WeEstimate
Estimating Tool
General
- Quote to Contractor Module
- 10 Step Guide to Quote Creation
- New Job - Customer Mismatch
- How to Archive a Job and Remove a Job from Archive Status
- How to Change the 'New Project' Screen Panel Order Display
- Application Won't Start
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
Advanced Tax Module
IT / Networking
Program Options
- How to Add New/Edit Item to a Data List
- How to Turn off Internal Emails when a Job is Won
- Creating a Labor Category
- How to Turn On/Off E-RMR (Material RMR)
- Pulling Sell Pricing from Sedona
- How to Map Burden to Your Accounting Software
System Configuration
- How to Deactivate a User from WeEstimate
- How To Configure a Manager Override Commission
- How to Duplicate a Package in WeOpportunity & WeEstimate
- How to Activate/De-Activate Report Export
- How to add Associated Parts in WeEstimate
- How to Assign a User to an Approval System
Reporting
Documents
- Creating a Revision
- How to View and Export a Document
- Crystal Reports: Best Practices
- How to Add a Quote Options Template
- How to Create a Cover Letter Template
- How to Create a Scope of Work Template
Estimate
- How to Change Type of Sale
- How to Remove Multiple Parts
- How to Add a One Time Part
- How to Delete a Folder
- How to Remove a Part
- How to Make a Negative Adjustment to a Job