Estimate Item Details - Crews

Crews are a combination of Labor and Equipment and act very similar to Work Assemblies in a sense that they use variables in order to calculate the component quantities. Like Work Assemblies, Crews added to an estimate will have their own unique details form which will list the variables, components, and pricing summary.

Important Things To Know

  • Crew components (ex. Labor and Equipment Items) will appear in the Estimate Items tab not the Crew "Header" Description.
  • Crew Variables and Formulas are auto-generated by Corecon when the Crew is added to the Estimate.
  • The Quantity fields for the Crew "Header" and Components are not enabled and are calculated using the Crew's Variables.
  • Crew pricing is the sum of the Labor and Equipment Components.

Data Entry Steps To Update Crews and Components In An Estimate

  1. Within the Estimate, click the Estimate Items tab at the top.
  2. Change the Item Grouping to 'Assembly / Crew Items Only'. This will group Estimate Items (aka Components) by Assembly or Crew.
  3. Navigate to the appropriate Crew Section.
  4. Click on the pencil icon next to the Crew Code.
  5. Click on the pencil icon next to the 'Variables for Assembly and Component Equations' section.
  6. Update the Quantity for each Variable listed. As mentioned above, this will automatically calculate the Crew "Header" and "Component" quantities.
  7. Click the 'Save' button within the Variables section.
  8. Review the calculated Crew Quantity at the top section.
  9. Review the calculated Component Quantities, Cost and Sell Totals.
  10. Click the 'Assembly Cost and Sell Totals' tab.
  11. Review the calculated Overall Crew Cost and Sell Totals.

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