Estimators create Local Services based on initial estimates and can update the following, which affect expenses:

•      Container information through Move Information tab. Only CPU counts factor in for costing. See Containers, Packing and Unpacking (CPU) and Update Containers, Packing and Unpacking for more information.

•      Third Party Services through Billing Information tab. Expenses for all third party services set through the Third Party Services button factor into costing. See Third Party Services and Add Third Party Item for more information.

Expenses associated to costing appear automatically within the Job Costing screen.

Estimators can set the Estimate Amount (Billing Information tab) for the revenue side of the costing.

Coordinators create/update Local Services and send to dispatch.

Dispatchers assign equipment, crew, and update anticipated number of containers, services, etc.

Dispatchers can view Job Costing (Tools Menu) and determine how profitable the initial estimates are. They can make adjustments at this point and/or communicate this data to estimators and coordinators to get their feedback as well.

Once the services are a go, coordinators can issue a quote to the customer. Total charges for all quotes with a Status of “Accepted” factor into revenue (assuming that the revenue source selected within Job Costing is “From Accepted Quotes”).

See Quote and Add Quote for more information.

Services are performed.

Actual counts for Containers, Packing and Unpacking (CPU) items are entered by dispatchers for hours on crew/equipment and for total counts, crating, and any additional third party services through Local Dispatch. Refer to Add Third Party Item and Update Containers, Packing and Unpacking.

Revenue is documented and the customer is invoiced. The revenue clerk sets the Bill Date on the Billing Information (Revenue Entry) tab and job costing for the order is finalized. Once finalized, Job Costing data for the order cannot be updated.

Job Costing data is reviewed by all parties.

Managers can view the Compare Orders tab to see the results for a specific set of orders, anticipated to be by branch, and using the information to become more efficient and effective.