User Tips - Creating Estimate Templates in SilentPartner

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User Tips

A quarterly feature from WON Systems geared towards enabling users to make full use of their Agency Business Software Solution.

September 2007

Creating Estimate Templates

You can setup and use Estimate Templates in eSilentPartner or the Desktop software.

Q: What are estimate templates and how do I create them in SilentPartner?

A: Estimate templates are generic type estimates which are assigned to similar jobs. These generic types may include Print, Ad, Radio, TV, Brochure type estimates. Once assigned to a job the estimate can be edited and customized to fit the job.

Follow the instructions below to create estimate templates from either eSilentPartner or the Desktop software:

1) ADD a TEMPLATE client in the Main > Client window. The client code and client name should be assigned as TEMPLATE.

[Note: A SP Administrator will need to temporarily remove the "Use Client Job #" preference if your agency assigns client job #s. This may be edited in the Setup > Preferences > Formatting window: Estimate/Job section. Please remember to select the preference again after the TEMPLATE client is added. Please verify no one is adding jobs while the "Use Client Job#" Preference is turned off.]

SilentPartner

2) ADD a job in the Job > Start window for each estimate template type you wish to create (In eSilentPartner, you can add jobs by selecting Jobs > New). The job # and title should be assigned the same. For example, an estimate template job # and title may both be BROCHURE. You may assign a Job Start > Job Type to the template job so the estimate template will automatically load when you enter the Estimate window.

Make sure you have setup a job type with the same name as the estimate template you are creating for each template under Jobs > Setup > Traffic Templates.

[Note: Verify your security code allows you to "enter job #s". See Setup > Security: Jobs Start section.]

SilentPartner

3) Add an estimate for each template job from the Job Estimate window. On the Desktop software, you will need to click ADD. On eSilentPartner, you should click NEW. These estimates are now your template estimates and may be selected when you enter a new job estimate.

[Note for future reference: If a production job's "Job Type" is assigned to an Estimate Template, the Estimate Template will automatically load for that job when the first estimate is created. If no Job Type is assigned to the job, then you must manually load the estimate template on each job. (From eSilentPartner: Jobs > Find > Estimate: Choose a template from the "Select Template" drop down box. From Desktop: Jobs > Start > Estimate: Click ADD, click the Template Icon, select the desired template, and click OK)].

SilentPartner

4) APPROVE the desired estimate revision on each of the estimate template jobs. We always load the "Approved" estimate revision as the Estimate Template.

5) Unclick the Jobs > Summary: Include on Billing Status checkbox and file on each of the template jobs.

6) Inactivate the template client (optional).

A special thanks to J.T Harding for his contributions to this technical bulletin.

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