Estimate Scope of Work


Starting with Goldenseal estimating software version 3.2, you can just type a project description into Goldenseal and then print it, when working on an Estimate for a simple project.

We now use the Scope of Work field in the estimate for this description-- it is what shows up on the Simple Estimate printed form that you'll give to customers.

HINT-- The Scope of Work field holds up to 32,000 characters, so you can write as detailed a description as you'd like for the project.

How to Use

To use Goldenseal project estimating software to make a very simple estimate, follow these steps:

  1. Choose Estimates from the Income menu.
  2. Click the New button.
  3. Click on the Breakdown popup field on the left side of the window, and enter None.
  4. Type a detailed description of the project into the Scope of Work field.
  5. Fill out the amount field, and any other fields that apply to this project.
  6. When you are finished, choose Print Forms from the File menu.
  7. Enter Simple Estimate into the Form Type popup field.
  8. Click the Print button. You'll get a simple estimate or proposal form that you can give to the customer.