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Advanced Precision Estimating Help Files - Advanced Precision Estimation Tutorial

Advanced Precision Estimating uses customer, catalog and estimate data to accurately give customers real-time estimates on an as-needed basis.
This tutorial is designed to teach you the basics of Advanced Precision Estimating in about 30 minutes. For additional information you may wish to read the topics on each particular view. The tutorial steps consist of:
1) Editing your Company Profile.
2) Entering customer data in the Customer View.
3) Entering unit data in the Units view.
4) Creating a new catalog in the Catalogs View.
5) Creating an estimate for a customer in the Estimates View.
6) Printing off an invoice for a customer.

 

 
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