Try using the Auto Text buttons P Q U D to simplify the entry The text associated with each of the buttons is as follows P Provide and install this is the default text but may be edited with the Options Tool under Preferences Miscellaneous Q gty this text takes on the actual numeric value of the quantity of this part included in the project when the proposal is generated U units of this inserts the plural text of the unit type of the part followed by the word of D part description this inserts the part s description 6 Select the appropriate settings in the Part Ranking Info section Clear Estimates v2 0 User s Manual 7 If you would like to define an image and caption to be associated with the part under the Image Gallery outro boilerplate heading then you may do so in the Part Image Info section 8 Click the Save button The new information will be saved and you will be returned to the Parts Tool screen To add a part to the library from a duplicate This is done from the Parts Tool 1 Select the category of the part you want to duplicate from the Category List 2 Locate and select the appropriate part from the Part Display List 3 Click the Add Duplicate button 4 The Part Editor will
106. st Amount Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCost Total Cost Qty HLR Total Cost Qty MaterialMultiplier SubContUnitCost Total Cost Qty MaterialMultiplier SubContUnitCost ENS Total Cost Qty MaterialMultiplier SubContUnitCost Cost Total Cost Qty MaterialMultiplier SubContUnitCost Total Cost Qty HLR Total Cost Qty 76 Clear Estimates v2 0 User s Manual Company Amount Sub Contractor Cost The costs are broken down into three different categories for data analysis Material Labor and Sub Cont The distribution of the total cost shown in the previous table into these three different categories is performed as follows pieces E E PER DT sq feet Oty MaterialMulipier UnitCost Oly HouryMulipierHER 0 TT in feet Oly MateriaMulipierUniCost Gty HouryMulipierHLR 0 cu yo Oly MateraMulipierUniCost Giy HouryMuliplerALR 02 Chus 02 o CRTC EN GSE A PP Seas pieces 020 O SU Como Psq tee 0220 Oy Materia Sub Como st infest o O Oty WaterialNufipier SubContUnitCost_ 0 ay Mate alMaliplierSuBCOniUniCos AO AR EO D ESA dollars If you would like to use the program for scheduling purpose you may enter Rough In and Finish hours for some Sub Contractor type parts These values however are not used to generate costs and are available merely to assist you allocate time resources for sub contractors This data may be observed in the Project Manager
107. st Name Primary Last Name l C New Customer X Delete Customer Stephan Sample Secondary First Name Secondary Last Name Customer Projects Petula Practice Addition Frame and Siding E EAN Load This Project 14609 Clear Estimates Lane C New Project X Delete Project City State Prov Zip Postal Code Happy Valley MN 55306 Customer Notes ON The Customers Manager organizes the Phone Type zgr entry and storage of all the customers for 612 876 5432 Home E whom project estimates are created Before 11612 234 5678 B PROJECT a project can be created for a customer first 16612 usiness he she must be entered into the database 3 Mobile through this feature py Email Type A b Stephen email com Personal REPORTS Petula clearestimates com Business Instant Messeng EM E Save Feature Function 1 Menu Bar Offers access to features for database management importing exporting parts system settings and more 2 Managers Contains access to the various Managers items that allow you to edit information related to a specific project 3 Tools Contains access to the various Tools items that allow you to edit information that relates to the estimate creation process Information here reflects data pertaining to all projects rather than just the one that is currently loaded 4 Display Window Displays the selected feature Clear Estimates v2 0 User s Manual 13 Ma
108. stimates v2 0 User s Manual W Clear Estimates Backup Database Database Backup File C Program Files Clear Estimates Database DB Backup 09 14 2004 mdb Browse Create Backup Cancel To restore your database Recall that restoring a previous database means it will overwrite the data of the selected database into the currently loaded filename If you do not want to do this you may choose instead to leave the existing database intact and load a different database from the Utilities Settings menu To restore your database 1 On the Menu Bar select Utilities 2 From the list of options select Restore Database 3 A window titled Clear Estimates Restore Database Backup will appear It will automatically select a filename and location for the file to restore To proceed with these settings click Restore Backup 4 If you want to restore from a different file click Browse to open a Windows file browser to choose your preferred restoration details Once you have located an appropriately formatted Clear Estimates database file click Open in the opened window Now click Restore Backup to proceed with your new settings NA 5 The program will prompt you with the message This action will overwrite the database to which the program is currently connected Do you want to continue Click Yesto proceed with this operation NA Clear Estimates v2 0 User s Manual 109 E Clear Estimates Restore Database
109. stop work and to keep the job idle if payments are not made to him her when due boilerplate information Project Specifications Title Two Story Addition This is a sample project illustrating how one could use the program in the context of a remodeling contractor This sample database is tailored for remodelors but is completely customizable and may be casily adapted for new home construction subcontractors ora wide variety of other applications Youmay uscthisdatabaseasa starting point for developing your own or inti you can load the blank database that came with this program and build one up from scratch We recommend that you first Descr Ip tion practice using the sample database curr ded This sample remodeling project consists of a two story addition with a full basement that will be built off an e the house The footprint of this addition will be approximately 10 by 16 The second story space will be tic bedroom Thisbedroomwillberemodeledanda bathroom willbe built fora full masterbedroom Thelowerlevelwillbepartofa continuous space opening up to the existing kitchen to allow for a new informal dining arca PERMITS f Contractor will provide all necessary permits Categor g y CONCRETEBLOCKWORK headin g Contractor will provide all concrete blockwork necessary for a structurally secure addition Provide and install 480 sq feet of 8 concrete block walls for remodeling project 8 Provide and install an exposed aggreg
110. t then 20 sq feet of tile flooring will be automatically included If the bathroom template quantity is 100 sq feet then 100 sq feet of tile flooring will be automatically included Sinks The number of sinks depends on the size of the bathroom Therefore we enter a value of 20 for the variable If the bathroom template quantity is 20 sq feet then one sink will be automatically included If the bathroom template quantity is 40 sq feet then two sinks will be included Clear Estimates v2 0 User s Manual Part quantity formula example values Fixed no of No of units per unit Add one unit every z Parts units x of template y units of template miss 1 SS SST Tie Flooring A o o E _ 2 _ Implementation in example template Bathroom Template Quantity sq feet Toilets pieces Automatically Tie Flooring sq feet 15 20 30 40 60 60 Y Inserted Part C Sinks pieces 0 1 1 2 2 3 N Quantities Basic Operations To create a new template New templates can be created with the Templates Tool 1 Click the New button 2 The text New Template is automatically inserted into the Template Title Box Replace this text with a title for your new template 3 Enter a description for the template into the Template Description Box 4 Select the unit type you want to associate with the template from the Template Unit Type drop down list 5 Click the Save button to save t
111. t costs 3 15 per square foot you should type 3 15 here and specify Sq Feet as the unit type in the Part Unit Type column For some subcontractor cost type parts only not parts with unit type Dollars or Hours This should contain the part s Unit Cost if it is a subcontractor cost For example if the part is cedar lap siding your company typically hires subcontractors to install it and it costs 3 15 per square foot you should type 3 15 here and specify Sq Feet as the unit type in the Part Unit Type column For some company amount type parts not parts with unit type Dollars and subcontractor cost type parts with unit type Hours Type in the Hourly Labor Rate code you want to assign to this part This should be a letter A J and corresponds to the labor rates defined in the Options Tool HLR Editor For some company amount type parts only not parts with unit type Dollars or Hours This defines the number of hours required to install one unit of the part For example in the case of cedar lap siding if it takes 1 hour to install 40 square feet the hourly multiplier should be 1 40 or 0 025 Clear Estimates v2 0 User s Manual 111 MATERIAL MULTIPLIER ROUGH IN HOURS FINISH HOURS PRELIMINARY TEXT FORMAL TEXT SUBCONT TEXT Part Image Path For some company amount type parts only not parts with unit type Dollars or Hours Some users may want to set all material multipliers to a value o
112. t s markup You can change a project s markup amount within the Project Manager This feature is only present in the Details Mode because Clear Estimates v2 0 User s Manual 35 the Summary Mode has the markup amount predefined as the project markup defined in the Details Mode plus the markup amount for all of the accepted alternates 1 Change the markup percentage amount by clicking on the small up down icons located in the small box indicating the project markup percentage Changes made to this value will automatically adjust the markup value so that it reflects the new markup percentage OR Change the markup value by placing the cursor in the Markup field and editing the number directly Changes made to this value will automatically adjust the markup percentage displayed so that the two fields agree Total 39 515 92 50 4 Markup 19 757 96 Base Bid 59 300 00 2 Click the Save button Note that they base bid may not be exactly equal to the Total plus the Markup depending on how your rounding settings are defined See page 101 for instructions on how to define your rounding preferences Clear Estimates v2 0 User s Manual Chapter 4 Project Manager Template View In this view you may simultaneously add many parts at a time using specific arrangements of parts This is accomplished by using templates that have been defined in the Templates Tool See page 85 for instructions on how to create a template This cha
113. t template foot every Add Part h sq feet of template Feature Function 1 Template List Lists all of the templates that have been created Select the template you want to view edit from this list 2 Template Title Box Contains the title of the selected template 3 Template Description Contains the description of the selected template Box 4 Template Unit Type Displays the unit type associated with the selected template 82 Clear Estimates v2 0 User s Manual 5 Part List Lists by category all of the parts contained in the database Parts may be displayed in either the Flat or Tree format 6 Template Contents Displays the parts included in the selected template along Window with part quantity formula information 7 Part Quantity Formula Allows you add parts to the selected template with associated part quantity formula information How templates work Within the Project Manager Template View you are able to enter a single quantity value for the template It then calculates quantities for all of the parts contained in that template This calculation is carried out using up to three different variables for each part defining the manner in which it is incorporated into the template These variables are represented in the Part Quantity Formula section and are as follows e Fixed no of units x This part quantity will be automatically generated regardless of the template quantity e No of units per unit of
114. tains your company s contact information 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu 3 Check the box located alongside where it says Include Submitted By section to include this information or un check the box to exclude it Clear Estimates v2 0 User s Manual 4 Click the Save button The report will now reflect these changes To include exclude the project cost in reports You may choose to include or exclude the project cost in reports within the Options Tool Recall that this is located at the conclusion of the project specifications section of the report and displays the project base bid This option is not present for Cost Status Reports 1 Click on the Reports Settings item from the Options Item List 2 Select the report type you want to edit from the sub item menu 3 Check the box located alongside where it says Include Project Cost to include this information or un check the box to exclude it 4 Click the Save button The report will now reflect these changes To include exclude the alternate list in reports You may choose to include or exclude the alternate list section in reports from within the Options Tool Recall that this is located at the conclusion of the project specifications section of the report and contains a list of the alternates that have the status of either Accepted
115. template y This value is multiplied by the template quantity to obtain the part quantity e Add one unit every z units of template A unit of the part quantity will be added once for every z units of the template The template quantity is divided by this value and rounded down to the nearest integer to obtain the part quantity Therefore the following equation defines the part quantity to be used within the Project Manager Oy x y row T Clear Estimates v2 0 User s Manual 83 where Qty represents the part quantity and 7Qty represents the template quantity The notation used in the last term of this equation is meant to signify that it is to be rounded down to the nearest integer Example template bathroom Let s say you want to create a template for a home construction contractor that will calculate bathroom part contents based on the square footage of the bathroom Here is an example of how a few parts could be calculated Toilets There will be only one toilet included in the residential bathroom regardless of how large it is Therefore we enter a value of 1 for the x value Whether the bathroom template quantity is 20 sq feet or 100 sq feet only one toilet will be automatically included Tile Flooring There will be exactly as many sq feet of tile flooring as there are sq feet of the bathroom Therefore we enter a value of 1 for the y variable If the bathroom template quantity is 20 sq fee
116. this to customers or use it internally for production reference this is a useful feature for communicating project information This chapter contains the following sections OS SU bd a Dc NAS A a Nado pda 24 Standard View vs Template Vi Wi 24 Basic Operations rar MM dia AU PA edo o e bo ant cd 26 TO Change poi s aa ado e do oe 26 To change a project description id lt 27 To duplica project arrien a bdo 27 ds A A eect ahold turin thes 28 To add an alternate to a project toads tt Aide setas ane sara TAS seat ckas teens 29 To delete an altering te nn cassie hese SENNA A EM AS a 30 Di COTE an ANE A E 30 To add a component to a projecta asas id 31 Clear Estimates v2 0 User s Manual 23 To delete O OS 32 di NAAA A 32 To change an alternate to a component c oooccoooccccoccncnononononnncnnnnnnnononcnonnnccnnnnnos 33 To change a component to an alternate assess creecsrsssiriasioaatestnesssemcascan ado 34 To refresh the prices of a projects hss cateot la sose Ds anel ia ipa aa eae 34 To View the time card total 35 To change a project s markup a id dor ar e ad eo 35 Overview 24 Standard View vs Template View You can enter parts using the Standard View or Template View Throughout this guide if instructions refer to simply the Project Manager the Standard View should be assumed as the default Standard View In this view you may enter parts into the project by selecting parts one by one from the part list entering a quant
117. tings a a E 120 To integrate with Quickbooks Pro assa ta de irei Ride TA e e Do 122 Clear Estimates v2 0 User s Manual 107 File Menu You should backup your database on a regular basis Doing so can allow you to restore data from the time of your last backup in the event of accidental damages or file corruption As was explained in the System Overview section on page 10 you have the ability to choose which database file you want the program to load When you backup your database it creates a duplicate file under a different name Therefore you may always reload previous databases or restore them by overwriting your current database s information from those files To backup your database 1 On the Menu Bar select Utilities 2 From the list of options select Backup Database 3 A window titled Clear Estimates Backup Database will 4 5 108 NY NY appear It will choose a default filename and location for the backup file To proceed with these settings click Create Backup If you want to use a different filename or location click Browseto open a Windows file browser to choose your preferred backup details Once you have specified a filename click Save in the opened window These details will only apply to the current backup operation Now click Create Backup to proceed with these settings The message Backup successfully created will appear when the operation is complete Click OK Clear E
118. tiplier Hrs Unit Allows you to preview how your cost formula settings will be calculated when the part is entered into a project with the Project Manager You may not use this to add parts to a project Clear Estimates v2 0 User s Manual 75 To use the Cost Formula Info when defining a part The information defined in the Cost Formula Info section of the Part Editor determines how a part s costs are determined The program allows for 12 different types of parts the six different part unit types defined as either a company amount or a sub contractor cost Depending on how you classify the part there will be different values available to define the part The unit types shown here are an example and may differ depending on the version of the program or database you have loaded Regardless the cost formulas are identical relative to the placement of the six different part unit types presented in the Part Editor Costs are always determined from a single value that you enter within the Project Manager This value that you enter identifies the quantity for the part you want to be included in the project and is indicated in the tables below by the variable Qty The cost of the part is calculated as follows Total Cost Qty HourlyMultipher HLR Qty MaterialMultipher UnitCost Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCost Company Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCo
119. u to save the Price Update URL once you have entered it 4 Update Prices Buttons Activates the Price Update Wizard which will walk you through the price update process 104 Clear Estimates v2 0 User s Manual To update part prices This is done within the Update Tool 1 Type in a relevant Price Update URL into one of the ten locations Most users will only require one but you can save up to ten different Price Update URLs If you have previously saved a URL you do not need to re enter it 2 Click the Save button located to the right of the URL you just entered 3 Click the Upaate Prices button This will open the Price Update Wizard Follow the on screen instructions Clear Estimates v2 0 User s Manual 105 106 Clear Estimates v2 0 User s Manual Chapter 10 Menu Bar Items The program s menu bar contains many items that are important to the general use of the program Here you will find database management and integration features program settings and Help tools This chapter contains the following sections File Menta daa cds tals 108 To backup your database iia 108 To testote your database cti anne es e isi 109 Wes MEHU a se ie n aa a A a EE dha EE E O cuuad 110 To use the Part Import Wizard asas eres AS O Ud SU 110 A noteabout CSV lesa iia 110 Structuring a CSV file for importing ienes 110 io A A na e nas Eae aaa 114 To use the Part Export Wizard a e dano ad va has paes anti 119 Todefine system Set
120. ual Feature Function 1 Customer Name Displays the name of the customer for whom the loaded project was created 2 Report Projects List Displays all of the projects you selected to be incorporated within the boilerplate screen 3 Payment History Displays a list of all the payments made toward the Summary selected project 4 Payment Date Box Displays the date of the selected payment The current date is automatically inserted but this is editable 5 Payment Amount Box Displays the amount of the selected payment 6 Payment Comment Displays a comment to be associated with the particular Box payment allowing you to define details of the transaction To add payments to a project 1 First load the project to which you want to add a payment This is done from the Customers Manager Then click on the icon for the Reports Manager Cost Status screen 2 Click the Add button 3 The current date is automatically inserted into the Payment Date Box If necessary edit this date to reflect the actual date the payment was received 4 Enter the amount of the payment in the Payment Amount Box 5 Enter a comment in the Payment Comment Box This comment will be displayed alongside the payment amount identifying for your customer the details of the transaction 6 Click the Save button Clear Estimates v2 0 User s Manual 63 7 The data contained in this screen only pertains to one project at a time even if multiple projects were sele
121. ual 123 Notes 124 Clear Estimates v2 0 User s Manual Notes Clear Estimates v2 0 User s Manual 125 Notes 126 Clear Estimates v2 0 User s Manual A Accepted Alternates cost status report location 60 add component to a project 31 part category 72 part from duplicate 79 part to library 77 parts to a template 86 payments to a project 63 template from duplicate 87 Adding Manner function A eee 39 alternate adding to a project 29 changing a component to an alternate 34 changing an alternate to a COMPONENT sever carater 33 definitiON cconcciccncncnncnnns 23 deleting iris RIRS 30 CUINA nacida dead RARAS 30 proposal format location 49 alternate list including excluding in reports aa 99 Alternate Component List FUNCION yardas 26 Amount Due cost status report location 60 application SKIN siena diaria ala dal tu 12 Application Database Path FUNCION ias 104 121 Application Skin Selection FUNCTION trerivctethhstrouniturtenks 121 Auto Text Buttons TUNCUONS gras ernaienenspenen na 75 Auto backup the Database Setting UNC ds 104 121 Automatically Select Skin Setting TUNCHOR sacras 121 B backup auto backup setting 121 database ccooccconcccononenonos 108 default folder 121 boilerplate adding a heading 47 changing heading order
122. ult Database Backup Folder function 0cccoccnncnncnnnns 104 121 Default Image Folder function 0ccccoccncnonnnnns 104 121 delete alternate ccooccccccncanonannonnnnons 30 boilerplate heading 47 COMPONENE isiscidiceciccccacesvenss 32 part category 72 part from library 68 payment schedule 59 template iaa 87 description editing a part s description 79 Details Mode ls 24 Display Window UNC pa arii iiias 13 duplicate Dia 79 template dirimir 87 to duplicate a project 27 Clear Estimates v2 0 User s Manual E edit AM 30 COMPONEN Ca 32 part Caledonia 73 part quantity formula values in a cassa nasais 88 payment schedule 59 Example example template 84 Existing Category List TURCO aaa 71 Export using Part Export Wizard 119 F Md sand andas 108 FINISH HOURS PIW column heading definition aca 112 font changing report font 97 Formal Part Text Box FUNGUO ida 75 formal proposal A de RAD e 55 Formal Screen US IO suecas nr e caad a 54 FORMAL TEXT PIW column heading definition BUENOS RDNS 112 G Global Material Multiplier Editor USO PARAR TE 69 group projects in reports 45 H headings boilerplate adding 47 boilerplate changing order 46 boilerplate deleting 47 NAAA See hourly labor rate PIW column heading definition ON 111 hourly labor
123. ur time card Your company time card information is defined within the Options Tool 1 Click on the Time Card Editor item from the Options Item List 2 The Time Card Category List displays all of the categories that have been defined for your time card If you want to add to or delete these categories you may do so by clicking the Add Delete Category button Once the time card categories are as desired click the Back button to return to the primary screen 3 You must now define the part categories for which labor hours will be included in the selected time card category I Select an item in the Time Card Category List Part categories associated with this time card category are displayed in the Sub Category List II To remove a sub category highlight the item you want to remove and click the Delete Sub category button III To add a sub category highlight an item in the Part Category List and click the Add To Sub categories button Reports Settings This allows you to customize options relating to the different reports For example you can change the font report titles whether or not to include the company logo and whether or not to display company or customer contact information For preliminary formal and subcontractor reports you may also choose to exclude the project cost and alternate list Clear Estimates v2 0 User s Manual 95 My Company Info HLR Editor Time Card Editor Reports Settings Gener
124. ustomer Notes Default Database Backup Folder N Stephen and Petula li C Program Files Clear Estimates sep Auto Backup Browse H two story colonial ho part of Minneapolis Auto backup the Database PROJECT when it was new in 19 Every time the program is started They would like to re Application Skin achieve a more refined ST 280x1024 ig while maintaining its c V Auto detect my screen resolution and choose the most fitting skin REPORTS Daughters names Kril Save Close Save The database files are formatted as a Microsoft Access file and advanced users may want to edit information directly using Access although you are not require to have Access installed on your computer nor will you need any experience with Access to use Clear Estimates To share the program database over a network This is only necessary if your company operates on a network and you would like multiple users to have access to the program database 1 Copy the database file you want to share to a location that is accessible within the network of computers 2 Open Clear Estimates on all of the computers that will be using the database Clear Estimates v2 0 User s Manual 11 12 3 Change the program database on each of these computers to the new shared location by following the instructions in the section 7o change the program database on page 10 Multiple users may use the same database simultaneously but it is not recom
125. ustrate greater detail of the project contents for customers This denotes a required field This denotes a field that may or may not be required depending on the part unit type and whether it is a company amount or subcontractor cost 112 Clear Estimates v2 0 User s Manual Recall that all part costs are generated from a single value that you enter in the Project Manager This variable is defined as Qty and the formulas are defined as follows Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCost Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCost Company Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCost Amount Total Cost Qty HourlyMultiplier HLR Qty MaterialMultiplier UnitCost Total Cost Qty HLR Total Cost Qty X Pg Therefore a synopsis of what values are required for the different part types can be summarized like this pieces x X X x sq feet x x x x Company lin feet x xT x x E Amount cu yds X XIX x FREE EEE E places ee oco MI a EAS DAE E IEA RE E RE E ES Al ES AA AS i a EES o AA Clear Estimates v2 0 User s Manual 113 Importing data 1 On the Menu Bar select Utilities 2 From the list of options select Part Import Wizard 3 A window titled Part Import Wizard will appear Follow the onscreen instructions ES Part Import Wizard loj x Welcome to the Part

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