Demo Videos

How to Create Your First Estimate

Getting Started

Video 1: First Time User Walkthrough
Video 2: Updating Material Pricing to Your Local Area
Video 3: Updating Hourly Labor Rates
Video 4: Entering Your Company Information

Creating a Project

Video 5: Creating a Project and Adding Basic Info
Video 6: Adding Templates to Your Project
Video 7: How to Add Parts to Your Estimate
Video 8: Printing a Line Item Breakdown of Your Project

Finalizing a Proposal & Database Customization

Video 9: Editing Your Proposal’s Boilerplate
Video 10: How to Send a Proposal to Your Client
Video 11: Adding a New Part Category
Video 12: Creating a New Part

Advanced Techniques

Video 13: Working with Templates