Set Up:

1) Purchase and download the PEP program of your choice.
2) Call a PEP associate to activate your program.
3) Start with the “Company Settings” icon. Customize your company’s pricing structure and general information.
4) In “Company Settings” go to “item rate” and customize your pricing
for all substrates and categories.
5) The “Multi-users” tab allows you to set-up for a network, should you need that option.
6) The “blueprint pen” tab is easy access to set up the digitizer pen.
7) Complete the following steps to delete the PEP logo:

1. Click on "Start"
2. Click on "Programs"
3. Click on "Accessories"
4. Click on "Paint"
5. Click on the "File" menu
6. Select "Open"
7. Click on "My Computer" on the left
8. Double-click on "Local Disk (C:)"
9. Double-click on "Program Files"
10. Double-click on "PEP Associates, LLC"
11. Double-click on "PEP XP"
12. Double-click on "Logos"
13. Click on "DefaultLogo"
14. Click on the "Open" button
15. Click on the "Image" menu
16. Select "Attributes"
17. Change the Width Box to read 10
18. Change the Height Box to read 10
19. Click on the "OK" button
20. Click on the "File" menu
21. Select "Save"

That's it! Go view a contract in the PEP XP program. The logo should be gone!

8) Insert your company logo:

You must use a jpeg file and it must be named "DefaultLogo.jpg". The image must be 300 pixels by 300 pixels in size. The resolution must also be 300 x 300 dots per inch yielding an image 1 inch wide by 1 inch tall. First you have to Copy and Paste your logo into our logos folder. To save it in our logos folder go to "Local Disk (C:)", then "Program Files", then "PEP Associates, LLC", then "PEP XP", and finally "Logos". Call the file "DefaultLogo.jpg" When you are finished, go to the PEP XP program and look at your contract or proposal and your logo will be there.

Starting an Estimate:

1) Select “Customers” from your Customers screen.
2) Go to the “Estimates” screen and select the customer.
3) Locate the “Detail” tab.

a. Select an “area
b. Select “items"

-Price according to the application rate.
-Continue to add areas and items as necessary for your estimate.

4) Add pictures to each area by opening up your picture file.
5) You may choose to bid your job however you wish. You can choose to charge by the hour, the item, a fixed rate, a square ft, a linear ft, etc.
6) Go to the “Cost” tab and enter in your material cost.

• you may choose to adjust the overhead/profit margins or stay with the default settings.
• You can view the estimate in the “Work Order” form, to make sure the estimate is complete.

Proposal:

1) Choose to view your pictures along with the proposal.
2) You may click on “summary” and choose not to show the client individual pricing.
3) You may choose to Print your proposal, or you may PDF them quickly to your customers.

Work Order:

1) Notice that every area has a “total hours”, and every item has “individual hours”.
2) All work order notes are visible to the crew only.
3) All other necessary sq. footage and colors are identified.

*Your foreman and crew now know the expectations for the job, and can be held accountable so that you can track their progress and also the efficiency of the estimate itself.

Contract:

Once you’ve read over your estimate and are satisfied with the hours and details for the job bid, you are ready to sign and complete the contract.

• The contract comes in two easily modifiable forms: interior/exterior and commercial/residential.
• Modify the contract to fit your company’s needs and profile.
• PEP allows you to capture a customer’s signature on-site with your mouse or stylus pen.

Job Tracking:

Once you’ve signed the contract, you have the ability to see your profitability prior to finishing the job.

• By tracking your jobs, you can check your estimating skills and increase your efficiency and accuracy.
• View single jobs, or all jobs and compare profitability in all of your work.
• Most screens have the ability to become PDF forms.

Invoices:

PEP provides you with simple and easy to use invoices to send to your customers and ensure timely payment.