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JobOps —Estimating and Quoting



The start of many jobs is determining what price to charge. Charge too much and the business is lost to a competitor. Charge too little, and a small profit could quickly become a huge loss. Accuracy is critical in estimating the cost of a job if you are to win the business and make money doing so.

Material, Labor, Outside Services
JobOps Job Management Software provides tools to quickly determine a job’s estimated costs by determining the costs of the job’s components – material, labor, and sub-contracted services.

Integration with the Sage MAS 90 or 200 ERP Inventory Management quickly tabulates material costs. Whether you use standard cost, LIFO, FIFO, average cost, lot valuation or a combination of these valuation methods, JobOps will estimate your material cost using the current value of
 
JobOps, MAS 90, Estimating, Quoting
the materials needed. Items not kept in inventory that will need to be
purchased direct to the job can also be estimated, without having to add the item to your inventory system. Labor is estimated by calculating the number of hours to be performed in a work center by your cost for that work center.
Outside services are also estimated in as much detail as you wish to provide.


Speed and Accuracy
To quickly enter the detail for estimated materials, labor, and services, JobOps allows for and estimate/quote to be created from a template, copied from a previous quote, or from an actual job that you have already done or are currently working on.

A template includes a Bill of Material and a Router detailing the steps required to complete the job. If you do similar types of work for various customers on a make-to-order basis, templates are ideal. The template includes the materials, labor and services required to build a single parent item. If your estimate is for a higher quantity, the costs for the parent item will be scaled as needed to give you the total cost for the quantity desired.

Starting your estimate by copying from a past quote or job is similar in approach to the templates described above. However, when copying from a completed job, you also have the option of using the estimated costs from that job or the actual costs that were incurred, providing you with another opportunity to improve the accuracy of your estimate.

Regardless of whether you use templates, past quotes or actual jobs, once the information is copied, JobOps allows for the materials, labor and services to be changed to reflect the unique requirements of the job being estimated.

Price Calculation
Now that the estimated costs have been determined, JobOps can also be used to determine the price to charge. JobOps will determine a suggested price based the desired mark-up using margin or profit for the calculation. You have the final decision on the price to be used, but JobOps allows you to quickly determine the total costs so that you can make the best possible pricing decision.
 

 

 
JobOps - 2 page brochure (PDF 174 kb)
JobOps - 8 page overview brochure (PDF 1,402 kb)
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