EasyEst

Getting Started

• View First-Getting Help
• Main Screen Overview
• Setting Options & Preferences
• Important - Backup your Data
• Unit Cost vs. Detail Takeoff - it's your choice
• Using Proposal Reports

Your first estimate - bid

• How to start a new bid
• Adding & moving items on the Bid Item List
• Adding Markups
• Add visual clarity to the Bid Item List
• Working with the Bid Item List
• View Summary totals as you go
• Checking for errors and omissions
• Organize your Favorite Reports

Working with the Price Book Databases

• Using the Price Book Item List
• How to change Price Book Items
• How to Build a new Price Book
• Modifying the Price Book Item Structure
• Transferring Items from one Price Book to another
• How to Move a Price Book

Help in using EasyEst time saving power features

• How to Build an Assembly
• Using Questions and Formulas
• Using the Budget List (job costing)
• Custom Reports - Adding bid Info. data to a report

Miscellaneous

• QuickBooks Pro Job Cost Interface
• Using a CD to Transfer bid and Price Book data
• Transferring a bid from one computer to another
• How to Export Data to a Spreadsheet

FAQs

• Can we have more than 100 Items in a sub-division?
• Can I import pricing data like R.S. Means?
• Can I use Items from different Price Books in a bid?
• Can I combine Items from different Price Books?
• Can I use the exact CSI Item numbers?