1 Reply Latest reply on Mar 18, 2013 12:26 PM by philmodjunk

    estimate

    bradkelly

      Title

      estimate

      Post

           I am a tile contractor and would like to have estimate templetes that at the touch of a button the correct estimate templete "sub-sheet" comes up, this "sub-sheet" would be task specific. Example, select the "shower" button and a sheet comes up with a layout that has all the info for a shower on it 

        • 1. Re: estimate
          philmodjunk

               That is certainly possible in Filemaker, but there are many different possible approaches and you do not describe the current design of your database. Without that information, a suggestion on how to do this may assume a design very different from what you have.

               A typical system for estimates, invoices and/or purchase orders have the following relationships and tables:

               Customers----<Invoice/quote/PurchaseOrder----<LineItems>-------Products/Services

               The name of the second table will depend on what one record in the table represents, but the basic relationships remain the same. LineItems is were you would list the individual items and services for that specific estimate, quote, invoice or purchase order. The last table lists your standard products and services that you supply to your customer along with the unit costs for each.

               Does this look like what you have in your database?