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Estimates

  • How to Create a Change Order in Sedona

    This is a quick guide to walk you through the steps on how to import a change order to Sedona. This guide does not cover how to create a change order within WeEstimate. At the end of the guide there w...

  • How to Restore Winning Quote Packages

    This is a quick guide to walk you through the process of restoring quote packages back to jobs.  If you are ever in a situation where you won a job and need to retrieve a version of a quote, there is ...

  • How to Clear Formatting in Excel Sheet

    This is a quick article to walk you through how to clear formatting on excel sheets in case your part list errors out during import. First launch the excel sheet. Once that's open, look for the home t...

  • How to Reset Your Password

    This is a quick guide to walk you through the process of resetting your individual password within WeEstimate. The first step is going to Tools and than launching my settings Once you launch my settin...

  • How to Import Excel List to a Job

    This is a quick article to walk you through how to import an excel list to a job.  The first step is to prepare the excel document. Whether you exported from a previous quote or are pulling from a dif...

  • How to Add a New RMR Item

    This is a quick guide on how to add a new RMR Item. 1.) Tools 2.) Editors 3.) RMR Code 4.) New Item and fill out the fields 5.) Add...

  • How to Discontinue Parts in WeEstimate

    This is a quick article on how to discontinue parts from WeEstimate. First you'd need to prepare an excel sheet with the parts you'd like to discontinue. The mandatory columns are -  1. mfgr- Manufact...

  • How to Import Parts to WeEstimate

    This is a quick article on how to import parts to WeEstimate from an excel sheet.  The first part would be to prepare the excel sheet. Once you have the parts you'd like to import the next step would ...

  • Test & Inspect: Document Output - Outright VS RMR

    This is a document that shows the different ways you can show Test & Inspect items on your documents. On a proposal, Test & Inspect items can be shown as individual items (Outright) or as one RMR item...

  • Adjusting GPM on a Quote

    This is a quick guide to go over the various ways on how to globally adjust GPM on a Job. The first way to adjust is by typing into the GPM bar. By typing a value into the GPM bar, you'll be given a p...