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Windows T-Bill Manual - McCormick Systems Inc.

1. Preferences contd i Preferences Automatic Invoice Numbering Toolbar Settings User defined Invoice Textbox W Display icone W Display button names Visible Toolbar Buttons W Accounts MY Offices Mf Preferences W Labor I Craftsmen and Estimators W Invoice Status Descriptions nd 9 Preferences X Automatic Invoice Numbering Default Phone and Address Specifications Tas Table Toolbar Settings User defined Invoice Textbox Office DoNHot Use Label Conditions Preview Finally you can choose what Icons will actually show up within the program by checking un checking whichever Icons you want n Toolbar Settings You can also decide not to show any The User defined Invoice Textbox is located on the Invoice cover sheet This setting allows you to define what the text box is to be used for the above example is called Conditions but can be anything you decide If you have no use for a text box choose the Do Not Use option Icons contd Labor Page 62 WA WIN T Bill Documentation MCCORMICK Labor Descriptions Me x E Office Faul Helper 20 00 40 00 Cera Cot Pico ee A Lappen sao ooon Faem 30 00 soooja sumena soo sooo ios Use this Icon to add edit your Labor settings You can change the Cost Price and also decide if a particular labor is either Active checked or Inactive un c
2. Materials 1 40 Applicable Taxes Labor Materials Arizona State No taxes are applicable to this invoice Inputting dates is accomplished by clicking in the desired field Start Finished and getting the calendar as shown above Today s date s highlighted and circled in red Click on the date you want remembering that the Start date can be previous to today s date as the start of the actual work you re invoicing OR can even be a future date for planned work to be invoiced Finished can also be used when the invoice 1s completed OR a future date for when the work must be done The Bill Sent date will be filled in automatically when you review the invoice or can be input manually when the bill is actually sent If the date doesn t match the program will ask if that is the date you want to use The Due date will fill in automatically from the Bill Sent date based on the Terms of the Account The Paid date will have to filled in manually when payment is received and you are notified by the accounting department unless you wear both hats Page 37 WMA WIN T Bill Documentation MCCORMICK Invoices contd W T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help cE e F W Ce A s vt Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status iu Invoices O Coke hen Details F Apprentice Labor Material Special Comment I Forem
3. e Last Update This is the last date the assembly by product pricing was modified e Assm This is the reference number currently being used by this assembly If this assembly is moved due to inserting lines or moved to another part of the database the Assm will change automatically and will be updated automatically e Composition Last Changed The date the last time the by products for this assembly were modified e Composition Last Changed By The user doing the changes to this assembly Help Page 74 WA WIN T Bill Program Database Support MCCORMICK SSE lt bb FF IH _ McCormick Advanced Help si ES File Edit Bookmark Options Help Contents Search Brit The following Help Topics are available Login Screen System Login Working With Menus File Menu Edit Menu Tabs Menu Takeoff Menu Extension Menu Bid Summary Menu Tools Menu Window Menu Help Menu Jobs Screens Jobs Screen Job Details Job Details Setup u a ae eee The basic Help screen as shown above is the typical menu style that most of us are familiar with from most Windows programs The drawback with this style is you must know where the information is contained that you are looking for The breakdown is pretty self explanatory and shouldn t create too many problems but we have provided a much more user friendly method of using Help 2 McCormick Advanced Help Mea x File Edit Bookmark
4. AN MCCORMICK Win T Bill User s Manual Page 1 AN MCCORMICK User s Manual Note This Manual has been prepared to provide instruction for our Windows Time and Material Billing product Page 2 A MCCORMICK Overview of McCormick Time amp Material Billing Wizard The Wizard is used for the first time system setup Offices A user may set up a number of offices A Company could use the different offices to separate divisions IE Residential Commercial Industrial etc Another use would be if the main office were in New York City with branch offices on Long Island and in Albany Syracuse and Newark New Jersey All the time and material billing could be done from the main office in New York City The office defaults tax markup etc will be used each time an account is setup Accounts Accounts are the individual customers or jobs that each office services The office defaults for tax markup etc may be modified for each account Work Orders Work order forms may be created by adding Items manually or by copying Items or Assemblies from the McCormick database They can then be printed and used by the workers in the field Invoices Invoices may be created using the labor defaults created for that account Material may be added by entering the Item or Assembly number or inserting it from the list of Items or Assemblies in the database When the list of items is used Find Sort and Me
5. Most computer systems work well in a temperature range between 55 and 85 degrees Fahrenheit Direct Sunlight Placing your computer in direct sunlight 1s not a good idea it increases the temperature on your system and creates screen glare If glare is an unavoidable problem buy an anti glare screen at your local computer store Smoke and Dust Keeping your computer free from dust and smoke residue is another way of protecting your investment Smoke and dust interfere with your systems cooling For dusty environments clean the vents of your system with a vacuum cleaner Vibrations No vibrations are good vibrations as far as your computer is concerned Set your computer on a stable steady work surface out of the path of foot traffic Make sure that all cables are secured and out of foot traffic areas Static Electricity A sudden jolt of static electricity 1s enough to knock out your system and all your data If you have trouble with static electricity in your office ground yourself by touching the edge of your desk before you touch the computer Ant static floor mats are available for extreme cases There is also anti static rug spray to reduce static 1n particularly dry climates Page 10 AN Getting Started with the Win T Bill MCCORMICK SSeS eee ee ee ee ee Installation Instructions Follow the installation instructions that came with your McCormick T Bill Software Notes Page 11 NIN MCCORMICK Win T
6. T Bill Numbers remain constant regardless of spec editing in the Estimating System This assures part number consistency between Work Orders T Bill No recommended Estimating Number type has the advantage of the T Bill Item and C Estimating No Assembly numbers remaining synchronized to your McCormick Estimating System Item and Assembly numbers Hext gt gt Help windows Cancel Okay this window is where you choose which database you want to use for invoicing Both databases can be keyed to your estimating database but the second options is also synchronized meaning that if you change the estimating database you Win T Bill database will also change Because the field personnel utilize work orders it is recommended that the T Bill No database is used since it locks in the reference numbers allowing the creations of standardized work orders and ease of invoicing Remember if you are using this program standalone there is a default Win T Bill database that is already in place and preset Of course you will be able to edit it in a manner similar to the estimating program without being able to actually do estimating When completed choose Next gt gt Page 26 WIN T Bill Documentation Wizard contd T Bill Set Up Wizard WMA MCCORMICK Cost Spec Price Book Lbr Book Price Ext Book Price Ext Price 1 Ext Price 2 Ext Price 3 Ext Unit Price Labor s Lbr Rate WE
7. Address lines City State Arzona State Arizona State Email Delete OF Edit Offices Office Default Mark Up Mame Labor fi Short Name linew Materials fi Tas Defaults Invoice Footer Put in a customized footer here such as a slogan or license numbers Ir Save Footer Delete OR This icon will allow you to edit existing Offices and add future Offices to your program The three areas affected are Address Tax Defaults and Invoice Footer Remember you must create the Taxes in Preferences covered later first and then add to the Office list The Invoice Footer as shown can be your contractor license established date slogan etc Icons contd Page 60 WMA WIN T Bill Documentation MCCORMICK Preferences 7 9 Preferences 9 Preferences x Automatic Invoice Numbering Automatic Invoice Numbering Default Phone and Address Automatic Invoice Numbering Default Phone and Address Specifications Specifications Tax Table Office Tax Table Area Code Toolbar Settings Toolbar Settings User defined Invoice Textbox User defined Invoice Textbox Enabled che IT Beginning Humber E Bu Zip Cr I ireset Tip If you deal with several different Zip Codes in the surounding area enter only the first few numbers T Disabled ran we barp Ene have in common Most of the fields involved in Invoices are covered under Preferences These include Aut
8. No you would not see this window Using lt TAB gt or lt ENTER gt will move you through the fields including the Add button When completed select Next gt gt Page 19 WA WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard If you wish to add another sales tax gt I To definition then click on this field fs ay Arzona State If you have added all the sales taxes the office is required to pay Next gt gt press the Next gt gt button if Help windows Cancel Should you need to enter multiple taxes the field will let you continue to do so until you have accounted for all taxes needed for any job you do anywhere Page 20 WA WIN T Bill Documentation MCCORMICK Wizard contd Labor 2 Is the Office required to charge Maricopa County tax on labor HM aternals 2 ls the Office required to charge Maricopa County tax on materials As you enter taxes you will be prompted with the above windows for both taxes on labor and material This will enter the taxes n their proper fields within the accounts and invoices Page 21 WIN T Bill Documentation NAN MCCORMICK Wizard contd T Bill Set Up Wizard Enter the abbreviated or shortened name of your office For example AYZ Electric Inc could be simply ATZ This ts a required field Markup leer 1 0 User Defined Invoice Numbers Hd ateria
9. This function is limited to those with ADMINISTRATOR level of security in general or only those that have been assigned the authority B Assign Security Scope Group Administrators 2 Assign Users to Groups User Painoin Copy Defaults Area J ssm Specs Job specihe 2 __ Copy Defaults Elements Description Allow w a Iw M z z z z Iw le The Security window allows you access to the different areas of security It is broken into two main sections or SCOPE The GROUP selection allows the Administrator to make general changes to an entire group at the same time USER allows the Administrator to define the security to an individual user regardless of the group assignment This will allow very exact functions using the AREA and ELEMENTS within that particular area User Maintenance x Select User B New Password Confirm Password User Maintenance x Select User E Enter User Paul Nordin KHEN Enter Password KHEN Conf rm Password The first step or option is to go to USER MAINTENANCE This area will allow you to do one of two operations Either assign NEW PASSWORDS as shown on the left or create a NEW USER as shown on the right NOTE The User Name is used on reports and the sign in list Therefore cute nicknames such as Bubba Buffy and Slick are not recommended Page 92 NAN WIN T Bill Tools MCCORMICK Security cont
10. 55 WA WIN T Bill Documentation MCCORMICK Fal Import Parts IOl x Part ID Quick Reference LS OO EEE 250 TH CU STRANDED be tt P a Transfer Items Menu Find Sort The Import Parts list represents the database you have chosen for the Win T Bill program You will assign both Items and Assemblies from this database to the Work Order Fa J Part ID CE B ai E Since this is the exact same database used by the Invoice the Part ID becomes the Code in the Work Order and will also be the number used when locating that part for Invoicing NOTE You have the ability to switch between the Item and Assembly databases as well as using the Menu and Find Sort options as already covered Once an Item or Assembly has been located choose a blank line in the Work Order and choose Transfer in this window or Transfer on the Work Order itself Work Orders contd Page 56 WA MCCORMICK WIN T Bill Documentation UT TET EET se ee TEE Header Transfer f wen na Part Name Header Code aterial UU I UT ET N fi Ooo e p el JE AE TTL ae Id N Alea AAs N T a m D ag 1 m m DL i g m LI 4 TROFFER 4 LAMP Transter Exit Edit Mode BBO Header Material a The above examples show the results of tran
11. Bill Documentation Notes Page 13 AN MCCORMICK Section I Time and Material Billing AN WIN T Bill Documentation MCCORMICK System Login System Login User Name Adri E Password X Save Password This 1s the First Dialog box you see when you enter the application At this time you are required to enter an existing Users Name amp Password to gain access to the program User Name First time users should Login as Admin as the password is the EXACT SAME AS THE USER NAME This makes it easier to copy and insert in the password field Either Esti 800 600 monitor or Est2 640 480 monitor can also be used the password being just the Est part of the user name The remainder of the user name referring to the monitor configuration has no real bearing with today s monitors the majority being SVGA so it makes no difference which user you use Tip Some users will find that some areas described in this manual may not be completely available on your screen We recommend running at 800x600 resolution or greater as this will give you more Screen Space See your Windows manual for directions on changing Screen Resolution Password The Login window also requires a password For your first login your password is the same as your user name Admin Esti and Est2 To change your password amp set up a new User See Security Tip It s important to note that password
12. Bottletop Way o Arizona State gt State 5ute123 OW City Phoenix S hate az Ip je5220 Note No tases are applicable to this invoice The different fields and definitions are as follows e Conditions Is a User Definable field and is accessed through the Preferences icon It can be whatever you want it to be Conditions is only an example e Invoice Status This will reflect the current status of the invoice Select the appropriate choice from the pulldown e Estimator This is the individual from the list you previously set up via Wizard of those who prepare or are authorized to approve invoices Select from the pulldown e Craftsman This is the individual from the list you previously set up via Wizard of leadmen that did or are doing the work for this invoice Select from the pulldown e Markups These fields carry over the markups previously established for the account Your invoicing will reflect these markups as you input the data They can be changed anytime during the invoicing process to reflect special circumstances and or changes in labor and material You should review these markups anytime prior to input to make sure they are correct To change simply highlight and type Page 35 AN WIN T Bill Documentation MCCORMICK Invoices contd Type of Invoice This field allows one of four choices Time amp Material Not To Exceed Quote and Call Back Select from the
13. Frotit 736 a OO 1 EMT Ou 1 440 00 0 00 1 440 00 1 EMT COUP DS our 1 800 00 0 00 1 800 00 LI gt z 36 1 EMT CONN DS a 2 400 00 0 00 2 400 00 1 2 EMT STP 1010 TEMT 7 HOLE STL 0 1000 189 35 12 69 202 03 76 7 34 EMT STP IET 17 6 201 43 1 ERT STP oo 7301 Hal 377 0 LEMI STE ir BA y EF 30 LEME ETE 1 2 EMT STP 2 EMT STP 33 23 42 23 35 46 mu P i ee E E E j b E E E cn If you are using Assemblies for invoicing you can use the Review tab to see what individual items make up that particular Assembly The information includes the Item the ByProducts same as the Item name and the Qty of those ByProducts for a SINGLE Assembly Typically our Assemblies are put together as either one each or one foot leaving it up to you to provide the count or length Page 40 WMA WIN T Bill Documentation MCCORMICK Invoices contd EAT Bill Paul s Electrical Contracting Inc File Edit Tools Secunty Reporte Window Help I E amp k gt Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status an Invoices Sle Coke a Details T Bill Part No Labor Material Special Com f Item Assembly Sales Total 56 7 Items Quantity i Last 2 4 Ho ltem ame pa Gross Profit 3 2 De Cost Unit Price Unit Tal Line Cost Line P 14 THY CU SOLID 12 THY CU SOLID o x m m 10 TH CU SOL
14. Hours are Monday through Friday 6 00am to 5 00pm Arizona Time MST Winter PST Summer If you are able to use the Internet from your current position simply select one of the links above Should you need to update your Internet browser here are the sites of the two most popular browser s Microsoft home page http www microsoft com ie recommended Netscape home page http home netscape com McCormick Systems Win T Bill Page 97
15. Options Help contents Search 3 Bint Click on the Area you would like Help With BE Assemblies of x 15 8 Data Base 6 04 96 emt branch strap emt dzs strap 1 2 EMT STP DJS 374 EMT STP DJS 1 EMT STP D S 11 4 EMT STP DJS 1172EMT STP DJS 2EMT STP DS 21 2 EMT STP DJS 3EMT STP DS 14 31 2 EMT STP D S All Takeoff is accomplished using either an Item or Assembly list From here you may select amp count off your required materials Labor and pricing information is saved with the individual parts and may be viewed or modified using the Review tab You also have the ability to move to or create Temporary job Items These may be reached by using one of the following methods H This alternative method is what we call context sensitive In other words it goes where you are in the program this example is an Assembly takeoff window To use this feature put focus on the area in question 1 e a takeoff window menu audit trail etc Then hit the lt F1 gt key on your keyboard It will bring up the help window for that area Help cont d Page 75 WA WIN T Bill Program Database Support MCCORMICK You will notice it also has the accompanying text describing the help topic and the green highlights that will lead to related information The note at the top of the window directs you to Click on the Area you would like Help With Moving the cursor around the image will produce a pointing f
16. Then click on the SAVE button and you have a new way to find sort the database Page 77 WMA WIN T Bill Program Database Support MCCORMICK Exchange E Items _ Oe x Probe J LProbe cu rha strander CU Omen CU seu cu so cord cu thn stranded cu thhn solid cu thhn strande cu thi solid cu thi strander cu shh solid cu shh strand cutout fuse cutting dbl exp shield Joge ltr In conjunction with Find Sort another very useful tool is the EXCHANGE feature To use this feature you select a header either by scrolling or through find sort and then click on the lt EX gt tab at the bottom of the window This will bring up an alphabetical header list of all the headers in the database If you use Find Sort in a general manner this will make the Exchange even easier and more desirable since scrolling through an alphabetical list is easier than memorizing all the different combinations of headers Once the header you want is located simply click on the EX tab again and you will return to the normal database window oo _ Count 1 2 EMT 172 EMT 1 HL 1 2 EMT 1 HC 1 2 EMT 2 HO 172 EMT CBC 1 2 EMT CHA 1 2 EMT CON 1 2 EMT CON 142 EMT CON 142 EMT CON 142 EMT CON 142 EMT CON 142 EMT CON 1 2 EMT CON gt DOUGZEE The same feature can be used effectively if you wish to sort the database by a particular size or dimension Simply find the defining size n actual It
17. Tools Hot Link cont d E Assign Security Scope Assign Users to Groups C ome Pannen E a Copy Defaults es Sab See Elements Allow All ST en eee Wot Link Ferm Items from Trade Services E Hot Link Temp Items from Trade Services Price Updates Reset To Groups The final step in setting up the Hot Key is to go into lt EDIT gt lt SECURITY gt and under the Group Administrator select the AREA Database There will be two new lines of security for Hot Link They both need to be checked for the user to be able to perform the function NOTE The security is set under Administrator since this is the highest level of security No one other than Administrators should perform this function for security reasons McComick WindSystems Advanced Training Manual Admin File Edit Tabs Takeoff Extension Bid Summan Toole window Help robe Jester J Takeo end esa Bw Taten Ware Hana IL_ lt none gt enone lt nane gt enone 2 enone 2 tems oI D copper wire cu they solid 14 THY CU SOLID 12 THW CU SOLID 10 THY CU SOLID cu thw stranded 14 THM EU STRANDED 12 TH CU STRANDED 10 TH CU STRANDED 8 TH CU STRANDED Once the Hot Key functions are all established you launch the process by clicking on the Toolbar Button Hot Key This will bring up your single Item Takeoff window You then hold down the SHIFT key and hit the keyboard letter H This will la
18. Trs e J Another method of locating the database information is the use of the Menu In it s simplest form you would work the columns left to right choosing what areas indicate what you are looking for When you make your selection in the last column which could be columns 2 3 or 4 you will be sent to that location in the database You then scroll to the exact information click on it to focus there then click on Transfer Tip To keep your workspace somewhat less cluttered check the Close When Found box in the lower left corner Once the match is made to the database the Menu will close automatically Page 43 WIN T Bill Documentation WMA MCCORMICK Invoices contd 9 T Bill Paul s Electrical Contracting Inc File Edit Tools Secunty Reportes Window Help Accounts 5 U Invoices Pry Coke Whether using Find Sort or Menu once you have located the proper information to input you will click on the Transfer button The database window has been closed in the above example to simplify the screen but the pertinent information is in blue in the upper left corner If the transferred data is an Assembly all you see is the Assembly Name If the transferred data is an Item you will also see your If Ce fee Zc Offices Preferences Labor Crattsmen E stimators Invoice Status O00 3121 2 EMT D S T Bill Part Ho Labor Material Special Comment Eat C ltem Assembly Quantity Ses To
19. additional reports Tip To print out your Database you must be in a job with at least one takeoff window open Selecting Print while a takeoff window is open and active will bring you to this screen Select your range and click on OK The report is below EE Block Operations Print Records Mode CM CopyOver U Move fe Print C Copwinsett 0 Insert New U Range Edit 1 Electric Data Base e Assemblies amp Byproducts Ce Report Name Assemblies amp Bypraducts Permanent Assemblies ByProducts Assam AssmHame Matenal s Labor How s Unit Price 1 tem Item Name Price 1 Bid Lk ty 6 TSEMT STP OY 28 S17 12 EMT 722 370 B46 12 EMT COUP WS 24 60 S50 12 EMT CONN OS 25 46 517r 12EMT 1 HOLE STP 711 63 Z Page 81 AN WIN T Bill Program Database Support MCCORMICK ZZ ZZ Vu Notes Page 82 AN MCCORMICK Section Lil Tools NAN WIN T Bill Tools MCCORMICK Price Updating E Database Update Update Configuration LastRun E Trade Service Tra Ser for windows USA Bo 44 21 PM Trade Service FFMS Data Select USA Brar gr 24421 PM National Pricing Service Canada rg 244 27 PM Trade Service PFMS Australia Aero 244 27 PM ice 771 97 6 24 23 4M ply 8 4 2000 1 29 25 PM Edit Start the update process Price Updating allows you to update your current database with the latest price and labor specifications provided by third party sources P
20. and let them know We will be happy to work with them directly Just have them call us Pricing Configuration Page 85 NAN WIN T Bill Tools MCCORMICK Database Update Edit Update Configuration Trade Service Tra Ser for Windows USA Database Information Update Specification Book Price 2 X Update the Last Run Column Compare Specification System data path DCI Code a C ADVTRNGSDATA New UPD Service Information __ PAA i Click the close Benner button when Trade Service for Windows 2 Add Carriage Return and Line Feed finnished Price Column 3Price 2 Unit ie Update Path and File Suggested Block Size i 28 c winmsie data trade dat E Block S ze fi 28 If this is the first time you are running the price updating function you will need to create a new CU file To do this select the format that your data is in from the previous screen and select EDIT from the buttons to the right This screen allows you to define the parameters of a new or current Update Configuration Keep in mind that you will only need to create a new CU or UPD file the first time you run an update for each vendor McCormick WinS ystems Is your Tra Ser or Epic update program installed on your local computer McCormick WinSystems McCormick WinSystems Please edit this file and ox Please enter the Industry ox path if not correct OK Code to be placed in the OK C ATSP WIN6OO00 CU McCormick
21. d E Copy Defaults Og x B Toolbar Administration Source Destination Copy from one user to another User User Admin Paul Nordin Buttons Buttons Toolbar Workspace Bi ki BL Close Build Assm Once the New User is assigned a name and password the next step is to assign the DEFAULT settings These create the TOOLBAR buttons and the WORKSPACES the user will work with inside the program This also provides KEYBOARD MAPPING for utilizing the same keyboard commands that were used in the original DOS application The new user is the DESTINATION in the above right window Choose an existing user that has the defaults needed for the new user as the SOURCE and highlight the first default in the list Use the right pointing arrow between the two windows to transfer the desired defaults to the new user The list will automatically advance to the next choice and continue to transfer as you click on the right pointing arrow It will also notify you if everything has been sent or a duplicate exists NOTE All three types of defaults MUST be created for every user regardless of final level of security B Security Group Membership Security Group Membership User itn User Paul Nordin Available Groups Member Of Available Groups Member OF Administrators Administrators The next step in the procedure for creating a new user is to assign the user to a GROUP We have th
22. is used to make specific comments regarding the current invoice such as special conditions special pricing extra work beini Biel Es z Customer Invoice Maternal Spec Office Confidential Bath eed Batch Printing ay 6000 Hou Add to Batch Clear Batch List Batch Customer Invoice Office Confidential 393 23 Le 440 00 view Both Another option available 1s sending finished invoices to a Batch Printing so they can all be printed at a later time and all at once Again you can batch just the Customer Invoice Office Confidential or Both You can also see a Batch List and Clear Batch the entire list 1f desired The following two pages are examples of the Customer Invoice and Office Confidential respectively NOTE The following example of Customer Invoice shows a logo This is possible if you have your company logo as a bmp file If you do let us know and we will help you set it up This is the only default location of the logo in our invoice allowing the use of plain bond paper Invoices contd Page 50 WMA WIN T Bill Documentation MCCORMICK Invoice Number 0001 Date 15 Now 2001 Paul s Electrical Contracting Inc Page 1 of 1 1234 W Nowhere Ln site 123 Anywhere AZ 35000 Eillmz Address Coca Cola Bottling Co 1254 H Bottletop Way site 123 Phoenix AZ 85220 MCCORM i c E Quantity Description Price Amount 30 000 F orerar 472 00 Hour 41 4
23. n the second Tip you can build assemblies with items or with other assemblies To save time consider starting a new assembly by copying a similar assembly and editing it to meet your own needs You will be spending a lot of time looking at the Review screen for your item and assembly lists as you arrange your items and assemblies in their proper positions within your database While in Review mode you still retain all of the functionality of the original takeoff list For example You may still access the Menu BS Assemblies I ho Amame os P BEE DUPLEX STD nit Price 6469 DOUBLE DUPLEX STO Unit Price 4 B470 30 AMP STO Unit Price 5 6471 50AMP STD 5 6472 GFI STO 6473 WFDUPLEX STD a 6474 SINGLE FLOOR STO arkup 6475 DUPLEX FLOOR STD 6476 GFIWP STD ba Markup 5 E475 See Permslob The names that appear in the review screen for item and assembly specifications and the order they appear in are not permanent Some labels like Item Assembly Name and some others may be descriptive enough the way they are If so leave them as they are The best labels are ones that are descriptive of your operation they are the ones you will remember most easily A description of some of the most common specs for invoicing are listed below e Header This indicates if the item is an actual assembly or to be used as a header YES will allow the header to appear in an alphabetical listing of headers NO will allow sorting by assembly
24. of using assemblies is that during the invoicing process using one assembly results in invoicing all of the items the assembly is made of In other words assemblies group items together for invoicing saving the time required to create an invoice item by item Your assembly list can hold up to 60 000 assemblies Each assembly can hold up to 256 by products Assembly Review E Assemblies Iola Item ByProducts DUPLEs RECP STANCE 1G PL45 DUPL RECP F 4 5 BOs 1 172 DEEP DUPLE STO 4 5 5G MUD RING 172 DOUBLE DUPLEX STO GROUND SCA E l F 30 AMP STD BOs SUPPORTS CLIP I AO AMP STO GFI STO WPOUPLEX STD SINGLE FLOOR STO DUPLE FLOOR STO GFI WP STO There are actually two different review screens for Assemblies By products and Specifications You may toggle between the two screens by clicking on the Review tab again When you first select the Assembly Review tab you are brought to the by product screen From here you may view or edit the individual items that make up an assembly Page 73 WA WIN T Bill Program Database Support MCCORMICK Assembly Review contd To build an assembly you ll need at least two takeoff windows open The first window must display the by products for the assembly you re building In the second takeoff window you must select the item or assembly you want to add to the assembly you re building Clicking on the AddMode button in the first window will cause a Transfer button to appear
25. pulldown Job Site This is the information for where the work is actually being done If different from the Account it must be input manually If it is the same location as the Account simply choose the Auto Fill button and the information will automatically be transferred Applicable Taxes These fields contain the taxes previously set up in Wizard By default the list will include all available taxes If you decide not to use a specific tax double click on it in the list and you will be prompted whether you want to delete it or not this is invoice specific and can be reversed If the entire invoice is not taxable you have the option of choosing the No taxes are applicable to this invoice box and it will disable any taxes this can be turned on and off during the input process to tax or not tax your input Page 36 WIN T Bill Documentation WMA MCCORMICK Invoices contd a e r Q Accounts Offices Preferences Labor Dates Invoice Number Start DON October 2001 gt He wed INA TI oa Srmick 0 1 2 3 4 5 amp o 3 10 11 12 13 15 16 17 18 19 20 2 dran J 3 11 2 3 5 6 o 9 10 Auto 2 Today 10 24 01 Contact Stanley Livingston Address 1234N Bottletop Way u City Phoenix State az Zip ET Mote Q Craftsmen E stimators Finished Bill Sent rH Invoice Status Due Paid Posted I I I Bo Markup Type of Invoice Labor li 20 Time amp Materials
26. working being invoiced posted and sent out billed with it s due date preset and can even showed it s been paid You also have the ability to search for a particular invoice for dedicated review To review any Invoice in the list simply double click on it and it will go to whatever screen was last seen n Invoice either the cover sheet or details Pulldowns Page 64 AN WIN T Bill Documentation MCCORMICK Most of the pulldowns duplicate the functions of the icons with a few exceptions The following is a quick reference to what is listed and examples of the mentioned exceptions Remember the pulldowns can be used if the icons are not showing File e Select Office Allows you to change from one office to another if you have multiple offices e Select Tbill Database This will bring up the below window where you can choose a different database This option will be utilized if you setup a PDA covered under separate documentation aa Win Bill mdb File name Files of type Database rndb Cancel I Open as read only ze e Add Gives you options of what you can add o Account Starts anew Account o SubAccount Create a SubAccount to an existing Account o Invoice Another way to start a new Invoice e Delete Gives you options of what you can delete o Account Will delete an existing Account with a warning o Invoice Deletes an In
27. 0 Hour 1 440 00 E IIE Comment Editor his area is used to make specific comments regarding the current invoice such as special conditions special pricing extra work being asked or work not orginally specified b oo e w ma D o oye Ph hi Cy Co hoi D Fl D CO a a E 1200 u p E B gt This area i used to make specific comments regarding the current invoice such as special conditions special pricing extra work E At this time the comment will appear as the next line n the invoice and there is no way to move it to any other location The comment shows on the working invoice in the space available You can see the entire comment by double clicking on it and bringing up the Comment Editor This will also allow you to make changes to the existing comment and save it or delete it entirely Invoices contd Page 49 WIN T Bill Documentation NAN MCCORMICK 9 T Bill Paul s Electrical Contracting Inc File Edt Tools Secunty Reports Window Help EB e k Q Accounts Offices Preferences Labor Le 5 S Invoices E Okay at some point you will either complete the invoice or want to review what you have done as a printed document Clicking on the Printer icon in the very top right corner will bring up your print choices As review you can choose either the Customer Invoice or Office Confidential separately or Crattsmen E stimators This area
28. 1 AN WIN T Bill Program Database Support MCCORMICK Item Review Book Price E Prc Price 2 ec Data Base 7 23 98 Price 3 Bid Lbr copper wire NETZ cu thw solid 14 THw CU SOLID aA 12 THw CU SOLID 10 THW CU SOLID l L Price cu thw stranded I Mm Pag 14 TH CU STRANDED ltem Review Fird S ort FermJob You will be spending a lot of time looking at the Review screen for your item and assembly lists as you arrange your items and assemblies in their proper positions within your database While in Review mode you still retain all of the functionality of the original takeoff list For example You may still access the Menu The names that appear in the review screen for item and assembly specifications and the order they appear in are not permanent Some specs like Item Assembly Name and some others may be descriptive enough the way they are The best spec names are ones that are descriptive of your operation they are the ones you will remember most easily A description of some of the most common specs used for invoicing are listed below e Book Price Can be changed manually also updated by pricing services such as Trade Service EPIC or a specific supplier e Price 1 Price 2 Price 3 Multiples of Book Price which can be set by the user These specs CANNOT be changed manually e DCI Code The code that pricing services use to match changes to be made to our database It is an 11 d git number t
29. 102 133 126 LT MI LT E AssmMame _ TEMT CONN DE _ 1 EMT CONN DACA o 1 EMT CONN D S o 1 EMT CONN DASA E TEMT CONN S40 E 1 EMT CONN S A 543 1EMTCONNS 5 o _ T EMT CONN S S E TEMT DAC IRACK o T EMT D S BACK EMT SE Back E TEMT S S BACK o m JEMTSTP DA gt CAEMTSTP DS E 1 EMTSTP S C LU fis Transfer Es i ai A method very closely related to using Find Sort is Exchange When you have located either a header the section descriptions or a specific Item or Assembly click on EX and it will sort the entire database This can greatly simplify finding similar data without knowing specific reference numbers Page 42 WMA WIN T Bill Documentation MCCORMICK Invoices contd W T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help cE 8 F Iw Ce Ei Ks vi Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status Takeoff Window Assemblies OF x D75 Siap BEER E Small Feeder DC Strap nl 4 emt dis 5 5 Strap n12 emt d s i T Bill Part No sabor Material E C lem Assembly Sales Total Quantity Invoice Cost t tele Ein Gross Profit t EEE EEE DS Rack nd emt disvi S C Strap ni emt ds DAC Rack n12 emt d svi T Close when Found TOT TPZEMT STP OS 3 21 2EMT STP D75 SEMT STP D5 3172 EMT STP D5 Transter Ciems J Assem J Meru Review
30. 20 000 1 2 EMT 1 HOLE sTP 2769200 C 33 23 1126200 C 1424 B 200 000 TITANIUM WIRE 220 00000 440 00 120 00000 C 240 00 E This area is used to make specific comments regarding the current invoice such as special conditions special pricing extra work being asked or work not originally specified Tav Cote Lenei Sub total 6 708 99 Total Cast 2 259 57 es Tax 71 62 Profit 3 849 42 E Arizona State 670 6 70 Total 6 780 61 acey 62 Work Orders Page 52 WA MCCORMICK WIN T Bill Documentation aq Work Order workOrder YTS File Edit Palm Page No WORK ORDER Mamet company Date Phone Biling Address Job Location Description LUI I cli m I c 7 a Cc tt WATER IAL WATER IAL WATER PL WATERIAL u Edit Part List gt A ri The Windows T Bill program also allows the user to create custom Work Orders for the workers in the field It will work directly off the database you are using for the Invoices so whatever material is used in the field will match for input in the Invoice The Work Order can have both Items and Assemblies to facilitate the Invoicing process when it appears The first step is to choose Edit Parts List from the above window Work Orders contd Page 53 NAN MCCORMICK WATER HL WATER AL WATER IL work Order YTS i rage Transter Exit Edit Mode Part Name Header Code I Header Ma
31. 4 THHN SO 14 THHN SO 12 THHN SO gt 12 THHNS 12 items imported Database Items 14 THHN SOL CU BLK 500 WIRE 14 THHN SOL CU WHT 500 WIRE 14 THHN SOL CU RED 500 WIRE 14 THHN SOL CU BLU 500 WIRE 14 THHN SOL CU YEL 500 WIRE 14 THHN SOL CU GRAN 500 WIRE 14 THHN SOL CU ORN 500 WIRE 14 THHN SOL CU BRN 500 WIRE 14 THHN SOL CU PUR 500 WIRE 14 THHN SOL CU GAY 500 WIRE 12 THHN SOL CU BLK 500 WIRE 12 THHN SOL CU WHT 500 WIRE If the selections have been made properly the list will now appear on the right side in our database If the location on our side is correct select APPLY to make the actual import EE Items ofk 14 THHN SOL CUJELE 500 w 14 THHN SOL CU WHT 500 14 THHN SOL CU RED 500 14 THHN SOL CU BLU 500 14 THHN SOL CU YEL 500 14 THHN SOL CU GAN 500 14 THHN SOL CU ORN 500 14 THHN SOL CU BERN 500 14 THHN SOL CU PUR 500 14 THHN SOL CU GRY 500 12 THHN SOL CU BLE 500 12 THHN SOL CU WHT 500 Congratulations the Trade Service items are now part of your estimating database Notice that the Item Name Book Price and DCI Codes are in place All that remains is for you to set the proper Unit for Prices 1 3 and add the Labor This import can be for any number of items at one time Page 91 WIN T Bill Tools WMA MCCORMICK Security The Win Product also allow for creating individual users with specific levels of security
32. 40 00 30000 Jowme yar 60 00 Hour 1 200 00 40 000 Apprentice 60 00 Hour 2 400 00 3780 000 12 THAN ZU SOLID 50 09 WI 4189 35 1300 000 1f2 EWIT 2198 C 2635 76 120 000 l2 EMIT COUP DS isd C 73 01 120 000 1112 EMT COMM DS 5803 C tao Fel 120 000 1f2 EWIT 1 HOLE STP 27 69 C 433 23 200 000 TITANIUM WIRE 220 00 C 440 00 his area 15 used to make specific comments regarding the wrent mvoie such as special conditions special pricing extra work being asked or work not orginally specified Terms Days ubtotal Labor 5640 00 Subtotal wWIlaterial 1 068 99 Subtotal 6 708 99 T ax 71 62 Amount Due 6 780 61 Total 6 780 61 11 1501 10 27 pm Invoices contd Page 51 WIN T Bill Documentation WMA MCCORMICK C N H I E NI IAL Paul s Electrical Contracting Inc Coca Cola Bottling Co Craftsman Paul Nordin 1234 H Bottltop Way Estimator Todd McCormick suite 123 Phoenix AA 5220 Bil Humber 000 Dat 24 Oct 2001 Page Quantity Descripion Price Amount Cost Amount TX 20 000 Foreman 200000 h 1 440 00 230 00000 h 600 00 4 230 000 Jourme yan 6000000 H 1 200 00 25 00000 h 750 00 0 40 000 Apprentice 60 00000 h 2 400 00 25 00000 h 1 000 00 O 3760 000 12 THAN CU SOLID 50 09200 Tvl 189 35 21 46600 Wi 3115 EB 1200 000 112 EMIT 2198000 C 263 16 322000 113 04 E 120 000 12EMT COUP DS 6024400 C 3 01 26 07600 C 3129 B 120 000 12 EWT CONN DIS 5803000 C 69 64 2427000 29 84 B 1
33. 80100 22445 C 0106 _ THHN 12 0 12 THHN SO a ja f Lookup List B For Help press F1 Items 14 Selected NUM A Find what you want as long as it s together click on the first item in the list find the end of your list hold down the shift key and then click This will highlight your list for you You can select individual entries in any order by using the control key and clicking You then select the export icon in the upper right corner X McCormick Systems Hot Link Import File Ect Link Help Link Specifications Database Specifications Description lt gt Item Name Remarks Pull UPC lt gt DCI Code NECA 1 Numeric Catalog Number Col3 lt gt Book Price P dj2 Numeric Description Mfr Name lt gt Manufacturer Numeric Unit Measure Mfr Name lt gt Catalog Number Bid Lbr Numeric Price Movement Coll Col2 Numeric gt Col3 Numeric Resale Numeric Qty 2 Numeric Qty 3 Numeric lt Comm Numeric User Code Alternate Description Numeric 1 P Adj 1 Numeric A Matl Tax Mult Numeric NECA Adj 2 Numeric Lbr Rate W B Numeric Numeric 4 items imported Next gt gt When the McCormick Systems Hot Link Import w ndow appears you match the Trade Service specifications on the left to the McCormick specifications on the right Use the in pointing arrows either left or right to bring your matches together in the center window The typical matches
34. CORMICK Page 69 AN MCCORMICK Section II Program Database Support Page 70 WA WIN T Bill Program Database Support MCCORMICK Database Whether you use the T Bill program along with the WinProducts estimating program or as a stand alone you will have the ability to edit the database and customize it to your specific needs The following sections will assist you in these procedures Items List Electric Data Base 6711 2000 Copper wire cu thy solid 14 THY CU SOLID 12 THY CU SOLID 10 TH CU SOLID cu thw stranded 14 TH CU STRANDED 12 TH CU STRANDED 10 TH CU STRANDED 0 TH CU STRANDED All Invoicing is accomplished by using either an Item or Assembly list From here you may select and invoice your required materials Pricing information is saved with the individual parts and may be viewed or modified using the Review tab The fundamental component of the database is an item An item is an individual unit of material used for invoicing Everything in the database is composed of items Even the assemblies are made from items although they are called by products when used in an assembly It will help you to understand the database if you think of it as two parts e Item List Contains price and labor specifications for individual items e Assembly List Contains by products prices and labor information about assemblies A by product is an item that is used as part of an assembly Page 7
35. Comment as Invoiced 50 Printing Customer Invoice 51 Printing Office Invoice 52 Work Order 53 Opening Screen 53 Edit Parts List Form 54 Edit Header Line 55 Edit Import Parts Database 56 Edit Creating Items Assemblies 57 Edit Completed Items Assemblies 58 Edit Work Order Header Information Run Editor 59 Icons 60 Office 60 Preferences 61 Labor and Craftsmen Estimator 63 Invoice Status 64 Pulldowns 65 File and Edit 65 Tools 66 Security and Reports 67 Window and Help 68 Notes 69 SECTION II PROGRAM DATABASE SUPPORT 70 Database 71 Item List 71 Item Review 72 Assembly List and Assembly Review 73 Help 75 Find Sort 71 Exchange 78 Menu 79 Menu Setup 80 Database Reports 81 Notes 82 SECTION III TOOLS 83 Price Updating 84 Pricing Configuration 86 Hot Link 88 Security 92 Notes 95 Page 5 AN WIN T Bill Table of Contents MCCORMICK Topic Page No Appendix 96 Technical Support Information 97 Page 6 AN WIN T Bill Table of Contents MCCORMICK Notes Page 7 AN Getting Started with the Win T Bill MCCORMICK Getting Started with the Win T Bill Introduction Welcome to the McCormick System Win T Bill Program designed by McCormick Systems especially for businesses like yours The purpose of the software is to simplify the Time and Material Billing process helping you to control your billing and shorten Account Receivable time The software products of McCormick Systems are con
36. Frice 1 Price 2 Price 3 Price Spec Book Price Book Lbr Book Frice Ext Book Price Ext Price 1 Ext Price 2 Ext Price 3 Ext Unit Price Labor s Lbr Rate wB Frice 1 Price 2 Price 3 Choose a Cost Spec and a Price Spec from the respective lists Cost Spec ts the amount the office pays for material te the wholesale cost Y Help windows Price Spec is the amount a customer pays In calcula ting prices T B ll multiplies the Price Spec by the markup If you have finished choosing gt Hext gt gt your Specs press the Next gt gt button Cancel Now we get into a more detailed area This window allows you to choose from the various pricing specifications contained in the database for your Cost and the customers Price Depending on the way you choose to setup your database and maintain pricing there 1s usually a built in markup when you choose a different cost vs price Keep in mind you have already chosen a markup for your office and you will have the opportunity to set markups both per account as well as individual invoice These markups will be on whatever you choose for the Price Spec That means there are four areas for markup Database Office Account and Invoice When you have completed this window choose Next gt gt Page 27 NAN WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard Tores Ofiee Y o ea Specs Labor can
37. ID Find Sort Items cu thw stranded what 14 THW CU STRANDED Where 12 THW CU STRANDED Name by Name 10 THW CU STRANDED Name by Parti 8 THw CU STRANDED i a l ft Transfer Assem Menu Review J Free mu A pem p Close Close When Found The first method for locating information in the database is Find Sort This feature will allow you to simply type in the reference number from the Work Order and go directly to the corresponding number in the database You then click on the Transfer button Page 41 WMA WIN T Bill Documentation MCCORMICK Invoices contd EF T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help el f ae E ER Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status an Invoices 0 Coke hen Details TB Part No Labor Material Special Com mbl i ET Ir Er A S68 AssmName E add Line Gross Profit 3 6 TEE 1 EMT CONN DICH ne 1 440 00 000 1 440 00 1 EMT CONN DSA 1 900 00 0 00 1 900 00 1 EMT CONN S C 2 400 00 0 00 2 400 00 1 EMT CONN S C nn 199 35 12 69 4202 03 1 EMT CONN 575 2 263 76 17 67 20 43 1 EMT CONN 5571 73 01 4 09 77 90 1 EMT D C RACK 1 EMT DS RACK o 69 64 467 74 30 1 EMT 5 C RACK 33 23 9223 35 46 1 EMT 575 RACK TEMT STP D C TEMT STP D S TEMT STP SC q Pr Fu co ee eal eae Ph P Ci Oo ET om 4 114
38. Setup Wizard This wizard will guide you through all the steps necessary To setup T Bill Just press here to begin gt OK The first time login after initial installation will automatically activate the Setup Wizard This will guide you through setting up an initial Office within the program Click on the OK button to begin the process Page 17 WA WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard Is your company s off ce required to pay sales tax es Ho if Help windows Cancel This window requires a Yes No response to the question of taxes It is a good idea to choose yes even if you are currently not paying any taxes since there may be a need to do so in the future You will be able to select payment or non payment on an individual account invoice basis Should you choose No you will not see the next window but you will be able to adjust the situation later on within the actual program Page 18 AN WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard Bin Enter name of sales tax here EXAMPLE Arizona State Then press lt Tab gt when finished entering i Help windows Cancel This window will setup your tax table for the program As previously noted even if you do not pay taxes currently go ahead and setup the proper taxes for possible future use Remember if you had previously chosen
39. WindSystems El The file C WVINGYDATAWYinbOOU UPD already exists would you like to Overwrite Page 86 NAN WIN T Bill Tools MCCORMICK Pricing Configuration cont d E Database Update Edit Update Configuration Trade Service Tra Ser for Windows USA Database Information Delete Update Specification Book Price 2 X Update the Last Run Column New CU Compare Specification System data path DCI Code 2 EADVTRNGSDATA New UPD Service Information H Click the close Format button when Trade Service for Windows Add Carriage Return and Line Feed finnished Price ColumnaPrice Unit m Update Fath and File Suggested Black Size fi 20 s winmsie data trade dat Block Size fi 28 Close McCormick x McCormick Please enter the file ox Please enter the issue for ox name for the new UPD Lok the UPD file OK in6000 UPD McCormick WindSystems Es The file C WVINGYDATAWYinbOOU UPD already exists would you like to Overwrite NOTE Most third party vendors may be emulated by modifying the data on these screens If you have any questions on the information needed by your vendor please contact Technical Support Page 87 NAN WIN T Bill Tools MCCORMICK Hot Link McCormick WinSystems Advanced Training Manual Admin File Edit Tabs Takeoff Extension Bid Surman Toole Window Help Te eae J Take E 5 Teal Wage JH Jerone E enone E lt
40. an ooo O u Journeyman ae Sales Total 5 640 00 add Li Invoice Cost 2350 00 Eee Gross Profit 3 290 00 Bea o ne E a ea ae ZU ao manm remen f s plamene 3240000 Once the cover sheet for the invoice is completed proceed to the next area of invoice data input This is accomplished by clicking on the companion tab at the top of the invoice labeled Details There are four 4 areas of data input Labor Material Special Comment The first area Labor will be brought up automatically Input is accomplished by selecting the correct labor category from the list 1 e Foreman Journeyman or Apprentice NOTE When not active the background will appear yellow When a category is selected it will appear white and the Hour field will be active with a cursor Type in the total number of hours that apply for this category then either click on the Add Line button or simply hit Enter It will then appear in the invoice area Check the results Page 38 WMA WIN T Bill Documentation MCCORMICK Invoices contd W T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help fie 8 i m OO D Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status i Invoices afer x Coke 0001 Details 3121 2 EMT D S T Bill Part No Labor Material Special Comment Ena C Item Assembly Sales Total 5 640 00 Z Quantit 5 Assemblies OF Ei fide ia
41. are illustrated above As you make matches from the McCormick side they will disappear as options Therefore it would be easier to work from this list Page 90 WIN T Bill Tools WMA MCCORMICK Hot Link cont d as McCormick Systems Hot Link Import File Edit Link Help I 14 THHN SOL CU BLK 500 WIRE 114 THHN SOL CU WHT 500 WIRE 114 THHN SOL CU RED 500 WIRE 127 14 THHN SOL CU BLU 500 WIRE 114 THHN SOL CU YEL 500 WIRE 114 THHN SOL CU GAN 500 WIRE 114 THHN SOL CU ORN 500 WIRE 114 THHN SOL CU BRN 500 WIRE 414 THHN SOL CU PUR 500 WIRE 114 THHN SOL CU GRY 500 WIRE 112 THHN SOL CU BLK 500 WIRE 12 THHN SOL CU WHT 500 WIRE 12 items imported a aay eee Ir 14640 Specifications Once the matches are made select NEXT in the lower right corner This will bring up the next Import window Now you have the list of Trade Service items on the left and a window of our database on the right Highlight the items you want from Trade Service using the shift key for the list or control for specific order Select a destination on the right and select LINK from the bottom of the window X McCormick Systems Hot Link Import File Edit Link Help 14 THHN SOL CU BLK U WH 14 THHN SO 14 THHN SO 14 THHN SO 14 THHN SO 14 THHN SO 14 THHN SO 14 THHN SO 1
42. as you use frequently McComick Advanced Help AddMode Once you enter AddWlode any takeoff lists you have open will now show a Transfer button located just above the tab bar To transfer parts or headers into your menu system BEI Takeotf Menu Assombiies II follow these steps Click on the Area you would Ilka Help Wlih Fill em da alae Ald ee dit ae wid em ds stag u Select the column where you would like to part or header to appear in the Takeoff ila een i sey hen DE di it VT ari ite i s Highlight the part or header in the takeoff list and click on transfer a You can keep transferring headers or parts until your menu lists are complete This Sennen allows pou to add or customize th cateqonss amp sub categqames that make ian th Msi winda allowing ou 15 Sup nw mien lists To change any ecisting entry double click om it this wall allow you to niarit or edit the entry in the bow abet The best To add niw Category or actual part click on the Addhtode button Page 76 AN WIN T Bill Program Database Support MCCORMICK Find Sort E Takeoff Find Sort Items Mil Ei B Takeoff Find Sort Assemblies IO x What 1 2 Active Find what 172 Active Find ee Headers Only here Headers Only Name by ltem Humber Name by Name Name by Item Name by Hame ltem Part DC Code by DCI Code C Close when Found f Close When Found Use this screen to search the ite
43. be approached one of two ways or a combination of both 1 Labor can be defined generically Example Joumeyman in the description field 30 and 50 respectively in the Cost and Price fields 2 An individual employee can be listed with his cost and price Lou Maggic 22 00 42 30 30 00 60 00 0 P Apprentice u Joumeyman 825 00 850 00 If you have added all the generic D and individual billable employees E Y Help windows press the Done button FE Use this w ndow to set up your labor As indicated t can be done a number of different ways For example use generic categories as in the example or list your individual electricians You can also use a combination of the two Remember you should be using a total Cost and Price that includes burden Any markup will be applied to the Price When you have completed this window which is the last one choose Done Page 28 AN WIN T Bill Documentation MCCORMICK Wizard contd Exit Setup Wizard Thank you for completing McCormick Systems T Bill for Windows Setup Wizard Now that the wizard is complete would you like to go Into T Bill for Windows Congratulations you have finished creating your initial office settings for the program You may now choose either Yes or No to actually go into the program The Setup Wizard will not show up again unless you do another complete install Any further or futu
44. cumentation MCCORMICK Invoices contd FF T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help 5 P ae E C Accounts Offices Preferences Labor Craftemen E stimators Invoice Status i Invoices 5 Dates Invoice Number Stark Finished BilSent Due Posted Paid Conditions Estimator Markup Type of Invoice Auto Fil Job Site Applicable Taxes Contact FO Materials Address PO H Arizona State City State zip Hote No tases are applicable to this invoice The above window is the initial invoice window Note there are no Dates Estimator Craftsman or Job Site information You will provide this information Also note there is an Invoice Status Markups and Type of Invoice You can and will change this information as needed Page 34 WMA WIN T Bill Documentation MCCORMICK Invoices contd W T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help Ei JE Q F Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status Cy Invoices a Coke Petals A Invoices Dates u Number p Sent ER oor u Conditions Estimator Markup Type of Invoice Todd McCormick Labor i 20 Tine amp Materials Invoice Status Craftsman Materials 1 40 lin Process Pau Nordin Auto Fill Job Site Applicable Taxes Contact Stanley Livingston 0000 Materials Address 1234N
45. e invoices Tax Defaults Will reflect the taxes you created assigned in Setup Wizard You will be able to choose applicable taxes from the pulldowns for this account if they are available for this office If you need to modify your tax table t will be done via the Preferences icon covered later in this documentation Posted Invoices As you post invoices this area of the account will keep a ledger of what has been posted Note it has both monthly and yearly totals Page 32 WMA WIN T Bill Documentation MCCORMICK Invoices W T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help amp F C Dy Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status iu Invoices Sift VOICE Coke 3 a Invoice Number Search T View All lnvoices For Paul Mew ln Price Cost When you select Invoices from the account tree you will see the above window listing all the invoices for this account this example is brand new It will indicate all the pertinent data for each invoice as a line for easy review including its current status If you want to start a new invoice either do a right click on Invoice in the tree and click on Add Invoice or click on the New Invoice button in the upper right corner If you are here to open an existing invoice simply do a double click on the invoice you want and it will open up Page 33 WMA WIN T Bill Do
46. eferences form Security form Tax Definition form List of Accounts List of Invoices for a given account List of Invoices for all accounts Office form Posted Invoice totals and summaries Copy Preferences form Security for Tax Definition form Reports e Summary Reports This option allows you to print reports based on Accounts Estimators or Craftsmen and break it down further by Month Year Quarters or a specific date range ui Summary Reports O x summary Report Posted Invoices Date Hange Start wu Month to Date Year to Date Craftsmen _ 1st Quarter Accounts f Estimators 2nd Quarter ard Quarter 4th Quarter Kr nt Print Customer Invoice Prints the current Customer Invoice Print Office Confidential Prints the current Office Confidential Invoice Print Both Invoice and Confidential Prints both the current Invoices Batch Printing Will print whatever is in the Batch list o Print Customer Invoice Batch Prints only the Customer Invoices Pulldowns contd Reports contd Page 67 WA WIN T Bill Documentation MCCORMICK o Print Office Confidential Batch Prints only the Office Confidential Invoices o Print Both Invoice and Confidential Batch Prints all the Invoices o Clear Batch Clears the entire Batch list Window Cascade Minimal window setup on screen to allow multiple windows Tile Horizontal Maximum wind
47. ems or Assemblies as above then select EX from the tabs below the window This will automatically sort the entire database by the definition you selected AND put them in alphabetical numerical order This will make moving from EMT to GRC or PVC even easier by size in the future Page 78 WA WIN T Bill Program Database Support MCCORMICK Menu E Takeoff Menu Items Conduit Alum Stranded cu thin salid Bores Aings Cable cu shh solid Grounding Connectors cu epr solid Devices cu rhw solid Equipment cu bare solid Sushenms Hardware Concrete etc Anchors Highway Fixtures Lamp Residential E Close When Found The Takeoff Menu is one of the easiest ways to find or select items or assemblies for takeoff The left most column of the Menu lists the most general categories The next columns break down the categories into sub categories and sub sub categories Moving from left to right allows you to select the category and sub categories that represent the part you re looking for Once you have reached the category n the farthest column to the right highlight the final tem This will take you to the actual part or header in the selected takeoff list Using the CLOSE WHEN FOUND feature in the lower left corner of the window will close the menu automatically when the match is found in the database This will make your overall screen easier to work with since it will not appear so cluttered with windows you d
48. he first six indicating the source of manufacture and the last five indicating the product Most pricing utilizes this system even if it is a supplier e Header This indicates if the tem is an actual item or to be used as a header YES will allow the header to appear in an alphabetical listing of headers NO will allow sorting by item e P Adjl P Adj2 P Adj3 The multipliers applied to Book Price to create Pricel Price2 and Price3 e Last Update This is the date time that this item was last updated by a pricing program of some kind TRASER EPIC or a supplier e Item The reference number of this item within the database If this item is moved due to inserting lines or moved to another part of the database the Item will change automatically and any assemblies using this item will also be updated automatically Page 72 WA WIN T Bill Program Database Support MCCORMICK Assembly List E Assemblies STO DOUBLE DUPLE STO 30 AMP STE 50 AMP STE GFI STE WP DUFLEs STD SINGLE FLOOR STD DUFLE FLOOR STD GFI WP STO An assembly is a collection of items called by products that are frequently used together in the same fixed proportions Exactly which items constitute an assembly varies with the construction trade differences in the practice of that trade variations in the building codes from area to area and your own preferences Everything in the database is either an item or an assembly The advantage
49. hecked You can modify these settings per Office by choosing the correct Office from the pulldown in the upper right corner Craftsman Estimator W Craftsmen and Estimator Maintenance cy t Craftsmen Estimators Office Paul Jats N Crafd Add o Mousse Active Panoan Oa 124613 C Mak Mayhem 1024 1 12 46 21 e Frank N Sten 10 24 01 12463 z 2 Craftsmen and Estimator Maintenance Lj ER Craftsmen f Estimators Office Pau Erik McCormick Add Name 00 Modified Date Active E Todd McCormick 1024201 12 47 13 M u Jack McCormick 1024701 12 47 17 You can perform similar editing to the Craftsmen Estimators from their own Icon and it s edited per Office as well Notice they also has the ability to be either Active or Inactive by checking the box or not Icons contd Invoice Status Page 63 WA WIN T Bill Documentation MCCORMICK Invoice Number Search Status Display Al Price Cost Coke Doc In Process 2 009 97 6 7 08 99 ri Gz 134 6 earch Status Display All Invoice Type Call Back 1115701 1 1402 Time amp Materials The final Icon is Invoice Status This Icon will bring up a listing of ALL your invoices for the entire program It will show the above information in a table form and list the Invoices in numerical order You can see that with very little imagination this Icon would allow you to instantly know the status of any invoice whether it is still
50. ights e T Bill Setup Wizard Will usually be unavailable since the Wizard is only done once the first time you set up the program e Customize Toolbar Will perform the same function as the selection in Preferences but gives you direct access if the Toolbar is missing when you open the program The below examples show the settings for No Toolbar and Toolbar respectively Tool Bar O x Tool Bar le x ERROR 7 Do not display toolbar W Display icons Visible Toolbar Buttons MY Accounts Mr Offices W Preferences J Labor M Craftsmen and Estimators M Invoice Status Descriptions Visible Toolbar Buttons If Accounts Pulldowns contd Security Page 66 WA WIN T Bill Documentation MCCORMICK This option will allow you to setup Security for individual multiple users of the program This can be accomplished individually or by copying existing Security from another user B User Privilege Assignments Account credit limit Account markups Account name address telephone etc Account tax defaults Account terns V View account credit limit Account terns Craftsmen and Estimators form N Craftsmen and Estimators form ai Invoice form I Edit account credit limit Invoice form m nes Labor Description form Labor Description form To Admin List of Accounts List of Invoices for a given account List of Invoices for all accounts Office form Posted Invoice totals and summaries Pr
51. in Edit mode TIP Keep the number of pages to a m n mum and you could print these Work Orders out back to back on a heavier stock of paper to make them a little more resistant to wear and tear in the field Work Orders contd Page 58 WMA WIN T Bill Documentation MCCORMICK Work Order Header Viewer x WORK ORDER Hameicompany Billing Address Job Location Description Code G T amp l NTE Copy Header From Page 01 DE Cancel E Formula One Workbook Designer File Edit View Data Sheet Format Object Help Oele Hee Sra 2 le Rl NOOO gt aE ial WORK ORDER HMamellompany Billing Address Job Location Description Code Tah MTE For Help press Fl NUM re In addition to creating editing the body of the Work Order you can also create edit headers for the Work Order itself To do so choose Edit from the pulldown in the master Work Order and choose Header Once the header is open you can then choose Run Editor and make your changes TIP You might decide to make a Header on a subsequent page that would serve as a signed Authorization statement for the work completed Icons Page 59 WA WIN T Bill Documentation MCCORMICK Edit Offices Edit Offices fi Office e 7 Default Office 7 Defaut Hark Up Hark Up Name Labor i Mame Labor I Short Marne Inew Materials i short Name revel Materials I Tax Defaults
52. inger Point to the area you have a question on and do a single left click such as menu below This will then prompt the Help screen to go to that area 2 McCormick Advanced Help OF x File Edit Bookmark Options Help Convento Search Back Eins Click on the Area you would like Help With El Takeoff Menu Assemblies D C Strap ni4 emt dzs strap 575 Strap n12 emt d s strap S C Strap ni0 emt d s strap n14 emt d s i str n12 emt d s i str ni0 emt d s i str Close When Found The Takeoff Menu is one of the easiest ways to find or select Items or Assemblies for takeoff The left most window of the Menu lists the most general categories of parts The next windows break down the categories into sub categories and sub sub categories Moving from left to right just select the category and sub categories that represent the part you re looking for Once you have reached the category farthest to the right highlight the final item This will take you to the actual part or header in the selected takeoff list You can continue this process up to the point that a link to the actual database is necessary at which point you will get a final text box with help information The below example shows going to the SETUP button then choosing AddMode from the available buttons To get out of Help simply hit lt ESC gt until out Remember you can print any information on the screen and make your own reference manual for those are
53. ividual components or byproducts and the quantities are automatically computed This is why any input that can be done using Assemblies is recommended since it will save you time having to locate calculate and input individual items Now that we have an example of the working invoice let s discuss the different columns and what they represent e Description The description of individual Items input either manually or by breakdown of an Assembly from the database e Qty The input quantity gotten from the Work Order provided by the leadman in the field e Cost Your cost of this item pre selected for this office when you did Set up Wizard e Unit The unit of measure that applies to this item s cost per Each Hundred Thousand Invoices contd Page 45 AN WIN T Bill Documentation MCCORMICK e Price Your customer s price including markup from the invoice cover sheet e Unit The unit of measure that applies to this item s cost per Each Hundred Thousand e Tax The applicable Tax as identified on the invoice cover sheet NOTE In the example notice that the Labor is not taxed while the Material is e Line Cost The Cost times the Qty total your total Cost e Line Price The Price times the Qty total your customer s total Price e Line Total Not Shown The Line Price plus Tax total your customer s Total Tip You can rearrange the columns to reflec
54. l 1 Invoice Cost 2 350 00 Gross Profit 3 290 00 No al Cost Unt Price Unit Tar Line Cost LinePrice EEE 1440 00 BEE 0 00 1 800 00 2 400 00 ene Assem Nena Review J Terme ex J l l L Lo Pi co _ I Once you have completed Labor you can go back anytime the next area of input is Material Click on the button and you will see the above window It w ll automat cally bring up a database window for Item or Assembly The database window will be determined by the database you chose during the Set up Wizard The first column in the window is the reference number which should match the Work Order covered later number used in the field by the leadman The second column is the Item Assembly Name which should also match the Work Order At the bottom of the window are the tabs for manipulating this particular window The Item Assembly tabs will toggle back and forth between the two different databases Page 39 WMA WIN T Bill Documentation MCCORMICK Invoices contd EF T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help B f F d Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status AN Invoices Eifel x My Coke oa Details S Bill Part No Labor Material Special Com trribil 7 Assemblies Mel x Quantity Sales Total 6 2 i Adaline Invoice Lost 2 6 Ho Assmb ame 2 Gross
55. ls 7 0 Stark with invoice number 1001 i Help windows Cancel Hext gt gt _ Cancel This window allows you to setup the initial office information Again lt TAB gt or lt ENTER gt will move you through the various fields The fields Office Short Name Office Long Name Address City State and Zip are required fields and will be indicated as such on the prompt windows Moving from the Email field to Markup has to be done using lt ENTER gt Once completed choose Next gt gt Page 22 NAN WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard Office Short Hame Office Long Name Paus 0 JPaufs Electrical Contracting nc OOo Address 11234 w Nowhere In a City lArwwhee State Jaz Zip e5000 E mail lwww whatsupcom Markup aber E User Defined Invoice Numbers Materials ji 4 Stark with invoice number 1001 Enter the number of the beginning inroice MW Help windows Cancel This is an example of a completed Office window Remember you can set the default Markup for the entire office from here This will be your baseline markup and can be modified per account and or invoice as well The Office Short Name is used in the program wherever there is a list to be shown It can be anything you want it to be The Office Long Name should be your actual company name since it will appear like this on your inv
56. m and assembly databases that match the specified criteria This is the quickest way to search for an unknown part Please note that the Title Bar Takeoff Find Sort lets you know which list you are going to be performing your search n Items or Assemblies To toggle between items or assemblies simply click on the tab of the current Takeoff window It is permissible to use a wild card an asterisk n the search This will replace any characters currently before the description you are looking for including spaces There are also a number of different methods to match your search 1 Name by Item Number Will find matches by number in the database Name by Name Will find matches alphabetically in the database Item Will go directly to the item assembly number listed n the What field DCI Code by DCI Code Will find matches to DCI Codes numerically DCI Code by Item Will find matches by item number in the database ne B Takeoff Find Sort Items what 172 C Active Find pr uelien C Hame by Item Number here Headers Only Name by Item Number Field Name by Name Item Hame ltem H DCI Code by DCI Code Sort Order DCI Code by ltem ata A tem T sa O ae Close When Found You can also Setup your own find sort by choosing the SETUP button on the main window Select NEW add your own DESCRIPTION a FIELD to find sort by and SORT ORDER to find sort by
57. ng up either Invoices or any existing Sub Accounts that may apply to this account e Name This is the full customer name that will appear on the invoice e Short Name This is the name used within the program to save space e Account No This is the account number you assign be careful at this time there 1s no way to prevent duplicate account numbers e Contact The name of the individual coordinating the account on the customer s end e Title The official title of the Contact e Address The billing street address second line can be a suite Accounts Payable etc e City State Zip Self explanatory but necessary for the billing address e E Mail Optional field that lets you enter the customer s e mail address e Address Notes Any special notes that apply to the address Page 31 AN WIN T Bill Documentation MCCORMICK Accounts contd Phone Information Enter the appropriate information Notes General information about the account the customer etc Terms Choose whatever terms apply to this account Credit Limit Set the credit limit for this account Also indicates the Residual so as you generate invoices you will see at a glance what is remaining of the customer s credit limit Account Markup Defaults Initially they will be the same as the ones setup for the office but you can modify them here for this particular account The modified markups will carry over to th
58. none gt E enone E lt nane gt E The Hot Key process allows the user to switch between the McCormick estimating program and the Trade Service database collect data on pricing for any number of items and import the information back into the estimating program to be used for estimating purposes You will have to create a button on your toolbar for this purpose First do a right click on a blank button and name it Hot Key Then bring up one 1 Item Takeoff window Do another r ght click on your new Hot Key button and do a snapshot repeat and select 1 Window Takeoff E Keyboard Mapping keyboard con Description Shift Ken 1 Window Takeo 2 Shit ERE E Fre Defined Action E T Forn i Macro BESTE lt None gt lt PP_CLEAR_COUNT gt lt None gt lt PP_CLEAR_LENGTH Hones F10 T Ww Shift lt PGDN gt Pane ines lt PGUP gt ft lt TRANSFER COUNT 1 F You will then select lt EDIT gt lt KEYBOARD gt to open up the Keyboard Mapping window above Make sure 1 Window Takeoff is selected in the Description field in the upper left corner of the window Choose SHIFT in the upper right corner by using the pull down in the Shift field and H by using the pull down in the Key field Next using the pull down in the Pre Defined Action field select lt TSP_HOT_LINK gt Finally select the SAVE button in the lower right corner then CLOSE Page 88 WMA MCCORMICK WIN T Bill
59. nu may be used as in the estimating system Additional Items such as Lifts Rental Tools of specials may also be added Reports A Customer Invoice and or a Confidential report may be generated and printed based on Time and Material Time and Material Not To Exceed Quote and Call Back Page 3 AN WIN T Bill Table of Contents MCCORMICK Topic Page No Getting Started with the Window Time and Material Billing System 8 Introduction 8 Using This Manual 8 Before Installing Your Software 9 Protecting Your Investment 9 Installation Instructions and Notes 11 WinT Bill Documentation 12 Notes 13 SECTION I TIME AND MATERIAL BILLING 14 System Log in 15 User Name 15 Password 15 T B ll Database File 16 Wizard 17 Wizard Opening Screen 17 Wizard Taxes 18 Wizard Office 22 Wizard Craftsmen 24 Wizard Estimators 25 Wizard Specs 26 Wizard Labor 28 Wizard Completion 29 Accounts 30 Opening Screen 30 Completed Account 31 Invoices 33 Opening Screen 33 Cover Sheet 34 Cover Sheet Fields 35 Cover Sheet Dates 37 Details Labor 38 Details Material Database 39 Details Material Database Review 40 Details Material Find Sort 4 Details Material Exchange 42 Details Material Menu 43 Details Mater al Transfer 44 Details Material Completed 45 Details Special 47 Details Comment 48 Details Comment Editor 49 Page 4 AN WIN T Bill Table of Contents MCCORMICK Topic Page No Details
60. oices Page 23 WA WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard Add the names of all craftsmen that may be assigned as leads to jobs Vv Craftsmen ee Fr Paul Nordin Mark Mayhem Frank N Stein When you have finished entering the gt Next gt gt Craftmen press the Next gt gt button i Help windows Cancel This window sets up the Craftsmen This list can include all your service people but 1s really designed for a list of the leads that supervise jobs It 1s recommended that full names be used as they will ultimately show up on the office confidential copy of the invoice When completed choose Next gt gt Page 24 WA WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard Add the names of all employees that may do estimating for a job vw Estimators 221 Todd MeCormick Jack McCormick When you have finished entering the b Next gt gt l Estimators press the Next gt gt button Help windows Paz This window will list the Estimators Typically this is a list of the individuals that enter the invoices but could be used for the individuals that authorize the work or approve the final billing Again it is recommended that full names be used When completed choose Next gt gt Page 25 WA WIN T Bill Documentation MCCORMICK Wizard contd T Bill Set Up Wizard
61. omatic Invoice Numbering allowing the program to assign the next Invoice in sequence yet you can set the precedence such as including the year Also you can input the Default Phone and Address information used by the program Make special note of the Tip if given Automatic Invorce Numberrg C Estimating No T BillNo Default Phone and Address Cost Spec Price Spec Price 1 Book Price Book Lbr Book Lbr Automatic Invoice Numbering Default Phone and Address Specifications S pecitications Tax Table Toolbar Settings User defined Invoice Textbox Toolbar Settings User detined Invoice Textbox u Book Frice Book Price Ext Book Price Ext Book Price gt te Ext Price 1 Ext Price 1 Ext Price 2 Ext Price 2 Ext Price 3 Ext Price 3 Ext Unit Price Ext Unit Price Labor s Labor s Lor Rate WE Lor Rate WE Price 1 Frice 1 Price 2 OF OK Next 1s Specifications where you can change choose what Cost Spec your cost and Price Spec your customer s cost to be used in the Invoice You can also change choose which database to be used by the program by selecting Estimating No or T Bill No You can also add edit the Tax Table here in Preferences and later choose from the updated list in the Office settings as applicable You can add new taxes or change the rates of existing taxes Icons contd Page 61 WIN T Bill Documentation WMA MCCORMICK
62. on t need NOTE The menu is attached to whatever window has the focus So changing the window to moving to another window will also change the menu Tip Most users find it helpful to structure menu columns with the most general categories in the left most column working down to specific headers or parts in the right most column It s not necessary to use all the columns when setting up menus just use as many as you need to define your categories sub categories and specific headers or parts Page 79 WMA WIN T Bill Program Database Support MCCORMICK ee eee ee Menu Setup E Takeoff Menu Item AOL C No ttemName Boxes Rings Electric Data Base 7 25 98 Grounding Devices Equipment copper wire Systems cu thw solid Hardware 14 TH CU SOLID Concrete etc 12 TH CU SOLID Anchors 10 THM CU SOLID Highway Fixtures cu thw stranded Lamps 14 THw CU STRANDED Residential 12 THW CU STRANDED Seen Close Open Level Delete AddMode This screen allow you to add or customize the categories amp sub categories that make up the Menu window allowing you to setup new menu lists To change any existing entry double click on it this will allow you to rename or edit the entry n the box above the list To add a new category or actual part click on the AddMode button AddMode Once you enter AddMode any takeoff lists you have open will now show a Transfer button located just above the tab ba
63. ow setup to cover screen horizontally default Tile Vertical Maximum window setup to cover screen horizontally default Active List of invoices active Help The following Help screens give you data on the program and your system 7 Microsoft System Information W T Bill for Windows T File Edit View Tools Help T Bill for Windows System Information Hardware Resources Microsoft Windows 98 4 10 2222 A F Components Clean install using MSDN CD T C WININSTO 400 SreDir E WIN98_ SEAS IE 5 5 00 2614 3500 Uptime 0 09 04 14 Normal mode Copyright 2001 On PNORDIN as pnordin Current User Admin Yersion 27 0 5 Software Environment Applications AuthenticMD AMD K6ftm 3D processor McCormick Systems Time and 64MB RAM HM atertals Billing Solutions for 31 system resources free indows Windows managed swap file on drive C 1176MB free Available space on drive C 1176MB of 5730MB FAT 32 Available space on drive D 1506MB of 1984MB FAT 32 Warning This computer program is protected by copyright law and international treaties Available space on drive Z 6616MB of 22528MB NTFS Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law OF For Help press F1 Current System Information Notes Page 68 AN WIN T Bill Documentation MC
64. r Multiple selection of security will cause a conflict in certain areas of the program resulting in the program opting for the LESSER of the securities It is possible to create new GROUPS of security with customized functions but that is an advanced function and should be discussed with a qualified tech at McCormick Systems Inc before attempting McCormick WinSystems gt This user is a member of the following groups Administrators Assign security for these groups to this user The final step in creating the new user is somewhat hidden On the initial Security window select the New User in the SCOPE window under USER Once the user is active select the RESET TO GROUPS button in the lower left corner of the window This button will not be active unless a specific user 1s chosen When the above message appears verify its assignment and select YES The user is now complete and can be accessed from the sign in screen Page 94 AN WIN T Bill Tools MCCORMICK Notes Page 95 AN MCCORMICK Appendix AN WIN T Bill Appendix MCCORMICK Technical Support If you have any questions or you would like more information please contact us at On the Web www mccormicksys com Email msi McCormickSys com Telephone Toll Free 1 800 444 4890 Voice 1 480 831 8914 FAX 1 480 820 2422 Sales R amp D 1 480 820 5243 Support Postal Mail McCormick Systems Inc 149 W Boston St Chandler Arizona 85225 Our
65. r along the bottom of the Takeoff window To transfer parts or headers into your menu system follow these steps e Select the column where you would like the part or header to appear in the Takeoff Menu e Highlight the part or header in the takeoff list and click on transfer e You can keep transferring headers or parts until your menu lists are complete Page 80 WMA WIN T Bill Program Database Support MCCORMICK SS See ee Database Reports Database Reports Of x E Database Report Setup lel Es Hame essemblies amp Byproducts Report Type Assembles amp By Products E t o ie Available Fields Selected Fields by gO A ASSEMBLIES Permanent C Item Name Item Name A Asem H Book Price Book Price A Assm Name Job 3 pecific Price 1 Price 1 A Material s Price 2 Price 2 A Labor Hours Price 3 Price 3 A Unit Price 1 l i A Unit Price 2 Bid Lbr Bid Lbr B BYPRODUCTS NECA 1 NECA 1 B Item B ltem Name Default Destination p Export Options To Finter E Banks PX ColTitles Sort Bssm H E Report Destination Im Path winmsie E ort K Normal PX Headers Sot Ta Printer E J Pathe Wwinmsie E port Ll The Database Report screen operates much like the Extension Reports however this allows you to printout your current database by selecting from the list of available reports or by creating your own McCormick Systems provides three pre defined reports with which you may view create or modify
66. r spikes which may damage your equipment Uninterruptible Power Supply UPS A surge protector guards your hard drive against power fluctuations but doesn t guard against problems when the power is interrupted McCormick Systems strongly recommends that you have a UPS installed on your system This will keep your computer running even if all power in your office is knocked out UPS systems usually incorporate a surge protector so if you have to choose between one and the other choose the UPS Page 9 AN Getting Started with the Win T Bill MCCORMICK Protecting Your Investment Continued Exit Software Make sure your computer is ready to be turned off by exiting all software and using the Windows Shut Down procedure Dusting Off Your Monitor The screen of your monitor is a magnet for dust and fingerprints If screen visibility is poor dampen a cloth with water and wipe the screen clean Do not spray directly on the screen Other Environmental Issues Before you set up your computer think about where exactly to place it in your office Check your computer manual to see what it suggests Here are some environmental issues to think about Ventilation Computers display monitors and printers all generate heat so be sure your computer has adequate ventilation Temperature Too much heat impairs your system s ability to function The display monitor is usually the most susceptible to hardware heat stroke
67. re changes to your settings will have to be accomplished within the program Page 29 WMA WIN T Bill Documentation MCCORMICK Accounts W T Bill Paul s Electrical Contracting Inc File Edit Tools Security Reports Window Help Girt ca fis v Ce Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status iff Account Of x T new Credit Limit tS Residual 0 00 Terms on Receipt Short Name Account No Contact linew Title Address linew ah City State Tax Defaults Zip I Labor Emal 12 I Total Jobs Call Backs Address Mote Lesh ale Area Code Phone Ext Type of Phone Hi Month to Date Sales 0 00 Materials Cost 0 00 ff Gross Profit 0 00 alles Year to Date u State Babe 0 00 Cost 0 00 Gross Profit 0 00 When you first go into the program after completing the Setup Wizard you will see the above window Note the title bar across the very top of the screen will indicate the Office you are working in You will have a line of pulldown options typical for any Windows program and a collection of icons below that These icons will be covered in a later section but they perform functions within the program As you can see you are in a brand new account You must provide the necessary data for this account starting with the Name This should be complete as i
68. ree 3 levels of security already in the program Each level of security has its own distinct capabilities as follows Page 93 AN WIN T Bill Tools MCCORMICK Security cont d e GUEST Has no rights to speak of Every new user is automatically assigned this level of security Itis basically a look but don t touch function e ESTIMATOR Has limited rights within the program There are two very specific restrictions on an Estimator that need to be considered when assigning this level 1 An Estimator is NOT ALLOWED TO EDIT THE PERMANENT DATABASE This is probably the single most important restriction on the Estimator level of security This is critical to maintaining the pricing and labor correctly and not compromising the integrity of the database 2 An Estimator CANNOT open another job unless the Lead Estimator on that job has assigned them to it An Estimator CAN start their own job and see it through to completion e ADMINISTRATOR This is the highest level of security in the system Has unlimited rights to any and all areas of the program unless previously curtailed by a designated SYSTEM ADMINISTRATOR that has overall control of security In those situations the System Administrator will disable certain functions of security per group or user and also prevent any other user regardless of level of security from accessing SECURITY at all NOTE Only one level of security should be chosen for any use
69. ricing Services Suppliers etc If you have already run a successful update all that is needed is for you to select the UPDATE option McCormick WinSystems K This operation will modify your parts database 2 CAWINADV DATA MYWPPARTS MDB Are you sure you want to do this At this time you will be prompted for your printing preferences select the options you want and continue on McCormick WinSystems 2 Would you like to print the price changes report McCormick WinSystems x 2 Would you like to print the deleted items report AN WIN T Bill Tools MCCORMICK Price Updating cont d f You may begin your other program s prce update procedure Double Click on the plug if you wish to cancel When you receive the message Start your update application now Minimize the McCormick WinProduct and start your third party application as you normally would Once your application has completed its update control will be returned to the Win Product Before updating the database prices read the bulletin that the pricing service sends with each price update diskette The bulletin contains information n changes in vendor number UPC EDP DCI code prices new items discounted items etc McCormick Systems supports many different Price Updating services with more being added all the time Tip If you would like a specific vendor added to the list of supported formats contact your vendor
70. s are case sensitive For example capital letters must always be entered as capitals in your password Numbers are also allowed n the passwords Tip You have the option of choosing Save Password This will enable the user to skip this step the next time they log in Page 15 AN WIN T Bill Documentation MCCORMICK T Bill Database File T Bill Main Database File Look in amp 3 DE HE Al ce eb Fin Bill adh File name WinTBil mdb Files of type Database red Cancel Open as read only BEE When doing the initial program setup you will be prompted with the above window You simply click on Open to select the default Win T Bill database This is a complete database that is used as an alternative to the estimating database It is also the only database available to users using this program as a stand alone application Accounts and invoices are automatically and constantly being written to this file while you are inputting data Therefore should you want to backup the program simply copy this file onto a diskette or burn to a CD The file location from a typical install is C Program Files McCormick Systems Win T Bill Db Keep in mind you can also store backups on a monthly basis for example at this location through your Windows Explorer Page 16 AN WIN T Bill Documentation MCCORMICK Wizard T Bill Set Up Wizard Welcome to McCormick Systems T Bill for Windows
71. sferring Items first column and setting up a dedicated section for Assemblies and subsequent transferring of the desired Assemblies second column 33 You can create as many pages as needed for the Work Order and you can also cut and paste entire sections of the Import Parts to save time setting up the form 66 When you have completed the form you can choose the Exit Edit Mode button here or simply close Work Order the Import Parts window This will return you to the master Work Orders contd Page 57 WA WIN T Bill Documentation MCCORMICK Asserribhes Branch Assemblies 2 12 V2 EMIT DS 212 EMIT DS J 1212 EMT DS 212 EMT DS 147 14 149 150 Switch Assembles Ase SP STD 5253 ISP SP STD EMIT Conchutt 6282 Sy SID 6250 EEE STO Receptacle Assernblies 6467 SINGLE RECP STD dis DUPLEX STD 6469 DOUBLE DUPLES STD The above example is the resulting Work Order at 150 showing the Code Description and blank Qty columns Remember the Codes under the Assemblies section are referencing the Assembly database NOTE You can create any number of Work Orders in any amount of pages For example you may decide to create a Work Order specifically for hospitals and another for retail You have full Save As capability We even have some templates available within the program that may fit your needs with minor editing When creating more than one page Work Orders you must stay
72. stantly improving Many improvements start with the comments and suggestions from users like yourself We value your comments and advice If you have any creative suggestions or concerns we want to hear from you Just contact McCormick Systems using one of the methods listed in the Appendix under Technical Support Using This Manual This manual for the McCormick Win T Bill software is arranged in three main sections Getting started with Win T Bill Installation tips for the hardware and software Users Manual Detailed explanations of every Windows command arranged in the order of the Billing flow Program Database Support and Billing Tools are also included Appendixes Special sections for troubleshooting advice technical assistance information and a comprehensive index for this manual Notes Page 8 AN Getting Started with the Win T Bill MCCORMICK Before Installing your Software While we at McCormick would like each user to read this manual cover to cover before billing a job we recognize that most users don t have that kind of time The best way to use the McCormick Win T Bill software is to complete a Full Configuration starting with establishing default settings for your company and working through the Set up Wizard step by step until you ve created your first Office Then create other Offices and Accounts as needed We do provide a Tutorial to help with your first invoices Pro
73. t 5 640 00 Er fi 48 ba Invoice Cost 2 350 00 a Menu Add Line 1200 Grass Fri 3 290 00 Cty Cost Unit Price Unit Tax LineCost Line Price Fenn a mohu oo am inem f rmn plamene 2 400 00 Cost and the customer s Price including markup Transfer will also activate the Quantity window with a cursor All you do is input the quantity from the Work Order and click on Add Line or hit Enter Invoices contd Page 44 WA WIN T Bill Documentation MCCORMICK 9 T Bill Paul s Electrical Contracting Inc File Edit Tools Secunty Reportes Window Help B fs Je CY Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status A 5 H Invoices fe Coke Details i T Bill Part No Labor Material Special Comment C Item Assembly nant Sales Total 6 268 99 Meru Fee Tr Cost Unit Price Unit Tax Line Cost Line Price 1 440 00 1800 00 2400 00 o as o 263 76 o Fm EN _ Ba jun escription Lit oreman 7 oumepmar Apprentice 12 THAN CU SOLID 1 2 EMT 1 2 EMT COUP DSS 12 1 2 EMT CONN D75 1 2 EMT 1 HOLE STP 12 l MI bo Pa oo co oy cy oe im cc The above example shows the resulting invoice for 1200 feet of the previously selected Assembly for 3 12 1 2 EMT D S Notice that instead of just the Assembly it actually shows the breakdown of the Assembly into its ind
74. t corner of your invoice window how the program is tracking the Sales Total Invoice Cost and Gross Profit for this invoice as you are inputting so you can see at a glance exactly where you stand Invoices contd Page 47 WMA WIN T Bill Documentation MCCORMICK 9 T Bill Paul s Electrical Contracting Inc File Edit Tools Secunty Reporte Window Help P 2 GX Accounts Offices Preferences Labor Crattsmen E stimators Invoice Status in Invoices ID Coke hen Details z This area ig used to make specific comments regarding the current invoice _Labor Material special Comment sich az special conditions special pricing extra work being asked or work not originally specified Sales Total 6 708 99 Invoice Cost 2 05g 57 Gross Profit 3 049 42 60 00 Hou 0 00 AU Z ICC softu 000 a Finally you can input comments at any time during the invoice process These comments can precede specific work done such as during a weekend or clarify an action that has already been invoiced Invoices contd Page 48 WMA WIN T Bill Documentation MCCORMICK EAT Bill Paul s Electrical Contracting Inc File Edit Tool Security Reports Window Help B amp p Q ER Accounts Offices EEEE Labor Crattsmen E stimators Invoice Status a Invoices Sel Fey Coke 0001 Details Labor Material Special Comment Sales Total 6 708 99 Invoice Cost 2659 56 Gross Profit 3049 45 72 0
75. t the order you want the data to appear such as the cost data all together followed by the price data all together ending with tax and totals To do this simply click on the column heading you want to move hold and move where you want it It should also be said that you could adjust the column widths as well for those of you who need to show the mega bucks that you charge Invoices contd Page 46 WA WIN T Bill Documentation MCCORMICK File Edit Tools Security Reports Window Help l GFHE E E g C ER Ee Accounts Offices Preferences Labor Craftsmen E stimators Invoice Status in Invoices ol Coke ee Details Labor Material al C Description TITANIUM WIRE Labor Maternal Special Lommen Cost Unit Frice LU rit Tax Quantity Sales Total 6 268 99 fea qq die Invoice Cost 2 619 57 6 120 00 me 220 00 C 14 74 Add Line 200 er a ay E a a E Another way of inputting invoice data is using the Special option This will allow you to add items to the invoice that may be special ordered custom made or otherwise not in your existing database It will provide a field for you to fill in whatever Description you want to give the item and you will input the actual Cost Unit for yourself the actual Price Unit for the customer including markup The program will supply the Tax leaving you to supply the Quantity You then click on Add Line or Enter NOTE You will notice in the upper righ
76. t will appear on the customer s invoice Again the Short Name is to make it easier to identify this account n a list as on the left side of the window You will notice that the Account Markup Defaults are those you initially chose in the Setup Wizard for this Office Page 30 WIN T Bill Documentation WMA MCCORMICK Accounts contd W T Bill Paul s Electrical Contracting Inc File Edt Toole Securty Reports Window Help do 7 C Accounts Offices Bee Labor mu U Account ee Coke Hame Coca Cola Bottling Co Short Hame Coke Account No 12345 Contact Stanley Livingston 000000 Title Plant Manager Address 1234 N Bottletop way Suite123 City Phoenix State AZ Zip 35220 Email www therealthing com Address Note Use For all billing Area Code Phone Ext eu2 444 4444 Office Type of Phone Notes 5 customer always pays on time 2 Crattemen E stimators Tax Defaults Labor z Materials State Invoice Status Credit Limit 150 000 Residual 4150 000 Posted Invoices Total Jobs Call Backs Last Post Month to Date Cost Gross Profit Year to Date Sales Cost Gross Profit Let s look at a completed account and what the different fields represent e Tree Upper left corner of window This is the list of Accounts you have created As you highlight each account it will bri
77. tecting Your Investment Handling Media The weakest links in any computer system is the media you use to store data You need to take good care of the media and that means keep them away from liquids heat cold static electricity or magnetic equipment including the speaker on the telephone Backup Your Files The McCormick Win T Bill software uses your hard drive to store active jobs That can mean trouble if you have a problem with your hard drive To avoid losing valuable data make frequent backups of the jobs and databases you store on the hard drive It s a good idea to backup and store a current copy off site See section Backup and Restore Jobs for more information on performing backups System Maintenance Repair and Compact should be run on a weekly basis or more or less often based on usage It s also a good idea to use DOS Windows utilities like ScanDisk and Defrag on a regular basis See your DOS or Windows manual for more information on these utilities Taking Care of Your Equipment One of the best investments n time you can make is the time it takes to take good care of your computer Surge Protector Buy a good surge protector A voltage surge or spike can destroy all the data on your hard drive and even physically damage the drive Try to buy a surge protector which also guards against voltage surges and EMI RFI If you have a modem be sure it is surge protected as well The phone lines can delive
78. terial File Edit Pa a Work Order WIN T Bill Documentation group your lists by assigning Headers to the different groups for ease of locating by you field Page 54 in which to assign either Items or Assemblies from the Import Parts List discussed later You can personnel Initially you select Edit Parts List and the above window will appear It will give you four columns Work Orders contd AN WIN T Bill Documentation MCCORMICK Transfer Exit Edit Mode Ir Part Name Header Code M Header Material E MT Conduit To create Headers choose a blank line in a column by clicking on it Then click in the Header box in the Part Name Header field in the lower left corner of the form Type in the desired Header in the Material field and verify the spelling content Verify prior to moving off the line since the form is not sizeable and difficult to read in it s editing format NOTE Headers can be created first and the remainder filled in or they can be created on an as needed basis f you are not sure what final form the Work Order will take TIP Choose some way to differentiate between the actual Items Assemblies and Headers The program itself will help by making Headers appear as a separate field without columns for Code or Qty but you can help further by choose to use different text 1 e both upper and lower case as in the above example Work Orders contd Page
79. unch your Trade Service program Page 89 NAN WIN T Bill Tools MCCORMICK Hot Link cont d Trade Service DOES NOT HAVE TO BE UP AND RUNNING for our program to access it It DOES have to be installed in such a way that our program can find it 1 e on the C drive for the Win6000 on the server for the Win8000 Once Trade Service is open you can use their menu options to locate what it is you want to transfer to the estimating program Wa TRA SER Pro Electrical FF Untitled File Edit View CustomPricing Options Help Disa E fale se Ei SIT aala fe a ure har Comm Cat Description TYPE THHH TYPE THHN 600 DUAL RATED 500 DRY OR 750 WET LOCATIONS 0106 THHN 14 BL 14 THHMN SO 0106 THHN 1 4 44 5 0106 THHN 14 0106 THHA 14 BL Fress ESC to clear Menu Eb fay 2 WIRE amp CAE N 20 COPPE Be E E r s ER I E 200 T C 0106 THHN 14 YE i E u gt 01 T 0106 THHN 14 G 6 gt 02 TS C 0106 THHN 14 0 D 6 i 7 Ee 0106 THHHN 14 B u iinn 203 T j Be 0106 THHN 14 P O E 204 Fl Co 0106 THHN 14 G a E Be 205 TH C 0106 Ei g be 206 TF C 0106 m i l o kan 207 FI I Es C gi O6 0 z H gt 21 ALUMI EET Er giie THHN T2BL 2 So zj 39 BARE Sano 224 CIOS THAIN TSE amp mge 23 NON 90100 222440 C 0106 THHN I2 G 12 THHN SO be abe I ma 9
80. voice including the number with a warning e Deactivate Account Allows you to deactivate an Account without deleting so the old Invoices are still available but not allow new Invoices to be generated e Exit Leave the program Edit Basically anything that can be changed in the program is listed here e Accounts Brings you back to your list of Accounts e Offices Brings up the same as the Offices icon e Preferences Brings up the same as the Preferences icon e Labor Brings up the same as the Labor icon Pulldowns contd Page 65 AN WIN T Bill Documentation MCCORMICK Edit contd e Craftsman and Estimator Brings up the same as the Craftsman and Estimator icon e Invoice Status Descriptions Brings up the same as the Invoice Status icon Tools e Work Order Utility This is the way you initialize the Work Order Utility covered previously in this manual e Combine Invoice Items This option will bring Invoice items together e Invoice Grid Layout These are the reset for how the invoice appears on you screen o Reset Invoice Form Position Resets where the Invoice s located on the screen o Reset Column Width Resets any changes you may have made to column widths to handle larger numbers o Reset Column Order Resets any changes you may have made to the order in which the columns appear within the Invoice o Reset Row Height Resets any changes you may have made to row he

Windows T-Bill Manual - McCormick Systems Inc.

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