Estimate

All detail parts and labor are entered on this screen. This is the core of the estimate process.

Both the parts available for the estimated unit and the parts used on the estimate are listed within grids on this screen. These grids permit the display of a large amount of information within a reasonably small space. All parts on the grids are grouped by part assemblies. Each assembly may either be displayed as a single row, displaying the title for the group of parts in that assembly, or displayed with all parts displayed below an assembly title.

You may lock estimates when they are completed. The original estimate may not be changed after it has been locked.

Supplements may be created for locked estimates. A third grid will be created to show all of the changes from the original estimate to the supplement. This will let you easily identify all items added, changed or deleted from the original estimate.

When you first see this screen you have already entered customer, unit and rate information. This is true if you have either just begun a new estimate or if you have searched for and selected an existing estimate which already has customer, unit and rate information entered.

the Heading of this screen works like all other screens, with the drop down menus on the top of the heading, the title across the main heading bar and the AdjustRite logo at the left. As on all other pages, clicking on the logo will take you to the Home screen.

THE AVAILABLE PARTS GRID contains a list of all parts available for the unit selected. The year, make and model will always display in the title bar with the date the estimate was created listing within parenthesis.

All parts are grouped with similar items, and those groups will be "collapsed" unless you "expand" them. For example, parts such as a Bumper Center Cover or Bumper Cover End (left) are grouped within the Front Bumper. Only group titles are shown when you first get to this screen. Click on the "+" in front of them an a group title to "expand" the assembly and show all the parts inside of it. You may never change any information in the Available parts grid. In order to change such things as the description and hours you need to first select the part and copy it to the Estimate grid.

Expanded groups display with a "-" button in front of the group title. Click on the "-" to collapse the parts in that group and only display the group description again. The system will automatically collapse one group in the Available Parts grid when you "expand" another group, so that there will never be more than one group "expanded" at a time.

Parts in this grid may be selected by one of the following methods:

• Expand a group by clicking on the "+" and then selecting individual parts in the "expanded" group. When a part is selected it will show as a much darker shade.
  • Click on a single row
  • Click on several rows while holding down the Ctrl key. Clicking on any row after you release the Ctrl button will deselect all the rows selected.
  • Click on one row, then hold down the Shift key while clicking on another row - all rows from the first to the last will be selected.
• Click on a group title. This will visibly select the group, but will not visibly select the parts within the group. However, selecting the group title will select all the parts identified by the system as "Included When Selecting Entire Assembly". For example, clicking on the Front Bumper group title for the 2002 International Century will auto select the Tow Hook (Left), but will not auto select the Bumper Side Garnish (Left). Selecting a group is handy when you expect to replace the entire standard assembly.

Once you have selected parts you may copy them into the Estimate grid by clicking on of of the following buttons:

• Replace will identify parts in the Operation column as "Replace" items. Replaced parts will copy the standard Labor Type, Labor hours, Paint hours, Price and Sublet amounts from the Available Parts grid to the Estimate grid.
• Repair will identify parts in the Operation column as "Repair" items. Repaired parts will copy the standard Paint Hours, but will set the labor hours to "0" and the price to "0.00", as the part is not being replaced and the time to repair an item will vary, depending on the damage.
• R & I will identify parts in the Operation column as "R & I" items. R & I parts will copy the standard labor hours, but will set the paint hours to "0" and the price to "0.00", as the original part in the Available Parts grid.
• LKQ will identify parts in the Operation column as "Replace" items, but identified the parts as "LKQ" in the "Incl" column. The labor and paint hours are kept the same, but you should enter the price you paid for this used part in the price column.

SEARCH:You can look parts up using the Search box. Just enter a word you think is included in the description of the part and click on the Search button. For example, if you enter "Hose" in the Search box and click the Search button you will all the parts listed that contain the word "Hose". This could include items like "Hose Clamp" or "Elbow Hose".

The part search will pop up and show all the parts with your search text contained in the part description. Three buttons will show to the left of each part in the Part Search grid. Clicking on each button will perform the following function.

• Go To will open the assembly that contains the part selected and then select the part (the selected part will show as highlighted). You can then click on Replace, Repair, R&I or LKQ to copy the part into the Estimate grid.
• Replace will add the part to the Estimate grid, just as if you had first clicked on the GoTo button and then clicked on the Replace button below the available parts grid after the assembly was opened and the part selected.
• Repair will pop up a new window (the SearchRepairPrompt window). You can enter the labor and paint time to repair the part you have selected. These values will then show up in the Estimate grid with the repair part.

THE ESTIMATE GRID contains all the parts you copied from the Available Parts grid. Some of these parts require additional information before your estimate is complete. For example, the first time you use a part on an estimate it will show with a price of "0.00".

You may change any of the information showing in the Estimate grid. The cells of the grid are much like the cells of a spread sheet. The following actions can be used directly inside this grid:

• Click on the "+" in front of a group to "expand" it, or if it is already expanded, click on the "-" in front of the group to "collapse" it.
• Click on a group title to select the entire group. Actions taken with the title selected effect the entire group - so if you select the group title and then click on the "Delete Row" button the entire group will be removed from the estimate grid. You may also select a group title and then retype the text in the group title. This revised text will show on the screen and on the printed version of the estimate.
• Click on any cell of a part to make it "active", so that you can type something in it. For example, if you click in the Part Description cell for a part you can type a new part description. This description will be saved for this estimate, but will not change the description of the "base" part, so it will come up with the original description next time you select it.
• Double click on any cell of a part to enter "edit" mode. For text or numbers this means the contents of the cell are highlighted instead of the whole cell. For the Operation and Labor Type cells you will be able to pick a new option from a list.
  • Operation column: When you double click in this cell you can change the operation for the part. This can be used, for example, to change the operation from Repair to Replace when the estimator decides the part is damaged too severely to be repaired. This is quicker than deleting a row and then reentering it.
  • Labor Type column: When you double click in this cell, you can change the Labor Type for the row. This can be useful if you decide you would rather show a part as a Mechanical labor type, even though it is stored in the AdjustRite part database as a Frame labor type. Be careful using this option, as the dollar value of the estimate will change if the new labor type has a different labor rate on your Rate Override screen than the labor type you changed from.
• Press the Esc key: If you have clicked on a group title or part description and accidentally started typing, the text will change. Press the Esc key before you press any other "action" keys and the text will go back the way it was before you started typing.
• Press the Tab key: This is a handy way to tell the system you are done entering something in a cell. The cells will be highlighted to the right until the end of the row is reached, at which point it will wrap to the first cell in the next row.
• Arrow Keys: You can use the up or down arrow keys to move to the cell below or the cell above the current one. This can be a handy way to enter new prices down a column by just pressing the down arrow key after entering each new price. The left and right arrow keys move you within the text of a cell if you have double clicked on it, but will move right and left across the grid if you are not in edit more.

There are several buttons below the Estimate grid. These buttons can be used to make various changes to the estimate.

• MarkUp: You may want to enter all your prices in the estimate and then mark all those prices up by a percent. This button will let you do just that. Enter the markup percent in the text box to the left of the MarkUp button and then click the button. For example, a part in the Estimate grid may have a price showing of $100.00. Enter "50" in the box to the left of the MarkUp button and then click MarkUp. The price for the part will be increased to $100. Caution - this will change all the part prices on the estimate and there is no "undo" function. When you MarkUp prices for parts, those prices will automatically show up as prices for those parts next time they are used on an estimate. You may also mark prices down by using a negative %. For example you can enter "-10" to take 10% off all the prices showing in the estimate grid.
• Lock Estimate: Once you lock an estimate, you can't make any changes to it. The parts on the estimate, along with their prices and hours are fixed once you click on the Lock Estimate button. The system will warn you before it locks the estimate. Once estimates are locked, the printed version of the estimate will no longer have the word "draft" across the front of each page. You can create supplements after you lock an estimate.
• Create Supplement: This will create a supplement if your estimate is locked, as you can not change a locked estimate. A third grid is placed on the screen for "Change Type" for all changes from the original estimate to the supplement. Any items added to the Supplement will also be added to the Change Type under the Added Items group so the user can clearly identify which items have been added since the original estimate was locked. Changed items show any changes to items which were already on the original estimate. Deleted Items shows only those items on the original estimate, which have been removed on the supplement. It is important to note that
• Delete Row: If you have selected group title this button will delete all the parts within this group from the Estimate grid. If you have a single part selected only that part will be deleted from the Estimate grid. In either case a warning box will pop up to make sure you really want to delete the row.
• Add Row: This is much like Insert, but always adds the new row right after the last row in the currently selected group.
• Add Group: This will add a whole new group to the end of the Estimate grid. Once the new group is added you can double click on the Group title and change it to whatever you need. You can then click on Add Row or Insert Row to add new parts to the new group.
• Apply Logic: This button applies a complex series of rules to the parts you have placed on your estimate. For example, overlap and include relationships are dealt with. This means that in some cases the time will be reduced for some rows and in some cases additional rows will be added, based on the logic built into AdjustRite. Some parts will be added to the estimate with the whole row highlighted in red. When a row is all red you should either enter something in a cell on the row or delete it if you don't want to include it on the estimate. You should always apply logic again any time you have made changes to an estimate.
• Save: This button will recalculate the Calculated Values and then save the estimate. You should always use either Save or Save Override before printing or exiting an estimate. Changes made, but not saved, will be lost.
• Save Override: This button will save the estimate exactly the way it appears without recalculating the Calculated Values. This is useful if you have manually overridden a calculated amount and don't want the system to change it.
• "+" button expands all groups in the Estimate grid.
• "-" button collapses all groups in the Estimate grid.