How To Videos

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Estimating-Bidding

How To Start your first Bid
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Using Item Selection
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Add Unique Bid Items
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Add Visual Clarity to the Bid Item List
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Using Templates to Start a bid
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Adding Items to a bid from another bid
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Organize your Favorite Reports
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Clone or Copy A Bid
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Working with the PriceBooks(Databases)

Add PDF Files to Items
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Add Pictures to Items
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Moving PriceBook Data
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How to Create a New PB
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Using Craftsman NCE Pricing Data
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Cost-Markups-Overhead and Profit

Adding Markups
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Allowances and funnel Funds
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General use and user preferences

Main Screen Overview
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Navigating List and Forms
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Data Backup and Restore
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Working with Job Cost Budgets
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Select Displayed Columns
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User Preferences
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Reports and Report designer

Report Designer
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Add Company Logo to Reports
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Using Proposal Reports
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Advanced and Power Features

Tag Menu & Column
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Standard Formulas
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Custom Formulas
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Exporting Data to Spreadsheet
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Changing Where Bids are Stored
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FlexEst-the Best of Unit Cost and Detailed Bidding
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Working with Labor and Material

Setting up Labor and Crews
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Using Conversion and Rounding
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Troubleshooting and fixing Errors

Error – opening file DATA\WI or WA
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Some Companies We Work With

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