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Knowledgebase : WeEstimate

INTRODUCTION Welcome to WeEstimate by WeSuite! WeEstimate is the premier account management, estimating, and proposal management software for complex sales environments. WeEstimate enables management of the sales process and customer accounts, quick and...
The following Diagram represents some available checkboxes in the document screen along with notes and descriptions. PROPOSAL PAGES Cover Page Select to print specific pages CAN BE CHECKED OFF AT ALL TIMES/COMBINED WITH CHECK BOXES Cover Letter ...
For those who are using the Chargeable Items, setting up Chargeable Items is easy and will be impactful on your system. The Editor is found outside of Program Options as you may want to provide a non-System Administrator access to the Editor to help in se...
Click here to watch a Video on How To Create a Package in WeEstimate [https://www.dropbox.com/s/6zvtmiv3ows5pwv/Package%20Editor%20-%20WeEstimate.mp4?dl=0]
The Customer Information Screen is where all contact information is captured for each proposal. The customer name is selected at the Dashboard when the New Project screen appears. The Contact screen is divided into three basic information panels: 1) Lef...
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 start...
Groups are how User rights are defined for configuration areas of the software and for User rights within each screen. After setting up each Group, Users will be assigned Group Rights within User Configuration. When setting up Groups there are a numbe...
Normally the server requirements will be at the minimum of what SQL Management is set to. Normally this is is at least 4gb of RAM. For 10-15 users - You would want to have at least 50gb of HDD space this will give you enough room to grow. The share driv...
CREATE A QUOTE IN LESS THAN 10 MINUTES BEGIN A NEW PROJECT To begin click the NEW PROJECT button from your Dashboard STEP 1: From the new project screen enter the name of your customer. In this example we chose Advanced Construction. The client is ...
Click here to view a video on How To Create An Estimate to Contractors [https://www.dropbox.com/s/3p3arldzxctev7d/Creating%20a%20Contractor%20Bid.mp4?dl=0]
To turn on "Folder Level Labor" by default go to: Tools, Program Options, System Options, System, Always use Folder Level Labor.
SYSTEM CONFIGURATION Configuration of WeEstimate follows a certain flow as outlined in this GUIDE. Each section below provides basic definitions and explanation of each area. The WeSuite team can provide additional assistance as needed. Please contact u...
The Markups configuration is an important and critical aspect of system configuration. Markups are global system settings. Typically Markups are set once, at the start of your system configuration and very likely not changed after initial system testing...
Part Import - access to Part Import is typically a right given to System Administrators and Users allowed to import parts into the WeEstimate parts database. Most regular Users are not provided access to this area of the application. Parts Import User R...
People Manage Tab can be found under : Tools -> System Configuration -> User Setup -> People Manage Tab ITEM DESCRIPTION OF CHECKING THIS BOX AND WHAT THE OVERALL IMPACT IS THE INDIVIDUAL WOULD SEE ON SCREEN OR NOT CHECK BOX NEXT TO NAME The "ou...
The RMR Items Editor enables definition of Recurring Monthly Revenue items in WeEstimate. The Editor is found outside of Program Options as you may want to provide a non-System Administrator access to the Editor to help in setup and management of RMR Item...
Configuration of WeEstimate starts with the creation of global, or system wide, Labor Categories. Labor categories are a primary source for data calculations for any project work in WeEstimate. You can set up as many labor categories as needed and mark ...
To setup quotas for users go to: Tools -> System Configuration Open and select the desired user from the User Tree to the left. Selecte Edit and go to the Quotas Tab Enter Quotas under the Quarterly Sales ( Q1,Q2,Q3,Q4 ) and RMR Quarterly Sales ( Q1...
After creating Labor Categories in Program Options, select System Configuration from the Tools drop down list. At System Configuration, select Regions & Offices. WeEstimate is set up in a hierarchy that starts at the top with: Regions, then Offices (or Br...
This has been fixed with a change in sp_AddAlt store procedure (Changeset 11975) [https://wesuite.visualstudio.com/WeSuite%20Database/_versionControl/changeset/11975#_a=summary]. Not all the tax fields were retrieved from the base job. Added the missing ...
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