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System Configuration

  • How to Create a Pass Through Item

    In WeEstimate you can create a chargeable item that is labeled as pass through  Pass Through items do not affect the gross profit margin of the job. They will however show up as a cost and sell to the...

  • Job Costing - Overhead and Burdens

    In this video we will review how you can have WeEstimate auto calculate certain percentages and increase the cost of the job.  This is helpful when trying to take into account the cost of doing busine...

  • How to Delete a User from WeEstimate

    This is a guide to show you how to delete a user from WeEstimate.  The first thing you'd have to do is determine if the user still has Estimates assigned to them. You cannot delete a user that does. T...

  • How To Configure a Manager Override Commission

    In WeEstimate, a Manager Override is a sales manager's commission based on the sales of the rep(s) he manages. There are 2 types of overrides:  Flat – The manager gets a flat commission percentage bas...

  • Quote to Contractor Module

    Please the attached demo that illustrates a quick demo of the quote to contractor module:...

  • Add Associated Parts

    Please see the attached 3-Step guide for adding associated parts within WeEstimate:...

  • How to Delete a Folder

    This is a quick guide on how to remove a folder in WeEstimate. To remove a folder in WeEstimate, simply right click on the folder and click on remove....

  • How to Remove a Part

    This is a quick guide to show you how to remove a part. 1.) Select the folder in which the part you'd like to remove is in. 2.) After selecting the folder, go to the equipment tab towards the bottom h...

  • How to Remove Multiple Parts

    This is a quick guide on how to remove multiple parts at once. First, you must select the folder in which you'd like to remove the parts from. 1.) Right click on remove in the bottom half of the scree...

  • De-Activate Export & Print Report

    You can turn off the ability to not allow for printing & exporting when the job needs to be pre-approved first: 1) Tools 2) System Config 3) Approval Systems 4) Select the appropriate pre-approval sys...