This tab is where you add your construction site address, descriptive information and so on. Click the 'Copy Billing Information' button to use the address for the client selected on the Client Information tab. The site address field is required for the estimate to be saved.
The 'Estimate No.' field defaults to the next estimate number if the default numeric system is used. This field can be overwritten by typing different numbers/text in this field. It does not need to be numeric. Note: If using the Enterprise version and the Import/Export feature, a protocol should be set up for setting the estimate numbers. See Using the Enterprise Version for more info on this topic.
The 'Site Description' field is a brief description of the job site. This field can be typed in if none of the selections is suitable. To add an entry to the default list, click with the right mouse button on the field, or click 'Site Descriptions' on the 'Rates & Settings' tab.
The 'Estimator' field displays the list of employees that do estimates. This field can be typed in if none of the selections is suitable. To add an entry to the default list, click with the right mouse button on the field, or click 'Estimators' on the 'Company Information' form.
The 'Comments' field displays the text that is printed on the Work Order report for use by the job foreman and/or crew.
Related Topics:
Managing Clients
Painting Estimator Forms
Setting Company Defaults
Setting Material Descriptions and Rates