Estimates

Use this screen to do the following:

• Create a New Estimate using one of the new estimate options at the top of the screen.

• Search for and Open an Estimate using the search area in the lower portion of the screen.

Creating a New Estimate

Click on one of the two options at the top of the screen to create a new estimate:

• Create a New Estimate using Guided Entry:  Use this option to use simplified screens to enter the basic information needed by Commercial Estimator.  Once you have entered this basic information, you can modify it using the full data entry screens (if necessary).

• Create a New Estimate using the complete Estimate Data Screens:  Use this option to use the full data entry screens to enter the information needed by Commercial Estimator.

Return to Top

Searching For and Opening an Estimate

To search for and open a previously-saved estimate, do the following:

1. Select the Search Type.

2. If required, type the text to search for as the Search Text.

3. Click the Search button to display a list of estimates matching the Search Text (or matching the Search Type for types that do not require Search Text).

4. Click one of the following options for one of the estimates listed:

5. Edit:  Open the estimate and display the General Information screen.  You can then use the Estimate Navigation menu on the left side of the screen to move from one screen to another.

6. View:  Open the estimate and display the Reports screen.  You can then use the Estimate Navigation menu on the left side of the screen to move from one screen to another.

7. Delete:  Delete the estimate.

Note:  When listing estimates found in a search, only 10 are displayed at once.  If there are more than 10, something like the following displays at the bottom of the estimate list:

Page 1 of 3

Go to page:  1  2  3

When this appears, select one of the numbers following "Go to page" to display the estimates on that page.

Return to Top

Search Type

Use this search type to search for specific estimates by selecting a type, typing some or all of the text to search for (if required), then clicking the Search button.  The available search types are:

• Estimate ID:  Search for estimates using all or part of the Estimate ID

• Recent Activity:  List the last 10 estimates you have created or modified (no entry required for Search Text)

• Property Owner:  Search for estimates using all or part of a property owner name

• Property Address:  Search for estimates using all or part of a property

• Property City:  Search for estimates using all or part of the city name

• Property ZIP/Postal Code:  Search for estimates in a given US ZIP Code or Canadian Postal Code

• All Estimates:  List all estimates (no entry required for Search Text)

• Comment: Search for estimates using all or part of the comment (on the General Information screen)

Return to Top

Search Text

When searching for estimates, several Search Types require that you enter search text.  

Examples:

Return to Top