Master Menu Tables

The Master menu allows you to access and configure tables that are stored on the database.  Anything modified at the master / database level will affect all future bids.  Master list dialogs are labeled (Master) in the title bar to indicate that you are accessing database-level information.  It is important to pay close attention to any modifications you make in these dialogs.

 

 

 

Menu Choice

Action

Contacts

Opens a dialog box where you can manage an extensive list of Customers, Suppliers, Subcontractors and other business contacts.

Contact Types

Opens a dialog box where you can manage types of contacts such as Suppliers, Contractors, etc

Items

Opens a dialog box where you can manage an extensive list of Material and Labor items to be used in bids.

Item Types

Opens a dialog box where you can manage a list of classifications for various Items.

Manufacturers

Opens the Material Manufacturers dialog box where you can manage a list of manufacturers you can assign to Items.

Containers

Opens a dialog box where you can manage a list of containers that will be used in defining an Items pricing.

Divisions/Sections

Opens a dialog box where you can manage a list of CSI Divisions and Sections for use in the database.

Cost Codes

Opens a dialog box where you can manage a list of codes you can assign to the costs of all Material and Labor Items.

Account Codes

Opens a dialog box where you can cross reference Cost Codes to Account Codes usable in your Accounting program.

Payroll Classes

Opens a dialog box where you can manage a list of Payroll Classes you can assign to various work crews (such as Painter, Carpenter, Foreman).

Estimators

Opens a dialog box where you can manage a list of Estimators that work with this particular database

Job Statuses

Opens a dialog box where you can manage a list of Statuses to which you can set your jobs such as Pending, Complete or Sold.

Job Types

Opens a dialog box where you can manage a list of types of jobs you estimate such as: School, Apartments, High-Rise.

Condition Types

Opens a dialog box where you can manage a list of Condition Types such as: Walls, Floors, Concrete, Electrical

Condition Assemblies

Opens a dialog box where you can manage a list of Condition Assemblies

Equipment Assemblies

Opens a dialog box where you can manage a list of Equipment Assemblies

Other Assemblies

Opens a dialog box where you can manage a list of Other Assemblies

 

Master Menu - Contacts