Last updated on March 13th, 2024
If you do a lot of do-and-charge jobs With Gojee, you likely want to be able to give out ballpark estimates. You want to quickly be able to see how much jobs could potentially be worth prior to committing any resources, items, or man-hours into the system.
As projects solidify, you want to be able to update your estimates with materials and labour you think you’ll need. There’s an easy way to do this via inventory management.
Create a new untracked inventory item as a stand-in for budget. This can be a catalogue item or a one-off item in the individual job, but a catalogue item is more efficient as you can reuse it for other jobs.
With your potential or work-in-progress job, use this blank item on the Bill of Materials page as a stand-in for your budget. Save.
You can now view the job in line with your other jobs on the Reports > Job Profit page, and edit the forecasted completion cost on the Review Job page of that job.
Once the job moves forward and you have a clear idea as to the resources required (time and materials), you can remove all or part of this budget and add in the actual items required for the job. You can do this before or after making an estimate.
You can also split the budget estimate up into multiple parts (project phases, per month, per diem, etc) and replace them with proper time and materials as you go.
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