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  • 1.  Estimating for JobCost

    Posted 12-14-2021 09:00
    Anyone like Estimating in the Job Cost module?  Anyone have a good solution they do like?  Leverage SO Quotes?  Use a 3rd party solution like QuoteWerks and import?

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    Larry Bradford
    Accounting Technology LLC Consultant and Owner
    Accounting Technology, LLC
    Fairfax VA
    703-913-3500
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  • 2.  RE: Estimating for JobCost

    Posted 12-16-2021 13:59
    If the customer has/uses job cost estimating is a functional solution - consistent, easy to convert from estimate to job, allows tracking actual vs. estimate.  However, it depends on the customer's industry.

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    Moira Goggin
    Chismet Consulting Corp.
    Long Beach CA
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  • 3.  RE: Estimating for JobCost

    Posted 12-17-2021 09:29
    @Larry Bradford you have hit on one of the interesting topics for Job Costing.  I don't think I have ever run into two companies using the same method for estimating.  We have a number of Job Cost users and some leverage Sales Orders for estimating but most use Excel, often very complex, spreadsheets.  The core numbers are then entered into either SO's tied to Jobs and/or Jobs for billing through Job Cost. Most bill through AR or SO.  Importing data into Job headers and Cost codes is not too difficult if the 3rd party estimate can be structured to feed the file. The old Timberline estimated tool used to be able to feed Job Cost via import.​

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    alan niergarth
    Velosio LLC
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  • 4.  RE: Estimating for JobCost

    Posted 12-17-2021 09:34
    If you have sophisticated job cost estimating needs, you may wiush to look at Timelinx.  There was a recent 90 Minds webinar on it and I have seen a demo of it in the past but never have implementred it.  I believe @Jerry Norman has experience with it.  https://www.timelinxsoftware.com/

    ​

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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    Original Message


  • 5.  RE: Estimating for JobCost

    Posted 12-17-2021 09:44
    @Doug Higgs that part of the presentation got my attention.  maybe the most out of anything in the presentation.  (Except for it introducing Sage CRM as a requirement. ) That opens a whole new set of discovery questions and support requirements.  We have zero Sage CRM users at present.  Not for lack of trying.  Estimating based on Sage CRM could be worth pursuing as a hosted solution if support could be offloaded to the hosting company.  ​

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    alan niergarth
    Velosio LLC
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    Original Message


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