On the Estimates landing page, you have the ability to:
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Create new estimates
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Create feasibility estimates
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Create elemental estimates
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Create detailed estimates
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View notes and estimates.
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Edit your existing estimates (jobs).
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Search through your stored estimates by estimate, company, and contact name.
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Share estimates with colleagues in your company. Company estimates are where all users’ estimates are combined, making estimating easier while users share various work schedules.
Estimates are linked to the databases you subscribe to, you may open both screens, have the estimate open in view and access the database at the same time. Search through the databases; locate the activity required as you add displayed items immediately into the estimate.
To create a variation, click on +Add Estimates.
Image 1: Creating a variation.
Enter a name for the variation you want to create. Next, click on the dropdown menu and select Variation. Click Save to proceed.
Image 2: Creating a variation.
To add the variation to your active estimate, click on the view icon.
Image 3: Adding a variation to your estimate.
Scroll down and click on the Add Estimates (variations) dropdown menu and select the variation you wish to apply. Click on the plus icon to add the variation to the estimate. Click on Close Estimate to close the window.
Image 4: Adding a variation to your estimate.
Next you may add project details or add items to the estimate.
Contact support to get further training on how to build different types of estimates.