WeEstimate
Estimating Tool
My Settings
General
- ADI Integration and Setup Guide
- How to Bin Pass (Change Project Owner)
- How to Re-Order Parts on Your Equipment Grid
- 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
System Configuration
- IMPORTANT – TIME SENSITIVE!! DocuSign Changing Security Requirements
- How to Assign Approval Systems to a User
- How to Change a Customer's Name/Information
- How to Edit Group Rights for an Existing Group
- How to Assign an Existing User to a Group
- How to Import Parts into a Pricing Contract
Program Options
- How To Enter Your Own SMTP Email in WeSuite Applications
- Part Timing Color Functionality for Latest Pricing
- How To: Complete a Part Import
- Default Document Check Boxes (System Wide)
- DocuSign Set Up
- How to Delete an Item from a Data List
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 Delete Multiple Parts from a Job
Documents
- How to Create Custom Docusign Email Subject and Body
- Setting Document Related Defaults (Per User)
- How to Update A Terms and Conditions Template
- Creating a Revision
- How to View and Export a Document
- Crystal Reports: Best Practices
Reporting
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
- Sedona Import Process
- Sedona Office Job Creation