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.
Introduction
Welcome to the Estimating & Project Costing Training Plan—This series of videos has been 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.
Training Plan Details
Before beginning, please take a moment to review the training plan details to ensure you're set up for a successful learning experience.
Test Your Knowledge
Ready to test your knowledge? Take the training plan quiz to see how much you've learned and identify areas for growth. Dive in and challenge yourself—let’s see what you’ve mastered!
Adjusting Video Settings
All videos included in this training plan are available with audio and captions in English, French, and Spanish, allowing you to learn in your preferred language. Here’s how to adjust the settings to suit your needs:
To change the audio language:
Click the gear icon in the lower right corner of the video player to open the settings menu.
Select Audio to view the available audio tracks.
Choose your desired language from the list.
To change the caption language:
Click the CC icon in the lower right corner of the video player.
Select your preferred caption language from the options provided.
To adjust the video playback speed:
Click the gear icon again in the lower right corner of the video.
Select the Speed option from the menu.
Choose your preferred playback speed from the list, whether you want to slow it down or speed it up.
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