{"id":9520,"date":"2023-12-21T16:15:54","date_gmt":"2023-12-21T16:15:54","guid":{"rendered":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/?page_id=9520"},"modified":"2023-12-22T16:25:23","modified_gmt":"2023-12-22T16:25:23","slug":"insulation-estimate-wizard-html","status":"publish","type":"page","link":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-estimate-wizard-html\/","title":{"rendered":"Estimate Wizard"},"content":{"rendered":"
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The Estimate Wizard<\/h1>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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\"\"Allpro Insulator v15<\/p>\n

The Estimate Wizard simplifies and streamlines the creation of Estimates, Plan Templates, and Quick Insert Templates into a single workflow. It allows users to select existing Customer and Jobs, or enter new Customer and Job information.  It also facilitates the use of existing Plan and Quick Insert Templates.<\/p>\n

Regarding templates, Plan Templates are tied to a specific floor plan and customer, although the customer filter can be overridden to allow the Plan Template to be used with other customers.  Plan Templates are ideal for track housing, where the floor plans and materials are consistent.  Quick Insert Templates, on the other hand, are not tied to a particular customer or job, and are intended for more general use.  For example, a Quick Insert Template might be created for a cellulose retrofit, where the materials used in the job are fairly consistent, even if the floor plan and quantities vary.<\/p>\n

We\u2019ll cover the process of using the Estimate Wizard to create Estimates, Plan Templates, and Quick Insert Templates, as well as how to apply a template to a new Estimate.  Each process will be covered individually, simply scroll down to locate the relevant section of this help page, or select a link below.<\/p>\n

 <\/p>\n\n\n\n\n
Creating an Estimate<\/a><\/span><\/span><\/td>\nCreating a Plan Template<\/a><\/span><\/span><\/td>\n<\/tr>\n
Creating a Quick Insert Template<\/a><\/span><\/span><\/td>\nApplying Templates<\/a><\/span><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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Creating an Estimate<\/u><\/strong><\/h3>\n

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Estimating is the backbone of Allpro Insulator, and creating new Estimates is quick and easy using the Estimate Wizard.  Whether estimating for an existing customer or someone new, the Estimate Wizard walks users through the process.<\/p>\n

Step 1 \u2013 Selecting Estimate<\/strong><\/h4>\n

To start, users will need to open the Estimate Wizard from the top left of the Form Explorer.<\/p>\n

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In the first step of the Estimate Wizard, users will select whether to create a new Estimate, Plan Template, or Quick Insert Template.  Click the Estimate button to start the process and move on to the next step. <\/p>\n

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Step 2 \u2013 Customer Information<\/strong><\/h4>\n

During this step, users will select or create the customer for whom the Estimate will be generated.<\/p>\n

Existing Customers<\/strong> \u2013 If the customer has already been entered or imported (QBE only) into Allpro Insulator, select the customer\u2019s name from the dropdown to the right of \u201cSelect Existing Customer\u201d option.  Typing the first part of the customer\u2019s name will help filter down to the desired Customer entry.  Click Next to move on to the next step once the Customer has been selected.<\/p>\n

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New Customers<\/strong> \u2013 If working with a new customer, select the Create New Customer option.  Once selected, a grid will appear where the new customer\u2019s contact details, sales terms, default sales rep, customer relationship management information, and any notes can be entered.  Click Next when done entering customer information to move on to the next step.<\/p>\n