System Configuration

• Setting Up an App Password for The WeOpportunity AutoSync
• Reviewing WeOpportunity My Settings
• Reviewing WeOpportunity Group Rights
• Configuring Data Points
• How to Change a User's Password
• How to Add a User in WeOpportunity

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Prospecting

• Prospecting Plan & Guide

Lead Management

• How to Reassign One or More Leads
• How to Import a Contact List into WeOpportunity
• Lead Management: Introduction and Walkthrough
• How to create a Lead
• Quick Guide to Prospecting and Lead Creation
• How to Import Leads in WeOpportunity

Reporting

• WeOpportunity URG: Understanding Job and Lead Status

WeSuiteGo!

• WeSuite Go! installation guide

General

• How to Delete a Note
• Quote to Contractor Module
• 10 Step Guide to Quote Creation
• New Job - Customer Mismatch
• How to Archive a Job and Remove a Job from Archive Status
• How to Change the 'New Project' Screen Panel Order Display

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System Configuration

• Assigning Users to a Commission System
• How do I add a new user to WeEstimate?
• How To Create an Office
• Creating a Group and Add Group Rights
• How to Delete Associated Parts
• How to Create a Region

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Program Options

• Creating a Labor Category
• Pulling Sell Pricing from Sedona
• How to Set Up the Default RMR item linked to Test & Inspect
• How to Add New/Edit Item to a Data List
• How to Turn off Won Job Emails
• How to Turn On/Off E-RMR (Material RMR)

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Estimate

• How to Create a Change Order
• How to Make a Negative Adjustment to a Job
• Discount Cost of Specific Folder or Manufacturer
• How to Change Customer in WeEstimate
• How to Change Type of Sale
• How to Remove Multiple Parts

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Documents

• How to Update A Terms and Conditions Template
• Creating a Revision
• How to View and Export a Document
• Crystal Reports: Best Practices
• How to Add a Quote Options Template
• How to Create a Cover Letter Template

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Reporting

• Universal Report Grid (URG)
• Understanding the Difference Between Commission URG Flat Vs. Full Export
• How to Add a View in the Universal Report Grid
• How to Setup Weighted Forecast in WeEstimate
• Standard Forecasting using the URG

Sedona Integration

• SedonaOffice - WeSuite Integration Guide
• How to Configure WeEstimate to Pull Standard Cost from Sedona
• How to Create a Change Order in Sedona
• How to Map From WeSuite to Sedona: An Accounting Interface Walkthrough
• Mapping WeSuite items to Sedona items
• Sedona Import Process

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Add Modules

• Configuring Group Rights for Advanced Tax

IT / Networking

• How to Check Your SMTP Settings
• Accessing WeEstimate from a Web Portal
• Running WeEstimate directly from the Browser: Not able to edit fields

Installation

• How to Map Site Survey Icons
• QuoteAnywhere - API Permissions for Generating Documents
• QuoteAnywhere - API Permissions for Generating Documents

Release Notes

• Release 6.1.873
• Release 6.1.864
• Release 6.1.843
• Release 6.1.830
• Release 6.1.789
• Release 6.0.1.620

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FAQ

• What are the Software & Hardware Requirements to Use WeSuite Applications?
• What are the system requirements for automatic updates?
• How to Clear Cache in Chrome
• Resolution and Parallels
• Margin vs Markup
• Installing Crystal Runtimes for V6 or Later Machines

See all 7 articles