Update crews and components in an estimate

Crews are combinations of labor and equipment and function similarly to work assemblies. They use variables to calculate component quantities automatically.

Similar to work assemblies, when crews are added to an estimate, each one includes a dedicated details form that lists its variables, components, and pricing summary.

  1. Go to Leads or Projects and select the lead or project in the Quick Select section.
  2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
  3. Select the estimate number or title from the list.
  4. Select View Estimate.
  5. Within the estimate, select the Items tab.
  6. Optionally, select Assembly from the view dropdown to view the assembly or crew description.
  7. Select the component's description to view the crew details.
  8. In the Assembly Variables tab, select Edit List.
  9. Update the Default Quantity for each variable as needed.

    The crew header and component quantities will be calculated automatically.

  10. Select Save.
  11. Select the Assembly Components tab and review the calculated assembly component quantities.
  12. Select the Assembly Cost / Sell Totals tab and review the calculated overall assembly cost and sell totals.