Outlook should let me set hourly rates & enter hours & calculate


N

NickD

I went to develop a quote and set up the costs. But I bill on an different
hourly rate for each category of work (site measurement, site analysis,
preliminary design, client metings, etc. There is no place to put the hourly
rate and the estimated hours so as to get a automated quote per item (hours x
hourly rate.

What am I doing wrong?

Thanks

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http://www.microsoft.com/office/community/en-us/default.mspx?mid=e4c6a447-4b9a-4471-92ea-160463af8984&dg=microsoft.public.sba.general
 
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C

Chris Schatte

NickD,
As a suggestion;
In SBA for quotes
1. setup your billing rates as a service item with the related descriptions
2. enter any inventory estimated or quoted for the job

If you bill your customers for time spent on estimates or quotes, this would
need to be manually added into your quote from a scheduled time period.
We have created a template "estimates" from a quote template to use for job
modification before actually committing our company to an actual quote since
SBA does not currently offer this function.
 
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C

Chris Schatte

NickD
In BCM opportunity;
1. Select the service item you setup, here you can adjust the estimated hours
2. Add any physical inventory
3. Convert to quote
 

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