Creating Tasks & Schedule Items for the Opportunity Calendar, Global Calendar and Outlook Calendar.

Entering a lead into WeOpportunity couldn’t be easier. Watch this video to learn how.

Create a Quote in Less than 10 Minutes

See what’s new in the latest version of WeEstimate…you can take a look any time. See new features, fixes and updates at a single glance.b

Learn how MySettings can help enhance your WeEstimate experience with use selectable settings for the Dashboard, Contact, Estimate and Document screens.

How to distribute a Lead from the Sales Manager’s Dashboard in WeOpportunity.

Watch as we create a new lead in the Lead Center and pass it to a Sales Group for distribution to a Sales Person.

See how to see & use the job summary report in WeEstimate. This report provides a snapshot of a job for sales approval and moving jobs into finance, operations and support services for successful completion.

Quickly and easily copy an existing job and use it for a new customer. Copy the job, select the new customer information and your job is ready to be changed or sent to your new customer.

See how easy it is to create proposal documents in WeEstimate. With a few easy clicks change pricing, document page selection, billing, deposits a…

This video review the simple steps for copying an existing quote for the same customer. You can then make any changes you would like, add the site…