How to Make a “Time & Materials” Form

With PEP’s library of production rates, you can make a detailed estimate that calculates time and material based on the surface (sheetrock, smooth trim, rough trim, brick, etc), the method you plan to use (brush, roll, spray), the number of coats, the difficulty level, and the height of the work. But sometimes you just need to record a list of labor hours and materials. This is especially helpful if you come across something you don’t have a production rate for. To help your estimating process go faster, you can make a Time & Materials Form with itemized tasks you frequently do.   Step 1: Decide how you want your T&M estimate to look to clients There are a few ways to go about setting up a Time & Materials form in PEP. The real difference is how it looks when you present to clients in the proposal. Check out the samples below and then jump to steps #2 and 3 for the option you like best. Option A – Simple A list of itemized tasks with one line labeled “materials.” This does not show customers what specific material is being used for each task. Option B – Use Materials from Your Library Shows itemized tasks and specific materials within each line item using the Materials Library. Option C – Note the Material Make a note on each task line to indicate the intended material. Step 2: Begin your estimate Forms are made inside of a job so start by selecting a client and a job, then make a new area and add items. Note: Time & Materials does not...

How to Make and Execute a Project Plan

The warm days of summer are upon us, which means the busy season for many businesses that are anything but lazy! During these months of hectic work loads, you may spot some inefficiencies in your business practice. Projects are how you’ll implement new systems into your business strategy but before doing so, it’s important to develop a project plan. No matter the size of the project, a project plan is your road map to guide you through the process. A project plan is a working document that outlines the direction of a project: the “what” and “how” it will get done. It provides timelines, deliverables, team responsibilities and can be adjusted throughout its course to accommodate unexpected issues.   How Do I Make and Execute a Project Plan? Creating an effective project plan before implementing a new system to your business will ensure greater success in the project and overall business practice. Follow this 7-step process and you will be on your way!   Step 1: Define the Project What do you hope to accomplish? A project may have multiple objectives so be sure to list each one clearly.   Step 2: Discovery and Research This is an important step in your project plan. Some things to consider: How will you go about implementing the project? What tools do you need to complete the project? Who will be responsible for various tasks? How long will each task take? What are the potential risks? How will you measure the project’s success?   Step 3: Verify– Is this worth doing? Think about how the project will enhance your business and if...