1. Click the "+" button on the estimates page to create a new estimate.

2. Click the "Search for customer or property" field to find the customer or select "New Customer" and create a new one.

3. Choose the customer

4. Click "Create"

5. Click the "Name" field.

6. Give the job a name.

7. Select the person to be notified when the job is sold to get it scheduled.

8. Click "Plan"

9. Click "Add Work Area"

10. Name the Work Area

11. Click the "Cost Code" field.

12. Choose the correct cost code

13. Click this search field.

14. Choose the correct division

15. Click "Create Work Area"

16. Click "Edit"

17. Click "Open Catalog Browser"

18. Select all of the labor, equipment, materials and/ or subcontractors necessary to complete this work area.

19. Enter the quantities needed

20. Click "override Final Price" if you want to adjust the final price.

21. Click "Set Value"

22. Click "Edit" to enter a customer proposal description.

23. Enter the narrative to explain what the customer is getting in the work area.

24. Click "Update"

25. Click "Edit" to enter any internal work area notes that the crew will need to know.

26. Enter any notes for the crew

27. Click "Update"

28. Click "Close"

29. Continue adding work areas as needed.

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If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.
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