There are several ways you can add a new estimate. You can start one from scratch, copy an existing estimate, or start a new estimate from a saved template.
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Add a New Estimate
Navigate to the Estimates form on the main ribbon menu.
Right click any project in the Project/Estimate list.
Select Add New Estimate from the pop-up context menu.
Click the down arrow on the right-hand side of the Project field.
Choose the project for which you want to create a new estimate.
If desired, change the status from the default.
The assigned Estimator will auto populate from the user logged-in to Crows Nest. Change if the person being assigned to the estimate is different.
Give your newly created estimate a name/description.
Click OK.
You are now ready to begin modifying your estimate by adding groups to your takeoff, then adding products to your groups.
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