Residential Estimator Program Getting Started
Contents
1. 14 SwiftEstimator Residential Estimator October 2003 Tutorial 1 e Change the second Exterior Wall type to Veneer Brick then type 25 for its percentage e Select Composition Shingle for the Roofing type e Select Warmed and Cooled Air for the Heating Cooling type e Type 12 for the number of Plumbing Fixtures e Type 75 for the Raised Subfloor percentage Residential Estimator automatically sets the Slab on Grade percentage to 25 e Click the box to the right of Automatic Floor Cover Allowance to remove the check The screen now appears as follows Assumptions Estimate ID TEST 1234 Exterior Walls 1107 Frame Siding Vinyl H P5 o Roofing 208 Composition Shingle fino 202 Builtup Rock s Heating Cooling 351 Warmed amp Cooled Air y foo Ho Plumbing Fixtures 4 fiz Plumbing Rough ins 4 i Raised Subfloor 75 Ss Slab on Grade 25 So Partitions Drywall fion 4 Partitions Plaster Yo Automatic Floor Cover Allowance i Automatic Appliance Allowance OK Use Assumptions Cancel Skip Assumptions October 2003 SwiftEstimator Residential Estimator 15 Getting Started 3 Click the OK Use Assumptions button on the Assumptions screen Residential Estimator automatically loads the components indicated on the Assumptions screen displaying them in the Selected Component table at the bottom of the Components screen Components Estimate ID TEST 1234 Use this sc2. Do Extra Interior Fount E 3500 Did del October 2003 SwiftEstimator Residential Estimator 33 Getting Started 5 You can use additions to enter costs from the Residential Cost Handbook or Marshall Valuation Service When you do this you must complete the following additional fields in the Add an Addition area e LM Check this to indicate that you want to apply the Local Multiplier to the cost since the costs in the books are national average costs e Trend Check this to indicate that you want to trend the cost from the Base Date entered in the next field to the Report Date since the The cost for a good quality deluxe built in safe on page B 23 of the Residential Cost Handbook page dated 6 2003 is 3 190 Enter the following into the Add an Addition area then click Add Add An Addition To add an addition select the Type enter the other information then click Add Type Description Units Cost Basic Deluxe Built In Sate i E 30 Depreciation Age Life LM Trend Base Date Do Do Fw ew EI The Existing Additions area now appears as follows Existing Additions Use these fields to change an addition or click del to delete the additon a Type Desc Units Cost P Extra Interior Fount E 3500 Basic Deluxe Built i 3190 Age Life LM Trend Base Date oj o je O mo m 062003 del TI 34 SwiftEstimator Residential Estimator October 2003 Tutorial 2 Enter Remarks and Notes
3. Remarks and notes allow you to enter comments about a property Remarks print in all reports while notes only print in the Data Entry Report 1 Click the Remarks Notes link at the bottom of the Additions screen to display the Remarks screen 2 Type the following remark and note Remarks and Notes Estimate ID TEST 1234 Femarks Fountain costs obtained from owner Large dog in hack yard lt lt Additions Cost Adjustments gt gt October 2003 SwiftEstimator Residential Estimator 35 Getting Started Cost Adjustments The Cost Adjustme nts screen contains optional fields that adjust the calculated costs or add additional items to the report Except for Base Date everything on this screen is optional If you do not enter anything for an item Residential Estimator will automatically use the value displayed on the right of the screen for that item 1 Click the Adjustments link at the bottom of the Remarks Notes screen to display the Adjustments screen 2 Enter the following on this screen e Rounding Value 1000 which prints an additional line in the report with the total cost rounded to the nearest 1 000 e Report Date 07 2001 which tells Residential Estimator to calculate the costs as of July 2001 instead of the current month and year 3 The top part of the Adjustments screen now appears as follows Cost Adjustments Estimate ID TEST 1234 All items on this screen except Base Date are optiona
4. Powered by Marshall amp Swift Residential Estimator Program Getting Started October 2003 MARSHALL amp SWIFT EN ES eet ee nS E E A RREO ETE 2002 2003 Marshall amp Swift L P P O Box 26307 Los Angeles California 90026 0307 All Rights Reserved Worldwide No part of this documentation may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without prior written permission of the publisher Table of Contents Table of Contents rodd TON ON l RD CLV OW aiena E E E l Obtamins Technical SUDPOLG isvurai adi iii 2 Stato SVESNO sas sa 3 Tutorial 1 Entering Calculating and Printing an Estimate o oocccccccccnononncnnnnnnnnnnnnanannnnss 5 Create aA New Estale asias 6 Enter the General doma 8 Enter the Bula Datas passes paineis Ri ious a a L 9 Enter the De reat OM asic catia nice bat ie a sda AD tiene be honeana tietetis 13 Enter the Components cach ieee ennai A 14 Use Additional Help System Features occccccooooononccnnononononononncnnnnnnnnnnnnnnnnncnnnnnnnnnnnos 20 Calculate and Print the Esti iaa 23 Close he ESMAS aii Zi Tutorial 2 Additional Data Entry Saving Editing and Deleting Estimates o 28 Search FOr and Edit Am Estale yenan A O 29 Create a arado SCCO papai ss tates conser AD 31 Enter AC ONS sait coisa ado da Sa net mee ar O Sere Serene eran een eee 33 Enter Remarks And
5. Floor Cover Karel arora ind eraot onding material when flagstone is applied over concrete Floor Insulation slab floor systems Floor Radiant Heating Floor Structure Food Center You can use the Index to find the help for any item available in Residential Estimator 8 Click the Close x button in the upper right corner of the help window to close the Help window 22 SwiftEstimator Residential Estimator October 2003 Tutorial 1 Calculate and Print the Estimate We are skipping the Additions Remarks Notes and Adjustments screens here since they are optional and you enter data on it in the same manner as the screens we have already covered See the second tutorial for examples of these screens The Reports screen allows you to calculate and print the estimate you have entered 1 Click Reports Calc in the left side navigation menu to display the Reports screen General Info Reports Estimate ID TEST 1234 Building Data Report Type Download Format Depreciation Data Entry HTML EL ERES Calculate Sections Components pa Data Entry Report Remarks Notes General Information Adjustments Estimate ID TEST 1234 R Cal Property Owner David Grant E Address 123 Hill Street Save City Los Angeles cave bs State Province CA IP Postal Code 90017 Close Surveyed By Zachary Hopkins The report displayed here is the Data Entry Report the only report available before you have calculated the costs 2 Click the Calculate
6. Fair e 3 Average 4 Good e 5 Very Good e E Excellent ou should examine both materials and workmanship when determining the overall quality of construction The quality of materials and workmanship of individual building components may vary However the overall quality tends to be consistent for the entire residence Furthermore the quality of materials and workmanship tend to Influence each other Workmanship is often superticial allowing you to easily observe its quality The following are all Indicators of better quality workmanship e Sold and level floor structures gt You can display help for an individual field by placing the cursor in that field then pressing the F1 key Click the Close x button in the upper right corner of the screen to close the help window 6 Select the quality Average Good in the quality drop down list Quality Average Good Condition Low Required Very Good Excellent Excellent October 2003 SwiftEstimator Residential Estimator 11 Getting Started The Building Data screen now appears as follows Building Data Estimate ID TEST 1234 Residence Type Single family Reside Style split Level of fioo Second Style os Total Floor rea 2258 sq feet 400 25000 Number of Units Quality Average Good Condition Average Required lt lt General Information Depreciation gt gt 12 SwiftEstimator Residential Estimator Oct
7. Notes disnei ata io etica A 35 Cost AdS MEMES cisarina A a a 36 Save De Changes tothe Estale rada 37 Save the Estimate as Separate ESTAS crscomis ici int ESA Lia dl cds ds 38 October 2003 SwiftEstimator Residential Estimator i Getting Started Close ne PS nmAlS esa AE A A E TEEN A a A 39 Dee O E SURDOS ati A ee rete 40 li SwiftEstimator Residential Estimator October 2003 Introduction Introduction Overview Residential Estimator 1s an easy to use program that provides an accurate quick and flexible method of determining up to date replacement costs for residential structures found throughout the United States and Canada Part of the SwiftEstimator suite of programs available through the Internet it is based on the square foot method in Section A of the Residential Cost Handbook which has been published by Marshall amp Swift for over 40 years This is the latest step in the evolution of Residential Estimator first introduced by Marshall amp Swift in 1984 This section of the User Guide presents the basic steps you need to start using Residential Estimator This includes the following two tutorials that you can use to learn the program basics e Tutorial 1 Basic steps for using the help system and for entering calculating and printing estimates e Tutorial 2 Saving editing and deleting estimates and entering garages and basements as separate sections The remaining sections in this User Guide are referen
8. allows you to specify the construction components for the residence exterior walls roofing floor covering etc 1 Since we are skipping the Sections screen in this tutorial click the Components link on the left side of the screen to move to the Components screen General Info Depreciation Building Data Depreciation Estimate ID TEST 1234 Building Depreciation Select how to set the building depreciation which is applied to all building components that are not separately depreciated Tell Me More reer a Marshall amp Swift Tables Addit_ins Combined Physical amp Functional 15 oy Remarks Notes y A Adjustments O Separate Physical Sh Sections 2 Residential Estimator displays the Assumptions screen Assumptions Estimate ID TEST 1734 Exterior Walls 101 Frame Hardboard Sheets y hon Yo Roofing 220 Wood Shingle fimo 202 Buittup Rock Mo Heating Cooling 309 ForcedAirFumace y hoo Ho Plumbing Fixtures fi Plumbing Rough ins 4 ia Raised Subfloor fi 00 S Slab on Grade o Partitions Drywall fioo a Partitions Plaster He M Automatic Floor Cover Allowance MW Automatic Appliance Allowance OK Use Assumptions Cancel Skip Assumptions This shows the components that Residential Estimator will automatically load Do the following e Change the first Exterior Wall type from Frame Hardboard Sheets to Frame Siding Vinyl then type 75 for the percentage
9. condition and depreciation information for the residence 1 Click the Building Data gt gt button at the bottom of the General Information screen to display the Building Data screen 2 Click on the name Style to the left of the style field Building Data Estimate ID TEST 12734 Residence Type Single family Reside Ev One story ar fi OU Second Style oi Residential Estimator displays the help for this field 10 x SY Style Microsoft Internet Explorer Show Contents Indexs earch Style The styles available in Residential Estimator are dependent on the residence type as follows Single Family Residences All styles Low Rise Multiples Une Story Two Story and Three Story styles only e Town Houses One Story Two Story Split level 1 Story Finished and 2 Story Finished styles only e Duplexes One Story and Two Story styles only see the style Comparison for a description of each available style You can select one or two styles for an estimate If you select one style enter 100 for that style If you select two styles enter the percentage for the first style Residential Estimator automatically sets the percentage of the second style to 100 minus the percentage for the first style Example The entry for a two story single family residence Is Style Two Story ma no tm 100 Second Style One Story eg Examnmlo Tho ontrioe fnar a rocidonca that io BAS teen ctor aro F690 ano ctaru
10. contains complete definitions of each of the data items you can input into Residential Estimator relating them to the paper worksheet you can use in the field to collect data for your estimates October 2003 SwiftEstimator Residential Estimator 41
11. in the Selected Components list as follows 691 Land Site 25000 EE E EN delete Land Value 4 694 Land Site 6750 E EN delete Site Improvements Below Depr Cost E Change the Land value to 95000 by clicking in the Units column for the component you just added then typing 95000 The Land Value now appears as follows SwiftEstimator Residential Estimator October 2003 Tutorial 1 pal October 2003 Land Site 5000 Land Value 4 SwiftEstimator Residential Estimator delete 19 Getting Started Use Additional Help System Features 20 In addition to displaying help for individual fields on the screen you can also get help for any component on the Components page and can access the full help system through the Table of Contents and Index 1 Click on Floor Cover in the Systems list to display all floor cover components scroll down the Component List and click on Carpet and Pad then click the Definition button Component double click to select 411 Carpet and Pad SF or 4 430 Carpet Custom High walue SF l 431 Carpet IndoorfGutdoor SF or 412 Ceramic Tile SF or 4 434 Ceramic Tile Custom High Valu peon Select Systemf E E Code once Units Percent Quality Dep Age Life System Exterior walls Rooting Heating Cooling Floor Lover Appliances Miscellaneous Residential Estimator displays the help for Carpet and Pad E 41
12. 00 142 485 00 Replacement Cost New 2 258 74 24 167 631 00 Physical Functional Depreciation 15 0 Total Depreciated Cost 25 146 00 142 485 00 25 146 00 147 485 00 Land 95 000 00 Site Improvements 6 750 00 Non Building 91 750 00 5 Click the Print button on the Reports screen Reports Report Type Download Format Snn HTML 85 000 00 6 750 00 91 750 00 Total 259 381 00 25 146 00 234 235 00 Estimate ID TEST 1234 Calculate October 2003 SwiftEstimator Residential Estimator 25 Getting Started 6 When a Print screen such as the following displays select the printer to use if necessary then click the Print button General Options Statu Ready E Printtofile Preferences Location Comment Find Printer Page Range fe All Humber of copies f E Selection Curent Page Pages f Collate J Ta Enter either a single page number or a single pi page range For example 5 12 Cancel Apply 26 SwiftEstimator Residential Estimator October 2003 Tutorial 1 Close the Estimate Since we are now finished with this estimate click on the Close link on the left side of the screen General Info Estimate ID TEST 1234 Building Data Download Format me preciaton Depreciation ELAS ee ETTE Sections Components Rs Depreciation Report Remarks Notes Single family Residence Floor Grea 2258 Square Feet Adjustments Effective Age
13. 1 Floor Cover Carpet and Pad Microsoft Internet Explorer Show Contents nden search 411 Floor Cover Carpet and Pad Carpet floor cover is nylon acrylic or wool carpet installed over a padding material Nylon carpets are typically least expensive with the mesh woven backing types being somewhat more expensive Acrylic carpets appear very similar to wool but are not as expensive and do not wear as well Wool carpets are the most expensive 2 Click On Show Contents Index Search in the upper left of the help screen i 411 Floor Cover Carpet and Pad Microsoft Internet Explorer along C EN earch 411 Floor Cover Carpet and Pad 3 A Table of Contents Index and Search area display on the left of the help screen with the Table of Contents visible Click on Building Component Reference in the Table of Contents Residential Estimator displays the topics in the Building Component Reference under the Building Component Reference name SwiftEstimator Residential Estimator October 2003 E Contents Residential Estimator Microsoft Internet Explorer Index 7 Search 2 Exterior Walls Manufactured Hou 2 Rooting 2 Roofing Manufactured Housing Heating and Cooling Heating and Cooling Manufacture 2 Floor Cover 2 Floor Covering Manufactured Hot Tutorial 1 Crime 411 Floor Cover Carpet and Pad Carpet floor cover is nylon acrylic or wool carpet installed over a padd
14. 10 Quality 3 5 Average Good Reports Cale Costas of 10 2003 Condition 3 Average p Style Split Level Save Exterior Wall Frame Siding Vinyl 75 aves Veneer Brick 25 Plumbing Fixtures 12 Clo q Description Units Unit Cost Cost New Depr Depr Cost Base Cost 2 258 46 37 104 703 00 15 708 00 88 995 00 Plumbing Fixtures 12 1 244 10 14 979 00 2 239 00 12 690 00 Composition Shingle 2 258 1 33 3 003 00 450 00 2 553 00 Raised Subfloor 1 694 6 08 13 688 00 2 053 00 11 635 00 Congratulations You have now learned how to create enter change calculate preview print and close an estimate using Guided Entry You can now exit SwiftEstimator by clicking the Log Out button in the upper right portion of the screen or continue with Tutorial 2 October 2003 SwiftEstimator Residential Estimator 27 Getting Started Tutorial 2 Additional Data Entry Saving Editing and Deleting Estimates In this tutorial you learn how to Enter a garage or basement as a separate section Enter additions Enter remarks and notes Enter cost adjustments Save estimates Open and change existing estimates Delete saved estimates The steps for this tutorial begin on the following page If you are not currently using SwiftEstimator start it using the steps on page 3 28 SwiftEstimator Residential Estimator October 2003 Tutorial 2 Search For and Edit An Estimate Residential Estimator automatically saved your estimate whe
15. Frame Siding Vinyl 131 Exterior walls 40 delete Veneer Brick 06 Rooting Compasition Shingle 766 Garage 560 delete Garage Finish Attached SF Dm SwiftEstimator Residential Estimator October 2003 Tutorial 2 Enter Additions Additions allow you to enter costs for items that are not available in Residential Estimator 1 Move to the Additions screen 2 The Type indicates where the addition will print in the report Select Extra as the type in the Add an Addition area of the screen Add An Addition To add an addition select the Type enter the other information then click Add Description Units Cost Depreciation o Age Life LM Trend Base Date CE Mw EM 3 Enter the following items in the remaining fields of the Add an Addition area e Description Interior Fountains e Units 2 e Cost 3500 Also remove the checks from LM and Trend The Add an Addition area now appears as follows Add An Addition To add an addition select the Type enter the other information then click Add Type Description Units Cost Extra Interior Fountains E 3500 Depreciation o Age Life LM Trend Base Date O O cf To JE 4 Click the Add button Residential Estimator adds the addition to the Existing Additions area of the screen Existing Additions Use these fields to change an addition or click del to delete the additon Type Desc Units Cost Dep Age Life LM Trend Base Date
16. ZIP Postal Code to 10010 2 Click Close in the left side navigation menu General Info General Information Estimate ID TEST 9876 Buildi Dat ea ees Estimate ID TEST 9876 Depreciation Sections Property Owner Charles Tuna Components Address a8 Dale Street Additions Cit New York Remarks Notes i Adjustments State Province ny New York Reports Calc ZIP Postal Code hooto Save Construction Type Site Built Save As fogos SSS Ec Survey Date 10 10 2003 Surveyed By Zachary Hopkins Comment Appralsal For Required Building Data gt gt 3 Residential Estimator prompts if you want to save the data you just changed Close Estimate Estimate ID TEST 9876 You have made changes to this estimate which have not been saved Last Save Mon Oct 13 08 29 19 POT 2003 Most Recent Change Mon Oct 13 08 52 04 POT 2005 Please Select One Close Discarding Changes Save Changes then Close Click Save Changes then Close to save the changes and close the estimate October 2003 SwiftEstimator Residential Estimator 39 Getting Started Deleting Estimates 1 Select Estimate ID as the search type enter TEST as the Search Text then click the Search button Search To find an existing estimate select a Search Type and enter a Search Text below Search Type Search Text Estimate D Project Mame test Sn 2 When SwiftEstimator displays all estimates with TEST as part of their Esti
17. aisals Fannie Mae is now requiring that a detailed and supported cost approach be added to all manufactured housing appraisals Join Now Commercial Contents Not Already a Member Join Nowl Estimator amp Inventory CLICK HERE TO LEARN MORE CLICK HERE TO JOIN October 2003 SwiftEstimator Residential Estimator 3 Getting Started 4 SwiftEstimator displays the New Estimates Search screen MARSHALL amp SWIFT A MMMM OTTI SwiftEstimator New Estimates Click here to create a new Estimate Create 4 New Estimate Search To find an existing estimate select a Search Type and enter a Search Text below M2002 Marshall amp Swift 4 SwiftEstimator Residential Estimator October 2003 Tutorial 1 Tutorial 1 Entering Calculating and Printing an Estimate This tutorial covers the steps required to enter a new estimate calculate the costs and print a report Specifically in this tutorial you learn how to e Enter the basic information about a residence e Display help for an individual field on a screen e Use the help Table of Contents and Index e Calculate estimate costs e Preview and print cost reports e Close an estimate The steps for the tutorial begin on the following page Before beginning this tutorial start SwiftEstimator using the steps on page 3 October 2003 SwiftEstimator Residential Estimator 5 Getting Started Create a New Estimate Within Residential Est
18. aro You can display the help for an individual field by clicking on the field name Click the Close x button in the upper right corner of the screen to close the help window October 2003 SwiftEstimator Residential Estimator 9 Getting Started 3 Click the button for Style When the list of available styles displays click Split Level Building Data Estimate ID TEST 1234 Residence Type Single family Residenc Style split Level Da 100 One Story Two Story Total Floor rea Three Stori Split Level Second Style Number of Units Quality 1 1 2 Story Unfinished co l 1f2 Story Finished Condition 2 12 Story Unfinished Required 3 1 2 Story Finished 3 1 2 Story Unfinished Bi level ral Information Depreciation gt gt Split Level displays as the selected style Style split Level of 100 4 Press the Tab key several times to move to Total Floor Area type 2256 10 SwiftEstimator Residential Estimator October 2003 Tutorial 1 5 Press the Tab key again to move the cursor to the quality field Press the F1 key to display the help for quality E Quality Microsoft Internet Explorer Show Contents Inder Search Quality Cluality indicates the quality of the materials and workmanship in the residence and determines the cost level in the report Select one of the following main qualities e Low available for single family residences only e
19. ator 37 Getting Started Save the Estimate as a Separate Estimate Use the Save As option to save the estimate as a new estimate leaving the estimate you saved in the previous step unchanged 1 Change the following on the General Information screen Property Owner Charles Tuna Property Address 987 Dale Street 2 Select Save As General Info General Information Estimate ID TEST 1234 Buildi Dat mien oan Estimate 1D TEST 1234 Depreciation Sections Property Owner Charles Tuna Components Address a8 Dale Street Additi EPS City Los Angeles Remarks Notes Adjustments State Province CA Reports Calc ZIP Postal Code 0017 Save Construction Type Site Built Saver As TOS Survey Date hor 02003 Surveved By Zachary Hopkins Comment Appraisal For Required 3 The following displays Save As Estimate ID TEST 1234 Estimate Id Copy of TEST ad En EJ Change the Estimate ID to TEST 9876 Save s Estimate ID TEST 1234 Estimate Id TEST 9876 Save Cancel 4 Residential Estimator saves the estimate as a new estimate leaving the estimate you saved in the previous step unchanged 38 SwiftEstimator Residential Estimator October 2003 Tutorial 2 Close the Estimate When you close an estimate that contains changes that you have not saved Residential Estimator asks you if you want to save the changes 1 Change the City on the General Information screen to New York and the
20. button on the Reports screen to calculate and display the costs The following displays to indicate what you will be charged for the calculation Item Price Price Item Quantity Charges for this calculation SwittEstimator Residential Estimator 6 00 1 6 00 New Total 6 00 Enter a Promotional Code if applicable Apply If you do not want to incur this charge click Cancel read the rest of this section then close the estimate using the steps on page 27 Otherwise click Continue to calculate the costs and be charged the amount indicated then complete the rest of this section October 2003 SwiftEstimator Residential Estimator 23 Getting Started 24 3 When Residential Estimator has calculated the costs 1t displays the following Short Report Reports Report Type Download Format shot HTM 2 TN Em Short Report Estimate ID Property Owner Address City State Province IP Postal Code Surveyed By Survey Date Appralsal For Cost As Of TEST 1234 David Grant 123 Hill Street Los Angeles CA 24001 Zachary Hopkins 10 10 2003 102003 Single family Residence Description Base Cost Basic Structure Total Cost Replacement Cost New Physical Functional Depreciation 15 0 Total Depreciated Cost Land Site Improvements Mon Building Total Cost data by Marshall amp Swift L F 4 Use the Report Type drop down list to select the Depreciation Report Repor Type Sho
21. ce sections for the following items e Program Reference which contains complete instructions for all of the features in Residential Estimator grouped by type of feature e Worksheet Reference which contains complete definitions of each of the data items you can input into Residential Estimator relating them to the paper Worksheet you can use in the field to collect data for your estimates You should read this Getting Started section in the order it is written The tutorials introduce the basics of program usage then build on these basics As tutorials they do not cover all possible options in the programs You can use the two reference sections in a random order when you need more information about a particular topic October 2003 SwiftEstimator Residential Estimator 1 Getting Started Obtaining Technical Support If you encounter a problem with the installation or operation of Residential Estimator first refer to this User Guide or the help system for a solution Ifthe problem cannot be resolved in this way or you have questions not answered in this User Guide please call us at one of the following technical support numbers 1 800 526 2756 or 1 213 683 9000 Fax 1 213 683 9043 Support Hours Monday Friday 7 a m until 4 p m Pacific Time When calling technical support please have the following information available Browser type and version e g Internet Explorer 5 Version 5 00 3103 1000 You can usually fi
22. dential Estimator 21 Getting Started 6 Click on Index in the upper left side of the help window Residential Estimator displays the index Residential Estimator Microsoft Internet Explorer B x 18 Contents E eS Weal Search FE A 391 Heating Cooling Warmed and Cooled Air A warmed and cooled air system generates warmed and 1 1 2 Story Finished 1 1 2 Story Unfinished 1 Story 2 1 2 Story Finished 2 1 2 Story Unfinished 2 Story cooled alr using a forced alr furnace usually with a remote cooling coll and condenser and distributes it throughout the building to numerous areas by a duct system This system offers combined heating and cooling and is also referred to as central air or package heating and cooling 3 1 2 Story Finished 3 1 2 Story Unfinished a Story Additions Screen Adjustments Adobe Age 7 Type flag in the keyword field on the left side of the screen then click Flagstone in the index list Residential Estimator displays the help for Flagstone Residential Estimator Microsoft Internet Explorer E Bj x CMRE 3 Contents EAS Ed search x 432 Floor Cover Flagstone Random Fer Local Stone sandstone or shale split into slabs It is flat and has Type in the keyword to Find Flagstone irregular shapes and a thickness between 1 and 4 Used Flod fes for walks and high traffic areas Mortar is used as the
23. display again the next time you move to the Components screen 4 Click on Floor Cover in the Systems list to display all floor cover components System Component double click to select Exterior walls 402 Automatic Floor Cover Allowance Rooting 401 Floor Cover Allowance e O deb Bamboo Laminated Planks SF 427 Block Wood Treated SF or 4 420 Brick Pavers SF or 4 429 Brick Common SF or 35 Definition J Select Scroll down the Component List and click on Carpet and Pad then click the Select button Residential Estimator copies this to the Add area and places the cursor in the Units column Appliances Miscellaneous System Component double click to select Exterior walls 429 Brick Common SF or Rooting 411 Carpet and Pad SF or 5 Heating Cooling 430 Carpet Custom High alue SF Floor Cower 431 Carpet IndoorfGutdoor SF or s Appliances 412 Ceramic Tile SF or 4 Miscellaneous 434 Ceramic Tile Custom High Valu gt System E Component Units Percent Quality Dep Age Life Carpet and Pad mi esros To o TT Ra Floor Cover Code Press the Tab key to move to the Percent column type 65 then click Add System f E Code Cann oneni Units Percent Quality Dep Age Life E tand Pad A BP Floor Cover Residential Estimator copies this component to the Selected Components list below the Add area If you do not know t
24. eate a GN Estimate October 2003 SwiftEstimator Residential Estimator 7 Getting Started Enter the General Information The first screen General Information allows you to enter general information about an estimate Some or all of this general information prints at the top of the reports Use the Tab key to move from field to field on this screen 1 Residential Estimator starts out in the Estimate ID field on the General Information screen You can tell this by the blinking vertical line at the beginning of this field called the cursor Estimate ID Type TEST 1234 in this field 2 Press the Tab key to move to Property Owner then type David Grant 3 Continue entering information in this manner until your screen appears as follows General Information Estimate ID TESTA 234 ts Property Owner David Grant Address 123HillStreet City Los Angeles ts State Province CA California ZIP Postal Code 90017 Construction Type Site Built Survey Date foao ss Surveyed By Zachary Hopkins Comment PO Appraisal For Do Required Estimate ID Building Data gt gt Note Estimate ID Construction Type and ZIP Postal Code are required fields 1 e you must make entries in these fields 8 SwiftEstimator Residential Estimator October 2003 Tutorial 1 Enter the Building Data The next data entry screen is for Building Data which includes the type style size quality
25. eet City Los Angeles State Province CA y ZIP Postal Code ET Construction Type Site Built Survey Date hor 02005 Surveyed By Zachary Hopkins Comment Appralsal For Required SwiftEstimator Residential Estimator Estimate ID TEST 1234 Building Data gt gt October 2003 Tutorial 2 Create a Garage Section Residential Estimator has two methods for entermg garages and basements and tagalongs for manufactured housing Separate Sections and Complete Components The Separate Section method allows you to define the exact construction of the garage or basement by defining a separate section as follows e Use the Sections screen to add a garage or basement section e Use the Components screen to specify the construction characteristics of the garage or basement The Separate Sections method 1s a more accurate method than the complete component method because you describe the garage or basement exactly as it is built This method also allows you to set a different quality and or depreciation for the garage or basement than for the main residence 1 Click the Sections link on the left side of the screen General Info General Information Estimate ID TEST 12734 Buildi Dat f E Estimate ID TEST 1234 Depreciation Sections Property Owner David Grant ean mene Address fi 23 Hill Street Additi l ora City Los Angeles Remarks Notes State Province CA Adjustments 2 In the Type drop down selec
26. he component numbers you can find components using these search steps 5 Click in the Code field in the Add area type 412 and press the Tab key Residential Estimator automatically displays the component s name Ceramic Tile Units SF or and System Floor Cover in the second column October 2003 SwiftEstimator Residential Estimator 17 Getting Started 18 System Component Ceramic Tile CE o o o o TT Ka Floor Cover Code Units Percent Quality Dep Age Life Press Tab again to move to the percentage field type 20 then click Add to add the component to the Selected Components list If you know the component numbers such as when you are using the Worksheet you can quickly enter them directly using these Steps Use either of these methods to add the following floor coverings e 413 Hardwood 10 e 435 Marble 5 The floor cover components you just added now appear in the Selected Components area as follows 411 Floor Cover ES E EE EE EN delete Carpet and Pad SF or So 412 Floor Cover 20 delete Ceramic Tile SF or oi 413 Floor delet oor Cover Do dpfo E elete Hardwood SF or 435 Floor Cover Bo E Do E delete Marble SF or vo Add the following for Land Value and Site Improvements entering the dollar amounts for these items in the Units column e 691 Land Value 85000 e 694 Site Improvements Undepreciated 6750 These components now appear
27. imator you can move from screen to screen using either of the following methods e Sequential Navigation Buttons These buttons take you to the previous screen or to the next screen and are located below the data area on each screen e Random Navigation Menu This menu allows you to move directly to any of the screens listed on the left These are located as follows MARSHALLA SWIFT THE BUILBIA GD CHET PEDPLE O or O E Residential Estimator SwiftEstimator Building Data General Info Estimate ID TEST 1234 Style split Level OF fog ek Remarks Notes Total Floor Area 2250 sq feet 400 25000 Abs mente Number of Units Reports Calc Save Quality Average Good Save As Condition Average l d Sequential Navigation Buttons Close Required lt lt General Information Depreciation gt 2002 2003 Marshall amp Swift 6 SwiftEstimator Residential Estimator October 2003 Tutorial 1 Begin creating a new estimate as follows 1 Click the Create a New Estimate button on the New Estimates Search screen Hew Estimates Click here to create a new Estimate Create 4 New Estimate k 2 When the New Estimate screen displays click Create a New Estimate under Residential Estimator Commercial Estimator Create a New Estimate using Guided Entry Create a New Estimate using the Detailed Estimate Data Screens Residential Estimator Cr
28. ing material Mylon carpets are typically least expensive with the mesh woven backing types being samewhat more expensive Acrylic carpets appear very similar to wool but are not as expensive and do not wear as well Wool carpets are the most expensive 4 Click the topic Heating and Cooling Residential Estimator displays a list of all available Heating and Cooling components It Contents ce Estimate Data Screen Reference a Building Component Reference Residential Estimator Microsoft Internet Explorer Index EM search 2 Exterior Walls 2 Exterior Walls Manufactured Hou Roofing 2 pedi Na ature Housing 2 ae en Cooling Manufacture Floor Cover Floor Covering Manufactured Ho Appliances Appliances Manufactured Housing Miscellaneous el rage and AE i rou r CMRE 3 Heating and Cooling 301 Baseboard Hot Water 302 Baseboard Steam 303 Ceiling Radiant Electric 304 Electric Baseboard or Panel 305 Electric Panel 306 Electric Radiant Heat 307 Floor Furnace 306 Floor Radiant Hot Water 309 Forced Air Furnace 310 Gravity Furnace 311 Radiators Hot Vater 312 Radiators Steam 313 Vall Furnace 314 Vall Heaters Count 5 Click on any of these heating types to display the help for that type You can use the Table of Contents to display help for any data entry screen or the components in any construction system within Residential Estimator October 2003 SwiftEstimator Resi
29. l If you do not enter a value for a field Residential Estimator uses the default value to the right of the field Default Local Multiplier 1 14 Local Multipller Adjustment o O Architects Fee o o 245 Rounding Value hooo O Report Date frimifyyyy 07 2001 10 2003 Single Line Back Date frarn yyyy Po 10 2003 Base Date mmi yyyy hojzo03 10 2003 Effective Age Adjustment Value i O Depreciation Adjustment Value E O 36 SwiftEstimator Residential Estimator October 2003 Tutorial 2 Save the Changes to the Estimate Use the Save option to update the data automatically saved in the first tutorial with the changes you have made in this tutorial 1 Click the Save option at the bottom of the left side navigation menu General Info Cost Adjustments Estimate ID TEST 1234 Building Data All items on this screen except Base Date are optional If you do not enter a value for Depreciation a field Residential Estimator uses the default value to the right of the field Sections Components Default Additions Local Multiplier 1 14 ema Mbtes Local Multiplier Adjustment 0 Adjustments Reports Calc Architects Fee o 2 45 We Rounding Value Fono 0 5 As Close Report Date irmmryyyy 07 2001 10 2003 Single Line Back Date fram yyyy 10 2003 2 Residential Estimator permanently saves the changes to the estimate including both your input data and the calculation results October 2003 SwiftEstimator Residential Estim
30. mate ID click the Delete link for the estimate you created in this tutorial TEST 9876 Your search returned 2 estimates Application Estimate ID Property Owner Updated Project Name Options RE TEST 98 76 Charles Tuna 10 13 2003 Edit vr RE TEST 1234 David Grant 10 13 03 Edit Delete 3 When the following displays click OK Microsoft Internet Explorer e 2 Are vou sure you want to delete the RES estimate titled TES T 3876 Cancel 4 Delete the estimate you created in the first tutorial TES T 1234 in the same way You have now learned how to search for and edit estimates enter a garage or basement as a separate section enter additions enter remarks and notes enter cost adjustments save changes to estimates and delete saved estimates 40 SwiftEstimator Residential Estimator October 2003 Tutorial 2 You have completed the tutorials and can exit SwiftEstimator by clicking the Log Out button at the top of the screen MARSHALL amp SWIFT THE BUILEPINGDT G98 T PEOPLE MO ADMINISTRATION LOG ha O SwiftEstimator New Estimates Click here to create a new Estimate Create New Estimate For further details on the use of the Residential Estimator refer to the help system or the remaining sections in this User Manual e Program Reference which contains complete instructions for all of the features in Residential Estimator grouped by type of feature e Worksheet Reference which
31. n you closed it in the first tutorial Use the Search section of the New Estimates Search screen to list saved estimates then edit or delete them Residential Estimator provides a flexible search mechanism that allows you to locate estimates based on key data fields including Estimate ID Property Owner Name Address City ZIP Postal Code and Comment 1 In the Search section in the middle of the New Estimate Search screen select Recent Activity as the Search type then click the Search button Search To find an existing estimate select a Search Type and enter a Search Text below Search Type Search Text Search 2 When Residential Estimator displays the estimates you have changed most recently click Edit in the Options column of the estimate you created in the first tutorial TEST 1234 Application Estimate ID Property Owner Updated Project Name Options RE TEST 1234 David Grant 10 13 2003 Delete CE aBe 123 Chuck Roast 13 2003 Edit Delete October 2003 SwiftEstimator Residential Estimator 29 Getting Started 30 3 Residential Estimator opens this estimate and displays the General Information screen with the information you entered in the first tutorial General Info Building Data Depreciation Sections Components Additions Remarks Notes Adjustments Reports Calc Save Save As Close General Information Estimate ID TEST 1234 is Property Owner David Grant Address 123HillSt
32. nd the browser version in by selecting Help then About when using the browser Internet Connection Method DSL Cable Modem Dialup Modem including connection speed etc Operating system Windows 98 Windows NT Windows XP etc Printer make and model number if you are having printing problems An exact description of your question or problem including what you were doing when the problem occurred The exact text of any error messages SwiftEstimator Residential Estimator October 2003 Introduction Starting SwiftEstimator Before using either of the tutorials you need to start SwiftEstimator as follows 1 Go to www swiftestimator com in your Web browser 2 When the Welcome screen displays click the Current Users Login Here button 3 When the Login screen displays type your User Name and Password then click the Login button The Future of xt opraising CEA 4 gt MarshallSwit com Contact Us Commercial Estimator Member Login username New Requi ts Same Soluti ew Requirements Same Solutions easswors a Segregated Estimator LOG IM Forget your password Need more help logging in CLIC HERE Residential Estimator Government sponsored Fannie Mae recently announced a new addendum haz been added to the necessary requirements for assessing the value of the Office Build Out manufactured housing type In an effort to enhance the quality of manufactured home appr
33. ober 2003 Tutorial 1 Enter the Depreciation The Depreciation screen allows you to specify how to handle depreciation for the estimate and to enter the buildings effective age and typical life 1 Click the Depreciation gt gt button at the bottom of the Building Data screen to move to the Depreciation screen 2 Select Combined Physical amp Functional f Combined Physical amp Functional Separate Physical o then enter 15 for Combined Physical and Functional Depreciation and 70 for the Effective Age The Depreciation screen now appears as follows Depreciation Estimate ID TEST 1234 Building Depreciation Select how to set the building depreciation which is applied to all building components that are not separately depreciated Tell Me More O Marshall amp Swift Tables f Combined Physical amp Functional 15 aye Separate Physical And Functional 4ge Life Straight Line Mone Additional Depreciation External Depreciation a Effective Age Enter the Effective Age not the Actual Age or the Year Built Effective Age fio Years Typical Life Select how to set the typical lite which is used if you set the Building Depreciation above to either Marshall amp Swift Tables or Age Life Marshall amp Swift Entered value Years required lt lt Building Data October 2003 SwiftEstimator Residential Estimator 13 Getting Started Enter the Components The Components screen
34. reen to enter components for the main house or garage or basement sections Components For Main Add 4 Component To add a component type tts Code for click on a System click on a component then click select enter its units or percent and optional information then click 4dd System Component double click to select Exterior alls Rooting Heating Cooling Floor Cover Appliances Miscellaneous Definition Select System E Code component Units Percent Quality Dep Age Life Existing Components Use these fields to change 4 component or click delete to delete 4 component System Code Component Units Percent Quality Dep Age Life Exterior walls delete Frame Siding Vinyl Exterior walls delete Veneer Brick fi del a Shingle pu HeatingCooli del do A Ee Es id Appliances EE E EN delete Automatic Appliance Allow ance Miscellaneous La EN EH E E delete Plumbing Rough ins Es Miscellaneous E EN EE EN E delete Plumbing Fixtures tes delet oo nao or SF Mis cell SEE slab on Grade DF E pa o C o elete SF lt lt Sections Additions gt gt Note If you click the Cancel Skip Assumptions button on the Assumptions screen there will be no components displayed on this screen You must enter 16 SwiftEstimator Residential Estimator October 2003 Tutorial 1 components using the steps on the following page If you don t the Assumptions screen will
35. rt Standard Ls SwiftEstimator Residential Estimator Estimate ID TEST 1234 Unit Cost 46 37 474 24 414 24 Calculate Total 104 703 00 167 631 00 167 631 00 25 146 00 147 485 00 55 000 00 6 750 00 91 750 00 234 235 00 lt lt Cost Adjustments October 2003 Tutorial 1 The Depreciation Report displays Download Format EI o EZ Depreciation Report Estimate ID TEST 1234 Calculate Single family Residence Floor Area 2258 Square Feet 3 5 Average Good Effective 4ge 10 Quality Costas of 10 2003 Condition 3 Average Style Split Level Exterior Wall Frame Siding Vinyl 75 veneer Brick 25 Plumbing Fixtures 12 Description Units Unit Cost Cost Neu Depr Depr Cost Base Cost 2 258 46 37 104 703 00 15 708 00 88 995 00 Plumbing Fixtures 12 1 244 10 14 979 00 2 239 00 12 690 00 Composition Shingle 2 258 1 33 3 003 00 450 00 2 553 00 Raised Subfloor 1 694 8 08 13 688 00 2 053 00 11 635 00 Slab on Grade 56d 5 19 2 977 00 439 00 2 488 00 Carpet and Pad 1 468 3 56 5 226 00 784 00 4 442 00 Ceramic Tile 452 11 94 5 397 00 810 00 4 587 00 Hardwood 226 10 60 2 396 00 359 00 2 037 00 Marble 113 32 45 3 667 00 550 00 3 117 00 Forced Air Furnace 2 258 3 24 7 316 00 1 097 00 6 219 00 Plumbing Rough ins 1 appliance Allowance 1 435 00 435 00 65 00 370 00 3 944 00 3 944 00 597 00 3 352 00 Basic Structure Total Cost 2 200 74 24 167 631 00 25 146
36. t Attached Garage press Tab twice to move to Size and type 560 then click Add Add Section To add a section select the Type enter the size and optional information then click add Type Description Size Attached Garage Attached Garage 560 sq ft Quality 3 Depreciation Effective Age Typical Life po E October 2003 SwiftEstimator Residential Estimator 31 Getting Started 32 3 Residential Estimator adds an Attached Garage section to the Existing Sections list Existing Sections Use these fields to change a section or click delete to delete a section including all of Its components Trpe Description Size Qual Dep Age Life 3 5 15 10yrs Attached Garage Attached Garage 560 delete sq ft Move to the components screen then select the Attached Garage in the Components For drop down Components For lr Main Add A Componente ae To add a component type its Code foradick c Add the following components e Exterior Walls 107 Frame Siding Vinyl 60 e Exterior Walls 131 Veneer Brick 40 e Roofing 208 Composition Shingle 100 e Garage 766 Garage Finish Attached 560 square feet The Existing Components section now appears as follows Existing Components Use these fields to change a component or click delete to delete a component System Code Component Units Percent Quality Dep Age Life 107 Exterior walls 60 delete
Download Pdf Manuals
Related Search