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Calculations

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Transcript

  • 1. ProjecTrackerSM
    Drawthe roof Driveyour business
  • 2. CALCULATIONS
  • 3. 1
    2
    Calculations
    Catch Data from RCSiEstimator
    1
    Select “yes” or “no” for ProjecTrackerSM to Create an “Economy Bid” - calculations are based on your company’s
    “economy bid” default preferences (an option for the homeowner whose primary concern is price).
    2
    3
    Edit applicable drop down menus in Company Standard Materials or “Leave Standard”. Click “Submit”.
    3
  • 4. Calculations
    After clicking “Submit”, ProjecTrackerSM will generate calculations for the roofing job with your company’s materials.
    1
    2
    Select the orange material titles to view estimate calculations.
    1
    2
  • 5. 1
    3
    2
    Calculations
    If the client requests a new proposal that requires you to change specifications/ showcase different materials while using the existing drawing data,then you select “Catch Data” and “Create New Number”. A new client subset number (CF# 25000.01) will help you accurately track proposals for your client.
    • For example, selecting CDX vs. OSB;15# vs. 30# ASTM Felt Paper; different materials/ material groups.
    1
    If there was an error made in your original roof drawing in RCSi Estimator, you may re-catch data and overwrite existing data to erase your previously stored data.
    2
    3
    Make selection and select “Submit”.
  • 6. It is always best to edit your roof drawing in RCSiEstimatorand send the data to the server. If computer with RCSiEstimator is unavailable, this is a secondary option. First, select “CLIENTS” tab and select “Add Optional Client Data” and create a new subset #.
    Calculations
    Select “Edit Raw Data”as a secondary option to editing the roof drawing in RCSi Estimator. *Only use if RCSi Estimator is unavailable. Select “Submit Changes”.
    1
    1
    Select “Edit Surfaces” and select radio button for areas you would like to edit the surfaces on.
    2
    2
    3
    Select “Edit Skylights” and edit any applicable skylights.
    3
    Select “Edit Chimneys” and edit any applicable chimneys.
    4
    4
  • 7. 3
    1
    Calculations
    Select “Print Calculations”.
    1
    Select orange text to print estimate calculations for a specific material. The material cost breakdown includes labor, materials, dump fees, profit, etc.
    2
    3
    Select “File”, “Print”.
    2
  • 8. 2
    1
    Calculations
    Select “View/Download Raw Data.
    1
    Select “View” button ( ) to view raw data (surfaces, skylights, and chimneys). Select “Print” or “Close”.
    2
    3
    Select orange button to “Download Records to Excel”. Select “Open” or “Save”.
    3

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