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Program Options

  • 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)...