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Here is where we
make our money and view our bottom line:
The Summary Page allows you to:
- Set any final markups, profit and overhead,
- Check labor/Material Ratio,
- Check Material and Labor Factors,
- Check for logical cost and labor per Square Foot,
- See your estimate totals
- Compare to a set standard
- Save pertinent estimate data to a History
Database
To edit any field either click on it and type in a value or
press the Tab Key to get to the field. A grid is provided for special
expenses that should come into your bid after all taxes, profit, overhead
and markups. Also any pages set as Quote/Subcontract pages come in just
above the estimate total. To edit any of the Special Expense Categories
either double-click on the category or arrow down to the category and
Press the Enter Key or click on the category and then click the Edit
Button.
Summary Special Expense
Columns
Markup Category - This is the name or the description of
this expense.
Percent - Typically you will enter a percentage for a
Summary markup. As shown above there is a 2% add for the Special
Insurance. As the Total Cost on the Job changes (you build the estimate),
the cost for this category will stay at 2% of the total. This is the
standard mode of estimating with the BHSestimator. In this mode you can
build "Templates" of jobs and this type of information on the
cover sheets will not need to be modified for each bid.
Dollars - These are the dollars added to Sub-Total2 to get
the Estimate Total
Locked - A Yes or No value. If Locked = Yes, then the
Summary Cost for this category will not change as the estimate changes.
If Locked = No, then the Summary Cost for this category will fluctuate
with the Sub-Total2 Cost by the number in the Percent column.
Warning! Keep in mind that if you lock a value in, and later
inactivate pages, that these locked cost are spread only over the ACTIVE
pages in Unit Price Mode.
Summary Buttons
Add - Adds a new Summary category to the end of the list.
Delete - Deletes the highlighted Summary category.
Edit - Modifies the highlighted category. This is the same
as double clicking on the category and will produce the screen below:
Note that you can edit the Summary description, and enter a
percentage or you can enter a fixed number of hours and set the value to
Locked.
Default - Restores the BHS Default Summary categories, sets
them to zero percent and unlocked.
Zero All - Sets all Summary categories to zero percent.
Unlock All - Removes the lock on all categories and allows
them to float with the estimate at their current percentage.
Lock/Unlock - Toggles the highlighted Summary category
between locked and unlocked.
Cost Compare – Once all the data for the estimate is
entered, including the square footage for the job the user can do a rough
comparison between the current estimate and data stored in the Type of
Construction Database. Clicking the Cost Compare button will produce a
screen similar to the following:
The proper Type of Construction can be chosen by clicking
the Type of Construction dropdown box and selecting the appropriate
category. The lefthand side of this screen shows the current estimate’s
data. The right-hand side shows statistical cost based on the number you
have stored in your Type of Construction database using the current
estimate’s Effective LaborRate and Square Footage numbers.
Clicking OK will give the user the opportunity to store the
chosen Construction Type with the estimate. The prompt is shown below.
Commit to History – Clicking Commit to History brings up the
following dialog:
Clicking the Commit Button store the entered data in the
History Database.
Summary Page Labels
Raw Material Cost - Material Cost from ACTIVE pages of the
estimate
Material Tax - This value is set on the Title Page
Material Markup - Percent markup on Raw Material Cost
Material Total = Raw Material Cost + Raw Material Cost
(Material Tax + Material Markup)
Labor Cost = Total Labor Hours* Average Labor Rate (from
Labor Distribution Page)
Labor Tax - This value is set on the Title Page
Labor Markup - Percent markup on the Labor Cost
Labor Total = Labor Cost + Labor Cost (Labor Tax + Labor
Markup)
Job Expense - Extra Expenses on the Job from the Job Expense
Page
Job Cost = Material Total + Labor Total + Job Expense
Overhead = Your overhead (cost of operating) on a job
Sub-Total1 = Job Cost + Overhead
Profit = How much you plan to make on the job (applied to
Subtotal1)
Sub-Total2 = Subtotal1 + Profit
Quote and Subcontract Totals = Totals from any pages marked
as Quote/Subcontract Pages
Estimate Total = Subtotal2 + Markup Category Dollars + Quote
and Subcontract Totals
Figure Used - What you choose to bid this job at.
Square Feet - Number of square feet on this job
Hrs/Sq. Ft. = Total Labor Hours (from the bottom of Job
Factor Page)/Square Feet
Est. Cost/Sq. Ft. = Estimate Total/Square Feet
Bid Cost/Sq. Ft. = Figure Used/Square Feet
Labor - Material Ratio - the ratio of labor cost to material
cost for this job.
M= - This is the Material Unit Pricing Number. It tells you
the cost to the customer for each $1.00 of material. In the Summary
Screen above the customer’s cost on material is $1.4354 per $1.00 raw
material cost.
L= - This is the Labor Unit Pricing Number. It tells you the
customer’s total cost on 1 hour of labor. In the Summary Screen above our
cost per labor hour is $55.8607
Locked Categories Warning - The warning appears as shown
above if any of the Summary Categories are locked.
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