Watch the videos to learn what's possible.
Welcome To EstiMac And EstiPC
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• A Quick Introduction.
Getting Started
introduction video
This video helps you learn the basics of EstiPC so you can start creating estimates, specifying and using the reports...
• Finding Your Way Around.
• Starting A New Project.
• Dividing A Project Into Sections.
• Inputting Descriptions, Costs, Markups, Prices and Images.
• Generating Documents.
Purchasing
introduction video
This video helps you learn how to raise orders to suppliers and track their progress...
• Listing Unordered Lines.
• Raising And Emailing Orders.
• Preselecting Suppliers.
• Requests For Quotations.
• Checking Orderdue Orders.
• Finding Purchase Orders Quickly.
• Adding And Editing Suppliers.
Invoicing
introduction video
This video helps you learn how to invoice your clients and record payments...
• Raising Instalment And Itemised Invoices.
• Removing Lines From Itemised Invoices.
• Duducting Deposits From Itemised Invoices.
• Invoicing Fees, Deliveries And Extras.
• Finding Invoices Quickly.
• Invoicing Summary, Payments And Client Statements.
• Invoicing The Remaining Project Balance.
How To Use Images
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• Where You Can Use Images. • Documents Where Images Appear. • Inserting Images. • Positioning And Changing The Size Images. • Deleting Images. • Excluding Images. • Location Of Images. • Finding Images Using The Suppliers List.
How To Insert Page Breaks
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• Inserting Page Breaks In Print Preview. • Removing Page Breaks. • Grid Page Breaks. • Combining Info Page And First Grid. • Documents Where Page Breaks Are Available.
How To Change The Look Of Documents
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• Client Language And Project Currency. • Client And Supplier Document Print Captions. • Excluding Images. • Showing Tax Inclusive Prices. • Excluding Grid Totals. • Excluding Project Totals. • Brief Client Estimates. • Report Print Options.
How To Use Codes
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• Uses For Codes. • How To Add Codes. • How To Apply Codes. • Removing Codes. • Viewing And Printing Codes. • Using Codes As A Filter With Reports. • Excluding Or Including Information On Codes Reports. • Codes Summary. • Uncoded Items.
How To Group Lines
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• When To Use. • How To Use. • Hidden Groups. • Visible Groups. • Orders And Charges Within Groups. • Invoicing Grouped Items. • Removing Groupings.
How To Enter Nil Values
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• When To Use. • Applying Nil Costs, Nil Markups And Nil Prices. • Effects Of Nils. • Nil Price Hidden. • Using The Nils Reports.
How To Use Adjustments
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• Applying Discounts. • Applying Commissions. • Applying Margin Shares. • How Adjustments Appear On Client Documents. • Changing Adjustments Caption. • Applying Adjustments To Several Lines. • Changes Recalculated. • Using The Adjustments Report.
How To Apply Fees And Discounts
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• Fixed Fees And Retainers In A Fees Grid. • Project Fees In Totals Section. • Fees By Grids In Totals Section. • Percentage Discount In Totals. • Discounts By Line In The Grids.
How To Use The Trade Calculator
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• When To Use. • How To Use.
How To Record Deliveries And Extras
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• Adding To A Grid. • Using A Separate Grid. • Recording Supplier Charges. • Using Grouping. • Invoicing Deliveries And Extras.
How To Handle Credits
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• Crediting Over-Invoiced Items. • Using The Client Statement. • Crediting Removed Items. • Crediting Instalment Invoices.
How To Use Part Client Estimates
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• Excluding The Grids From Client Documents. • Restoring Grids. • Results Of Excluding Grids. • Excluding Balance To Be Invoiced.
How To Use The Search Report
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• Searching For Items. • Which Columns Are Searched. • Quickly Generating Reports. • Using Key Words And Symbols As Reminders. • Searching By Supplier. • Selecting Report Lines.
How To Use Contractor Reports
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• Sending Contractor Worksheets. • Using Codes Reports. • Details For Contractor Column. • Using The Search Report.
How To Use The Summaries
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• An Overview Of Your Work. • Linking To Reports. • Using The Codes Summary. • Listing Uncoded Items. • Checking Markups. • Using The Purchasing Summary. • Checking Order Progress. • Sending A Client Purchasing Summary. • Checking Purchases By Supplier. • Using The Invoicing Summary. • Raising Instalment Invoices. • Recording Client Payments. • Sending Client Statements.
How To Use Data Lines
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• Frequently Used Treatments And Products. • Adding Data Lines. • Using Data Lines In Project Grids. • Copying And Pasting Data Single Lines. • Copying And Pasting Data Groups Of Lines. • Creating Product Collections. • Adding Data Lines Directly.
How To Set Up A Standard Project Template
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• Saving A Company Header And Footer. • Using Fonts, Styles And Colours. • Using Logo Images. • Setting A Standard Tax Rate. • Saving Standard Notes, Terms And Conditions. • Saving A Standard Project Template. • Making Changes For Each User.
How To Use Multiple Tax Rates
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• When To Use. • How To Setup New Tax Rates. • Applying Special Rates To Fees And Deliveries And Extras. • Saving Tax Rates To Your Standard Project Template. • How To Apply Different Tax Rates. • Tax Totals. • Invoice At Different Tax Rates.
How To Export And Import Subcontractor Estimates
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• Using EstiPC As A Subcontractor. • Exporting Grid Lines As An Email Attachment. • Cost, Markups And Details Not Exported. • Receiveing An Email Attachment. • Importing To A Project. • Subcontractor's Prices Become Designer's Costs.