How to get all Opportunity line items to Estimate and SOV?

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• 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 ...

• 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 I rearrange the sequence of Sections and Estimate line items using drag and drop?

  To rearrange Sections and Estimate line items, go to the Menu and select Estimates. Once here, go to the Estimate you would like to change and enter Edit mode which is the pencil icon on the top right. Once here, you will see three bars on the left ...

• How do I easily display any Estimate line items that have a $0 value?

  To display any Estimate line items that have $0 value, go to the Menu and select Estimates. Click on the Gear icon on the top right to enter Settings and then scroll down to find Hide $0 items for Customer and make sure that No is selected. If not, ...

• 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 ...