Contents
Index
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Welcome
How to use the "Help" system
Installing - entering company info.
- End-User License Agreement
- Entering Your Company Information
Introduction & Overview
- Estimating Overview
- Features and Benefits
- General List Information
- View Information
- Review: Things to Know
- Back Up
- Restore from Back Up
- International Settings
- Using the Metric System
Menus & Tool Bars
- Main Menu
- File Menu
- Edit Menu
- Bid Menu
- Price Book Menu
- Reports Menu
- Tag Menu
- Tools Menu
- View Menu
- Window Menu
- Help Menu
- Text Menu
- Top Toolbar & Side View Bar
User Preferences
- User Preferences... (On Tools menu)
Getting Started
- First Time Help Message
- Using a Keyboard
- Using Keyboard Shortcuts
Working with a Bid
- Bids
- Blue Header lines
- Bid List
- Bid Information Form
- Create Bid Based on Bid Code
- Save This Bid
- Save As (to Another Bid)
- Opening a Bid
- Open Bid Dialog Box
- Bid Item List
- Bid Item Sequence Order Number
- Changing Item Code in Bid Item List
- Zero Bid Item Quantities
- Bid Item Form
- Change/Modify
Lessons
- Lesson 1: Creating a New Bid
- Lesson 2: Saving a Bid
- Lesson 3: Exiting the Estimator
- Lesson 4: Entering Items in the Bid Item List
- Lesson 5: Adding Items to the Price Book
- Lesson 6: Using the Item Selection Window
- Lesson 7: Editing In a Form
- Lesson 8: Adding Memos to Items
- Lesson 9: Using the Sort Tool
Estimating-Bidding Help
- How to Create a New Bid
- Item Selection
- Markup List - Adding O/H
Using EasyEst - Part 1
- Cross Reference (X Ref)
- Replace By or Change By Choices
- Using the Find "Match If" Command
- Bid Categories
- Bid Category Form
- Load View
- Save View
- View List
- Select Columns to Display
- Modifiers
Using EasyEst - Part 2
- How to Use the Change Column Values in Tagged Lines Feature
- Update Item Cost to/from the Price Book
- Flex-Cost
- Waste
- Question List
- Create new Question
- Answer Which Questions Dialog Box
Using EasyEst - Part 3
- Change Totals Dialog
- Merge Bid/Work Package
- Adjustment List
- Cost Table List
- Vendor List
- Automatic Questions
- Building Formulas
- Question Form
- How to Use Scheduling
- Auto-Scheduling
- Schedule Activity Fields
- How to use Question/ Formulas
Customizing Reports
- Using the Report Designer
- Overview of the Custom Report Designer
- Custom Report List
- Customize Report Button
- Report Form
Reports-Preview/Print
- Printer/Page Setup
- Quick Print
- Report Headers and Footers
- Bid Reports
- Price Book Reports
Building & Modifying your Price Book
- Price Books
- Professional Price Books
- How to Build Price Book
- Price Book Items' List
- Wide Item Code Format
- Save Item to Price Book
- Save Item to Price Book
- Update Costs
- Price Book Item Form
Program Integration
- How to Set Up the QuickBooks Interface
- Export to QuickBooks Dialog
- How to Set Up the Quicken Interface
- Export to Quicken Dialog
- Job Costing Interface Tips
- Export to Job Costing
- CAD/Drawing Programs
- CAD/Drawing Interface Overview
- Set Drawing Interface Directory
- CAD/Drawing Import Dialog Box
- Drawing Interface File Format
- Where is the CAD File?
- Export to Purchase Order System
- Purchase Order Interface Tips
General Help
- Technical Support
- Summary of Important Information
- Deleting, Inserting and Copying a Line
- Calculator Instructions
- Sorting
- Transfer Menu
- House-Cleaning the Price Book
- Tag Column
- Exit or Quit Program
- Cost Type List
- Cost Type Code and Description
- How the System Calculates Costs and Prices
- Item Information
- Item Rounding Factor
- Item Rounding Direction
- Item Conversion Operator (Op) and Factor
- Order Unit
- Order Quantity
- Unit Accumulation
- Budget List
- Division & Subdivision List
- Divisions & Subdivisions
- Unit Suggestion List
- Bid Item Extended Adjusted Amount
- Item Budget Code
- Type Markup Amount
- Bid Item Total Cost/Price
- Item/Column Unit Raw Cost, Unit Cost and Unit Price
- Bid Percentage
- Bid Item Quantity
- Item Unit
- Bid Item Column Subtotal
- Miscellaneous (Misc.) Column
- Bid Total
- Bid Item Markup
- Bid Item Cost Type Markup
- Item Raw (Base) Cost
- Bid Item Modified Cost Flag
- Item Code
- Item Description
- Part Number
- List of Rounding Directions
- Confirm Sorting List to Report
- Use Item
- Pull Back Highlighted Question to Highlighted Bid Items
- Pull Back Questions to Tagged Bid Items
- Change Column Verify
- Change Tagged Totals Verify?
- Find in Which Records (lines)
- Change Verify Accumulation
- Move Tagged Records (lines) to Which Code
- Copying Tagged Records (lines) to Which Code
- No Help Available
- Question already exists
- Use (pullback) Item into a bid?
- Modify Tagged Verify
- Untag Previous Bid Items
- Delete Tagged Confirm?
- Verify Exit from System
- Okay to Recalculate when totals are off?
- Interface Requires Sort and Totals
- Memo
- Page Number
- Assembly Selection
- Building a new Assembly
- Super Assembly List
- Assembly List
- Locations
- Crews
- Show Only Found
- Using the Report Designer
- costfrmbid
How To
- How To quik links
- How to use Hypertext Help
- How to Delete a Bid
- How to Copy a Bid
- How to Enter Bid Items
- How to Work On an Existing Bid
- How to Use the Find Feature
- How to Hide a Column
- How to Re-Size the Width of a Column
- How to Edit and Type
- How to go quickly to specific line by Code
- How to Build a Super Assembly
- How to Use the Replace Feature
- How to Use the Change Column Values in Tagged Lines Feature
- How to Select Items by Assembly
- How to Select Items by Super Assembly
- How to Use Questions
- How to Build Price Book
- How to Set Up the QuickBooks Interface
- How to copy an Assembly
Export and Import Data
- Export data to a Spreadsheet
- Export to Scheduling
- Scheduling Information Dialog
Glossary
EasyEst on a Mac