You access the Estimate Wizard by clicking Estimate Wizard on the tool bar at the top of the screen.
This is the first page of the wizard. Click the Next button to continue. Click the Cancel button to cancel and close the wizard.
The Customer Information page is where you enter the customer's name, address and contact information. You can also select a Customer Type and Lead Source. Any defaults you have setup on the Setup / Defaults screen will be entered for you. Click the Next button to continue.
The Customer Profit / Overhead page is where you set the profit and overhead percentages for the new customer. The default profit and overhead rates you have setup on the Setup / Defaults screen will be entered for you so you only need to edit if you want to use different rates for this customer. Click the Next button to continue.
The Project Information page is where you enter the project information like address. A Project Name will be entered for you based on the customer's name. You can change it to what you want. The customers's address information will also be entered for you as the project address. You will only need to edit this if the project address is different from the customer address. You can also enter a Site Contact, select a Foreman, select a Project Type and enter an Estimate Due Date. Any defaults you have setup on the Setup / Defaults screen will be entered for you. Click the Next button to continue.
If you have chosen the Custom tax method on the Tax Setup screen, you will the Project Tax Information page. This lets you customize the tax settings for this project. The default tax settings will be entered for you. Click the Next button to continue.
The Estimate Information page is where you enter some basic information about the estimate. An Estimate Name will be entered for you based on the project name. You can change it to what you want. You can also select the Estimator, select the Terms, select the Warranty and enter the number of days the estimate will be valid for. Any defaults you have setup on the Setup / Defaults screen will be entered for you. Click the Next button to continue.
The Estimate Introduction page lets you add / edit the introduction for the estimate. If you have setup a default introduction on the Setup / Defaults screen, it will be entered for you. Edit it if required for this estimate. Click the Next button to continue.
The Estimate Legal Notice page lets you add / edit the legal notice for the estimate. If you have setup a default legal notice on the Setup / Defaults screen, it will be entered for you. Edit it if required for this estimate. If you don't want a legal notice for this estimate, just delete the text. Click the Next button to continue.
The Finished page is the final page. Click the Finish button to save all the information and open the new estimate ready for you to enter items. If you need to make changes to any of the information you entered, click the Back button to move back through the pages and make your changes. Click the Cancel button if you do not want to create the new estimate. None of the information you entered will be saved.