Getting started

After logging into EstimatorFLEX, you'll get an overview of the proposals and activity in your system. This overview is your Home dashboard.

To navigate through the application, use the navigation menu on the left.

To begin working on new or existing proposals, go to the Proposals page. Then you can:

• Add, copy, edit, and delete proposals.
• Organize proposals into folders based on their locations.
• View and enter data in a proposal on the Estimates page.
• Run reports.

For quick help with EstimatorFLEX, look for at the top of your screen. This button provides guided tours of the application so you can get started right away.

As you learn the ropes, try out different keyboard shortcuts and grid functions to boost your EstimatorFLEX proficiency.

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