RESOURCES

The building blocks for accurate pricing

Resources are the basic materials, plant and services you need in order to complete your job tasks. With Fast Estimate you can maintain a library of all the resources needed to price work accurately.

Resources are split into 5 main types: MATERIAL, LABOUR, PLANT, SUBCONTRACTOR, LUMP SUM. There are also 5 user-definable types (See Setting Resource Type option). Within the Resource Types, individual resources are held in Categories.

We have supplied sample resource data to help demonstrate how the library can be configured to suite your individual company needs. You can change any resource or Category to suite your own individual needs.

Main Features

• Design/adjust your resource library to suite your needs
• Copy or move resources or blocks of resources (e.g. for splitting large Categories)
• Any resource changes automatically update all library items using these resources
• Resource changes can optionally be applied to those used within Schedules
• Assign a supplier to your resource to allow you to create an enquiry/order for that supplier once a job has been won
• Trace the use of a selected resource within both your libraries and schedules
• Replace selected resources throughout your library of rates

Tips

1. Maintain your own resource library by editing the existing Categories and individual resources to suit. If you need to reorganise, you can cut and paste them (in blocks) between Categories if you wish.
2. Keep your resource library well structured so you can find items easily - As a general rule you should consider splitting Categories containing more than 50-60 resources.
3. If another supplier offers you a better price, simply change the resource supplier (Date of change is stamped on resource and displayed at foot of screen).
4. If you decide to change one resource with another of a similar type, consider using the Resource Replacement option for instant update of your rates.

Your item library will always be automatically updated to reflect any changes made to your resources.

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