Posted by Diane Gross, Last modified by Diane Gross on 09/18/14 04:22 PM
On entering the software your first screen is referred to as your “Dashboard.. It’s the touchstone upon which you will access all other areas of the software. Provided below is a breakdown of each icon and access point.
We’ll begin our definitions starting with the gray bar just under the software’s version number.
TOP GRAY BAR DEFINED FROM LEFT TO RIGHT:
1. Logoff: Everyone knows what it is means to logoff a system.. If you make changes to your the My Settings panel you’ll need to log out and log in to see the changes. You can always close out altogether which will also work, but if you’re connecting directly via an RDP portal logging off is preferable to closing out completely. When there is a system update, however, you will need to completely close the application and reopen.
2. Proposal: 2a to 2e are access points that are directly related specifically to an open estimate.Customer Information Window - This icon will take you to the customer information screen to manage billing, site, contact, general contractor and sub-contractor information.
b. Estimate – This icon will toggle between the dash and an estimate workspace. It will also open the last open estimate.
c. Document – Opens the document screen. In this case, you can access the document screen for an estimate that is already open on the dashboard or you can click on a job from your proposal queue to view the document.
d. Notes – Opens the notes screen. The same applies here as with the document. You can access the notes screen from a job that is open as well as a job that’s highlighted as shown above. Notes entered on a job are displayed on the summary report at the very bottom. The summary report will be viewed in detail in another section of the user guide.
e. Job Related Business Forms – Are customized web forms that allow you to capture information relating to the job but outside of the scope of putting an estimate together. Examples would be central station monitoring information, site walkthrough surveys, etc.
a. Universal Report Grid or URG – the URG provides data on your estimates in the system. It’s a powerful reporting tool designed to give you easy access to the progress of your jobs in the system. For managers, they would have access to not only their own jobs but those of their staff. More on the URG will be explained in another section of the user guide.
b. Commission URG – Contains data related to your commission plan.
c. Reports – The standard user would not have access to the reports screen. Access to this area of the application is generally provided to Sales Managers, Executives and System Administrative staff.
4. Tools: Access levels vary here. For the average user they will have access to 2 areas from the dropdown i.e. the calculator and My Settings which will be covered in the next section of the guide.
5. Help: Will give you branding and copyright information and What’s New. When your system has been updated; on the next time logging in you will be presented with the “What’s New” screen to allow you the opportunity to review the latest updates. If you don’t have time for that you can always circle back to it later by clicking on Help. To close the screen click “Continue” in the lower right hand corner
The center portion of the dashboard will be defined in the sections shown below. A brief description of each will be provided here with greater detail given where needed in other portions of the user guide.
1 Current vs Archived: An estimate can be marked as archived. We provide this condition as a way to better manage your dashboard. It’s a kind of filing system. After using WeEstimate for a year or more your job list can get very long. Archiving is a way of shifting the estimate out of the ”Current” directory window. You may want to archive Won, Lost, Deactivated or Voided jobs. These are jobs that you’re unlikely to have to edit again. If you do you would need to take the job out of “Archive” back to “Current”. To toggle between the 2 statuses you would highlight the job from the dashboard as shown below.
2. New Project, Refresh, Open Last Estimate:
· New Project opens a new project screen.
· Refresh will refresh the dashboard. Click this icon if you’ve made a change to a job from the dashboard or you conducted a search and want to return the dashboard to its default state.
· Open Last Estimate kind of says it all. This can come in really handy if you were working on an estimate and then you refresh the dashboard and realize you forgot something in the last job you were working on.
3. Search filters: From the input box on the left you can enter the job number, any part of the job name or customer name. The data range controls how far back in time the search will reach. In the full center dashboard screenshot shown the date range is set to 180 days back. If you created a job in December of 2013 the search will not return the records. You can manually change the range from the dropdown boxes provided or change the setting in My Settings to extend the range by default.
4. Job Status Filters - These options allow you a quick click search for jobs by status. The results will always appear at the very bottom of the tree. If you have a large list of proposals in your queue be sure to collapse the section to find the returned results.
· From top to bottom they are:
5. Dashboard Tree – Here you see 3 sections: My Proposals, My Employees and My Customers. Each section of the tree provides a means to view jobs in the varying states.
· My proposals lists the jobs by bin number in descending order.
· My Employees shows jobs grouped under an employee name
· My Customers lists jobs under a customer header
6. Tabs – These tabs can be turned on / off from My Settings. In this example only 3 are shown. Cory is in both a pre-approval and post approval system. He can view the jobs that he’s submitted for approval on these tabs. To clear the queue you just need to check “Clear” on the job you want to remove. And the statistics tab will provide a Gantt chart providing a quick glance at your combined jobs in the system or, if you highlight a single job on the dashboard you’ll be shown a chart for just that job.
There are only 3 key features to the footer. The Annual Quota, Current Sales-To-Date and Current RMR-To-Date.
That’s it for the summary review of the Dashboard. The next chapter will tie together all the elements in building a basic estimate.