Make a Form Using Production Rates

In our last post we introduced you to Production Rates and how they make estimating quick and accurate by calculating how long a task will take. Now we’re going to walk through customizing your own form using Production Rates.  A form is list of pre-saved items you can access quickly and easily when building your estimate. PEP has a number of forms ready for you to use, or you can make your own to save materials and notes you use regularly. Forms are made inside of a job so start by selecting a client and a job, then make a new area (enter basic measurements) and get ready to add items (click ADD ITEMS if the window doesn’t automatically pop up). FYI – Everyone can use forms, but only PRO Subscribers can customize forms and make their own.   Step 1: Decide what items/tasks you want on your form and which Production Rates you want to use for each task. Focus on a single area that you regularly work on; a basic interior room for example.  Make a list of all the tasks you regularly do there (what goes into prep, what gets painted, etc).  Explore the Production Rate Library.  Identify which Production Rates you want to use on those tasks.   Things to keep in mind: : You can use the same Rate for multiple tasks. You can use Production Rates for some tasks and hourly lines for other tasks. You can have multiple lines for the same task, just remember that you’ll want to delete one when you’re estimating. For example, you can have a line for Siding...

Understanding Production Rates

We’re going to build  auto-calculating estimating forms, and to do that we need to understand where the information comes from. So we’re here to discuss  Production Rates. Production Rates are used to figure out how long a task will take.  PEP’s Production Rate library contains  hundreds of rates. Each one can be modified. New rates can also be added to the library.  What is a Production Rate? A Production Rate is a record of efficiency – TIME, not money. The Production Rates record how much work can be done in 1 hour. When you’re estimating in PEP, you select the Production Rate, indicate the size of the task, and the program calculates how long it will take. That time is multiplied by your hourly labor rate (including overhead and profit markup) to come up with the price of that task. PEP offers an entire library of Production Rates for you to use in your estimating. You can think of the Production Rate library similarly to a physical library: You have shelves that hold all of the books, and books that contain chapters, and chapters that tell all of the information. Note: You can explore the Production Rate Library by clicking SETTINGS >> PRODUCTION RATES.   How to Navigate PEP’s Production Rate Library: Select the RATE CATEGORY, this is the general task you are working on and the “shelves of a library” (i.e. Sheetrock, Painting). Select the RATE, this is the type of material you’ll be working with- smooth vs. textured- and the “book on a shelf” (i.e. Sheetrock, Smooth). Select the METHOD, how you will be applying the paint-...