Estimate Analyzer

Use the Estimate Analyzer to check the accuracy and completeness of your estimates. This analysis reviews the EMS files created by your estimating system and helps you improve profitability while meeting all your DRP requirements.

The Estimate Analyzer reviews:

  • Business Rules
  • Administrative Data Audit
  • Repair Lines Requirements
  • Dependencies

Multiple analyzer profiles can be customized for your various DRP requirements. (See Analyzer Settings for detailed information about setup.)

You can run the Analyzer automatically upon converting an estimate to an RO, if it is set up to do so in the General settings. You can also choose to run the Analyzer from Opportunities List view.

How to

  1. From the Jobs icon, click the Opportunities tab, then the List View tab. The estimate list appears.

Note: You may have to refresh the screen by clicking

  1. In the list, select the estimate to be analyzed.
  2. At the bottom of the tab, click the drop-down arrow on the Estimate button, then select Analyze.

  3. The RESULTS list displays areas that PASSED the analysis, and provides an explanation for items that did not pass.
  4. To see the profitability of the estimate, click the Details drop-down arrow . When you are finished viewing the profitability details, click the Details up arrow to hide them .

  5. Click Admin to view administrative information about the estimate.

  6. Click Lines to view the estimate's repair lines.
  7. While in the Results tab, click Print Preview to preview the analysis in a report format. You can then click to print a copy of the report.  
  8. Click to close the EMS Analyzer dialog box.

Tip: Once the Analyzer has been run on an estimate, you may choose to run the Analyzer again, using a different profile. (See Analyzer Settings for information on setting up different profiles.)

  1. While still in the EMS Analyzer dialog box, click the Profile drop-down arrow to select a different Profile.
  2. Click Analyze to run the analysis using the new profile.
  3. Once finished, the Results area shows the results of the new analysis.
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