Completing estimates

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

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

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

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

Downloading a report

Downloading reports

Written by Rachel Manning
Updated over a week ago