Estimate

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17 articles in this collection
Written by Rachel Manning

Creating an estimate

Create an estimate and import items from your takeoff
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Written by Rachel Manning
Updated over a week ago

Filtering items and products

Use a filter to find items and products faster
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Written by Rachel Manning
Updated over a week ago

Grouping data tables

Organise items into groups
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Written by Rachel Manning
Updated over a week ago

Smart views

Using the existing view workflow
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Written by Rachel Manning
Updated over a week ago

Creating a new view

Creating a custom view
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Written by Rachel Manning
Updated over a week ago

Bulk edit

Use bulk edit mode to edit items faster
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Written by Rachel Manning
Updated over a week ago

Find and replace

Find and replace items
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Written by Rachel Manning
Updated over a week ago

Creating products and kits

Creating a kit with products
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Written by Rachel Manning
Updated over a week ago

Editing a kit

How to edit kit information
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Written by Rachel Manning
Updated over a week ago

Linking a kit

Linking a kit to an item
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Written by Rachel Manning
Updated over a week ago

Confirming a kit

Checking and confirming kits
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Written by Rachel Manning
Updated over a week ago

Cloning a kit

Cloning kits
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Written by Rachel Manning
Updated over a week ago

How auto linking works

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Written by Rachel Manning
Updated over a week ago

Understanding cell states

Understanding different cell states
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Written by Rachel Manning
Updated over a week ago

Products page

Using the products page for pricing and profits
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Written by Rachel Manning
Updated over a week ago

Downloading a report

Downloading reports
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Written by Rachel Manning
Updated over a week ago

Advanced data filtering

Powerful filtering to help navigate around your project
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Written by Rachel Manning
Updated over a week ago