Job Estimate

Modify Columns Estimate Table Glossary Field Description Code Item code Description Item description Note Note invisible to the customer Type...

Creating and Insert Items To create a new item at the bottom of the table, start editing the last blank...

To indent or outdent items or headings, select them and click the Indent or Outdent buttons in the toolbar. To...

Inline add from Global Rates Add From Global rates Update Items after Global rate changes.

Export Job Estimate to Excel To export the entire table to Excel, click the Import/Export drop-down in the header toolbar....

To open the estimate for a job, click on the name of the Job on the Job Screen: Estimate Screen...

Instead of entering an item quantity, you can calculate it based on measurements using the Quantity Table. To open the...

To Access the expression calculator, click on the calculator icon in any selected cell. Enter your desired expression and then...

You can define a named quantity that has a fixed value or is calculated using the Quantity Calculation section, and...

You can define a named measurement that has a fixed value or uses take-off, and then reference that measurement in...

To change the sizes of the panels in the estimate workspace, drag the panel separators as required. Click ‘View’ in...

The current view settings will be lost if you navigate away from the Estimate or switch to a different view...

Select Report Items When launched from the Estimate screen, the Quote, Invoice and Rate Breakdown reports give you the ability...

Managing Progress Claims To create a new claim, Open the Progress Claim toolbar and click ‘New’ Enter the claim date...

To get started you will need to already have setup configurable items for a composite. Add Configurable rate Re-configure your...

Welcome to our ‘Local Rate’ help guide! Let’s dive into the core of your job estimate – the ‘Rates’ tab....