EasyEst Training and Support

Welcome to EasyEst's Training and Support Center

Through our online Support Ticket submission and unique online Training Videos, you'll have 24/7 access to effective learning materials that will get you on the road to building successful and professional estimates.

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Click on a link below to view a Training Video.

Estimating and Bidding

How to start a new Bid
Adding Items to your Bid
Working with the Bid Item List
Adding and moving items on the Bid Item List
Checking for errors and omissions

View Sample Proposal Reports

Proposal by Sequence without Quantities
Proposal by Sequence with Quantities
Proposal by Division Summary
Proposal by Sub-Division Summary

Using EasyEst Features

Using the Markup List

Using the Budget List (job costing)

Tip - View Summary totals as you bid a job

Using the Vendor List (purchase order quotes)

Custom Reports - Adding bid Information data to a report

NEW EasyEst Features!

Add Visual Clarity to the Bid Item List
Organize your Favorite Reports
New - Proposal and Invoice Reports

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

Troublshooting

Why do a get Error A52 when installing my estimating software?
Error message that includes the clause "opening file DATA\WI",
or "opening file DATA\WA"

General Use

View First - Getting Help

Important - Backup your Data

Main Screen Overview

Setting Options and Preferences

Unit Cost vs. detail takeoff - it's your choice

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

Estimating Faster

How to Build an Assembly

Using Questions and Formulas

FAQ

Can we have more than 100 Items in a sub-division?
Can I print proposals with the estimating system?
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 in to one?
Can I use the exact CSI Item numbers?