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--- CLIP 4: Blank Line Item ---
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[00:06:11]
You can also always create a blank line item. So a blank line item works where you can, and you just click blank line item, it adds this row, and you can put in the name. Let's say this is demo and prep.
[00:06:31]
Here in the quantity, you can enter one, and in the unit, all the way at the bottom, there is square feet in each, so one each, let's say. And if you know what you want to charge the demo, you can just type that right in here. If you're not sure what you want to charge for it yet, you can actually have the system help calculate it out for you based on your material costs, your labor costs, and subcontractor costs, that type of stuff. So I'll show you that in just a second. Additionally, you could put this quantity as a square footage if you prefer, let's say 1,000 square feet. So however you want to structure that. This isn't going to be visible to the client, but the price will be. So just keep that in mind. This is for you internally to keep things organized and know what the unit price is.
[00:07:20]
From there, we can go and set up how we want to enter in the information. So like I said, you can either type in a price and enter in a description. Let's say we want to say includes demoing XYZ, and you can click enter to add a new line, includes hauling off and disposal. So whatever you want to put in here, you can also do shift enter to add lines inside the same box. And that's how that'll work. If you ever want to plug in this number up here, you could obviously type it out, includes demoing 1,000 square feet of XYZ, or you could use this with the at symbol to pull in the
[00:08:13]
line item quantity here. And what this does is when we click preview, it'll show whatever number you have up here. So if you save this as a template, whatever number you put in here will automatically show in the description. To edit it, click edit, confirm, and you'll see this has a tag here that's automatically pulling in this number. So the client won't see this, they'll see what you see when you click on preview. You can also make anything bold. So you can select this, make it bold, select any other text, and make it bold. And then when you go to preview, you can see what that'll look like. So that's how the description will work. From there, you can enter in any materials, labor tasks, subcontractor costs, if you'd
[00:09:03]
like, or you can manually directly enter in a price. So if we want to enter in any materials, we can add that here. As you can see, when I click add material, it adds this row where we can enter the material. So let's say disposal cost. Here we can enter the quantity. We can manually type this in, or we can click on this formula icon right here, and we can set up a formula. We can say for 1,000 square feet, it's going to take three loads of disposal. As you can see here, it'll create a production rate. You can also choose rounding here of how you want it to round. So that'll calculate out how many disposal costs you're going to have. You can switch this to a different unit if you'd like, such as loads, but it's not required.
[00:09:55]
It's up to you if you want to do that. There's some different units in here. One of them is loads right here, and you can put in the unit cost here of how much it costs. Maybe it's $100 per load. So as you can see here, it'll calculate out $500. Since we set this up as a formula, if I change this to 1,000 square feet, it's going to recalculate to three loads and $300 automatically. The benefit of doing this is that when we save this as a template, from this point forward, it'll be automatically calculated out for you. You can also add any labor tasks that you need by clicking Add Labor Task and putting in the amount of man hours of how long you think that service is going to take. So demoing 1,000 square feet, maybe that's going to take you, I don't know, six hours
[00:10:45]
with three workers. So six times three is 18. You can put that here. You can also click on these three workers, and you can edit it here per worker or by the number of days. So let's say we think it's going to take us three days and zero hours. That's 72 total hours. Or maybe three days and a half. So three days plus four hours, 84 total hours. So you can edit from here, and it'll update here, or you can edit here, and it'll recalculate whatever that's coming out to as far as the number of days. So let's leave it at 18 hours, three guys for six hours each. Based on that, it's going to calculate out your cost per hour. This is coming from the budget, or it'll show the default that you have.
[00:11:34]
And it'll also calculate out your break-even per hour here. From here, you can either manually enter in the price. Let's say I want to charge $3 a square foot. It'll calculate out $3,000. You can also hover over this and go back to the calculated amount, where it's going to calculate it out based on the profit you have on your materials plus the price per hour of your labor. So in this case, we have 18 hours with three guys, $74 an hour. It's calculating out our price. We also have our materials, which is $300, and we have the net profit here to calculate out the total price for that.
[00:12:21]
So you can set this up however you'd like. Maybe I think this is going to take actually a day, so I can click here and make this one day plus zero hours. That's 24 hours. You could also edit it right here if you'd like. And now you can see that's updated the price. So if you want to set this up as a formula, where this is auto-calculated based on this quantity here, you can click on this little calculator on the side. It'll let you say 1,000 square feet takes 24 hours, and it'll calculate out the production rate, how many square feet you can do per hour. You can also choose to round this up if you'd like, hit save. And now if you go and change this, let's say you have a 600 square foot, it's going to recalculate the amount of hours automatically based on that production rate.
[00:13:09]
This can help you save time when you're doing estimates and calculate it based on your specific numbers. So that's how it's going to work with materials and labor. Same thing will apply to subcontractors and equipment if you need to add any. Typically in equipment, you would be adding any rental equipment, but if your equipment that you have paid off or owned or financed, if that's included in your budget as overhead, you don't have to add it separately here. We also have the client description, as we talked about earlier, and the crew notes where you can add any notes that your crew will see once this turns into a work order. You can always add these later once the client has signed. You can also add any files that you'd like. Here you can see it says, please save the estimate before uploading files.
[00:13:57]
So you just click save estimate here, and you can now see you can click to upload files. You can click right here to upload files, and you can select any files that you'd like, whatever it might be. I have an example file I was going to upload, but it's the wrong file type. So you can upload any types of files you'd like in here. This can be photos, PDFs, that type of stuff, and this will show up on the proposal. So that's how it works with a blank line item.