EasyEst Video Training

Getting Started

EasyEst Setup

EasyEst Activation
New users who purchased EasyEst and trial users will see our activation splash screen for 30 days but in both cases you do not need to activate EasyEst to use our software. - (1 1/2 min.) 
Entering Company Information
Learn how to setup your company name style and reports header information like adding your email and contact phone. - (1 min.)
Setup Costing Data
Choosing the  PriceBook data you will be using for your bids and making a copy for your company's use.  - (2 min.)
Bid Information Form
How to enter information about the current bid, such as owner, job address, contact information etc. - (3 min.)
Main Screen Overview
Please view this video as it will be a great help as you begin using EasyEst. (5 1/2 Min.)
The Anatomy of a Bid Item
As you view this information please note if you will be using "Unit Cost" most of this form will not be used. If you need order quantities it will matter.

Estimating/Bidding

Unit Cost vs. Detailed Costing
First to help you get started. Do you estimate using "unit cost" and or "material, labor & sub cost", and also how you handle overhead & profit? - (4 min.)
4 Ways to Start a New Bid
Learn the 4 ways you can start a new bid. - (5 min.)
More Help Starting Your First Bid
Step by Step guide to do a bid. Note - You will be able to do bids fast once you get your priciing data setup, but for now the video will give you an overview. -  (9 min.)
Adding Items to Bid
Five ways to add items to a bid: 1-Manually input, 2-Select from data list, 3- Assemblies, 4- Super Assemblies & 5-By a work package - for now we will show the first 2 only. - (1 min.)
Add Unique Bid Items
If you need to get a bid out right now use the method in this video for now.  Just add all the items for the bid manually. (1:00 Min.)
Important - The Bid Item List
Many times when adding items to a bid you will  want to relocate, copy or put them with a group for getting subtotals.  (10 Min.)
Need Material or Labor Order Quantities?
This video will help you setup items to calculate material order quantities, labor hours and equipment hours. - (4 1/2 min.)

Markups & Reporting

Adding Markups
This video runs abot 4 1/2 min. If you normally include your overhead and profit in the cost of each line item's raw cost you can skip this for now. But the video will give you a good over view of markups. And you will find this video will be helpful in the future. - (4 1/2 min.)
Preview Reports
A very brief video on previewing a report for a bid. We have other videos on using reports. - (1 min.)
Setup Your Personal Reports List
Finding the Reports you need for your use and your customers. - (2 min.)
Emailing a Bid Report
Short video on how to send a bid report by email to someone. - (1 1/2 min.)

Setup your data PriceBook

Create Your Own PB Data

How to build a unit cost PriceBook-part 1
First organize the structure by seting up the division and sub-division and just a few items as you can add more items as you bid. - (14 min.)
Setup the PB Item list for adding items ...
The 3 videos below will walk you through creating a new pricebook, then adding Divisions, Sub-Divisions and PriceBook Items.  "Click a link below to view video"
How to organize data items
Formates, CSI, by activity, or custom to your method of takeoff.
How to add Sub-divisions
Adding PriceBook Divisions is just typing them in - but this video will give instructuions on the best way to add subdivisions
How to add itmes to Pricebook
Two ways to add Items to your PriceBook, as you build your item list and when you are doing a bid and need to add items to the pricebook.
Setup labor cost and crew list
Labor - hourly, uni cost,  piece work, sub-contract or lum sum.
Setup material cost...
Do you need details for ordering or just unit cost for the estimate
Job Costing, budgets, markups?
Set how you will apply labor burden, overhead expense profit or other cost.

Setup a Free PriceBook

Pick one of our free pricebooks
Preview it, download and install then make a copy and start  deleting every thing but what you are sure you can use (ther are no sacred cows).
second
Step bu Step guide to do a bid, Note - You will be able to bids fast once you get your priciing data setup. but for now the video will give you a over view. about 9 min.
third
Five ways to add items to a bid: 1-manully imput, 2-select from data list, 3- Assembly, 4- Super Assembly & 5-by a work package - for now we will show the first 2 only.
fourth
If you need to get a bid out right now use the methode in this video for now.  Just add all the items for the bid manully.
5




How to copy relocat or move single or groups of items and view related and non-related item sub total's.
6
This video will help you getup item to calulate material order qualities and labor and equipment hours.

Using Craftsman Data

Understanding where the value is
This video runs abot 4 1/2 min. If you ne.
how setup for your zip code
A very brief video on preving a report for a bid. We have other videos on uing reports
Making cost adjustments
Finding the Reports you need for your use and your customeres.
Labor and material
Short video on how to send a bid report by email to someone.
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 -- EasyEst by R Sandoval Consulting