Job 2601, the demonstration clinic fit-out, through Stinger Pro: the plan, the estimate, the schedule, the job cost, purchasing and billing. Each step names the button that moves the job on.
Every picture on these pages is the program running its demonstration books. The purple strip across the top of each screen says so: the company, the customers, the vendors and the job are invented.
The service is drawn on the calibrated power plan in PDF Plan Takeoff: two conduits from the meter to the MDP. In the estimate’s Conduit entry, Read Drawn Geometry fills the length, the elbows and the parallel conduits from the drawing, and those fields stay locked to the plan.
In the Conduit entry, ⚙ Size from Fill opens Conduit Fill with the run’s conductors already in it. From the tool, → Send Recommended to Takeoff puts the conduit size, the conductors and the parallel conduits back into that entry. The tool never reaches into the estimate: the entry hands the tool its run. Pull Box and Wireway work the same way: the three tools that send back.
Pick the project and estimate in Project Management. Sync from Estimate runs as the estimate is picked: each section becomes a task, its length the section’s labor hours over the crew at eight hours a day. Change the crew and every bar refits.
Job Costing budgets each section at its material plus its labor hours at the labor rate. Labor, expenses and accounts-payable bills post against the sections. The status compares what has been spent with where the schedule says the work should be today.
Not in the demonstration books yet. No labor, expense or bill is posted to 2601’s sections, so every section reads Not started.
The vendor quote matrix selects the lowest price on each line. In a purchase order, Import from job quotes… brings in the approved quote lines and can attach the vendor’s quote PDF. The vendor’s bill carries the job. In Project Management, Assign A/P Bill… lists the company’s bills and assigns one to a section of the estimate.
Not in the demonstration books yet. The purchase orders in the demonstration books were entered directly, not imported from these quotes, and no bill has been assigned to a section of 2601.
Import Project Estimate makes the accounting project from the estimate: the contract is the estimate’s grand total, and the schedule of values is one line per takeoff module at its marked-up sell. The takeoff report and the vendor quote PDFs are filed with the project. Pay applications bill against the schedule of values, and a lien waiver linked to the job fills in from the latest application.
Not in the demonstration books yet. Job 2601’s accounting project in the demonstration books was set up by hand, not imported: its contract is $285,000 and its schedule of values is lines by trade, while the estimate quotes $97,200.
