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  • How to Turn off Internal Emails when a Job is Won

    This is a quick guide to run you through the process to turn off internal emails  when you have a job going through the approval process. 1.) Tools 2.) Program Options 3.) System Options 4.) Uncheck S...

  • How to do Split Commissions

    This is a quick guide on how to do split commissions for a client on WeEstimate. 1.) Click on the Commission URG button 2.) Check the Quarters as well as salespeople you'd like to display. 3.)  Enter ...

  • Resolution and Parallels

    This is a quick guide on how to setup your resolution when using Parallels. Parallels. Parallels is desktop virtualization software that allows Microsoft Windows, Linux and Google Chrome operating sys...

  • Assigning a User as a Project Engineer

    1) Go to Tools > System Configuration: 2) In System Configuration, go to the User Setup tab > select the User > click Edit 3) On the right hand side of the User Setup screen, go to the User Informatio...

  • How to Create a Change Order

    To create a Change Order follow the steps in this video:...

  • Margin vs Markup

    MARGIN Margin is often expressed as a specific  percentage (similar to markup). However, margin uses price as the divisor. If we want to calculate the margin on the Part, here is what that looks like:...

  • How to Share a Job

    To share a job with another user, please follow the steps below: 1) Go to 'System Configuration' 2) Select and 'Edit' the user who needs to have sharing jobs enabled 3) Select the 'People Manager' tab...

  • How to Change Type of Sale

    This is a quick guide to show you how to change the type of sale when creating a job in WeEstimate. The first step after you have created a job is to select the status tab once in a job and going to t...

  • How to get Quantity Prompt in WeEstimate

    This is a quick guide on how to make sure you have permissions to have a quantity pop up window in WeEstimate The first step once in WeEstimate is to go to the tools tab and select on my settings. Onc...

  • My Settings

    Before learning to create a quote, it may be useful to know more about the systems setting options and what can be done to customize the User experience within WeEstimate. Below is a brief description...