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
System Configuration
- How to Create a Region
- 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
Program Options
- How to Set Up the Default RMR item linked to Test & Inspect
- 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
Estimate
- How to Change Customer in WeEstimate
- 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
Documents
- How to Update A Terms and Conditions Template
- 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
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