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System Configuration

  • People Manager Rights - What do they all mean?

    People Manager rights are located in Tools -> System Configuration -> User Setup.  Select the user you want to edit and click Edit.  Then, on the right hand side, there is a tab named People Manager. ...

  • How do I get a list of all Manufacturers in the system?

    In WeEstimate, you can look at the list of Parts on the WeEstimate database by going to Tools -> Parts Editors. If you are looking to get a list of all Manufacturers in the system you need to: 1. Go t...

  • How to Get a User to Show Under "My Employees"

    This is a quick article to walk you through the process of getting a user to show under my employees 1.) Tools 2.) System Configuration 3.) Enter the name of the user that needs the person under my em...

  • Editing RMR Items

    This article will describe how to Edit RMR Items Steps: 1) Go to Tools --> Editors --> RMR Code 2) Find and click on the RMR item you want to edit 3)In the grid that pops up on the right side of the s...

  • How to Reset your eOriginal Password

    The steps illustrated below will cover how to reset your eOriginal password associated to your WeEstimate application. Your credentials must first be reset at the login page of the eOriginal portal: h...

  • Default Margin by Customer

    Default Margin by Region Within WeEstimate the default setup for most clients will be to use a single default margin for all equipment. This margin is setup in: Tools -> System Configuration -> Region...

  • How to check my SMTP Settings?

    SMTP settings are found under Tools -> Program Options. These settings are used to send email notifications from within the application ie. approval notifications, won jobs notifications, etc. The Tes...

  • How to Configure Pre-Approvals and Post Approvals

    Pre-Approvals and Post Approvals serve as a means to have groups review proposals before being sent out to the client. This is a guide to walk you through the process. You can access the Approval Syst...

  • How to Set Date Range in Dashboard

    Often times, after years of creating and sending out quotes to your customer, you may at times find it difficult to navigate through the dashboard when there are many jobs to filter through. The easie...

  • How to change Freight/Burden/Warranty auto-calculated numbers in WeEstimate?

    Follow these steps to change how WeEstimate auto calculate certain percentages and increase the cost of the job.  This is helpful when trying to take into account the cost of doing business and having...