I want to write an estimating program

Harshaw

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I am an estimator for an industrial and commercial insulation contractor. I have compiled an enormous amount of data over the years but I am still figuring all of my estimates by hand.
For instance, I might need to figure that a 3” pipe will be insulated with 2” thick fiberglass pipe covering. This pipe is outside, so it will need to be jacketed with .016” thick aluminum secured every 4” with sheet metal screws.
The 90 and 45 degree elbows need to be insulated with preformed fiberglass elbows and jacketed with preformed aluminum elbow covers. Every 15 feet there will be a pipe support. This line is a schedule 40 steel pipe and it has valves on it and each valve has a flange at both ends so the insulation for the valves will have to be big enough to fit over the flanges. Where the 3” pipe might require 2” of insulation, a 1” pipe might only require 1-1/2” of insulation. Each size and thickness has its own production figures. This is the same with prices for the types of insulation and jacketing.
I have compiled all of this information into tables. Where before I had to get out my books and look each up, no I go to my tables, find the amount per day, and calculated that by the number of items. I can look up each type of insulation for each type of fitting or valve and I can calculate how much time all of this will take. I can also look up to see what size covering will fit on a 3” flanged valve. I have another table that will tell me how many square feet of jacketing the pipe, fittings and valves will require. I have prices for all of the associated materials.
The same happens when I try to figure equipment or ductwork. We deal with many kinds of insulation and just as many jacketing and finishes.

I bought Access 2007 and have brought my tables in. I want to have a spreadsheet or form that will allow me to link this information together and make the proper calculations. I want to be able to change the pipe sizes or materials from a list and have the calculations adjusted accordingly.
Again, I have all of the figures; I just don't know exactly how to go about getting all of this linked together in one place. I have only dabbled in computer code writing and I really don't know very much about it. That is why I picked Access because I figured it would have about everything in it that I need. I know the layout of the form I need, I just don’t know where to go from there.
Any guidance would be appreciated.
 
Hi,
i am in the near same industry as you but joinery shopfitting. i had the same issues you describe too. if you already have the tables, you are already on your way. you would need other tables
Quotes
contacts
contractors
Parts


i would say, relate the tables on a one to many relationship.
every contact has many quotes
every quote has many parts
every part has many items
every item ( installation side ) has many contractors

you can create forms from the tables or open a new form in design view and drop them in with the "Available Fields" bar on the right. relationships work very well though i prefer to use default values.

example-

my main form has my contacts (contactID). i start a new quote so a new form opens. on the new form is all of the quote fields required with a contactID. i set the default value of the contactid field to

Forms![Mainform]![ContactID]

when the record is saved, the contactID is automatically placed in the relevant field for future retrieval.

good luck.

NS
 
If estimating is like building an invoice or purchase order from inventory data then you might get all of your materials in a materials table, materials would be categorized of course, each one having an SKU or other reference code. Customers/potential customers would be in another table. These could be related using forms and queries which would create the related list in an invoice/estimate table.

If you look at the Northwinds sample database I believe it has the functionality you are looking for. When you open MS Access 2007, not opening any database, you see the Getting Started with Microsoft Access page. At the left you should see the navigation window and a link to Sample under "From Microsoft Office Online". Click on the link and you'll be prompted to download the Northwind Database... it's free.

You may be able to use the sample database as is just rename a few things.

I hope this give you a starting point,

Cheers!
Goh
 
Thank you for your input. I will post here often to let everyone Know how I am doing.
 

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