WeEstimate Videos

Create a Quote in Less than 10 Minutes
My Settings
Learn how My Settings can help enhance your WeEstimate experience with use selectable settings for the Dashboard, Contact, Estimate and Document screens.
Copy a Job for a New Customer
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.
Copy a Job to an Existing Customer
Quickly and easily copy an existing job and use it for another existing customer. Copy the job, select the new customer information and your job is ready to be changed or sent to your customer.
Creating a Proposal Document
See how easy it is to create proposal documents in WeEstimate. With a few easy clicks change pricing, document page selection, billing, deposits and much more! Proposals can be printed or emailed directly from WeEstimate.
Getting a Job Summary Report
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.