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  • How to Change Default Global Margins

    This is a quick guide on how to set global default margins for your parts and materials. 1.) Tools 2.) System Configuration 3.) Regions & Offices 4.) Select the office 5.) Edit 6.) Calculation %'s 7.)...

  • How to Give a User Bin Passing and Job Sharing Rights

    This is a quick guide to show how to allow a user to have bin passing rights over other users. 1.) Tools 2.) System Configuration 3.) Enter the user's name 4.)  Click edit 5.) Select the user 6.) Clic...

  • How to Format Decimal Places for Labor Display

    In WeSuite, sometimes values have decimals beyond the first two that are not displayed but will still be calculated. In the following example, CAD shows 2.36 and a -2.36 which should be zero, but ther...

  • How to Map Burden to Accounting Software

    This is a quick guide on how to Map Burden to accounting software. 1.) Tools 2.) Program Options 3.) Accounting Interface 4.) Mappings 5.) Items Once you are in the items tab, click the drop down on t...

  • How do I get labor hours associated to equipment to populate under the Labor grid?

    To have labor hours associated with equipment, populate under the Labor grid, please make sure that the Auto Calculate option is on. This option is located to the left side of the Labor grid....

  • Changing New Project Panel Order

    In this article we will discuss the manner in how to re-arrange the panels in the Start New Project screen. First, click on to Tools and then select My Settings. In the Options tab, check off Display ...

  • Archived Jobs

    This is a quick guide to review everything about Archived jobs including how to move a job to Archived Status and Remove it from Archived Status What is an Archived Job? An Archived Job is a job that ...

  • WeEstimate 10 Step Guide to Quote Creation

    The attached guide is a 10 step outline on how to create a quote in the WeEstimate program. It includes steps on how to create a job, create new folders, add parts and more! This outline is meant for ...

  • Adding a One Time Part

    This is a quick guide on how to add a one time part in WeEstimate. It is important to note that this part is exclusive to this job and would not exist outside of it. If you'd like to use this part aga...

  • New Job - Customer Mismatch

    Please note that if you are not integrated with Sedona, than this issue may not be of concern to you or your users. When creating a new job, sometimes WeEstimate will prompt that the customer is a mis...