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Proposal (Equipment and Labor Price)

How to run and use the Proposal (Equipment and Labor Price) Report

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Written by Ashok P
Updated over a month ago

The Proposal (Equipment and Labor Price) and Proposal reports are similar, except that the Proposal (Equipment and Labor Price) report displays the equipment and labor price for each item.

Proposal (Equipment and Labor Price) Report Variations

There are two variations of the Proposal report based on whether Item images are displayed.

proposal eq and labor.jpg

With reference to the image above, the items will be displayed as follows, depending on the variation of the report you choose.

Proposal (Equipment and Labor Price)

no images.png

Proposal With Images (Equipment and Labor Price)

images.png

The cover page, body, proposal summary, footer, customization options, and appending options remain the same for both variations of the Proposal (Equipment and Labor Price) report.

The following is the layout and the fields in the report.

Cover Page

Proposals have a cover page that displays client information (project name, name, address, etc.), your company information, and an image.

cover page.png

The header graphic colors can be changed via report themes.

The image displayed in the middle can be changed via a Report Setting. This image can also be set per Client or set per Project.

report setting.jpg

Body

In the body of the report, there is a page header graphic and a group header graphic for the first grouping.

These can be changed via report themes.

In the image below, the report was run "By Location."

body.png

The fields that print for each item are Quantity, Manufacturer, Model, Description, Equipment Price, and Labor Price.

By default, only products are displayed on these reports, not labor items. If labor items are displayed, a zero-dollar price will be displayed in the Equipment column.

labor item.png

At the end of each grouping, there is a subtotal.

In the image below, the report was run "By Location."

group subtotals.png

At the end of the last grouping, there is a Project Subtotal.

project subtotal.png

If you are using miscellaneous items, they will list after the Project Subtotal.

misc items.png

Customizing Body

This report offers the same customization options as the Proposal report.

Check out this section of the article for more details.

Project Summary

By default, the last page of the Proposal report lists the totals for Equipment, Labor, Tax, and then the Grand Total.

project summary default.png

If you have miscellaneous items in the project, they will be listed after the Sales Tax line since these are not taxed.

project summary misc items.png

If you use price adjustments, these will be displayed in the Project Summary section.

Below the Project Summary section are the signature lines.

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/signature_lines.jpg

Customizing Project Summary

This report offers the same customization options as the Proposal report.

Check out this section of the article for more details.

Page Footer

Here, the project name, project number, revision number, date, and page number are displayed.

footer.png

Appending Other Reports and Options

This report offers the same appending options as that of the Proposal report.

Check out this section of the article for more details.

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