System Configuration

• Setting Up an App Password for The WeOpportunity AutoSync
• Reviewing WeOpportunity My Settings
• How To Use the WeOpportunity AutoSync
• Adding Strengths to a User in WeOpportunity
• Reviewing WeOpportunity Group Rights
• Configuring Data Points

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Prospecting

• Prospecting Plan & Guide

Lead Management

• Importing Leads into WeOpportunity
• 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

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Reporting

• WeOpportunity URG: Understanding Job and Lead Status

WeSuiteGo!

• WeSuite Go! installation guide

General

• How to Send a Quote Package to One or More General Contractors
• How To Update Part Pricing in Existing Jobs and Packages
• Allowing Data Entry for Grids in WeSuite Hosted Clients
• How to Delete a Note
• Quote to Contractor Module
• 10 Step Guide to Quote Creation

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System Configuration

• How to Import Parts into a Pricing Contract
• Assigning Users to a Commission System
• How to Add New User into WeEstimate
• How to Complete a Commission Split in WeEstimate
• People Manager Rights Breakdown
• How to Setup Sales Quotas for Users

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Program Options

• DocuSign Set Up
• Creating a Labor Category
• Pulling Sell Pricing from Sedona
• Default Document Check Boxes (System Wide)
• How to Delete an Item from a Data List
• How to Set Up the Default RMR item linked to Test & Inspect

See all 22 articles

Estimate

• How to Create a Change Order
• How to Restore Winning Quote Packages
• 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

See all 24 articles

Documents

• How to Update A Terms and Conditions Template
• Setting Document Related Defaults (Per User)
• Creating a Revision
• How to View and Export a Document
• Crystal Reports: Best Practices
• How to Add a Quote Options Template

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Reporting

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

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

• 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

Other

• Installing Crystal Runtimes for WeEstimate Release V6.3 or higher

Release Notes

• Release 6.7.1226
• Release 6.6.1.21
• Release 6.5
• Release 6.4.1.2
• Release 6.1.873
• Release 6.1.864

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FAQ

• Installing Crystal Runtimes for WeEstimate Release V5.0 or earlier
• 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

See all 8 articles