Webinar - March 12th 9:00AM - Estimators Workflow

Sign Up: https://scheduler.zoom.us/rulon-allred-zztakeoff/estimator-workflow-webinar

Topics to be covered:

1. Good practices for project organization
2. Understand the difference between projects in your workspace and projects shared with you from outside your workspace
3. Understand that anyone you share it with can see the takeoffs and reports
4. Fill out the project information so you can utilize the grey folders
5. Utilize yellow project folders
6. Organize your blueprints
7. How to add folders for organizing pages
8. Use the expand all and collapse all
9. How to use the page filters and using the Group By functions (grey folders)
10. Minimizing and opening the different panels
11. Use the Plans tab for easier navigation when needing to see the pages
12. Opening Sheets in new window
13. Setting up a WBS
14. Use yellow folders
15. Brief mentioning of using custom properties for organization and filtering (this topic is thoroughly covered in our training videos)
16. Use layers to separate estimators
17. Getting price per square foot or linear foot
18. Export to excel then apply pricing
19. If you must have pricing in ZZ use the "Other" item with the inherit takeoff name
20. Getting quantities and price for material, labor, and equipment
21. How to add an item
22. Basic understanding of reports and how to organize them
23. Exporting to excel by takeoff
24. Exporting to excel by item
25. Grey cells locked / white cells are editable
26. Highlight to see sum totals at the bottom