TreePlotter JOBS allows users to create and build a custom Estimate for a specific client. The Estimate has both a table view of estimated work tasks and a map view of the client job site that represents a collection of inventoried trees.

Origins of an Estimate

An Estimate is originated from a service request which may be initiated from an existing client or a new client. Once a service request has been approved, the option to create the Estimate will appear. Note: an Estimate cannot be created without a service request. 

Map View and Table View

There are two views available within the Estimate Builder:

Map View   

• A map that represents the job site and any inventoried trees
• New trees may be added to the job site within the Estimate by clicking on the map
• Work Tasks may be added directly to trees 

Table View   

• A table view that represents a list of all currently defined work tasks within the Estimate which may be grouped into different sections
•  New work tasks, not associated to a specific tree, may be added to the Estimate directly

Sections

An Estimate is created with a single default section where work tasks are saved and can be viewed with the table view.

Additional sections can be created to further group work tasks based on specific criteria. Users are able to create, rename, or remove sections and move work tasks between sections in order to customize the Estimate. Each section has a section total which is a summation of the prices of all of the work tasks within a given section. Sections that are approved by a client are included in the Estimate total.  

Building an Estimate

Building an Estimate consists of:

1. Assigning an estimator (optional)
2. Assigning a scheduled date(s) (optional)
3. Adding work tasks and displaying their respective calculated prices
4. Grouping work tasks into different sections
5. Displaying the calculated total price per section
6. Displaying the calculated total price of the Estimate

Adding Work Tasks to an Estimate section from the Table View:

1. Within the desired Section, choose ADD WORK TASK option to add a new work task to the desired section
2. Choose Catalog or Open Bid item and populate the necessary information
   • Catalog
     • HOURLY Rate Tasks require total number of estimated hours
     • VARIABLE Rate Tasks are bound to one of the tree’s size attributes, DBH or Height; therefore, this type of work task is required to be associated to a specific tree and cannot be added from the table view
     • FLAT Rate Tasks require a quantity
   • Open Bid
     • Allows users to create a customized work task when a task is not already included in their Price Catalog to choose from

 

Adding Trees and a Work Task to a new tree from the Map View:

1. Click the map to add a new tree point
2. Populate the desired information in the displayed tree details form. Note: Common Name and Latin Name are always required
3. Select the option to ADD WORK TASK to add a new work task directly to the new tree
4. Choose Catalog or Open Bid item and populate the necessary information
   • Catalog
     • HOURLY Rate Tasks require total number of estimated hours
     • VARIABLE Rate Tasks are bound to one of the tree’s size attributes, DBH or Height; therefore, this type of work task is required to be associated to a specific tree and cannot be added from the table view
     • FLAT Rate Tasks require a quantity
   • Open Bid
     • Allows users to create a customized work task when a task is not already included in their Price Catalog to choose from

 

Adding Work Tasks to an existing tree from the Map View:

1. Select the desired Tree from the Map
2. Select the Tree Details option from the pop up to view the selected tree's detail form
3. Select the option to ADD WORK TASK to add a new Work Task directly to the selected Tree
4. Choose Catalog or Open Bid item and populate the necessary information

Editing an Estimate

Work Tasks may be modified or removed from within the Estimate from both the table view and the map view.

Editing work tasks from the Table View:

1. Locate the desired section and work task to be edited and click anywhere within the row 
2. The work task form appears that represents the attributes of the selected work task
3. Select Edit, update work task information, and click Confirm

Removing work tasks from the Table View:

1. Locate the desired section and work task to be removed and click on the vertical ellipsis at the far-right of the row
2. Select Delete this Task

Editing work tasks from the Map View:

1. Select the desired tree and click the Tree Details option in the pop up bubble
2. Locate the desired work task to be edited and click anywhere within the row 
3. Select Edit, update work task information, and click Confirm

Removing work tasks from the Map View:

1. Select the desired tree and click the Tree Details option in the pop up bubble
2. Locate the desired work task to be edited and click on the vertical ellipsis at the far-right of the row
3. Select Delete this Task