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General Introduction
Editing and Typing
Moving Around the Screen
Using a Mouse
Using the Help System
Lessons
The Lessons provide a mini-tutorial exercise to help you understand the basics of the system. They should be done in order, preferably at one sitting.
Lesson 1: Creating a New Bid
Lesson 2: Saving a Bid
Lesson 3: Exiting the program
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
More you should know
Price Book
Building a Price Book
Calculating Costs and Prices
Using Cost Types (e.g., Material, Labor, etc.)
Applying Markups (e.g., Tax, Profit, Overhead)
Working on an existing Bid
More on Selecting Items from your Price Book Item List
Using the Calculator
Getting rid of a Bid you no longer need
What's on Main Menu
Using the Toolbar
Running Reports
Getting Phone Support
More Features For More Experienced Users
Copying a Bid
Updating Costs From Master Price Book
Finding words or numbers in a list
Going quickly to specific line by Code
Using Tagging
Cross Reference a record to its uses in the Bid or Price Book Items
Customizing the System: the Preferences Dialog Box
Global Search and Replacing in a list
Use Questions
Set up automatic questions
Importing a CAD/Drawing
Using Budgets
Working with QuickBooks (IIF)
Exporting to Job Costing
Using Crews
Use Scheduling and Scheduling Export
Select Items with Assemblies
Locations
Select Items with Super Assemblies
Merge a Bid or take-off a Work Package
Cost Table List
Adjustment List
Vendor List
Export to Purchase Order System
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