Summary of Recording Links
When the recording begins, we suggest that you click the Full Screen button located at the top right of the Share pod. At the bottom of this Share pod, there is a slide bar that you can use to quickly locate parts of the webinar you wish to view.
Recording Topics and Links
Inspector Series - Billing Summary
List Filtering -Query Wizard
Custom Listing - Report Wizard
Custom Spreadsheets - Export Wizard
Custom List Columns and Sorting - View Wizard
System Setup Cleanup and Tune Up:
1. Project Information - Owners and Jobs
2. Company Resources - Companies, Equipment, Employees, Labor Rates
Reminders:
1. Miscellaneous Equipment Update Requests to Caltrans
2. Custom Labor Surcharge Rates
3. Upcoming Labor Rate Updates
Other Items:
1. Employee ID size increased from 10 to 15 thanks to Granite Construction Company
2. Jobs Summary Aging Report - new set sort order
3. Please check email addresses used to send out email from EWBills so they will not bounce
1. Setup Cloud Launcher shortcut on your Computer Desktop to run EWBills - refer to New User Setup
a. For New User
b. For Reinstallation on new or secondary computer - like working at home on your personal computer
2. Labor Rate update for the next Rate Year - refer to May 2018 recording for more
3. Review your labor rate setup - ask if help if not working smoothly
4. Caltrans Equipment Rates - Miscellaneous Rates - refer to Caltrans Rates
Looking at Billing Rates - Preparing for the Next Rate Period
1. Equipment
a. Caltrans
b. Your Own - Blue Book, Private, Job
2. Labor Surcharge
a. Caltrans
b. Your Own - Set of "COMPANY" Rates
3. Labor
a. Your Own - Rate Sets in your COMPANY Rate Book
b. Your Own - Rates in a different Rate Book
Billing Submittal Scenarios
1. To Non-Caltrans Owner as a Prime Contractor
2. To Caltrans as a Prime Contractor
3. To Any Owner Prime Contractor as a Subcontractor
a. Prime Contractor with EWBills
b. Prime Contractor without EWBills
Click image below to open up this mindmap that was used during the webinar to give a high level overview of EWBills.
We did a quick discussion about Proper Setup then talked about enhancement to Job List, Job Markups, Bill Rounding, and Interest Report. We then walked thru some recent support questions listed below:
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Email Notification to Subcontractor for Bill Transmission to Caltrans
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NTS Bill Form has NO dollars
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Check For Sub Bills at Virtual Post Office
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Email Addresses - Bounces
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Valid Caltrans Craft Codes
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File Transfer Subcontractor to Prime Contractor
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Contact Caltrans or Nice Touch
