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System Configuration

  • Approval Notification Emails

    To setup notification emails when an approval has been simply go into Tools and select System Configuration. In User Setup,  search and select the user to enable approval notification emails (In most ...

  • How to Create a Chargeable Item

    The steps below detail how to create a chargeable item in WeEstimate. First, you will need the proper rights to access the 'Editors' tab illustrated below: Once in the 'Editors' tab, we can create a n...

  • How to Create and Map a New Symbol on Site Survey

    This is a quick guide on how to create and map a new symbol on Site Survey 1.) First you would to to tools and select parts editor 2.) From there, go to symbol mapping, add symbol, select the Symbol D...

  • How to Enable Visibility of 'Tax' Column in the Estimate Screen

    Instead of viewing solely total sales tax on the job, you can enable visibility of a 'Tax' column in the Estimate screen to populate per line item: To accomplish this, please refer to the steps below:...

  • Price Adjust Tab

    Steps in order to lock down the Price Adjust Tab: 1. First go into Tools > System Configuration  2. Click on Groups     - Click and select the Group that you wish to edit, then click on Edit 1. Check ...

  • How to Reset a Password

    1) Go to ' Tools > System Configuration 2) Then go to User Setup and select the user whose password you are going to reset, and edit 3) Change the password > verify and save 4) Click 'Save' for the us...

  • How to Enable Window Prompt to Control Quantity of Parts Added to an Estimate

    Often times, users will be prompted with a window that controls the quantity of a part you add to a folder within a job, as illustrated below: The ability to enable this prompt can be controlled withi...

  • How to Set the Default Configuration for Tax in the Estimate Screen

    Within 'System Configuration,' you can control what the configuration is defaulted to within the 'Tax' tab of the Estimate screen: Please follow the steps below to set the default for the configuratio...

  • 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...