Phases - Breaking Your Jobs Up

You can break your jobs into smaller pieces, which we call Phases. For example, let's say you're doing a Room Addition and a Kitchen Remodel for Ralph & Mary Smith. You could set it up so that one phase is the kitchen remodel and the another is the room addition. This means you can reduce errors when you're trying to estimate the whole thing as one lump. All of the sections and items for the room addition are separate from the sections and items for the kitchen remodel. And, if the customer decides to do just the room addition and not the remodel it's easier to segregate the pieces.

Contractors that do insurance work will find that phases allow them to build their estimates the way insurance companies want to see them. Each room becomes a phase of the estimate, with it's own prices and quantities.

You can also enter dimensions for the room(s) when you are using phases. As you are doing the take-off instead of entering the same dimensions over and over, you can enter W for square feet of the Walls, C for square feet of the Ceilings, P for linear feet of the Perimeter, and F for the square feet of the Floor. You can save hours of entry time and reduce keying errors keeping your estimates more accurate.