User's Guide

CostMiner Overview

Contents

The CostMiner system has 4 main modules: Jobs, Reports, Lookups and My Business. You can switch between them by clicking module names in the menu at the top.

Let's take a closer look at the modules.

Jobs Module

Here are some things that you can do in the Jobs Module:

  • Create jobs and enter estimates for them. It is possible to define a job template that includes a prefilled estimate and some other job parameters. When a new job is created, you can select a template for the job and enter the values that vary from job to job, such as quantities. The rest of information will already be there.
  • Serach existing jobs by various criteria and change them.
  • Generate quotes and invoices for your customers. The system allows entering mark-up for different types of resources, such as labour and material, which will be added when a quote or invoice is created.
  • Track job progress.
  • Print out a shopping list for a job.
  • Review the summary of the estimate.

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Reports Module

The Reports Module produces different printouts that help analysing the job and rate information.

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Lookups Module

The Lookups Module helps managing reference information, such as Resource Types and Estimate Templates.

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My Business Module

In the My Business Module you enter your business details, choose a logo for quotes, check your bills and account balance and make payments for the service.

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