Knowledge Base

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Knowledge Base

Financials

Financials

Estimating, Client Selections, Change Orders, QuickBooks Integration, and Financial Reports

Estimating

Create an Estimate

Create a 3-Level Estimate

Import an Estimate from Excel

Edit an Estimate

Duplicate an Estimate

Rename an Estimate

Edit Custom Units

Lock/Unlock an Estimate

Show/Hide Estimating Toolbar

Expand/Collapse a Category or Subcategory

Change an Estimate's Column View

Show/Hide Estimate Columns

Arrange Estimate Columns

Restore Estimate Column Defaults

Set Defaults within an Estimate

Set Classifications within an Estimate

Set Markup Types within an Estimate

Set Classification Markup

Set Company Overhead and Margin in an Estimate

Set Status within an Estimate

Add Resources to an Estimate

Delete Items/Subcategories in an Estimate

Add Notes to an Estimate

Create an Estimate Template

Export an Estimate to Excel

Delete an Estimate

Delete an Estimate Template

See more

Selections

Create a Client Selection Category

Add Selections to a Category

Add Choices to a Selection

Install the Selection QuickPick Add-On

Using the Selection Picker Tool

Edit a Client Selection Category

Edit Selections within a Category

Edit Choices within a Selection

Delete a Client Selection Category

Delete Selections within a Category

Delete Choices within a Selection

Set the order of Client Selection Categories

Set the order of Category Selections

Set the order of Selections Choices

Duplicate a Client Selection Category

Duplicate Category Selections

Enter a Location for Category Selections

Enter Notes for Category Selections

Set Due Dates for Category Selections

Link a Selection Category to a Schedule Milestone

Attach Files to Selection Choices

Add Images to Selection Choices

Send Selection Email Alerts to Clients

Enter Client Selection Payments

Delete Attachments from Selection Choices

Export Client Selections to Excel

See more

Change Orders

Create a Change Order

Change Order Status: Draft vs. Pending

Edit a Change Order

Link a Change Order to an Estimate Subcategory

Attach Files to a Change Order

Add an Image to a Change Order

Add Notes to a Change Order

Add a Time Stamp to Change Order Notes

Approve/Reject Change Orders for Clients

Edit a Change Order's Payment Status

Show/Hide the Change Orders Dashboard

View Change Order Summary

Delete a Change Order

Enter Change Order Payments

See more

Financial Reports

Create an Estimate Proposal

Create a Current Contract Summary

Create an Estimate Notes Report

Create an Estimate Status Report

Create an Estimate vs. Actual Report

Create a Committed vs. Actual Report

Create an Estimate vs. Invoiced Report

Create an Over Budget Report

Create a Request for Quote

Create a Materials List

Create a Purchase Order

Create a Change Order Proposal

Create a Change Order Contract (Fixed Fee)

Create a Change Order Contract (Cost Plus)

Create a Selection Book

Create an All Selections Report

See more

QuickBooks Online Integration

Getting Started with QuickBooks Online Integration

Integrate with QuickBooks Online

Link a Project to QuickBooks Online

Link a ClientLink User to a QuickBooks Customer

Send an Estimate to QuickBooks Online

Send Change Orders to QuickBooks Online

Import Financials from QuickBooks Online

Create Purchase Orders for QuickBooks Online

Credit Memos

See more

QuickBooks Desktop Integration (Socket)

What is Socket?

QuickBooks Desktop Initial Setup

Creating Estimates in QuickBooks

Creating Purchase Orders in QuickBooks

Creating Invoices in QuickBooks Desktop

Connecting to PlanSwift

See more

Items Database & Company Costbooks

Create New Company Costbooks

Insert Costbook Items into an Estimate

Import New Company Costbooks

Enable Costbook Items for Estimates