We are looking at a standalone program that will enable a drainage contractor to build an estimate quickly from information already supplied in a schedule of rates. The program will also be able to migrate into an existing program.
As we see it at the moment one way of doing this would be to have a schedule of rates on a spreadsheet. It would be useful if different rates could be added to additional sheets, enabling different schedules of rates.
Whatever is used for holding the template schedule of rates would need to be populated by the user, either by form or by direct entry into fields. The estimate lines would be subdivided into categories and the pricing would be by unit and allow for the users price and the customers price.
When creating the estimate there will need to be a certain amount of required customer data fields, i.e., site address, name, contact details, ref numbers etc., and these would form the top section of the estimate. A logo can also be added.
After entering the customer data the user would then be able to select from drop down lists to populate the main body of the estimate. There would be a number of drop down lists according to category. The categories should include the following: