Скачать или смотреть How to Setup and Use Rate Cards in Simple Estimate 👀

Welcome to Simple Estimate! In this video, Brian Anderson, CEO of Augusto, walks you through the essential features of setting up and managing rate cards, a crucial aspect of project estimation in Simple Estimate.

What You'll Learn:
Importance of rate cards in your estimates.
Navigating to the rate cards section.
Creating and managing roles within rate cards.
Setting up multiple rate cards for different scenarios.
Configuring default rate cards for clients.
Applying and updating rate cards in your estimates.

Key Points:
0:00 Introduction to the importance of rate cards.
0:08 Navigating to the rate cards section.
0:17 Understanding the table structure and roles.
0:29 Adding, deleting, and maintaining roles.
0:51 Creating additional rate cards with different rates.
1:12 Examples of internal, client, and discount rate cards.
1:37 Configuring special rate cards for specific clients.
1:47 Setting default rate cards for clients.
2:03 Creating a new estimate with a default rate card.
2:22 Selecting and applying different rate cards in estimates.
2:41 Changing and updating rate cards within an estimate.
3:04 Summary of rate card features and their power.

Rate cards simplify pricing your projects by allowing you to set and apply different rates for various scenarios, ensuring accurate and consistent estimates every time. Customize your rate cards to fit your business needs and streamline your estimation process.

Stay tuned for more tutorials and tips on how to make the most out of Simple Estimate!

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