Service Estimator Pro
Keyword Index


Welcome to Service Estimator
Thank You for Selecting Service Estimator
Introduction
Overview
System Requirements
Installing Service Estimator
Running Service Estimator
Configuring Multiuser Network Edition
Learn Service Estimator Fast
Pop Tips
On-Screen Help
Technical Support Options
Technical Support & Training Services
How Do I...
Establishing Default Estimate Rates
Changing Default Estimate Rates
Entering a Customer
Generating a new estimate for a current or prior customer
Entering Equipment Data
Entering Filter Data
Entering Belt Data
Entering Service(s) Data
Enter Sub Contractor or Rental Equipment Data
Modifying Default Mail Merge Info
Modifying Rates for a Single Estimate
Editing an Existing Estimate
Delete an Existing Estimate
Editing an existing piece of Equipment in the Data Tables
Editing an existing Filter in the Data Tables
Editing an existing Belt in the Data Tables
Making Global changes to the Data Tables
Service Estimator Console
Console Review
Console Features
Create New Estimate
Customize Proposals
Sales Manager Dashboard
Site Survey Tools
Customer Manager
Contact Manager
System Options
Sales Management Forms
Reports
Personnel Manager
Default Rates & Markups
Set Business Options
Equipment Editor
Reminders
Logout
Customer Manager
Customer Manager Screen
Customer Manager 'List-View' Screen
Customer Notes
View a Specific Job Site
How Do I...
Add Photos
Add, Edit, Delete Employees
Browse Through the Job Site List
Copy Contacts to Customers
Find a Specific Job Site
Develop a proposal
Mail Merge
Prepare a Proposal
Print Proposal
Customize Customer Pricing
Customized Pricing
Tell me About...
Entering Customer Information
Entering Job Site Information
Menu Bar
Jobs
Jobs Estimate Screen
Reports
Belt Estimate Report
Equipment Estimate Report
Equipment List Report
Equipment Tasking Report
Filter Estimate Report
Final Estimate Report
Services Estimate Report
Sub Contractor Estimate Report
Sub Contract Filter List Report
Printing and Faxing
Print Final Estimate Report
Print Maintenance Task Lists
Print Equipment List
Print Equipment Estimate
Print Filter Estimate
Print Belt Estimate
Print Services Estimate
Print Sub Contract Estimate
Print Sub Contractor Filter List
Print All Final Reports
Print All Category Reports
Printing Proposals
Import Files
Import a Customer List
Import a DBF (dBASEIII) File
Import a Microsoft Access File
Import a Microsoft Excel Spreadsheet File
Import Job Locations
Import Equipment List
Import Vendors

Options VI Version 1.2