Competitive Estimate Entry

Clients may require more than one estimate for a job. Using this option, you can build competitive estimates containing up to three different quotes, based on certain criteria for the same job.

The client views each individual estimate and decides which one the company wants to accept. Once an estimate is accepted, you may convert it directly to the estimate format.

1. Select Estimating|Competitive Estimates|Competitive Estimate Entry.

Competitive Estimate Entry Prompt

2. Key the Estimate ID Number.

    Or

   To copy from an existing competitive estimate, move to the copy section then key the Estimate ID Number from which you want to copy information.

3. Click the Next icon to advance to the Competitive Estimate Header window.

Note: If you do not have authority to enter/change internal or external estimates, all subsequent windows display in "Display Mode" only.