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Completing estimates
Completing estimates
21 articles in this collection
Written by
Rachel Manning
Creating estimates
Create an estimate and import items from your takeoff
Written by
Rachel Manning
Updated over a week ago
Duplicating estimates
Duplicating an estimate for different versions or revisions
Written by
Rachel Manning
Updated over a week ago
Uploading price lists
Upload your latest price list to be used within Estimate
Written by
Rachel Manning
Updated over a week ago
Items page
Filtering items and products
Use a filter to find items and products faster
Written by
Rachel Manning
Updated over a week ago
Grouping estimate items
Organise items into groups
Written by
Rachel Manning
Updated over a week ago
Smart views
Using the existing view workflow
Written by
Rachel Manning
Updated over a week ago
Creating a new view
Creating a custom view
Written by
Rachel Manning
Updated over a week ago
Find and replace
Find and replace items
Written by
Rachel Manning
Updated over a week ago
How auto linking works
Written by
Rachel Manning
Updated over a week ago
Understanding cell states
Understanding different cell states
Written by
Rachel Manning
Updated over a week ago
Advanced data filtering
Powerful filtering to help navigate around your project
Written by
Rachel Manning
Updated over a week ago
Bulk edit
Use bulk edit mode to edit items faster
Written by
Rachel Manning
Updated over a week ago
Managing kits
Creating products and kits
Creating a kit with products
Written by
Rachel Manning
Updated over a week ago
Linking a kit
Linking a kit to an item
Written by
Rachel Manning
Updated over a week ago
Confirming a kit
Checking and confirming kits
Written by
Rachel Manning
Updated over a week ago
Cloning a kit
Cloning kits
Written by
Rachel Manning
Updated over a week ago
Editing a kit
How to edit kit information
Written by
Rachel Manning
Updated over a week ago
Prices and profits
Products page
Using the products page for pricing and profits
Written by
Rachel Manning
Updated over a week ago
Adding tax and overhead
Using tax and overhead to add profit to an estimate
Written by
Rachel Manning
Updated over a week ago
Discounts and uplifts
Adding discounts and uplifts to material and labour.
Written by
Rachel Manning
Updated over a week ago
Creating a report
Downloading a report
Downloading reports
Written by
Rachel Manning
Updated over a week ago