Job Setup Form & Estimate Worksheet

TRI-CITY GROUP

CONFIDENCE DELIVERED.®

Job Setup Form

Form JS-01 • Rev. 08/2026 — Retain with job file

Complete every field. Click each shaded box to type or choose from the drop-down. If a field does not apply, choose or write N/A — do not leave it blank. An incomplete packet will be returned before the job is opened.

1 Job Identification

Company

Job Number

Job Name

Division

Backlog Type

Type of Work

Revenue Derivative

Project Location (State)

Project Manager

Project Estimator

Foreman

PMA

PO/Contract No

Intercompany Ptnr

2 Contract, Revenue Recognition & Schedule

Contract Type

Accounting Method

Contract Funding

% Substantial Renovation

Multi-Divisional

Target Funds

Original Contract Revenue

Total Estimated Cost

Total Estimated Profit auto — revenue − cost

Estimated Gross Margin % auto — profit ÷ revenue

MSA Project

MSA Expiration Date

Prime Pass Thru

Sub Pass Thru

Separate Job for Uninstalled Materials

Start Date

Estimated Finish Date

3 Customer, Owner & Project Parties

Customer

Customer Contact

Customer Contact Phone

Customer E-mail Address

Owner Name

Architect Firm

Engineering Firm

4 Addresses

Job Site Address

Job Site City

State

Postal Code

Billing Address

Billing City

State

Postal Code

Owner Address

Owner City

State

Postal Code

5 Tax, Compliance & Risk

Tax Treatment

Tax Code

Job Bonded

Certified Payroll

Insurance Cert

Union Local #

Permit Required

Permit Amount

Energized Services

6 Approvals — required before job is opened in Vista

6a Required on every job

Estimator — Name

Project Manager — Name

Operations Manager — Name

Estimator — Date

Project Manager — Date

Operations Manager — Date

6b Required when either trigger below is Y. If both are N, enter N/A in both boxes.

Original Contract Revenue over $1,000,000?

Project Location (State) outside IA or IL?

Divisional Manager — Name (or N/A)

Accounting — Name (or N/A)

Divisional Manager — Date

Accounting — Date

7 Setup Notes, Special Billing / Retention Terms & Accounting Use

Setup Notes / Special Terms

Date Entered in Vista

Entered By

Job # Verified

Tax Rates

Sales Tax — Contract M. (%)

State / County / Exempt

Use Tax — Job/Proj M. (%)

State / County / Exempt

Estimate Breakdown and Accounting Use

Drop a D-Tools Project Summary or McCormick Bid Summary PDF here or click to browse — auto-fills targets, material cost, labor hours, cost/hr, DJE, and more

AR Customer ID

Estimating Project #

Target Material Package Total ($)

Target Labor Package Total ($)

Material

Est. Material Cost ($)

Material Contingency ($) Estimated Mat. Savings

Net Material Cost auto

% Mark Up

Use Tax ($) auto

Material Total ($)

Labor

Est. Labor Hours

Labor Contingency Hours

Net Labor Hours auto

Cost / Hour ($)

% Mark Up

Labor Total ($)

Rental Equipment

TCE Equipment 1 ($)

TCE Equipment 2 ($)

TCE Equipment 3 ($)

Equipment % Mark Up

Rented Equipment 1 ($)

Rented Equipment 2 ($)

TCE Equipment Total ($)

Rented Equipment Total ($)

Equipment Total ($)

Subcontractor

How Many?

Cost ($)

% Mark Up

Subcontractor Total ($)

Other Costs

Temp Power Included

Other Costs — Freight ($) auto-reconciles on taxed jobs

DJE ($) auto-reconciles on non-taxed jobs

Indirect Costs & Contingency

Indirect Costs ($) auto — $10/net labor hr

Labor Contingency ($) auto — cont. hrs × cost/hr

Material Contingency ($) auto

Contingency Total ($) auto

Package Totals

Combined Material Total ($) auto — Material + Mat. Contingency

Combined Labor Total ($) auto — Labor + Indirect + Cont. + DJE

Totals

Sales Tax ($) auto

Total Contract $0.00

Sign-Off

Pre-Construction Meeting

Accounting