WeEstimate
Estimating Tool
General
- 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
- New Job - Customer Mismatch
System Configuration
- How to Import Parts into a Pricing Contract
- Assigning Users to a Commission System
- How do I add a new user to WeEstimate?
- How to Complete a Commission Split in WeEstimate
- How to Edit Group Rights for an Existing Group
- How to Assign an Existing User to a Group
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
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
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
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
- Mapping WeSuite items to Sedona items
- Sedona Import Process