How to Create an Estimate

1. Click "Estimates"

2. Click the "+" button.

3. Click the "search customers..." field and select the customer that the estimate is for.

4. Click "Create"

5. Click the "Name" field.

6. Give the project a name.

7. Select a scheduler(s) to be notified when the job sells.

8. Click "Create New Workarea"

9. Name the workarea.

10. Choose the appropriate cost code.

11. Choose the appropriate division.

12. Click "Add Workarea"

13. Verify what pricing type you want to use.

14. Click "Open Catalog Browser"

15. Start bringing over any labor, materials, equipment, etc that is need to perform the job.

16. Edit the quantities for each item.

17. If you need to add an item that is not in your catalog hit the small "+".

18. Give the new item a name.

19. If you paid tax when purchasing the item turn the taxable toggle on.

20. Click the "Cost" field and enter the cost you paid.

21. Give the item a unit of measure.

22. Click this dropdown and choose the correct class for the item.

23. If you wish to save this item to your catalog for future use turn this toggle on.

24. Click "add"

25. Click the "enter a quoted price" field if you want to charge something different than the estimated price.

26. Click into the "Customer Proposal & Invoice Description" and enter whatever you want to communicate to the customer.

27. Click the "Internal Workarea Notes" field and enter anything you want to communicate to the crew in the field.

28. Click the "save" button.

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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