Update Equipment Rates in SharpeSoft Estimator
Equipment rates are always subject to a degree of change, whether due to a change in labor area or other factors influencing price. This blog will explain the two different methods by which users can update their equipment rates on the fly, without needing to stop the bidding process.
This blog is concerned primarily with pushing updated information through to the system. For more information on updating equipment rates themselves, see Equipment Rates by Area.
The first method will cover how to update the rates from the Equipment table.
How to:
Open the Equipment table from the Tables menu.
Once inside the Equipment table, open the Actions dropdown menu.
Select Update Equipment Rates throughout Active Job.
A popup message will appear, asking the user if only the selected equipment is to be updated, or all equipment contained inside the active job. This is useful for updating multiple rates at once.
The second method will cover how to update rates while working in the Bid Item detail view.
How to:
Inside the Bid Item detail view, open the Utilities menu.
Select Refresh all Detail Costs from Tables.
In the Refresh all Detail Costs from Tables window, mark the box labeled Equipment and then select OK. If you have other costs besides those associated with Equipment to update, you can also do so at this time.
Conclusion
Getting started with SharpeSoft is a breeze. Whether you are looking to create a new job or add one, SharpeSoft has got your back. We have the tools and expertise necessary to help you make it happen without breaking a sweat.
You can continue on to other helpful Fast Trax articles found in the Blog section. To learn more about this particular subject, consult your system Help manual, or just give us a call and we’ll be glad to walk you through it.
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