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Estimate Terms

You're no pushover. Tell your client that there are a few conditions for you to move forward with your bid. For example if the client kills the job the day before it starts, it's not a free ride.

The estimate terms preferences in detail.

This window enables you to customize your Estimate Terms preferences, which are imported into each new job. They can be easily modified at the job level as well.

Once you fill out the different fields, go to the top of the window and click on the Build Terms icon. The text box in the lower part of the window will be filled with your new estimate terms which you can then click into to and edit the text if needed. Not all the fields are required on the fields with a value will be used to create the text. A Trade Variance is an agreement with the client that you have a 10% buffer in which you can go over budget before having to get approval.