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← Knowledge Base

  1. Accessing Documentation

  2. Accessing Documents

  3. Adding a custom due date to a package

  4. Adding new users

  5. Adding notes

  6. Additional subcontractor details at sending enquiries stage:

  7. An estimating strategy guide for Subcontractors

  8. Applying Lists to save time when sending invitations

  9. Archiving and Unarchiving projects

  10. Best Practice EOI Guide

  11. Best Practice Quoting Guide

  12. Billing support

  13. Builder Quotes FAQs

  14. Building rapport with Builders

  15. Confirming specifications by viewing and searching documents

  16. Creating & Managing Lists

  17. Creating an addendum

  18. Creating Packages

  19. Custom Packages

  20. Drawing Register

  21. Editing a project

  22. EstimateOne 101 - Frequently Asked Questions

  23. Exporting your address book

  24. Finding project details

  25. Finding projects on the noticeboard

  26. Fixing and email "error"

  27. Getting Started - Upload Documents & Make Packages

  28. Help with EstimateOne emails

  29. How do I cancel my subscription?

  30. How do I complete the setup of my project?

  31. How do I filter information to better suit my workflow?

  32. How do I keep track of the projects I'm interested in?

  33. How do I sync tender closing dates to my Outlook calendar?

  34. How do I upgrade my account?

  35. How to change the closing date of a project

  36. How to manage your trades

  37. How to setup your Supplier Account

  38. I’m a National Sales Manager, why can’t I see all my state teams?

  39. Issue packages in stages

  40. Issuing Correspondence

  41. Issuing Packages in Stages

  42. Managing Invitation Responses

  43. Managing Invitations

  44. Managing Quotes through EstimateOne

  45. Managing your Colleagues Invitations

  46. Merge and rename folders

  47. Merging duplicate company entries

  48. Multiple account help

  49. Notifying Subcontractors of Document Changes

  50. Previewing Documents

  51. Processing an Addendum

  52. Renaming and Moving Documents

  53. Resend Documents

  54. Revising packages and documents outside of an addendum

  55. Revising packages and documents, outside of an addendum

  56. Searching for projects

  57. Searching for your Products, Brands, and Competitors

  58. Segment your companies using lists

  59. Setting a preferred contact

  60. Setting Up a Project

  61. Setting up your account

  62. Sorting out your team

  63. Subcontractor Documentation Requests

  64. Subcontractors you don't want to use anymore

  65. Submitting a quote on EstimateOne

  66. Submitting a quote on EstimateOne - FAQs

  67. Syncing your calendar with EstimateOne - Google Calendar

  68. Syncing your calendar with EstimateOne - iPhone

  69. Syncing your Calendar with EstimateOne - Outlook

  70. Tracking document changes

  71. Tracking subcontractor engagement over time

  72. Tracking subcontractor responses

  73. Tracking Tender Correspondence sent to Subcontractors

  74. Uploading Documents

  75. Uploading files and storing them in the Address Book

  76. Using 'Offices' to quickly search

  77. Using the Document Matrix to add Documents to your Packages

  78. Using the Document Previewer

  79. Using the Project Noticeboard

  80. Using the Watchlist to track Projects

  81. Video Tutorials

  82. Viewing Audit Trails and Transmitals

  83. What does 'Interested' and 'Not Interested' mean?

  84. What is the difference between a good and bad quotation?

  85. What should I write in the Description of Works?

  86. What’s an active tender?

  87. Why upgrade?

  88. Working with tender invites & builder requests

  89. Working with your Team / Multiple Offices

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