How do I export the Estimate Items to a CSV file?
To export the Estimate Items into a CSV file, go to the Menu and select Estimates. Choose the Estimate you wish to export to CSV and enter the preview mode.
Once here, on the top right, you will see three dots and it will be next to the pencil icon. Once you select that you will see Export to CSV option which will help export the Estimate.
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How do I import a CSV file of items into an Estimate?
To import a CSV file, go to the Menu and select Estimates. Go to the desired Estimate and click on the pencil icon on the top right to enter Edit mode. From here, go to the Items tab and click on the drop down that says Add Items to Estimate and ...
How do I import Cost Items into the Database using a CSV file?
To import Cost Items In the Cost Items Database using a CSV file, go to the Menu and select Cost Items Database. Once here, click on the drop down from the top right and choose Import Items. From here, upload the CSV file.
Basics of Cost Items Database
Purpose: To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc. Background: In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So ...
How do I Save my Excel File as a CSV?
Importing data is the best way to quickly get information into Contractor Foreman. If this is new to you, start small with just a couple lines of data before importing everything. Open the Excel file Go to File > Save As Excel will default to "Excel ...
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 ...