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ConstructionOnline Knowledge Base

Estimating

Estimating

Creating OnCost™ Estimates

Essential Guide to Building a Construction Estimate

Create a Blank Estimate

Create an Estimate from a Template

Import an Estimate from Excel

Add a New Estimate Category, Subcategory, or Item

Set Item Defaults within an Estimate

Understanding Company Overhead & Margin

Set Company Overhead and Margin in an Estimate

Markup vs. Margin

Set Markup for an Estimate Item

Set Classifications within an Estimate

Set Classification Markup

Understanding Estimate Tax Settings

Apply Tax to an Estimate Item

Add Resources to an Estimate

Add Attachments to an Estimate Item

Add a Description to a Category, Subcategory, or Item

Add Notes to an Estimate

Set Status within an Estimate

Set Traffic Level of an Estimate Category, Subcategory, or Item

Add a Cost Code to an Estimate Category, Subcategory, or Item

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Working with Estimate Templates

Create a New Estimate Template from an Existing Estimate Template

Import an Estimate Template from Excel

Save an Existing Estimate as a Template

Create a Blank Estimate Template

Create an Estimate Template

Favorite an Estimate Template

Edit an Estimate Template

Delete an Estimate Template

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Managing OnCost™ Estimates

Link an Estimate Subcategory to a Change Order

Adjustments vs. Change Orders

Manage Estimate Settings

Edit an Estimate Category

Edit an Estimate Subcategory

Edit an Estimate Item

Move Estimate Categories, Subcategories, or Items

Copy and Paste within an Estimate

Edit Estimate Tax Settings

Edit Custom Estimate Units

Delete Categories, Subcategories, or Items from an Estimate

Rename an Estimate

Export an Estimate to Excel

Duplicate an Estimate

Delete an Estimate

Lock/Unlock an Estimate

Duplicate an Estimate Category, Subcategory, or Item

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Financial Reports: Estimating

Understanding Estimate Proposal Presets

Create an Estimate Proposal

Create a Current Contract Summary Report

Generate a Report from the Estimate Toolbar

Create an Estimate vs. Actual Report

Create a Committed vs. Actual Report

Create an Estimate vs. Invoiced Report

Create an Over Budget Report

Create an Estimate Status Report

Create an Estimate Notes Report

Create a Request for Quote

Create a Materials List

Create a Purchase Order Report

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FAQ: Estimating

Can a Project have multiple Estimates?

Can ClientLink™ or TeamLink™ Users view an Estimate in ConstructionOnline?

How can I print an Estimate?

Can an Estimate have Options?

How do I send an Estimate Proposal to a client?

Can I add specific phrasing to my Estimate Proposal?

What are Adjustments?

Why aren't my Estimate's Cost Codes showing up in QuickBooks?

Can I lock parts of an Estimate?

Why can't I see the Categories/Subcategories/Items I'm adding to my Estimate?

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