Set up Budgets & Schedule of Values

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The Detail Items tab on the job screen contains the items that make up the budget and the schedule of values for each project.  These items may be manually set up one at a time throught the Detail Items tab but there are other options that you can use to set up these items.

 

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Job Templates

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Import Job Estimate File

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Auto Billing Breakdown

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Job Detail Items Grid

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Sub Payment Sheet / Estimate Buyout