How do I make changes to the Cover Sheet of the Estimate?
To make changes to the Cover Sheet of the Estimate, go to the Menu, select Estimates and pick the Estimate you wish to make changes to. Enter Edit mode which is the pencil icon on the top right.
Once here, select the Cover Sheet tab. Since it is already in Edit mode, you can start making changes.
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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 do we create an Estimate proposal package?
The Document Writer can be used to create really awesome estimate proposal packets. Unlike the Cover Page option within the Estimate, the Document Writer allows you to create many individual pages that surround your Estimate. An example may be ...
How do I update an Estimate if its status is not set to Bidding?
To update an Estimate that is not in Bidding, go to the Menu and select Estimates and pick the Estimate you wish to make changes to. On the top you will see the status it is in and from here, please click Bidding or Draft and that will enable you to ...
How do I import specific estimate items into a Work Order?
To import specific estimate items into a Work Order, go to the Work Order and edit the Work Order to make changes. Select Add Items to Work Order and choose Import from Estimates option. Once here, the Estimate will show up with the items to choose ...
How do I submit an Estimate for approval?
To Submit an Estimate for approval, make sure you go to the Estimate by going to the Menu and selecting Estimates and picking the Estimate you would like to Submit. Once here, go to the Actions drop down which is in the bottom right of the Estimate ...