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Estimates

  • How to Map From WeSuite to Sedona: An Accounting Interface Walkthrough

    This is a quick guide to walk you through the steps on how to map parts through the WeEstimate Client to Sedona Parts.  If you go to (1) Tools --> (2) Program Options --> (3) Accounting Interface --> ...

  • Editing Packages

    This article shows how to edit packages. Steps to Remove Items from Packages 0) Given you are on the dashboard as a user that has rights to edit packages. 1) Click tools --> Package Editor. 2) Select ...

  • How to Copy a Job in WeEstimate

    This is a quick guide on how to copy a job through WeEstimate. Simply right click on the job you'd like to copy and select Copy and than right click and select paste to the bin and location you'd like...

  • How to Create an Optional Folder

    The following article will show you the steps to create an optional folder. Steps: 1) Open the job you want to manipulate. 2) Go to the estimate screen. 3) Create a new folder. 4) Click on 'All Estima...

  • How to Add Excel Sheet to a Folder

    This is a quick guide on how to assign or add an excel sheet to a folder in a job. The first step is to prepare your excel sheet that you want to import. It's important that your sheet has the followi...

  • Sedona API - How Does it Work?

    This is a quick guide to walk you through the process of how the Sedona API integration works within WeEstimate. There will be a button available in the Accounting Tab within a WeEstimate job. The but...

  • How To Remove The 'Lease' Tab From WeEstimate

    If you want to remove the Lease tab from the Estimates tab in WeEstimate, Follow the steps described below. First: Go to Tools --> program options tab --> System Options --> Estimate Tabs --> uncheck ...

  • Use Current Date For Won Job

    This is a quick guide to show you how to set up Use Current Date For Won Job instead of having the job's created date There is a setting in Tools -> Program Options, that will allow you to change turn...

  • How to Deactivate a Customer

    This is a quick guide on how to deactivate a customer -  1. Tools 2. Customer Configurator 3. Search for the customer 4. Click deactivate Once you click deactivate you are all set. It can be a little ...

  • How to Add a URG View

    This is a quick guide on how to add a view to the URG Report in WeEstimate. Views are extremely helpful when running the report as they serve as a tool to save reports with specific columns shown 1. C...