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Manage default cleaning types and clean systems

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Manage default cleaning types and clean systems

You can add and modify default cleaning types and costs, and create default clean systems in Cleaning Maintenance.

Create default cleaning types

In Cleaning Maintenance, you can view and modify the existing cleaning types and cleaning costs, add new cleaning types, and set the default cleaning type used in all future estimating jobs.

  1. Go to Maintenance > Estimating Maintenance > Cleaning Maintenance.

    The Cleaning Maintenance dialog box opens.

  2. Modify the properties as needed.
    To Do this
    Add a new cleaning type
    1. Click New.
    2. In Cleaning Type, type an abbreviation for the cleaning type.
    3. In Description, type a description for the cleaning type.
    4. In Clean Rate, type the cleaning rate
    5. In Abrasive Use, type the amount of abrasive use.
    6. To set the cleaning type as the default cleaning type for new estimating items, select the Default checkbox.
    7. Click Add.
    Modify a cleaning type
    1. Select the cleaning type in the list.
    2. Modify the cleaning type abbreviation, description, cleaning rate, or amount of abrasive use.
    3. To set the cleaning type as the default cleaning type for new estimating items, select the Default checkbox.
    4. Click Save.
    Delete a cleaning type
    1. Select the cleaning type in the list.
    2. Click Delete.
    3. To permanently delete the cleaning type, click Yes.

    Note that you can create cleaning systems that contain various cleaning types. For more information, see Manage default cleaning types and clean systems.

Define cleaning costs

Cleaning costs, or the cost of surface preparation for finish, is a combination of the labor hours and the required material.

  1. Assign a Clean Rate to each cleaning type in Maintenance > Estimating > Cleaning Maintenance.
  2. Assign the labor rate to the Clean labor group in Maintenance > Estimating > Labor Maintenance > Labor Groups.
  3. Determine the cost of the hours by the Labor Rate assigned to the labor group in Maintenance > Estimating > Labor Rates.
  4. Set the cost of the abrasive material in the Cleaning - Abrasive Price field in Maintenance > Estimating > Fabricator Information.

Create default clean systems

Clean systems allow you to apply more than one cleaning type to estimating items. You can create default cleaning system which can be used for all new estimating jobs.

  1. Go to Maintenance > Estimating Maintenance > Cleaning Maintenance.

    The Cleaning Maintenance dialog box opens.

  2. Click Clean Systems.
  3. Click New Clean System.

    The Cleaning System Maintenance dialog box opens.

  4. In Description, type a description for the cleaning system.
  5. Use the arrow buttons to move the cleaning types that you want to include in the clean system to the Cleans Included list.
  6. To add or reduce the number of times each cleaning type requires, change the value in the Quantity field.
  7. If you only want to apply the cleaning system if cleaning is included in the labor code of the item, select the Check Labor Code For Include Cleaning checkbox.
  8. To set the clean system as the default clean system used for new items, select the Default checkbox.
  9. Click Add Clean System.
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