Training Plan: Estimating & Project Costing
43:40
1
5:33
Employee, Contractors, Vendor, and Contacts Setup
Learn how to create and edit employee, vendor, and contact details, which will be included in your project reports.
2
6:35
Editing Products & Properties in the Product List
Learn how to edit your product list and customize products based on project construction plans and specifications.
3
4:50
Setup Pricing & Labor Costs
Learn how to set up pricing for a project, using Toolbox's built-in estimation features to assign and calculate material pricing, and company labor costs.
4
4:48
Importing Materials with Pricing from a Spreadsheet
Learn how to import vendor pricing or materials to Toolbox using an Excel spreadsheet.
5
5:18
Making Pricing Adjustments to a Project Quote
Learn how to create a work order, generate a quote, and make adjustments before you send your estimate to your customer.
6
5:15
Quoting a Custom Product
Learn how to create an estimate for a custom product that may not be available within your product library.
7
8:32
Adding a New Activity Station
Learn how to start tracking a new activity to be used within your project costing reports.
Overview
This training plan and series of videos were assembled to equip you with the skills and knowledge needed to effectively utilize Toolbox for estimating. It will demonstrate the process and features available to accurately measure, analyze, and evaluate the cost of a project from start to finish.
*Note: please review the training plan details before you start this training plan.
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