Move or Copy Line Items

Customize Line Items Edit the Cost of a Part Components Alternates Move or copy items Line Item Breakdown PrevAll VideosNext Move or Copy Line Items If you ever need to move, copy, or delete one or more items within a project, here’s how. You can move or copy items from […]

Alternates & Change Orders

Customize Line Items Edit the Cost of a Part Components Alternates Move or copy items Line Item Breakdown PrevAll VideosNext Alternates Alternates are perfect for showing your customers how much something would cost, without including it with the rest of the project. Also great for working on change orders.   […]

Create Sections with Components

Customize Line Items Edit the Cost of a Part Components Alternates Move or copy items Line Item Breakdown PrevAll VideosNext Create Sections with Components Components can be used to break a project down by room or section. Components are just sections of a project that you can use in any […]

Edit the Cost of a Part

Customize Line Items Edit the Cost of a Part Components Alternates Move or copy items Line Item Breakdown PrevAll VideosNext Edit the Cost of a Part Want to know how to edit how the cost of a part is calculated? This is great for changing the cost or price of […]

How to Customize Parts

Customize Line Items Edit the Cost of a Part Components Alternates Move or copy items Line Item Breakdown PrevAll VideosNext Customize Line Items Want to customize the line items for a particular project? No problem, you can edit anything you want about a line item without impacting how the part […]

Adding Templates to Your Estimate

Add Parts – Basic Add Parts – Custom Parts Add Parts – Using Templates PrevAll VideosNext Adding Templates to Your Estimate  Adding parts to your project using templates is a great way to save yourself some time. When you add a template, it is just like adding a group of […]

Adding Custom Parts to your Estimate

Add Parts – Basic Add Parts – Custom Parts Add Parts – Using Templates PrevAll VideosNext Add Parts – Custom Parts This video is for adding “one off” custom parts to your estimate. This video is NOT for adding custom parts to your database, permanently. To learn about adding custom […]

Load an Existing Customer or Project

Create a New Customer New Project Load an Existing Project PrevAll VideosNext Load an Existing Project Want to work on a project that you’ve already started? Here’s how to load a project you have already created.   Prev Next

Create a New Customer

Create a New Customer New Project Load an Existing Project PrevAll VideosNext Create a New Customer To start creating an estimate, the first step is to create a new customer. Once you create a new customer, you can start working on your new project.   Prev Next