Search found 14 matches

by Hank H
Fri May 29, 2009 10:42 am
Forum: Setting up The Assistant
Topic: Tracking overhead
Replies: 1
Views: 12753

Tracking overhead

John, Is there a way to get a report on overhead amounts? Let me explain... When we set up a job in our accounting department the costs get separated into basically CAD dept labor, Shop labor, Field labor, Finish labor, Materials (shop & finish separately), Packing & Shipping labor, Shop expenses (o...
by Hank H
Fri May 15, 2009 9:08 am
Forum: Suggested enhancements
Topic: Is it possible to add these features?
Replies: 1
Views: 30921

Is it possible to add these features?

1. Stop the FT lengths in the description column and in the "Layout schematic" from changing back in IN lengths after a custom auto entry item edit. 2. Stop rounding fractions in the "takeoff" description column - if I use a 1 3/4" passage door as a custom auto entry the program rounds this to 2". I...
by Hank H
Tue Jan 20, 2009 10:10 am
Forum: Setting up The Assistant
Topic: Setting up Expenses
Replies: 2
Views: 13871

I like the negative tax rate idea. I will test that out and see if it will work for us as well.
by Hank H
Tue Jan 20, 2009 10:07 am
Forum: Setting up The Assistant
Topic: Changing Labor Classes / Codes
Replies: 2
Views: 13850

Thanks for the guidelines.
by Hank H
Tue Jan 20, 2009 10:05 am
Forum: Estimating with The Assistant
Topic: Creating PDF bid letters and reports
Replies: 8
Views: 28231

Printing bid letter to PDF

John,
With high hopes I uninstalled the PDFCreator that I downloaded from their website (pdfcreator.com) and installed the one from your link - PDFForge.org.
It worked great!!
Thanks again for your help, Hank
by Hank H
Sun Jan 18, 2009 3:30 pm
Forum: Setting up The Assistant
Topic: Changing Labor Classes / Codes
Replies: 2
Views: 13850

Changing Labor Classes / Codes

Would it be possible to change the "Solid Surface" labor class on the Labor Rates tab to something like "Shop Foreman" or would that not track through the system correctly? I would like change the labor code for that item to "foreman" as well. I know that during the initial setup process we changed ...
by Hank H
Sun Jan 18, 2009 3:13 pm
Forum: Setting up The Assistant
Topic: Setting up Expenses
Replies: 2
Views: 13871

Setting up Expenses

I think we disscussed this during training but I cannot remember what the verdict was. What would be the best method to add expenses such as truck rentals, fuel, scaffolding and other general condition expenses? We did add a truck trip item to the custom auto entry library (using dollarpart ea) as a...
by Hank H
Sat Jan 17, 2009 5:30 pm
Forum: Estimating with The Assistant
Topic: Creating PDF bid letters and reports
Replies: 8
Views: 28231

Printing bid letter to PDF

I just got through installing PDFCreator and it has the same problem; the bottom 3" of the bid letter is getting cut off.
I tried printing from Word and Excel to the PDFCreator and they come out fine.
Any other thoughts on this problem?
by Hank H
Thu Jan 15, 2009 11:25 am
Forum: Estimating with The Assistant
Topic: Creating PDF bid letters and reports
Replies: 8
Views: 28231

Printing bid letter to PDF

I was afraid you were going to say that. I will have to give the PDFCreator a try. Another program to install.... I did find that you could copy the white area of the bid letter and "Paste Special" to the A1 cell in Excel 2003 as a "Corel Quattro Pro 8 Notebook Object". I then right click on the obj...
by Hank H
Wed Jan 14, 2009 8:09 pm
Forum: Estimating with The Assistant
Topic: Creating PDF bid letters and reports
Replies: 8
Views: 28231

Lower portion of bid letter cut off in PDF

Has anyone been having trouble with part of the bid letter being cutoff when printing to PDF? I am using Acrobat Professional 8. The print preview looks great but once I open the saved PDF file the bottom 3.25" is blank on every page. As long as the bid list is short and my closing is above that dim...
by Hank H
Wed Jan 14, 2009 7:25 pm
Forum: Setting up The Assistant
Topic: Custom items in Labor Factors
Replies: 1
Views: 11546

Custom items in Labor Factors

In the Labor Factor tab I see 5 columns labled "custom cab 1", "custom door 1 & 2" and "custom drawer 1 & 2". Do the labor rates in these columns come into play with the casework spec's? If so, how?

Thanks, Hank
by Hank H
Mon Dec 22, 2008 11:54 am
Forum: Estimating with The Assistant
Topic: Gantt Chart printing
Replies: 1
Views: 11210

Gantt Chart printing

Is there any way to adjust the length of the Gantt chart on the project timeline tab? It looks like it is preset to be 1 year long. If the project is shorter than that it would make for a nicer presentation if we could get rid of all the extra empty columns.
by Hank H
Thu Nov 13, 2008 12:55 pm
Forum: Setting up The Assistant
Topic: Adding images to Bid Letter
Replies: 3
Views: 13929

Bid letter signature

Yes, that does help. I also like your suggestion about using the script style font.
Thanks
by Hank H
Fri Oct 31, 2008 10:30 am
Forum: Setting up The Assistant
Topic: Adding images to Bid Letter
Replies: 3
Views: 13929

Adding images to Bid Letter

I would like to add a scanned image (bmp.) of my signature to the bid letter just below the "Respectfully" line. What is the best way to do this?