How-To Videos

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Estimating-Bidding


How to start your first bid

Using Item Selection

Add Unique Bid Items

Add Visual Clarity to the Bid Item List

Using Templates to Start a bid

Adding Items to a bid from another bid

Organize your Favorite Reports

Clone or Copy A Bid

Working with the PriceBooks(Databases)


Add PDF Files to Items

Add Pictures to Items

Moving PriceBook Data

How to Create a New PB

How to Copy a PriceBook

Using Craftsman NCE Pricing Data

Cost-Markups-Overhead and Profit


Adding Markups

Allowances and funnel Funds

General use and user preferences


Main Screen Overview

Navigating List and Forms

Data Backup and Restore

Working with Job Cost Budgets

Select Displayed Columns

User Preferences


Reports and Report designer


Report Designer

Add Company Logo to Reports

Using Proposal Reports

Advanced and Power Features


Tag Menu & Column

Standard Formulas

Custom Formulas

Exporting Data to Spreadsheet

Changing Where Bids are Stored

FlexEst-the Best of Unit Cost and Detailed Bidding

Working with Labor and Material


Setting up Labor and Crews

Conversion and Rounding

Troubleshooting and fixing Errors


Error – opening file DATAWI or WA

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