EasyEst Video Training Getting Started-new

Getting Started

Initial  Setup (after install)

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 Work Space
EasyEst lets you make the Bid Items List fits your way of estimating, Simple all inclusive cost for an item (unit cost) or cost for Material, Labor, Equipment, Subcontract etc.   - (2 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.

Your First  Bid

Do an Estimate Now
You will find if you follow this video for you first bid it could save a lot of time once your have setup your pricing data - it is very easy to loose focus spending to much time looking for the excact items you need for the first bid.
Review Pricing Data
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.)
What if EasyEst is to Hard?
Learn the 4 ways you can start a new bid. - (5 min.)
I Need a Simple System
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.)
I Do Detailed Estimating
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.)
EasyEst May Not Be Right for You
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.)
Can I Create My own Costing Data?
This video will help you setup items to calculate material order quantities, labor hours and equipment hours. - (4 1/2 min.)

Add Markups & View Report

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 PriceBook

Bid Item List

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.) 
Open
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.

Ceate First Bid

Your First Bid
You will find if you follow this video for you first bid it could save a lot of time once your have setup your pricing data - it is very easy to loose focus spending to much time looking for the excact items you need for the first bid.
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.)
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.)

How To's...

Bids & Bid Item List

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.)
Open
Learn how to setup your company name style and reports header information like adding your email and contact phone. - (1 min.)
Open
Choosing the  PriceBook data you will be using for your bids and making a copy for your company's use.  - (2 min.)
Open
How to enter information about the current bid, such as owner, job address, contact information etc. - (3 min.)
Open
Please view this video as it will be a great help as you begin using EasyEst. (5 1/2 Min.)
Open
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.

Working With PriceBooks

Open
You will find if you follow this video for you first bid it could save a lot of time once your have setup your pricing data - it is very easy to loose focus spending to much time looking for the excact items you need for the first bid.
Open
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.)
Open
Learn the 4 ways you can start a new bid. - (5 min.)
Open
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.)
Open
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.)
Open
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.)
Open
This video will help you setup items to calculate material order quantities, labor hours and equipment hours. - (4 1/2 min.)

Report's & Customizing

Open
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.)
Open
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.)
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 -- EasyEst by R Sandoval Consulting