Create and apply clean systems
Clean systems allow you to apply more than one cleaning type to estimating items. You can create global estimating jobs which can be used for all new estimating jobs, or job-specific clean systems.
Create global clean systems
- Click the Maintenance ribbon tab.
- On the menu, select .
- In the Cleaning Maintenance dialog box, click Clean Systems.
- Click New Clean System.
- Type a description for the cleaning system.
- Use the arrow buttons to move the cleaning types that you want to include in the clean system to the Included list.
- To add or reduce the times each cleaning type requires, change the value in the Quantity field.
- 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 check box.
- To set the clean system as the default clean system used for new items, select the Default check box.
- Click Add Clean System.
Note that the labor times and costs for cleaning need to be set in Cleaning Maintenance.
Create job-specific clean systems
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In the Select Estimating Job dialog box, do one of the following:
- To add a clean system for a new estimating job, click New.
- To add a clean system for an existing estimating job, select it in the list, and click Edit.
- In the Estimate Job Edit dialog box, open the Clean Systems tab.
- Click New Clean System.
- Type a description for the clean system.
- Use the arrow buttons to move the cleaning types that you want to include in the clean system to the Included list.
- To add or reduce the times each cleaning type requires, change the value in the Quantity field.
- 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 check box.
- To set the clean system as the default clean system used for new items, select the Default check box.
- Click Add Clean System.
Note that the labor times and costs for cleaning need to be set in Cleaning Maintenance.
Apply clean systems to estimating items
If you cannot see the Clean System field in an estimating job, modify the visible input fields via .
Whether or not you select the Carry Over option for the Clean System field determines if new items initially use the default clean system or the clean system used for the previously created item.