Job Options Setup

Job Options Setup

To open the Job Options Setup form, click on Setup in the shortcut or drop-down menu, then click on Job Options.

The Job Options Setup form has the following prompts:

Deposit Percent:

The Deposit Percent is used as a default value for the Job Deposit Percent prompt in the Edit Job form. You can always set the job deposit percent individually for each job by changing it in the Edit Job form.

Markup Calculation Method:

Smart Contractor provides two different ways to compute job markups:

As a percent of job cost. In accounting terminology, this is considered the job "markup", since the markup amount is based on the job cost. For example: If the job cost = $100.00, then a 20% markup would result in the job price = $120.00, which is calculated as $100.00 + ($100.00 * .20).
As a percent of job price. This is considered the job "margin", since the margin amount is based on the job price (after adding markup). For example: If the job cost = $100.00, then a 20% margin would result in the job price = $125.00, which is calculated as $100.00 + ($125.00 * .20).

Default Materials Markup:

Enter the markup percent used as the default for the prompt for Materials markup percent in the Job entry form. You can set the job markup percent separately for each job by changing it in the Job entry form.

Default Labor Markup:

Enter the markup percent used as the default for the prompt for Labor markup percent in the Job entry form. You can set the job markup percent separately for each job by changing it in the Job entry form.

Default Equipment Markup:

Enter the markup percent used as the default for the prompt for Equipment markup percent in the Job entry form. You can set the job markup percent separately for each job by changing it in the Job entry form.

Default Subcontract Markup:

Enter the markup percent used as the default for the prompt for Subcontract markup percent in the Job entry form. You can set the job markup percent separately for each job by changing it in the Job entry form.

Default Other Markup:

Enter the markup percent used as the default for the prompt for Other markup percent in the Job entry form. You can set the job markup percent separately for each job by changing it in the Job entry form.

Prompt For Percent Waste:

Check this option to prompt for percent waste in the Edit Estimate form. When you enter the percent waste in the estimate, the program automatically adds the necessary amount to the estimated count of materials required.

Cost Sales Tax Percent:

The Cost Sales Tax Percent is used as the default for the prompt for Cost Sales Tax percent when you create a new job. You can set a different cost sales tax percent for each job in the Estimate Tab of the Edit Job form.

Cost sales tax is calculated on, and added to the material cost of estimate items.

The total cost sales tax is displayed at the bottom of the Job Listing report.

Retail Sales Tax Percent:

The Retail Sales Tax Percent is used as the default for the prompt for Retail Sales Tax when you create a new job. You can set a different retail sales tax percent for each job in the Estimate Tab of the Edit Job form.

Sales tax is calculated on the material cost of items. Sales tax is calculated after markup.

The sales tax amount is calculated and displayed at the bottom of the Job Listing report.

General Markup Percent:

The General Markup Percent is used to add a markup to all jobs. The general markup is calculated after adding all job markups, including sales tax.

General Markup Name:

The General Markup Name is used to describe the general markup. The general markup name appears everywhere in the program where the general markup is calculated and displayed.

Schedule Work On Saturdays:

The Schedule Work On Saturdays option determines whether Smart Contractor will include Saturdays as a work day when scheduling work for jobs. If you check Schedule Work On Saturdays, the program will schedule work on Saturdays.

This setting is used as the default for the Schedule Work Days On Saturdays prompt in the Edit Job form, so you can set this option separately for each job.

Schedule Work On Sundays:

The Schedule Work On Sundays option determines whether Smart Contractor will include Sundays as a work day when scheduling work for jobs. If you check Schedule Work On Sundays, the program will schedule work on Sundays.

This setting is used as the default for the Schedule Work Days On Sundays prompt in the Edit Job form, so you can set this option separately for each job.

Schedule Work Hours Per Day:

Enter the number of hours of work employees are able to complete each day for scheduling purposes. This number is used as the default for the Schedule Work Hours Per Day prompt in the Edit Job form, so you can set this number separately for each job.

When you estimate labor hours for a job item, Smart Contractor calculates the number of days to schedule for that item based on the estimated hours, the number of employees assigned to it, and the "Schedule Work Hours Per Day" that you enter here.

For example, if an employee's clocked hours are from 8:00 AM to 4:30 PM, with a half hour for lunch, that equals 8 hours of work time. But if the employee spends an hour of that time doing things other than completing scheduled work (such as driving to the job site, breaks, unproductive time, etc.), then you should enter less than 8 hours.

This number is used to calculate how many days to schedule for the item in the job schedule.