E2Vail

I use the Contract as it was formtted by D-tools, but it is editted. I epecially like the retainer portion of the desing. however, I do not see anyway in D-tools to ADD this retainer into the cost of the project(s). I can forsee clients getting confused about this and it would be better for everyone to have any cost associated with the project to show up in Proposals as well as Contract. Is there a fix for this? If they want to add several additional component that affect design we would want to get paid for it and integrate it into the entire cost of the project.

Thanks,
J

CrystalHacker

I looks like the Design Fee is the Cost, the retainer is the way to collect on the Design Fee. It sounds like you have a variable priced contract with an open ended design process, or I dot not understand your post. The D-tools process assumes a fixed price project with payments scheduled over time. Did I miss something?

-ch

AE Engineer

Yes,

What I am trying to accomplish is to be able to print a proposal, then print a standard contract for our customers. Also, I would then like to create a contract, that prints only the prices for our service warranties. If you picture the standard Contract, it lists out the fixed price of the proposal, then lists the amount of each payment. I would like to find a way to have it print the total price of the project, then list 3 seperate payment amounts based solely on the information I tell it to (a percentage based on the type/length of warranty I am suggesting). It does not need to have a total at the bottom, because that line is useless in this scenario.

I hope this explains it for you.

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Elite Home Technology

CrystalHacker

Yes,

If your service contract options are just a % times the total project price, this should be rather easy, but you will still need to do some coding to create the variables to hold the results of the calculations. You will not be able to use the "standard" report without modifications.

It sounds like you want to do this in the Contract subreport by adding the Service Contract prices in addition to the Payment Schedule. Or maybe you don't need the payment schedule.

Where do you provide the legalese for the Service Contract? Do you include that in the standard Project Contract language?

I have done this and depending on how you compute the contract agreement, it is not trivial. Most of what you need to know is scattered about these threads, but putting it all together could be a challenge unless you really understand the ReportUtilities and VB.

If he is willing, you should contract with nkarthick to build the report or subreport. If my company will allow it, I will post my version of a Commercial A/V Service Contract in a week or so.

It uses the following parameters to calculate the Monthly/Annual fee

Distance from office to client site:
Number of PMs per year:
Estimated time to complete a PM:
Number of Technicians per PM:
Service Tech Labor Rate:
Is a Lift required to perform a PM?
Total Equipment selling price:
Equipment Warranty percentage:
Managers Adjustment (a way to provide a discount).

-ch

AE Engineer

You understand it CH,

Our service contracts only have 2 options, up front total payment, or 50% up front with 12 equal payments for the remainder of the price. I already have the contract legal"ese" worked out in RTF, I just deleted the standard verbage and inserted my own. I have created the subreport section to insert the pricing, but I am not able to get rid of the 100% calculation (it keeps giving me an error that my line items do not equal 100% of the price). I am not what you would call a programmer when it comes to ReportUtilities or VB. I am having a hard time following what everyone here is telling me to do. Especially when it comes to using the script tab.

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Elite Home Technology