Now that you have created an area, you are ready to add repair items to your estimate. Double
click the area you’ve created or highlight it and click the Scope button located in the
speed button bar to bring up the system's estimating screen – Simsol's Virtual Scope Sheet (VSS).
(Area Listing Screen - Scope Button)
The Virtual Scope Sheet (VSS) Interface
The VSS screen is comprised of five primary sections; the speed button bar located along
the top of the screen, the Category Listing section is located on the left, and the
Repair Item Database and Scopes are located in the center section of the screen.
(VSS - Screen)
The Mini Override Screen
Along the bottom of the VSS is the Mini-Override Screen, which displays estimate repair items and their details as repair items are added to your estimate. The Mini-Override Screen allows you to quickly make changes to basic information for each repair item.
The other important section of the VSS is located on the right side of the screen. This section can display different bits of estimate information based on the preferences of the user. The top drop down list contains options for viewing additional information for the repair item currently highlighted in the center section of the VSS. Your options include More Detail (items on the subsequent database level for the currently highlighted repair item), a listing of the available Scopes for the repair item, Claim Data for the current file, and Spec Information (specifications) for the available scopes for the repair item. For your first estimate, make sure this is set to the 'Scopes' option.
(Database View Drop Down)
Estimate Totals Option
The bottom-right drop-down contains options for the type of estimate totals to be displayed on the VSS. Users have an option to display either Area Totals which displays only the totals for the current area, Estimate Totals which displays totals for the entire estimate or Estimate Trade Totals which displays Trade breakdown totals for the entire estimate.
Entering Estimate Repair Items
(VSS - Line Items Region)
Entering estimate repair items in the VSS is done by first selecting the appropriate category from the Categories Listing. The Repair items and scope numbers for the corresponding category are then displayed in the center of the screen. For this example, let's find the repair item 'Wall Drywall on Wood Framing'.
You first click the category listing on the left 'Wall Drywall Items'. The system then displays all wall related repair items contained in the database. To select a wall-related repair item, simply click the appropriate repair item description and then click the corresponding scope number.
Let's select Wall Drywall on Wood Framing and scope number 3 for ‘Remove and Replace’. Clicking the number 3 turns the scope blue and adds the single repair item 'Remove and Replace
Wall Drywall on Wood Framing' into your estimate.
For your reference, this is what each of the scopes stand for:
1 - Remove
2 - Replace
3 (or 1/2) - Remove and Replace
4 - Repair
5 - Remove and Reinstall
6 - Clean
7 - Paint or Finish
8 - Minimum Charge
9 - Select Item
0 - Custom Entry / Price
You may select multiple scopes for a single repair item. For example, clicking on the 'Mouldings & Trim Items' category displays the 'Base Moulding' repair item. Let's say the estimate calls for the removal, replacement, and painting of the 'Base Moulding'. That's a total of 3 scopes for the 'Base Moulding' line item. First select 'Base Moulding', and then click on scopes '1' for remove, '2' for replace and then '7' for paint.
Deleting an item is just as simple. Click on the repair item name and the blue scope for the corresponding item. The scope returns to the original color and the item is removed from the estimate. In our example, let's return to the 'Wall Drywall on Wood Framing' item and delete scope 3. As you can see, clicking on the now blue scope ‘3’, turns it back to its original color and removes the 'Wall Drywall on Wood Framing' item from the Mini-Override section of the VSS. Clicking on the scope numbers acts just like a toggle switch, each click either enters an item that is not currently in the estimate, or deletes an item that has already been selected.