To print an allowance schedule document, click Documents in the shortcut menu, then click Allowance Schedule.
The Print Allowance Schedule form allows you to print the Allowance Schedule
merge document that comes with Smart
Contractor. The Allowance Schedule lists Allowance Items. Allowance items are
items whose cost may differ from the amount estimated in the job, depending on
what is selected by the customer. The amount estimated for allowance items is
the amount allowed under the job contract. Any amount over that is the
responsibility of the client.
Please see the Setup Merge Documents topic for complete information on creating and editing your merge documents.
The following is a description of the prompts on the Print Allowance Schedule form:
| Display Item Notes |
| Check to display item notes below each allowance item. |
| Display Cost Categories |
| Check to display allowance amounts broken down by cost category. |
| Print By Item Structure |
| Check to list the allowance items in the same item tree structure as appears in the Edit Estimate form. |
| View Button |
| Click to view a print image of the merged document. |
| Print Button |
| Click to print the merged document. |
| Email Button |
| The Email button will be enabled if the customer for the current job has an email address entered in the Customer Information form. Click the Email button to email the merged document to the customer's email address. |
| Export Button |
| Click to export the merged document to an .rtf text file. You will be able to edit (and cut and paste from) this file using MS Word. |
| Edit Button |
| Click to edit the merge document template. This takes you to the Setup Merge Documents form. |
| Exit Button |
| Click to exit the form. |
The list of allowance items in the allowance schedule has the following columns:
| Job Item |
| The name of the job item. |
| Count |
| The item count. |
| Unit |
| The item count unit. |
| Cost/Unit |
| The item cost per unit. This is the cost per unit allowed for the item. This amount is the contractor's cost, which does not include the item markup, or the job markup. |
| Total |
| The Total column displays the item total. This is the total amount allowed for the item. This amount is the contractor's cost, which does not include the item markup. |
| Order By |
| The date on which the item(s) must be ordered to be delivered in time for the scheduled work date, based on the item's order lead time (set in the Edit Job Estimate form). |