Clicking General on the Setup / Defaults screen will display some miscellaneous settings as shown in the image below.
The Estimate Agreement information will be printed on all customer copies of your estimates with the customers name inserted in the appropriate place. Click the Expand button below the Estimate Agreement label to expand the text box. This will give you more room. Click again to return to normal view. Use Ctrl + V to paste text in that you have copied from another application.
Click the Use Cost Book Codes check box if you want to use codes as well as name for Cost Book Groups and Cost Book Items. Check the Automatically Add Cost Book Item Codes box to have Quick Estimator 2005 automatically create codes for cost book items as you add them. The codes will be based on the Cost Book Group you assign to the item. If you do not check this box you will have to manually enter codes yourself.
Check the Use QuickBooks® Link check box to enable Quick Estimator 2005 to export Customers, Projects, Cost Book items and invoices to QuickBooks®. See the About The QuickBooks Link topic to learn more.
In order to use the Email option on the Estimate Print Options, Photo Gallery Print Options and Customer Letters forms, you must have installed the free version of PDFMailer from the Quick Estimator 2005 CD or web site. You must then select PDFMailer from the Select PDFMailer drop-down list. PDFMailer is installed as a printer and this drop-down list shows all the printers installed on your computer. See the Emailing Reports topic.
In order to use the Fax option on the Estimate Print Options and Customer Letters forms, you must have some kind of fax software installed. You must then select your fax software from the Select Fax Printer drop-down list. Most fax software is installed as a printer and this drop-down list shows all the printers installed on your computer. See the Faxing Reports topic.
When you type items into an estimate that are not in the cost book, you can have Quick Estimator 2005 add them to the cost book for you
Check the Match Screen Resolution check box if you want Quick Estimator 2005 to resize all the forms to match the resolution of your screen. This will slow down the opening of forms slightly but will improve the usability of the software on higher resolution monitors especially laptops. The ideal resolution is 800 x 600. If you use this resolution you do not need to check this box.
Check the Print Barcodes On Estimates box to have barcodes for customers, projects and estimates printed on estimate reports.