How to Create an Estimate?

How to Create an Estimate?

Estimates give you the ability to list out all items at the time of bidding. You can create an Estimate by going to:
  • Menu > Estimates > Create New Estimate.
For the Items Tab, you can create multiple Sections, you can Add Items from Database or Add Manually. For quick Estimating upload Items to Cost Items Database like Materials, Equipment, Labor etc.

    • Related Articles

    • How do I create an Estimate?

      To create an Estimate, go to the Menu and where it says Estimate, there will be a + sign. Once you click it, it creates a new Estimate.

    • 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 create an Estimate from the Lead record?

      To Create an Estimate from the Lead record, go to the Menu and choose Directory. From here, go to the Leads section which is a button on the top right in the Directory module. Once in the Leads section, open the Lead from which an Estimate needs to ...

    • How do we create a bid package from an Estimate?

      To create a Bid Package from an Estimate, go to the Estimate in question, and select the Bidding Tab. Click on the pencil icon on the top right to enter Edit mode and then select Create Bid Package to get started.

    • 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 ...