Group Like-Items

Getting organized takes a little time upfront, but the results are always better than without organization (faster, smoother, more efficient, less frustrating!). Not that I do this, but grouping like-items on a shopping list makes it possible to breeze through the store. Group items on a packing list and it’s easy to see that you’ll take everything you need for vacation. Group like-items

 

Organization is one major benefit of using PEP. Group tasks together by AREA to make sure you’re accounting for everything on the estimate. Set up estimating forms that quickly pull up the items you commonly use with all your preferred settings. We’ve even taken it one step further: Group like-items together on the eBid or proposal. Rather than having multiple lines for detailed prep work, or trim, or repairs, you can now group those items together onto a single line for your clients.

 

Check out this video to see how to group like-items and what grouped items look like on the proposal.

 

Two more videos show you how to engage the grouping feature on the eBid or proposal and how to adjust your default settings (that’s if you love grouping and you want to make it the default).

 

FYI

  • You can assign categories to items on estimating forms and save the settings. The next time you use the estimating form, those category settings will already be there.
  • Categorized items will still appear individually on the estimate within PEP. The grouping actually happens when you make the proposal or eBid.
  • Assigning categories to items DOES NOT mean that items will automatically be grouped together on the eBid/proposal. You have to have grouping turned on when making the proposal.
  • You can make grouping like-items the default in your preferences, but if you neglect to assign groups, items WILL NOT be grouped together on the eBid or proposal.

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