Start a conversation

Program Options

  • How To Update The New Bin Prompt and Job Prompt in Program Options

    This is a guide on how to update the Bin Prompt and the Job Prompt when creating a job. For Versions V6.0.1.535 and before: 1) Click on Tools ----> Program Options --> Program Options  2) Find the fie...

  • How to Update eOriginal Credentials

    The following article will explain how to update your eOriginal Credentials.  This is needed if passwords or usernames get reset or need to be changed. Beginning on May 3rd, 2020, eOriginal will need ...

  • How to update Accounting Set Up in WeEstimate?

    WeEstimates integrates with different accounting systems. To verify/update the accounting configuration on your system, please follow these steps: 1. Go to Tools 2. Select Program Options 3. Select Ac...

  • How to Update your Supporting Document Location ?

    Within WeEstimate you are allowed to save documents/attachments to a job. When a user saves a document it saves to a central location on your network.  This network location can be changed to your des...

  • How to Add New/Edit Item to a Data List

    This is a quick guide to show you how to add a new item to a data list.  1.) Tools 2.) Program options 3.) Appearances 4.) Item lists tab Once you're in the item lists tab, select the Data List you'd ...

  • Creating a Labor Category

    In this article we will review how to setup and update labor categories and labor rates.  To create a Labor category go to: Tools -> Program Options -> Labor Categories -> Click on Add Labor Category ...

  • How to Turn On/Off E-RMR (Material RMR)

    WeEstimate Currently has the ability to automatically add RMR to the job based on pre-determined RMR at the part level. In order to use this feature you must first turn on a Program Option. Click on T...

  • How to Create A Custom Date

    1) Go to Tools > Program Options STEPS 2-4 reference screenshot below 2) Go to 'Appearances' (#1) > 'Custom Date' tab (#2) 3) Click on 'Add Custom Date' button (#3) 4) Enter Custom Date Name (#4)...