Enhancing Estimation Precision with QuickEasy BOS

Estimators often face challenges in maintaining accuracy and efficiency when creating project quotes. QuickEasy BOS offers a comprehensive solution designed to streamline the estimation process through its robust feature set. This guide explores how using Estimate Types within QuickEasy BOS not only simplifies estimations but also ensures precision and ease of use, particularly when dealing with quotations and work orders.

1. Understanding Estimate Types

Estimate Types in QuickEasy BOS are foundational tools that structure and guide the estimation process. They serve as templates that define what items and components can be included in an estimate, ensuring consistency and compliance with business standards.

Benefits of Using Estimate Types:

  • Consistency: Every estimate follows a predefined structure, minimising errors and omissions.
  • Efficiency: Reduces the time needed to create new estimates by using preset templates.
  • Customisation: Allows for specific settings tailored to different types of jobs or projects.

2. Setting Up Your First Estimate Type

To begin using Estimate Types, follow these steps:

  1. Navigate to Main Menu > Setup > Estimate Types.
  2. Click the New button to create a new type.
  3. Fill in the necessary fields such as Description, Menu Group (optional), and select the Type from a dropdown list.
  4. Adjust settings like Default Markup Percentage (MU%) and whether to enable Groups or Parts for further detailing.

These settings help in tailoring the Estimate Type to match the specific needs of different projects or clients.

3. Creating an Estimate

Once your Estimate Types are configured, creating a new estimate becomes a streamlined process:

  1. Choose the appropriate Estimate Type for your project.
  2. Add items and components as defined by the Estimate Type’s structure.
  3. Use built-in calculators and tools within QuickEasy BOS to automatically compute costs and markups.

This method ensures that all estimations are aligned with corporate standards and client expectations.

4. Integrating Estimates with Quotations and Work Orders

QuickEasy BOS seamlessly integrates estimates with other critical business processes such as quotations and work orders:

  • Quotations: Convert estimates directly into detailed quotations that can be reviewed and sent to clients.
  • Work Orders: Use approved estimates to generate work orders, ensuring that production teams have accurate and detailed instructions.

5. Reviewing and Adjusting Estimates

Monitoring and adjusting estimates are crucial for maintaining accuracy over time. QuickEasy BOS provides tools to review and modify estimates:

  • Update from Setups: Allows updates based on changes in Estimate Types or Item details.
  • Data Filters: Use these to view estimates based on different parameters like date, project type, or client.

Adjustments can be made easily, ensuring that estimates remain relevant and accurate as project details evolve.

Conclusion

QuickEasy BOS empowers estimators by providing an organised, accurate, and efficient toolset for creating and managing estimates. By leveraging Estimate Types and integrating them into broader business processes, companies can ensure greater precision in their project planning and execution. For more detailed guides and screenshots, see the Estimating category.