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← Knowledge Base

  1. Accessing Documentation

  2. Accessing Documents

  3. Adding new users

  4. Adding notes

  5. Additional subcontractor details at sending enquiries stage:

  6. An estimating strategy guide for Subcontractors

  7. Applying Lists to save time when sending invitations

  8. Archiving and Unarchiving projects

  9. Best Practice EOI Guide

  10. Best Practice Quoting Guide

  11. Billing support

  12. Builder Quotes FAQs

  13. Building rapport with Builders

  14. Confirming specifications by viewing and searching documents

  15. Creating & Managing Lists

  16. Creating an addendum

  17. Creating Packages

  18. Custom Packages

  19. Drawing Register

  20. Editing a project

  21. EstimateOne 101 - Frequently Asked Questions

  22. Exporting your address book

  23. Finding project details

  24. Finding projects on the noticeboard

  25. Fixing and email "error"

  26. Getting Started - Upload Documents & Make Packages

  27. Help with EstimateOne emails

  28. How do I cancel my subscription?

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

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

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

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

  33. How to add a new trade

  34. How to change the closing date of a project

  35. How to setup your Supplier Account

  36. Issue packages in stages

  37. Issuing Correspondence

  38. Issuing Packages in Stages

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

  40. Managing Invitation Responses

  41. Managing Invitations

  42. Managing Quotes through EstimateOne

  43. Managing your Colleagues Invitations

  44. Merge and rename folders

  45. Merging duplicate company entries

  46. Multiple account help

  47. Notifying Subcontractors of Document Changes

  48. Previewing Documents

  49. Processing an Addendum

  50. Renaming and Moving Documents

  51. Resend Documents

  52. Revising packages and documents outside of an addendum

  53. Revising packages and documents, outside of an addendum

  54. Searching for projects

  55. Searching for your Products, Brands, and Competitors

  56. Segment your companies using lists

  57. Setting Up a Project

  58. Setting up your account

  59. Sorting out your team

  60. Subcontractor Documentation Requests

  61. Subcontractors you don't want to use anymore

  62. Submitting a quote on EstimateOne

  63. Submitting a quote on EstimateOne - FAQs

  64. Syncing your calendar with EstimateOne - Google Calendar

  65. Syncing your calendar with EstimateOne - iPhone

  66. Syncing your Calendar with EstimateOne - Outlook

  67. Tracking document changes

  68. Tracking subcontractor engagement over time

  69. Tracking subcontractor responses

  70. Tracking Tender Correspondence sent to Subcontractors

  71. Uploading Documents

  72. Uploading files and storing them in the Address Book

  73. Using 'Offices' to quickly search

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

  75. Using the Document Previewer

  76. Using the Project Noticeboard

  77. Using the Watchlist to track Projects

  78. Video Tutorials

  79. Viewing Audit Trails and Transmitals

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

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

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

  83. What’s an active tender?

  84. Why upgrade?

  85. Working with tender invites & builder requests

  86. Working with your Team / Multiple Offices

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