TRANSCRIPTION

--- CLIP 5: Templates ---

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[00:13:57]

You can also use our pre-built templates, like I mentioned earlier. So if we go select from templates, we can select one of the pre-built templates, for example, pavers, and you'll see here that this adds that item to the estimate.

[00:14:45]

You're going to click on this little arrow on the left side to open it, and now you'll see different fields that you can input to calculate out your materials and your labor. So the first field is the square footage of the pavers, say 500 square feet, and you can see here we have a drop-down to select the type of the pavers. This connects to your catalog where you can import this from your supplier, and you can also search for specific types of pavers. This will then fill in down here into the material list of auto-calculating all the different materials you need for that patio, and this is based on the template and the formulas that we've set up. We also have linear feet of border pavers, you can add that if needed, amount of cuts,

[00:15:31]

we have 10% waste, we also have tabs here to break out excavation access, how you're hauling off the material, your disposal costs, we have base, maybe the haul-off is already covered in this demo and prep, so I don't need to add it separately. We have base, you can see here you can select the type of base. If you want to edit anything here, you just click on the three dots and click update, and when you make any adjustments here, this will update over in the catalog. Additionally, you can edit the depth of the base rock here, and it will recalculate the number of tons or yards based on the template that you have.

[00:16:17]

If you make any changes at all, let's say, I don't know, you change this from pick-up to deliver on the base rock, you can go to the three dots and click save as default, if you want to make that a permanent change. In the other tab, we have some additional options for calculating out things that are related to pavers, so you can review these and see the different options and calculations. That all feeds here into the materials, where it's going to calculate out all your materials and your total cost of your materials. This break-even column will only be here if you set in your budget that you want to recover overhead through materials. If you did it only through labor or through subcontractors, then this won't be here for your account. Then you have your net profit.

[00:17:03]

You can adjust this by clicking on each one, or you can click the pencil to adjust them all at once. The entire table can be edited by clicking in the table. Just know, if you make any changes here, they'll just be one-time changes. If you want to make permanent changes, you can do that up above. For example, adjusting this polymeric sand cost, you could go to the three dots and click update to make a permanent change in your catalog. Additionally, same thing for labor. You're able to view how many labor hours are estimated for this job. You'll see that the man hours are calculated out here. In this case, it's calculating out three workers for two days plus seven hours and 42 minutes.

[00:17:49]

That's essentially three full days. If I make this 72, it's going to go to three days. You can see that that's calculated out here. Then you can always manually adjust this here or by clicking on this and adjusting. Maybe I want to make it three days and four hours, so three and a half days. That's 84 hours, so you can save that or you could just type in the 84 right here. You can also expand the labor task here on the left side to see how the system is calculating this total. This will also auto recalculate based on what you select. For example, if I put the access to very bad access, now we're at four and a half days instead of three days.

[00:18:34]

It's going to add additional time on automatically and then you can edit it further. All that really matters is that this total at the bottom is accurate for how long you estimate this is going to take you. If you want to make any permanent changes to these production rates, please send a message to our support team and we can walk you through that. Based on that, it's going to calculate out your total price of your labor and the price of your materials. When those get added together, that becomes the total price of this estimate. You can see it's at $15,000 right now. If I put this back to good access, it's going to drop down to $12,000. That's going to depend on how much labor you have and the different numbers that you have entered. If you click on the profit tab, you can see how much it's coming out to per square foot

[00:19:22]

and you can also see the gross profit and net profit numbers for this line item. If you ever want to adjust this, you can't right here, but you can adjust it up at the top. If I want to make this $13,500, you can enter that here. When you go back to the profit tab, you'll see that that gets auto recalculated. Feel free to make any changes. You can also hover over this arrow and click revert to calculated to go back to how the system is calculating the numbers. The overall goal of this is to enter in your square footage of the pavers, select the type of material, and have everything auto calculated for you where you can save time and not have to worry about making sure that all your costs and overhead is being accounted for.

[00:20:09]

This ensures that you're making the profit you're aiming for and covering all of your expenses so when you sell this estimate, you know you're going to make a profit on it. That also is important to make sure that you track the job and make sure that you're on budget which we'll talk about in the following steps. From here, the next step is to view the client description where you can see what's really nice is that these templates pre-write this description for you so you don't have to write this out every single time. When you make changes up here, if I go and change this paver to something else, it's going to automatically update in the description for me. You can also add any additional pavers that you'd like or you can click on the three dots

[00:20:58]

to edit the pavers that you need. So if you want to put a specific paver name in here, you can adjust the cost as needed and then click update in catalog. That's going to update in the description automatically so you don't have to worry about saving that in the future. If you want to make this a permanent change, you can click on the three dots and save it as default if you want this to be like the default option. Whenever you edit it and you update the catalogs, that's already a permanent change. The save as default just makes it the default option each time that you do pavers. So that's how the templates work and the blank line items. We're going to have a future video for the blank line items going into more detail on

[00:21:46]

how you can build out a template, more detail into formulas and conditional rules if you need to build out any custom templates for your company. So please reach out to us if you have any questions with this process. What we would recommend is just start with adding blank line items, entering the info that you need, start getting some proposals out there, and also checking out the templates that we have pre-built for the different services that apply to your company. Reach out to us at any time with any questions through the support chat. We are here to help and happy to go through any details, show you how to customize anything, or answer any further questions. Thank you for your time and I'll see you in the next step.