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WeSuite
WeEstimate
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
See all 11 articles
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
See all 56 articles
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
See all 13 articles
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
See all 9 articles
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