Calculations

Calculations are used for information about expected price of services performed for the customer. Calculations can be sent to any e-mail addresses – create them even for the customers, which are not registered in CDESK. There is possibility to connect them with CDESK requests and after accepting the prices by customer, you can add its items into Proposal (Quotation).

Calculations can be found in CDESK -> Administration -> Requests -> clicking on the Calculations button as it is displayed on the following picture.

Entering the calculations

Image: Entering the calculations

When you click on Calculation, you can see the possibility to add several parameters for service’s price calculation, such as estimated time, hour rate, transportation, parking, discounts etc. At the bottom is displayed total estimated price for the action. In the top right corner is an option to choose and add e-mails to send the finished calculation. You can also change the request this calculation is assigned to by clicking Choose at the end of the CDESK request field as shown in the following picture.

Creating new calculation with option to assign it to an existing request

Image: Creating new calculation with option to assign it to an existing request

Created calculation will be sent to the given email address. The customer will receive notification as shown in the following image.

Email containing calculation of service works

Image: Email containing calculation of service works

Assigning the existing or creating the new calculation can be also done in the Request– tab Calculations.

Options to either add new calculation or assign an existing unassigned calculation to this request

Image: Options to either add new calculation or assign an existing unassigned calculation to this request

 

For assigning the calculation to request, click the Add an unassigned calculation button, at the bottom of page will be displayed list of unassigned calculations. Choose your desired calculation and click Add button.

Assigning an existing unassigned calculation to this request

Image: Assigning an existing unassigned calculation to this request

After adding calculations, click the Save button to confirm the changes in the request. You will be notified about saving by the green bar at the top of the page. In the Calculations tab, you can add calculation items to the Proposal as it is shown below.

Calculation is assigned to the request with option to transfer it to proposals. All items of Calculation will be added individually(Hours of work, parking fee etc.) To confirm all changes, click the Save button

Image: Calculation is assigned to the request with option to transfer it to proposals. All items of Calculation will be added individually(Hours of work, parking fee etc.) To confirm all changes, click the Save button

Calculations are used for a preliminary quotation of service prices, if the request is made from calculation and you want to send the offer to customer for accepting, you can make a Proposal from calculation and change the request status to “In negotiation”. More information about creating the proposals in requests can be found in article Entering Proposal in Request.

If you do not have calculations enabled, visit the Settings page for more information about enabling this functionality.