- 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
- How to Assign a User to an Approval Group
- Creating an Approval System
- How to Complete a Commission Split in WeEstimate
- How to Create a Pricing Contract
- How to Setup Engineering Review
- How to Configure Pre-Approvals and Post-Approvals
- How To Configure Group Rights for Advanced Tax