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Contractor
Projects
Win Percentage:
Notes
CONTRACTOR NOTEBOOK
To begin, write into the box below and press ENTER.
Win Percentage
Attachments
| Name | Type | Date |
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FILE STORAGE
Drag and drop files onto the page, or press UPLOAD.
To begin, write into the box below and press ENTER.
| Name | Type | Date |
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Drag and drop files onto the page, or press UPLOAD.
| Revision | Type | Status | Deposit | Creator | Total | Factor In |
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All of this project's line-item estimates and change orders will appear here.
You may duplicate an existing revision or create a new one from scratch with the button above.
Attach system users and managers by clicking on the button above.
| Name | Role |
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| Name | Sales Territory | Commission |
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| Total Quantity: | |||||||
|---|---|---|---|---|---|---|---|
Total Materials Cost: | |||||||
To begin, write into the box below and press ENTER.
| Name | Description | Type | Date |
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Drag and drop files onto the page, or press UPLOAD.
View a list of all system groups, their assigned permissions, and the number of users in each group.
To import price lists, find the Excel file and then click Upload. The system will automatically detect which type of price list you've attached and process it accordingly. The following formats are currently supported:
To begin, write into the box below and press ENTER.
| Name | Type | Description | Date | Project | |||
|---|---|---|---|---|---|---|---|
Press UPLOAD to add an attachment
| Name | Type | Date | ||
|---|---|---|---|---|
Drag and drop files onto the page, or press UPLOAD.
| Part Number | Name | Manufacturer | Qty | Unit Price | Subtotal | Status | Manufacturer Quote Number | Details | Edit | Remove |
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| Vendor | Price | Last Modified |
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| Name | Type | Date | ||
|---|---|---|---|---|
Drag and drop files onto the page, or press UPLOAD.
| Part Number | Name | Category | Manufacturer | Vendor | Price | Imported Date |
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Your email address is used for login and reminders.
This area holds the list of oustanding actions.
To begin, write into the box below and press ENTER.
| Name | Estimate | Description | Type | Date |
|---|
Drag and drop files onto the page, or press UPLOAD.
| Total Quantity: | |||||||||
|---|---|---|---|---|---|---|---|---|---|
Total Materials Cost: | |||||||||
| Revision | Type | Status | Deposit | Creator | Total | Factor In |
|---|
All of this project's line-item estimates and change orders will appear here.
You may duplicate an existing revision or create a new one from scratch with the button above.
Attach system users and managers by clicking on the button above.
| Name | Role |
|---|
View a list of all submitted purchase orders, and submit specific purchase orders to vendors.
View a history of all ordered Purchase Orders.
| Estimator | Project Number | Total Value | Name | Estimate Number | Estimate Name | Status | Contractors | Date Submitted | Success Rate | Value Success Rate |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Estimates: ---.-- | Total Value: ---.-- | |||||||||
| Company | Phone | Address | |
|---|---|---|---|
| No data available. | |||
| Report Type | Dates | Statuses | Generator | Generated Date | Action |
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| Project | Address | Status | Manager | Value | Num. Estimates | Recent Estimate | Recent Estimate Status | Recent Estimate Value | Last Activity | Last User |
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| Project | Status | Date Lost Bid/Closed | Estimator | Contractor | Project Value | Latest Estimate Date | Latest Estimate Value |
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| ID | Project Manager | Project | Hours | Installation | 1/2 Installation | Double Installation | Distribution | 1/2 Distribution | Double Distribution | Drive Time | 1/2 Drive Time | Double Drive Time | Compliance |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Hours: ---.-- | |||||||||||||
| Project | Status | Estimates | Lead Contractor |
|---|---|---|---|
Project NameProject description | Completed | 3 |
| Project | Status | Estimates | Lead Contractor |
|---|---|---|---|
Project NameProject description | Completed | 3 | SARAH MILLER |
| Name | Access | Date | |
|---|---|---|---|
| Danielle Jones | VIP | October 19, 2017 12:16 | |
| + $235,00 | Stripe | October 3, 2017 12:16 | |
| + $104,00 | Stripe | October 4, 2017 12:16 | |
| + $150,00 | Stripe | October 28, 2017 12:16 | |
| Jeffrey Shaw | Disabled | October 27, 2017 12:16 | |
| + $236,00 | Stripe | October 14, 2017 12:16 | |
| + $279,00 | Stripe | October 9, 2017 12:16 | |
| + $199,00 | Stripe | October 3, 2017 12:16 | |
| Betty Kelley | Trial | October 25, 2017 12:16 | |
| + $297,00 | Stripe | October 2, 2017 12:16 | |
| + $132,00 | Stripe | October 1, 2017 12:16 | |
| + $291,00 | Stripe | October 19, 2017 12:16 | |
| Helen Jacobs | Business | October 1, 2017 12:16 | |
| + $63,00 | Stripe | October 3, 2017 12:16 | |
| + $149,00 | Stripe | October 1, 2017 12:16 | |
| + $180,00 | Stripe | October 21, 2017 12:16 | |
| Carol White | Personal | October 2, 2017 12:16 | |
| + $240,00 | Stripe | October 21, 2017 12:16 | |
| + $53,00 | Stripe | October 20, 2017 12:16 | |
| + $55,00 | Stripe | October 18, 2017 12:16 |
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| # | Name | Access | Actions | ||
|---|---|---|---|---|---|
| 1 |  | Jose Parker | client1@example.com | Personal |
Click the edit button to change the given labor rate for Burbank. Changes will not affect estimates and change orders that have already been submitted.
| Installation | ||
| Distribution | ||
| Drive Time | ||
| Compliance |
Click below to edit the current base payroll rate for Burbank. This changes every year around 6/30 (June 30). Changes will not affect estimates and change orders that have already been submitted.
| Rate |
Click below to edit the default markups for Burbank. Changes will not affect estimates and change orders that have already been submitted.
| Inventory | ||
| Labor |
Click below to edit the sales tax for Burbank. Changes will not affect estimates and change orders that have already been submitted.
| Sales Tax |
Click the edit button to change the given value. The changes will not affect existing estimates and change orders.
| Installation | ||
| Distribution | ||
| Drive Time | ||
| Compliance |
Click below to edit the current base payroll rate for Fremont. This changes every year around 6/30 (June 30). Changes will not affect estimates and change orders that have already been submitted.
| Rate |
Click below to edit the default markups for Fremont. Changes will not affect estimates and change orders that have already been submitted.
| Inventory | ||
| Labor |
Click below to edit the sales tax for Fremont. Changes will not affect estimates and change orders that have already been submitted.
| Sales Tax |
Click the edit button to change the given value. The changes will not affect existing estimates and change orders.
| Installation | ||
| Distribution | ||
| Drive Time | ||
| Compliance |
Click below to edit the current base payroll rate for San Diego. This changes every year around 6/30 (June 30). Changes will not affect estimates and change orders that have already been submitted.
| Rate |
Click below to edit the default markups for San Diego. Changes will not affect estimates and change orders that have already been submitted.
| Inventory | ||
| Labor |
Click below to edit the sales tax for San Diego. Changes will not affect estimates and change orders that have already been submitted.
| Sales Tax |
Click the edit button to change the given value. The changes will not affect existing estimates and change orders.
| Installation | ||
| Distribution | ||
| Drive Time | ||
| Compliance |
Click below to edit the current base payroll rate for Sacramento. This changes every year around 6/30 (June 30). Changes will not affect estimates and change orders that have already been submitted.
| Rate |
Click below to edit the default markups for Sacramento. Changes will not affect estimates and change orders that have already been submitted.
| Inventory | ||
| Labor |
Click below to edit the sales tax for Sacramento. Changes will not affect estimates and change orders that have already been submitted.
| Sales Tax |
Click below to edit the discount rates for workers compensation. This changes around March-April every year. Changes will not affect estimates and change orders that have already been submitted.
| Code Time Out Length |
This turns the 2 factor authentication feature on or off. We STRONGLY recommend keeping this feature on at all times to have proper security for your accounts.
| Status |
| Name | Browser | IP Address | Location | Device/OS | Session Length | Action |
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View a list of all system users and view custom term inclusions/exclusions.
View a list of all system users, their respective groups, and the date of their last activity.
| Name | Number | Manufacturer | Quantity | Scan Date | Scanned By | Bin Number | Status |
|---|