WeEstimate
Estimating Tool
System Configuration
- 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
- Configure Column Display on Job Grids
- How To Create an Office
Program Options
- How to Add and Modify Your Loss Reasons in WeEstimate
- How to Add Estimate Options
- Part Timing Color Functionality for Latest Pricing
- How To: Complete a Part Import
- Default Document Check Boxes (System Wide)
- DocuSign Set Up
Estimate
- Adding Supporting Documents to an Estimate
- Updating GPM for Specific Folders
- Changing the Order of Folders in WeEstimate
- How to Bin Pass (Change Project Owner)
- How to Re-Order Parts on Your Equipment Grid
- How To Update Part Pricing in Existing Jobs and Packages
Documents
- Setting Document Related Defaults (Per User)
- How to Update A Terms and Conditions Template
- How To Create a Revision/Quote Package
- How to View and Export a Document
- How to Add a Quote Options Template
- How to Create a Cover Letter Template
Reporting
My Settings
Modules
- Setting an Estimate Status to In Engineering
- How to Configure the Approval Site for Use of Approvals by Email Feature & Supported Features
- How to Assign Approval Systems to a User
- How to Send a Quote Package to One or More General Contractors
- Assigning Users to a Commission System
- How to Set Up the Default RMR item linked to Test & Inspect