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☞Video: Estimates
Basics of Schedule of Values (SOV)
Estimate Reports – New Estimator Field & Improved Readability
How are allowances set?
How do I add information to a Bid Item to provide more details and clarification to the Bidder regarding that specific item?
How do I add or modify the default Estimate status values to represent our workflow?
How do I add or modify the Project Type on the details page of the Estimate?
How do I archive an Estimate?
How do I assign the Vendor or Contractor to a specific line item in the Estimate?
How do I award a bid received via the Bid Package?
How Do I Change Status Labels and Their Colors in the Card View of Certain Features?
How do I copy a Section and its items to add a new Section?
How do I courtesy copy other contacts when I submit the Estimate for approval via email?
How do I create a default Scope of Work for an Estimate?
How do I create a new Bid Package for any trade and assign Bidders?
How do I easily display any Estimate line items that have a $0 value?
How do I export the Estimate Items to a CSV file?
How do I import a CSV file of items into an Estimate?
How do I rearrange the sequence of Sections and Estimate line items using drag and drop?
How do I search for a previous Estimate?
How do I send a Bid Notification or Request to bid from the Estimate?
How do I send a proposal so that the customer sees the final total amount and not the complete estimate breakdown?
How do I share files attached to the Estimate with the Customer or Lead?
How do I submit an Estimate for approval?
How do I track Bidding emails and quotes from the various Vendors or Subcontractors?
How do I update an Estimate if its status is not set to Bidding?
How do I use the "variation" field within the Cost Items Database and Estimate?
How to add a tax percentage to bids so it can automatically give the total with tax?
How to create an Estimate and add Estimate Items?
How to create an estimate template and how to use an estimate template?
How to rearrange the sections and items in a section?
How to Subtract Areas in Kamai for Accurate Construction Estimates
Is it possible to create an estimate without a Project tied to it?
Local Material and Labor Costs Database from 1build
Markup vs Margin: What is the Difference?
Timeline Feature in Contractor Foreman
Understanding and Editing the Cover Sheet of an Estimate?
What is the difference between Selections, Options, Allowances and Variations?
What is the purpose of Optional Items and how to create one?
What is the purpose of the $0 item?
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