How do I create a Schedule from the line items in my Estimate?
To help understand how, watch the Estimating Video: When you mark an Estimate Approved the System will give you a Pop box with several option. One of them will be an Option to "Create Schedule." This will then use the line items from your Estimate to create the Tasks in your Schedule.
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How do I create a Gantt chart for any project and track that project?
You can let the Estimate create the Schedule for you based off the line items in the Estimate (Watch Estimating Video) and you can also create the CPM/Gantt Chart Schedule Manually by first adding start and finish dates in the Project Detail screen, ...
Adding Estimate and Estimate Items
Estimates Adding Estimates in Contractor Foreman is fast and easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job costed. You can include Markups ...
How to get all Opportunity line items to Estimate and SOV?
To get line items to Estimates, an Estimate needs to be created. To create one, go to the Menu and choose Opportunities and pick the one you need to create an Estimate for. Once here, scroll down to the bottom to the Actions drop down on the right ...
How to create an estimate template?
Estimate Templates are handy, so you don't have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps: Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom ...
How do I quickly delete all Estimate line items that have a $0 value?
To Delete multiple Line Items that have "$0" click the button in Estimate Details tab that says "Show $0 Items." This will switch this to "On" and all Zero Dollar line items will show. Once this switch has been turned on you will see a switch appear ...