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EstiMate Version 1

Q&A Regarding EstiMate Version 1.x

1. General FAQ

1.1. Are international versions of EstiMate available?

International versions of EstiMate are not available at this time. Multi-language support is being considered for EstiMate V.2.

1.2. Can I print out a sales tax report to show all sales tax collected?

Can I print out a sales tax report to show all sales tax collected?

No, this sort of report is best printed from your accounting software or system.

1.3. Can I store the Gettysburg Address in the Knowledge Base?

Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground. The brave men, living and dead who struggled here have consecrated it far above our poor power to add or detract. The world will little note nor long remember what we say here, but it can never forget what they did here. It is for us the living rather to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us--that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion--that we here highly resolve that these dead shall not have died in vain, that this nation under God shall have a new birth of freedom, and that government of the people, by the people, for the people shall not perish from the earth.

===================
Gettysburg Address:
===================
Four score and seven years ago our fathers brought forth on this continent a new nation, conceived in liberty and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation or any nation so conceived and so dedicated can long endure. We are met on a great battlefield of that war. We have come to dedicate a portion of that field as a final resting-place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But in a larger sense, we cannot dedicate, we cannot consecrate, we cannot hallow this ground.

Yes, you can enter it. I did so eighty-four times.

1.4. Can you change the simplify Auto Description to include more information?

> I like the 'Simplify Auto Descript', feature but, when activated it doesn't
> include how many 'Sides' are on the sign, on the Production
> sheet. Can this be changed automatically somehow, without typeing it in?

The simplify auto descriptions enables the software to limit the description to size and substrate only. If you want additional information in the description field you will need to turn the auto description off or type the additional description in manually.

1.5. Canadian Pricing and ingredient lists?

What about Canadian pricing and your ingredient lists? The suppliers and prices in your databases seem to be all U.S. what about Canadians and other countries?

The databases are loaded with U.S. prices and suppliers. Canadians and customers from other countries may wish to update the databases with costs and supplier lists from your respective country.

1.6. Do estimate numbers change when you modify an estimate?

Am I mistaken or does the software change the Estimate Number when we modify the estimate?

No. In normal operation modifying the estimate does NOT change the estimate number.

Exception: When you are creating a new estimate or job from an archived item a new number will be assigned to that estimate/job.

1.7. Do I enter the cost for one ink bottle or for all?

For my HP 3000 CP it costs me $126.00 per color C,M,Y,K. A full
> set of ink costs me $504.00 but we buy them separately as needed. It
> uses all 4 colors all the time (unlike the EDGE which can use one
> color at a time). I have two entries in my Ink Jet Inks - One for Dye
> and One for UV (different Costs). I currently am using the single ink
> cost of $126.00. In order for ESTIMATE to compute an accurate cost -
> do I need to multiply my cost by 4 or does it automatically do this
> for me?

You can input either the cost for one or the cost for all providing the amount of millilitres is also input.

The cost per ML does not change, whether the user puts in one ink bottle or all of them.

As an example let's say the ink bottles are 126 ml to make this easy.

$126 for an ink bottle / 126 ml = $1 per ML.
$504 for 4 ink bottles / 504 ml = $1 per ML.

1.8. Does EstiMate generate a production manifest?

I want to be able to print out a production and materials report for my staff is this possible in EstiMate?

EstiMate generates a 'production order' telling the crew what signs to make along with detailed notes; and a 'job manifest' which tells the amount and kind of materials needed, along with a name and phone number for the supplier so you can check stock before starting production. These functions are accessed from the Job screen. Click Print > In House Production Order or Print > Job Manifest respectively.

1.9. Does EstiMate install BDE stealth software on my computer?

I heard about stealth software called BDE that piggy backs on other software allowing the creators to use my processor power, bandwith and other parts of my computer. When I installed EstiMate I saw that it installed something called BDE! Is EstiMate installing privacy invasive stealth software on my computer?

EstiMate does NOT install stealth software on your computer. EstiMate Software is very concerned about our customers privacy. The BDE EstiMate installs is the Borland Database Engine, a database program that EstiMate uses to store its data entries such as substrates, vinyls, foils etc.

If you have discovered stealth software on your computer and are attempting to remove it or delete files related to it please be careful not to delete files related to the Borland Database as doing so will impare EstiMate's operations.

Information on the BDE stealth software can be found at:
http://www.rense.com/general24/comp.htm

Information about the Borland Database Engine can be viewed at:
http://www.borland.com/bde/

The link to EstiMate's privacy policy is:
http://www.estimatesoftware.com/estimate/about/privacy.php

1.10. Does EstiMate sell vendor/supplier price lists?

Does EstiMate sell vendor/supplier price lists for use in it's software programs?

EstiMate does not sell vendor or supplier price lists. Normally our customer's input this information directly into EstiMate from their sources. Alternatively, you can visit one of our excellent vendors: GBC Sign Warehouse http://www.signwarehouse.com/106.htm or 1-800-699-5514 and Hyatt's All Things Creative on the web at http://www.hyatts.com/software.html or by phone 1-800-234-9288 ext.301. These vendors provide comprehensive lists of their materials and prices built into their respective editions of EstiMate.

1.11. Does EstiMate work with web-based email software?

Does the function in EstiMate that gives you the capability of emailing quotes work with web-based email software like hotmail or yahoo?

No, not directly. To use EstiMate with web based email services you will first need to print to a file and then attach it manually to your new email message.

Info on the print to file function is located in kbase article 349:
http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=349

1.12. Does the software have the ability to price in other currencies?

We are an international customer and are wondering if we can use EstiMate to price in our currency?

Yes. EstiMate will price in whatever currency your Windows operating system is configured for. If Windows is configured for Pounds or Euros for example, then EstiMate will price in that currency. (To review your Windows currency settings click Start > Settings > Control Panel > Regional Options > Currency Tab)

1.13. Each price too low on quantities of signs?

My each price is too low on multiple quantities of signs. One example I will use is digitally printed item with one spot color, height of 10?, width of 14?, contour cut with complexity set to 0, artwork set to 0, general difficulty set to 0, shop workload set to 50, market level set to 50, and margin set to 100. At a quantity of 1 the price is 17.32, if the quantity is increased to 30 the price is 4.27. This is much more than the 25% maximum set for quantity discounts in deep configuration; at 30 the price should be about 12.99. These numbers will probably be different than yours because I have entered my material & foil costs in the ingredients list, but still why is my each price so low?

The issue here is that your production time is being amortized over the entire quantity of the signs. EstiMate is working correctly. For one sign you have your overhead going into that one sign hence the higher price. One of the stregnths of EstiMate is that it calculates your each price over multiple quantities rather than arbitrarily multiplying the quantity of signs by the each price for one sign.

1.14. How do I unlock my demo now that I've purchased?

I downloaded the demo from the EstiMate website and then purchased the software. How do I unlock my demo now that I've purchased the software?

Simply call technical support at 828-350-3300 or send email to support@estimatesoftware.com make sure in your communication to include your 5-digit ISN in your communication. The ISN is shown on the lower right of the security monitor screen, or viewable from within EstiMate by clicking Management > Configure EstiMate > Program Info.

The support representative will generate a key based on your ISN and give instructions for unlocking. If you are calling or emailing after our business hours, run EstiMate in evaluation mode by clicking "explore all features" from the Security Monitor screen. When a representative receives your request it will be processed accordingly.

Hours for the technical support desk are 9am - 5pm EST Monday thru Friday.

1.15. How does EstiMate calculate double sided signs?

How does EstiMate come up with its calculations for double-sided signs?

To answer this question it is necessary to do a comparison of how EstiMate does a one-sided and a two sided sign. Essentially for a one-sided sign EstiMate makes calculations based on the following:

1 Piece of substrate (e.g. coroplast) including all cost, markup and size information
1 Amount of vinyl including all cost/markup and coverage data
1 Design Time
1 Production time

For a two sided sign EstiMate does the following variation on the formula:

1 Piece of substrate
2 Amounts of vinyl (one for each side of the sign)
1 Design Time
1-1/2 Production Times

What we can conclude from this is that for a double sided sign EstiMate figures that the sign fabricator will be using twice the amount of vinyl as on a 1 sided sign and since the sign fabricator is ' on a roll ', so to speak, after doing the first side that it will take him/her half as long (production time) to do the second side.

1.16. How does EstiMate calculate paint for 1 and 2 sided signs?

How does the number of coats of paint figure in for a single sided MDO plywood sign versus a double sided MDO plywood sign? Normally both sides of the material need to be painted regardless of whether they are single sided or double sided. Does the program account for painting both sides of the material when 2 coats is selected? (Normally my material already comes primed.)

If a single sided sign is selected EstiMate calculates painting for one side of the sign. This decision was made by EstiMate's developer to give flexibility to the calculations since not all substrates require painting on both sides. If you require painting both sides of the sign then increase the number of coats accordingly.

1.17. How does EstiMate calculate the total number of stitches?

How does EstiMate calculate the total number of stitches in embroidered items?

The number of stitches is multiplied by the quantity of garments for the total number of stitches.

Example: 10,000 stitches X 10 garments = 100,000 stitches.

1.18. How does the seed value influence the quote?

When I am setting up EstiMate I see the seed value screen and I am wondering how does this influence my quoting?

A: The seed value is a starting point for how EstiMate calculates production
time. On the minimum production time seed value description it says '...this
value is the amount of time your shop requires to cut weed and apply the
vinyl (or do the lettering) on a BASIC 4x8 sign.' So, when the value is set
at 1.5 hours, for example, EstiMate will make the following calculation:

48 X 96 (dimension of the sign in inches) = 4608 (the number of square
inches in the sign).
90minutes (1.5 hours) / 4608 = .0195 (the amount of time to put vinyl on 1
square inch of the sign).

Hence, via this calculation EstiMate is able to arrive at a starting point
or 'seed value' for its production time calculations.

1.19. How is labor calculated?

How are the labor hours calculated? Where does it pull it from?

In EstiMate labor is split in 3 ways: 1. Design labor. This is the labor calculation derived from the artwork complexity.
2. Production labor which is derived from the general difficulty level which is directly related to your production time for the job and 3. Profit Labor. By default, profit labor represents 20% of your hourly labor rate. Therefore, if you have a $100 hourly rate, it is split with $80 going to overhead and $20 going to profit. To view the percentage EstiMate has allocated for profit labor or to change the default percentage, go to Management > Configure EstiMate > Overhead Worksheet.

1.20. Invoicing in EstiMate?

>I am wondering just how much invoicing I can do within EstiMate, or am I forced to export everything to QuickBooks?

EstiMate will generate an invoice, a handy feature if you need to get an invoice to a customer quickly. Functions beyond the basic printing of an invoice however, become the domain of your accounting software. To generate an invoice in EstiMate convert your estimate into a job and click Print > Invoice. EstiMate will print an invoice you can hand to your customer right away.

1.21. Is EstiMate available for the Mac?

Is a version of EstiMate available for Macintosh?

There is no version of EstiMate that is written in Macintosh native code. You may, however, run a PC emulation program like 'Virtual PC' and use the Windows version of EstiMate under that.

1.22. Is EstiMate available for the Macintosh?

s EstiMate available for Macintosh? And if not, why not?

Unfortunately not. The programming tools that enable
us to bring EstiMate to market are focused on other platforms, specifically
all versions of Windows and Linux.

EstiMate will, however, run under Virtual PC on the Macintosh, though most
of our Mac-based customers choose to purchase a PC and designate it as the
business computer.

1.23. Is it possible to map fields from Outlook in Estimate?

Is it possible to map fields from outlook in Estimate? The import function works well but I don't get all the information I want: e.g. first name, web site address etc.
What is the solution for this?

In terms of "mapping" the fields from Outlook, a function for this has not been implemented at this time. This function is being evaluated for a future release of EstiMate.

As for getting the information you want, in terms of the name it is important that the first and last name be all one string of text in Outlook, then EstiMate will import the full name.

In regard to pulling in more information into EstiMate beyond the basics of name, address, telephone, zip etc. this also is being reviewed for a future release of EstiMate.

However, concerning import of a customer web address, the following procedure may be helpful to you.

1. Import the contacts from Outlook into EstiMate as normal.
2. Click Edit Data Files > People > Customers (or suppliers as the case may be).
3. Highlight the individual record you wish to import the web address into and press the Edit Button.
4. Click the Grab Contact From Outlook! link on the lower right.
5. Select the contact from the dropdown list and press the OK button.
6. EstiMate will import the web address.
7. Click the green OK checkmark twice to save the record and exit the database.

1.24. Is it possible to work in metric measurements instead of inches?

Is it possible to work in meter-scale instead of inch?
I can´t find any settings for that change in EstiMate, and here in my country we are used to working with 10-scale systems such as mm, cm, dm, M and so on.

Yes, EstiMate will work with metric systems. The solution is to re-install EstiMate again from your CD or download file. Do a complete install, and be on the lookout for a screen that asks you to select mm or inches. Select Millimeters and proceed with the remainder of the install. When EstiMate asks if you want to overwrite existing data files say 'Yes' to the prompt. EstiMate will overite the existing inches based data and install new metric based data. You may have to re-enter your shop data and setup info again as EstiMate will overrite it using this method.

EstiMate will now price using metric measurements.

1.25. Is the software calculating for all 4 ribbons in CMYK?

Is the software calculating for all 4 ribbons in CMYK? Is it 4x the sq.
inch price listed?

A: If operating a machine that uses separate ribbons like the Edge or
ColorCamm you will want to have 1 entry for the process color ribbons and
the number of passes set to 4. Then EstiMate will be certain to calculate
for all four ribbons in your CMYK process.

1.26. Is there a shortcut to printing and estimate or job?

It seems like there are many steps to get something printed. I have to click print > estimate and click a print icon several more times. Is there a shortcut to printing?

Yes. If you have not already done so upgrade your software to 1.96 or greater.

A shortcut to printing is now available directly from the open list.

1. Click Open.
2. Right-Click on the estimate or job you want to print.
3. Select print > estimate or if a job is chosen click print and then invoice, work order or job manifest.

Thats it. Printing directly from the open list.

1.27. Jobs only showing up in the QuickBooks invoices to be printed list?

I have followed the directions to export/import into Quickbooks. The jobs
show up in the 'invoices to be printed' list but no where else. Not even in
customer history. What am I doing wrong?

Check the version of QuickBooks you are using. EstiMate's export functions are certified to work with QuickBooks PRO 2000 and above only.

1.28. Lower each price when using more expensive vinyl?

I am printing large quantities of small labels and I get a lower each price when I am using a more expensive vinyl than when using a less expensive one! What's going on?

You will want to make sure that you have setup your dimensions carefully in the vinyls database for the vinyl in question. Try the following:
1. From within a quote click the book icon next to the first vinyl dropdown box.
2. Highlight the vinyl you want to edit and press the edit button.
3. Look carefully at the height and width measurements. Make sure that the appropriate unit of measurement is dotted for each dimension. E.g. If you buy vinyl in 15' rolls that contain 50 yards of vinyl then you will want to make sure that the number 15 is placed in the height field and that 'inches' is dotted and the number 50 is placed in the width field and that 'yards' is dotted.

1.29. Price difference in RTA with same cap height and vinyl?

> I was estimating a job with 1" letters the first line of copy was By
> appointment only. The rest of the copy was hours of operation, you know
> HOURS, MON - FRI 8:30 - 6:00, etc. Anyway the first line was price in
> Estimate at 24¢ per letter. The rest of the copy was priced at 54¢ per
> letter. I was using the same vinyl for both lines. Why is this do
> you suppose?

There are a couple of factors that cause the price difference:

1. The price is different for "HOURS, MON - FRI 8:30 - 6:00" because there is a slightly higher material cost and production labor due to more letters.

2. Also EstiMate is rounding in its calculations so the rounding/overidden price is different in the two line items, thus contributing to a price difference.

Of course, if you want the price to be the same, you can always override the each price and make it the same for both.

1.30. Pricing in EstiMate compared to QuickBooks?

How does pricing in EstiMate compare with pricing directly in QuickBooks?

Pricing with EstiMate:
1. Custom pricing screens allow you to quickly manipulate the components that go into a sign, and give you control over all factors that go into pricing signs.
2. Database for vendors, customers, substrates, vinyls, and more that are easy to edit and update, and are used to build custom prices for signs.
3. The ability to print a professional looking estimate.

Pricing with QuickBooks:
1. Entry of line items and descriptions directly, without sign-specific pricing screens. This means that you must refer to pricing guides or otherwise come up with the prices you then plug into QuickBooks.
2. The ability to print a professional looking invoice.

1.31. Production time and digital printing?

Where does EstiMate get its production time figure in digital printing? My production time seems too high, and I haven't adjusted any of the defaults.

The production time calculation comes directly from the number of passes you have selected for the foil. For example if you are doing a CMYK or Process color job and have the number of passes set to 4 you may see a production time of 11:30 or other figure that may seem arbitrarily large. Changing the passes from 4 to 3 will make a marked difference in the production time figure shown.
It is important to remember the production time shown is not meant to be an assessment of how quickly EstiMate believes your shop can do the job, but rather the maximum amount of time that your printer has to print the desired number of pieces before you start cutting into your profits.

1.32. Vinyl / Painted Signs and Background Painting?

On the vinyl/painted signs window: when picking the substrate, I'm
assuming that this is a 'raw' substrate, ready for lettering (which is why
it asks how many coats of paint). Is this correct? And regarding the
coats of paint: would this be total number of coats, both front and back?
Or just the side to be lettered?

Vinyl / Painted Signs and Background Painting: Yes, the substrate is 'raw,' and EstiMate assumes painting of both sides. The cost for the paint can be set in the preferences portion of EstiMate. Management > Configure EstiMate > Preferences. In our shop we charge for three coats and this covers our primer and paints with room to spare.

1.33. What about artwork complexity on repeat orders?

When doing a repeat job for a customer, shouldn?t the artwork complexity be set to 0, especially if the artwork is very complex? I understand that computer design time has to recouped, but shouldn?t it be a one time charge and on a separate line rather than included in print cost? Including design time in the price of the decals is okay on one-time orders, but it throws off the cost per print when figuring out reorders.

It is advised to avoid design time altogether and simply handle repeat orders using the 'Other' line item and specifying a flat rate for the job, hence you will be charging for producing the repeat order only.

1.34. What are the entries in my EstiMate data file for?

In my EstiMate data folder I see a number of database items. What are these for and why do I need them?

The data file entries are important as these are where EstiMate stores information such as your vinyls, substrates, customer list, and the associated parameters for each. If you do not have these items the program will not function properly.

Here is a list of database entries along with a brief explanation of their use. Throughout, keep in mind that there are several files for each database table, all with the same name and different extensions. We will refer only to the name, with a .* extension, but remember to consider all the files as one. For example, if we say:

archives.*

We are referring to:

archives.db and
archives.mb and
archives.px and
archives.x04 and
archives.x0c and
archives.y04 and
archives.y0c as a group.

Now we?ll discuss each of the data files and their specific purpose.

archives.*

The archives database entries store your archived estimates and jobs, but not the individual line items.

architem.*

The architem database entries store the actual line items for your archived estimates and jobs. So if you ever want to copy just your archived estimates and jobs from one folder to another, you would move all the files named archives.* and all the files named architem.* together to the new folder.

backup.*

The backup database entries are scratch tables generated by the database engine. They are unimportant to the working of EstiMate and can safely be deleted.

customer.*

The customer database entries store the information in your customer list including names, addresses, phone numbers, and web addresses of your customers.

discount.*

The discount database settings store your settings for your job discounts. These are the discounts you see on the discounts dropdown on the estimate screen or by clicking Edit Data Files > Discounts from EstiMate?s main screen.

estimate.*

The estimate databases store all your estimate information except the actual line item detail.

items-estimates.*

The items-estimates databases store the line item detail for your estimates. So if you ever want to copy just your estimates from one folder to another, you would move all the files named estimate.* and all the files named items-estimates.* together to the new folder.

jobs.*

The jobs databases store all your job information except the actual line item detail.

items-jobs.*

The items-jobs databases store the line item detail for your jobs. So if you ever want to copy just your jobs from one folder to another, you would move all the files named jobs.* and all the files named items-jobs.* together to the new folder.

foils.*

The foils databases store information in the foils/ribbons/inks database (edit data files > ingredients > foils/ribbons/inks) including size, cost, description, and markup parameters.

invterms.*

The invterms database stores the list of terms available for use on printed invoices.

linesquare.*

The linesquare database stores information input into the linear square items database including descriptions, sizes, and unit cost/markup criteria.

material.*

The material databases store all your sign substrate information.

recur.*

The recur databases store all information related to retail items including description, cost, and markup criteria.

rptlabor.*

The rptlabor databases store information about repeat labor items, including description, time, and labor rate criteria.

salespeople.*

The salespeople database stores the names of salespeople you enter in Edit Data Files > People > Salespeople within EstiMate.

scrninks.*

The scrninks database stores screening inks like Coroglos or Sericol that are selected in the silk screening inks dropdown on the screenprinted signs and screenprinted garments plugins.

shop.*

The shop databases store your shop information including shop name, address, phone number and contact info, as well as your pertinent settings such as your hourly rates.

supplier.*

The supplier database stores information on your suppliers including name, address, and telephone number criteria.

terms.*

The terms database stores your list of terms that are selected for use on an estimate.

textiles.*

The textiles database stores parameters for the garments entered in the garments datafiles that are accessed in conjunction with the Screen Printed Garments plugin.

thermsub.*

The thermsub databases store parameters of the digital print media used on the digital printing plugin.

threads.*

The threads database stores parameters for threads selected from the embroidery plugin.

tips.*

The tips database stores the tips displayed on the tip of the day window that pops up when EstiMate is started.

vinyl.*

The vinyl databases store information about vinyls that are selected from the vinyl/painted signs, Window Graphics, an RTA plugins. Criteria stored include size dimensions, description, cost and markup.

Other files in the Data Folder:

exportaccounts.ini

The exportaccounts.ini file is a configuration file that contains the QuickBooks account and item names specified in the export account assignment screen within EstiMate.

pdoxusrs.*

These files control user access to your database. They can be deleted as long as EstiMate is not running.

emailsubjects.*

The emailsubjects file stores a list of subjects you can choose for retrieval when sending an estimate via email.

Questions and Answers:

Q: Should I be accessing my data folder on a regular basis?
A: No. The databases should be accessed from within the EstiMate application only.

Q: Are there times when I will need to access any of the entries in my data folder?
A: Only as directed by an EstiMate technical support representative.

Q: Can I export my data files to other programs?
A: There is no particular support at this time for exporting your files to other software programs, however the datafiles are in paradox format, hence if the software you want to export to supports this format then it may be possible for the software to read the files.

Q: Should I backup my data folder?
A: Backing up is always reccommended, however the best way to backup your data is from within EstiMate itself. This is accomplished by clicking Management > Backup/Restore data files. The backup utility will compress the data folder into a small file that can be stored on a wide variety of media for later retrieval.

Q: I want to move my data folder. Is this possible? If so, what is the best way to go about it?
A: It is possible to move the data folder to a new location. The best procedure is to:
1. Close EstiMate.
2. Copy the data folder at its current location.
3. Paste the data folder to its new location.
4. Open EstiMate and select the data folder at its new location by clicking File > Network Setup > Select.

Q: EstiMate is not working right and it seems that files are missing from the data folder. Did EstiMate corrupt or remove some of my data files?
A: No. EstiMate does not have the capability to delete entries in the data folder. There are two possiblities: 1. A hostile program like a virus has been randomly deleting files on your computer. It is strongly suggested that you run an updated virus checker to look for and remove any viruses on the computer. 2. The files were removed by the user or an employee.

1.35. What are the height and width for when I am adding a substrate?

I am adding a new substrate to the list and am wondering what the height and width columns are for.

The height and width columns are for the exact measurement of the substrate as it comes from the supplier.
E.G. A 4x8 sheet of aluminum would be best described by inputting the integer '4' in the height column and clicking the radio button for feet. Do the same for the 8 foot width.

1.36. What are the shop workload and margin sliders for?

What are the shop workload and margin sliders for?

Most of the time the shop workload slider will stay at 50% and be a constant throughout your estimating. Above 50% it will add to profit and below 50% it will subtract. Use this slider only if you are busy or hungry respectively. One use for this slider is if a customer needs a rush job and is willing to pay extra for it; you could put it up to 100% to add to the profit side of the equation and cover yourself for the extra workload that your shop will have because of the need for the quick turn-around and extra personnel hours.

The margin slider will also nearly always remain constant and at 100% where its effect on the estimate is null. Not to be confused with profit margin, the margin slider is only to be used when there is a difficult customer (i.e. a jerk or other type person who causes you unnessary stress. This could also be used for a customer who is difficult to collect from. When moving the slider down it looks like you are decreasing your profit, but are actually raising the price! :-)

The margin slider is AKA 'The Flake Factor' and 'The Deadbeat Factor'.

1.37. What defines a contour-cut?

What defines a contour-cut?
A simple contour around a circular sticker or do you mean more complex cuts like a text or logo?

A contour cut can be defined as any cut you make to the sticker beyond the basic rectangle.

The contour cut slider defaults at 0% which = no cutting. A percentage level of 1-2% may be a good level for a straight rectangular cut and a range of 5-6% may be a good range for basic contouring such as rounding the corners on a label or sticker.

More complex custs like text or logo will require a greater percentage increase. The bottom line here is an increase in production time. Higher contour cut percentage = more production time.

1.38. What do I do in EstiMate when a customer has paid in full?

What do I do in EstiMate when a customer has paid in full?

Nothing. When a customer has paid in full, we recommend a trip to Tahiti.

Seriously, do the following:
1. On the estimate screen click the print icon.
2. Select estimate.
3. On the 'print a report' screen select one of the full payment options from the 'estimate terms' dropdown list. For example: This estimate good for 30 days. Full payment due on delivery.
4. Print the EstiMate and have the customer sign it.
5. Convert the estimate into a job.
6. From the job screen click the print icon and choose 'invoice'.
7. Print the invoice and mark it paid.
8. Hand the invoice to the customer.
7. If exporting to QuickBooks or other accounting software on the 'Choose Export File/Type' dialogue box choose 'cash sales' from the Import Transactions Into QuickBooks As: dropdown list.
NOTE: You may also choose to skip step 7 and export to quickbooks and print the invoice directly from QuickBooks.

1.39. What do I do with a job that is finished?

Once the customer has paid and the job is finished what do I do with the job in EstiMate?

There are 3 common scenarios.

1. The convention in EstiMate since its creation is to archive or delete the job after it is completed. If you are using the QuickBooks link however your best bet is to run the export transactions to QuickBooks feature first before archiving.

2. Export and delete. Some users who are using the QuickBooks link also will simply export finished jobs to QuickBooks and then delete them from EstiMate.

3. Mark the finished jobs as "Completed". Version 1.91 and later gave users the ability to mark a record as "completed", hence you can see at a glance what jobs have been completed and those still in progress. The downside of leaving finished jobs sitting in the open list is it can become overly full and slow to load.

Conclusion:

Unless you are using the QuickBooks link or have some other reason for leaving the jobs sit in the open list we recommend you either archive or delete the record at your option, for best performance.

1.40. What do I do with EstiMate after upgrading Windows?

What do I need to do with EstiMate when I upgrade or install a new operating system on my computer?

As a first step it is strongly reccommended that you backup your data before installing the new operating system. To backup data from within EstiMate, click Management > Backup/Restore Data Files and click the backup button, select a location, name the file and click 'Save'.

Because you may need to re-install EstiMate after upgrading the OS, you will need to notate the 5-Digit ISN (Install Serial Number)that comes up on the Security Monitor screen when you first launch the software after the OS upgrade.

Ask for a Key Request Form from EstiMate by calling 828-274-7142. Notate the ISN on the Key Request Form, follow the remainder of the instructions listed on the form and fax it back to 828-274-4625 or email it to sales@estimatesoftware.com

An EstiMate representative will generate a key, notate it on the form and return it to you. Once you receive the key request form back, you can then copy the key number into your software and unlock it.

There is not a charge for this service.

1.41. What does production time include?

What does production time include?

Production time includes all the physical labor that it takes to produce the finished sign, except for time spent designing it at the computer or drafting table.

1.42. What does the 'build graphic in shop' box do?

I have been using the 'Custom Vinyl Logos' section of the RTA plugin and I see the 'build graphic in shop' box there. What does the 'build graphic in shop' box do and when is it needed.

The 'build graphic in shop' adds production time to your estimate. One use for it is when you have several different parts to a logo that you need to cut weed and assemble to make the composite logo for the customer. Hence you would add additional time using the 'build graphic in shop'check box to cover your time to assemble it.

1.43. What does the market level slider do?

The Market Level adjustments are a helpful feature, I guess, except
that I'm not sure how it works or what it does, exactly. Can you give me
a little more in-depth explanation as to how to approach this?

Market Level: This is how EstiMate adjusts pricing for your market / region / etc. At 50%, it does nothing to the price, and the 'hard numbers' reflect time and materials only. Above 50%, it will add to the profit side of the equation, and below 50%, it will take away from profit.

Keep in mind that this is not a dollar-amount adjustment, but rather a percentage adjustment that takes into account all the factors of the job, since every job really is a custom project.

The market level is designed to help you keep your prices in the ballpark with your competitors, and not under- or over- bid any jobs. The best way to set it is to figure five basic jobs, for ex. aluminum sign, banner, etc., with the coverage slider, artwork complexity slider, and difficulty level slider set properly. Then adjust the market level until the price looks correct. Make a note of the 5 percentages, average them, and set the global market level to that percentage.

The global market level can be set via Management->Configure EstiMate->Market Levels in versions 1.93b and prior. In versions 1.94 and greater the market level setting can be set by clicking the hammer icon on the pricing screen itself.

The market level is the 'perceived value' part of the pricing equation.

As an example, lets take 5 signs that a sign shop might do on a regular basis.
1. A coroplast yard sale sign.
2. A 3'x8' banner.
3. An aluminum business sign.
4. A Pair of Magnetic car door signs.
5. A 4'x8' MDO Sign Single Sided.

The sign shop owner calls competitor #1 and gets prices on each of these signs:

1. A coroplast yard sale sign: $27.00
2. 3'x8' Banner: $109.00
3. Aluminum business sign: $38.00
4. A Pair of Magnetic car door signs: $75.00
5. A 4'x8'MDO Sign Single Sided: $240.00

Next, the sign shop owner opens EstiMate and does 5 estimates with the coverage slider, artwork complexity slider, and difficulty level slider set properly. He then adjusts the market level slider on each estimate to a percentage value that equals or comes close to the competitors prices as listed above. To illustrate:

Market Levels:

1. Coroplast yard sale sign: 55%
2. 4'x8'Banner: 53%
3. Aluminum business sign: 58%
4. A Pair of Magnetic car door signs: 52%
5. A 4'x8'MDO Sign Single Sided: 60%


The shop owner then averages the five percentages:
55%+53%+58%+52%+60% = 278% / 5 = 55.6% or 56%

The sign shop owner then clicks on the management icon from EstiMate's main screen and selects the configure estimate menu option. He/she then clicks on the market level tab and moves the vinyl signs market level slider to 56% then clicks the OK check mark on the market levels screen, and then once again on the configure EstiMate screen to return to the main screen.

The shop owner has now taken steps to get an accurate market level that is a reflection of the pricing in his area.

** Another Possibility **

The shop owner may choose to take the scenario further by calling two other competitiors repeating the same sign scenarios for each competitor and averaging the 5 percentages for each competitor.

Competitor# 1: 56%
Competitor# 2: 51%
Competitor# 3: 59%

The savvy shop owner then averages the global market values of each competitor: 56%+51%+59% = 166% /3 = 55.33 or 55%

The shop owner is glad he took the extra time because he now knows he has an accurate picture of the market in his/her area and can now price accordingly and profitably. :-)

1.44. What is the 'prints will be installed onto signs in house' box for?

In the digital printing plugin I see a box that says 'prints will be installed onto signs in house'. What does this box do and when should it be used?

The 'prints will be installed onto signs in house' box adds production time to the estimate. It should be checked if you
are applying the digital print to the substrate in your shop as it covers your time for masking and application.

1.45. What is the 'Retail Items' section for?

What exactly is the 'Retail' feature for in Pro?

An example of a retail item would be an angle-iron 'H-Frame' for a yard
sign, or a rope for a banner. In other words, something you re-sell,
cookie-cutter fashion, on a regular basis. You can always use the 'other'
line item in EstiMate Basic to simply type in the item you are selling and
enter the price, the retail items section just automates the process by
storing these items in a database.

1.46. What is the difference between 'Artwork Complexity' and 'General Difficulty Level'?

What is the difference between 'Artwork Complexity' and 'General Difficulty Level'?

Artwork complexity refers to everything done before the vinyl gets cut / pattern gets produced / Edge starts printing / etc. It is billed at the design rate and refers to time spent creating the artwork for the job, including scanning, cleanup and layout. General difficulty level refers to the difficulty level of production: shadows, outlines, difficult weeding, high wind / high places for outdoor work, etc.; anything that happens after the artwork is ready and the job is in production. This is billed at the production rate for your shop.

1.47. What is the difference between 'Other' and 'Free Form'?

In my old version of EstiMate I used to use 'Other' but now I see 'Free Form' in my Quick Quote list after upgrading. What is the difference?

There is no difference between 'Other' and 'Free Form' only the name has changed.

1.48. What is the item field for on the Export Account Assignments screen?

When going thru the export to quickbooks screens in EstiMate there is a screen for Exporting Account Assignments. On that screen there is an item name field. . .what is that for?

The item field is used to specify a specific category within an account. In essence an account is a broad category of income and expenses and the item within the account allows you to track more detailed revenue information. An example would be if you wanted to see how much revenue was being generated by vinyl sign sales, you could setup and item in QuickBooks called 'signs&graphics' or 'vinyl signs' and then use the export wizard in EstiMate to select the appropriate account and the specific item of 'signs&graphics' or 'vinyl signs' respectively.

1.49. What is the only affect production time box for?

When I'm pricing screen printing I see a box that says "only affect production time". What is this box for and how does it affect the quote?

The only affect production time box allows you to choose whether or not you pass the savings on to the customer for doing 2 or more up on a screen. If the only affect production time box is checked, EstiMate will price as if the job is 1 Up and the overall price will be higher. If the box is * not * checked EstiMate will pass the savings of doing 2 or more up on a screen to the customer and the quote will be a lower price.

Whether or not to have the box checked is a matter of personal preference. In a competitive market you may consider pricing with the box unchecked to give a more competitive bid. If you are in a strong market or simply would like the savings to be returned to the shop's bottom line, then you may consider quoting with the box checked.

1.50. What platforms does EstiMate operate on?

I am evaluating purchasing a new computer to install EstiMate on, but am not sure what platform EstiMate supports?

EstiMate will run on 32-bit Windows platforms including:
Windows 95, 98, NT, ME, 2000, and XP. EstiMate will not run on Windows 3.1 or straight DOS.

Macintosh users:
EstiMate can be run on the Mac providing you have Windows emulation software installed like VirtualPC.

1.51. What reports I am able to produce with EstiMate?

What reports I am able to produce with EstiMate?

The reports EstiMate will generate are as follows:
1. An in-house production order detailing how to make the sign, what materials you need and who to order them from.
2. A financial analysis report that tells you exactly where your money is going and how much you are making.
3. Jobs in-house for easy production management.
4. Estimates out by date for easy tracking.
5. Vinyl letters price chart.
6. Customer lists.
7. Mailing labels.
8. Conversion report showing ration of estimates to jobs, totals, customer and salesperson.

1.52. What resolution do you recommend for my logo?

What is the recommended resolution for a logo that is to be imported into EstiMate?

It is recommended that you make it 300 d.p.i. (dots per inch) for the best results. For example if you have a logo that is 1' x 3' then your resolution should be 300 x 900 d.p.i.

1.53. When using the '#up per pull', do you enter your finished size or material size?

In Silk Screen Pricing when using the '#up per pull', do you enter your finished
size in Hgt. & Wid. or your material size?

The finished size in height and width. This checkbox is there so EstiMate
can accurately gauge production times.

1.54. Where are rounding and overidden price coming from?

>I cannot seem to find an explaniation for
>rounding and override price. I see an
>adjustment in my hard numbers but I would like to understand where it is coming from?

Rounding comes from two places: one is a reality of math, the other is a convenience. The 'reality of math' is that when figuring a price, say $73.69 for two signs, EstiMate then has to do the following: divide 73.69 by 2, giving 36.845, then round 36.845 to 36.85, then multiply by two for a final price of 73.70, resulting in a 'rounding' of .01. This adds up over multiple quantities and multiple line items, and often this number can seem high. It is in essence a true accounting of where the price is coming from. The convenience is easier to explain: in quantities of one, if you check the rounded box, it rounds to the nearest $1 (upward) and puts the difference in the rounding / overridden adjustment.
Overriding means, in our example above, if you plug in 37.00 each then EstiMate will do the following: 37-36.845=.155 x 2 = .31 in the Rounding / Overridden adjustment.

1.55. Where do I find networking information?

Where do I find networking information in my EstiMate help files?

The procedure is outlined in an article called "The art of networking" in your help files.
From EstiMate's main screen click Help > Search for topic. Under the index tab, type the word 'net'. The word network will highlight. Click the display button at the bottom. Highlight the 'Art of Networking' entry and click the display button again. Follow the instructions outlined in the article.

1.56. Where do I price pad printing in EstiMate?

I have a new pad printer and want to price the work in EstiMate, but am uncertain what plugin to choose.

To price pad printing use the screen printed signs plugin.

Tip: Promotional items like mugs, keychains, and pens can be input in the substrates list for selection on the quote.

Tip: Consumeables like the pad can be input in the screen charge area.

1.57. Where would pounce pattern pricing be done?

Where would pounce pattern pricing be done?

This is best done in linear-square items.

1.58. Why are completed Jobs shown when printing the Work-In-Progress Report ?

When I Print the Work-In-Progress Report it prints both in progress and completed jobs. Why is it showing the completed jobs?

The work-in-progress report prints all jobs in your "open" list. If you archive those jobs (Archives > Expire / Archive Finished Jobs) they will no longer appear in this list and also will not appear on the Work-In-Progress Report.

1.59. Why are job and estimate numbers different?

After an estimate is approved by a customer we convert to a job, no problems, for some reason the job is allocated a different # than the estimate, this means that if someone on our production floor has a problem with the job and wants to look at the original estimate the #s are out of kilter, is there a reason for this?
Would it not be better for all paperwork generated by your program to have the same id?

The job may have a different number than the original estimate due to the simple fact that not all estimates turn into jobs, hence if you do estimate # 101, 102, and 103 and only the person on estimate 103 requests that the sign work be done then EstiMate may use Job # 101 because the jobs database works sequentially and has not yet caught up to the number on the estimate database.

There are essentially two ways of addressing this to minimize confusion in your shop.

1. Before converting the estimate to a job, in the non-printing production notes on the estimate screen type in a sentence like 'derived from estimate # 122' then convert the estimate to a job and if there is ever any question as to which estimate the job was created from the shop simply has to look at the production notes to see the original estimate number.

2. Click Management > Configure EstiMate > Preferences. The jobs and estimates can be re-numbered by adjusting the arrow keys accordingly in the Job and Estimate Numbers section of the preferences. NOTE: Raising the number of the estimate/job will re-number future estimates/jobs but will not renumber those that have already been done.

Note: The system is being reworked so in EstiMate version 2 you will have the option to make the estimate and job numbers the same.

1.60. Why are there multiple print mode's in wide format inkjet?

What did you have in mind when you setup the wide format inkjet plugin with multiple
PRINT MODE'S like 360-2, 360-4; 360-6 and what is the difference between these?

The difference is in the print speed and dpi resolution. The specifications are directly from the printer manufacturer and you can see what these are at any time by clicking the book icon next to the print mode dropdown when you are on the pricing screen or from EstiMate's main screen by clicking Edit Data Files > Inkjet Printers.

The idea behind these settings is to make EstiMate calculate production times that have your specific printer in mind rather than using a predetermined calculation based on average printer speeds.

1.61. Why change the number of passes on the digital printing screen?

Why change the number of passes on the digital printing screen if you
have already set them in the foils database?

A: Remember that the goal of EstiMate is to make pricing as flexible as
possible. Thus the ability to change the number of passes in either
location. One application for changing the amount of passes right on the
digital printing screen would be spot colors. If you were doing a digital
print with red and green spot colors that normally have a default number of
passes as 1 in the foils database, you could select spot colors from the
drop down list and then change the number of passes to 2 in order to allow
for the extra spot color.

1.62. Why does my price vary from the market levels tab?

In configure > market levels > digital printing I set the price for the 20) 3\" x 11\" 4CP on HP bumper stickers at 4.06. When I enter the exact same item on an actual estimate the price is 8.65 - what gives?

Your figures may be different than in the market levels tab. Because your actual print media, foil or ink may have a different cost or markup thus the price may vary from that shown on the market levels tab.

1.63. Why doesn't the vinyl letters price chart price the same way my RTA plugin does?

When I print out my vinyl letters price chart, the prices don't match the price in my RTA plugin when I generate a price for one letter of the same size.

This is because the RTA plugin prices with a 5 minute minimum - it assumes that you are pricing this as 'a job.' Remember, it is unlikely that a customer will actually purchase _one_ premium vinyl 'A' at a time. They will purchase words and phrases.

The vinyl letters price chart is just a guide for your customers to go by when roughly pricing vinyl letters. They should call you for an 'actual quote' before you do the job.

However, most likely you'll do a bit better profit-wise if they just go by the vinyl letters price chart.

1.64. Why is EstiMate pricing differently than the Sign Contractor's Pricing Guide?

EstiMate prices consistently lower on plywood signs in comparison with the Sign Contractors Price Guide. Why?

EstiMate has no relationship to the Sign Contractors Price Guide. EstiMate is designed to price based on custom work specific to your area and your particular shop, whereas the guide lists general prices for general regions of the country. If you want to see EstiMate price slightly higher on a consistent basis, raise your market level slider a few percentage points to add to profit.

1.65. Why is my pricing off on double sided inkjet mounting?

When I select the mount on both sides checkbox in the WF inkjet plugin the price goes down what am I doing wrong?

The price goes down because less substrates (mounting materials) are being used. When the checkbox is checked, EstiMate calculates 1/2 the quantity of substrates because it is assuming you will be mounting the single-sided prints on both sides of one piece of mounting material, hence the amount of mounting substrates needed is 1/2 the amount of prints.

Example:

8 48 X 96 prints mounted on both sides of gator foam mounting material.

In this example EstiMate is looking first and foremost at the quantity of * prints * which are 8 in our example. For the mounting material it will calculate 4 pieces of gatorfoam.

Tip: If the amount of *finished signs* you need is 8 then the quantity you would input into the job specifications field would be 16.

1.66. Why is there no quantity discount feature for silk screening?

Why are quantity discounts set only on the windows graphics estimate only,
shouldn't also go on the silk screen estimate?

Quantity discounts affect Window Graphics, Vinyl Signs, and Digital Printing. They don't affect silk screen printing because most screen printing jobs begin at quantities higher than the maximum quantity for which a discount would be applied.

1.67. Why isn't window graphics a part of EstiMate Basic?

When I converted my Trial Edition to EstiMate Basic, I seem to have lost the window graphics module. Why don't you make window graphics part of EstiMate Basic?

The window graphics feature formerly available only to EstiMate PRO users in versions 1.6 and previous is now available to all EstiMate users beginning with version 1.71. Upgrade to the latest version of EstiMate and you will have this feature. To upgrade visit www.estimatesoftware.com or call 828-274-7142.

1.68. Will EstiMate retain my information and prices after purchase?

If I download the demo,will all of the info I am entering as far as material cost, suppliers, customers, etc... stay in there when I purchase the software or will I have to re-enter it?

EstiMate will retain any settings or information you put in the software demo.

1.69. You have not yet configured . . . would you like to do this now?

Since we have just updated to the 1.95 everytime we try to do an estimate or job we get a prompt saying: "You have not yet configured the Retail plugin (or whatever plugin we try to go to). Would you like to do this now?"

This is normal. In versions 1.94 and above the configurations for the plugins were moved from the management section to directly under the individual plugins in order to make them easier for customers to access and make changes if necessary.

If you have just updated, there is nothing you need to do. Your plugin is already configured so when you see the prompt, check the "don't show me again" checkbox and click "no I'll run with the defaults" option.

On future quotes this prompt will not come up and you will go directly to the pricing screen. At any time if you want to see what your configuration settings are you can now click on the hammer icon at the top of the pricing screen.

1.70. Your transfer tape calculations are done in U.S. dollars what about Canadian customers?

Your transfer tape calculations are done in American dollars. What do I do since I am using Canadian dollars?

Begining with EstiMate ver.1.91 transfer tape calculations became user definable. You can now click > Management > Configure EstiMate > Preferences and enter the transfer tape information you desire.

Another solution to this problem would be to create a new vinyl called 'transfer tape' or ' pre-mask' and put in a cost and markup that would represent the difference in price between what you pay in canadian dollars and what EstiMate calculates.

2. Financials: Hard Numbers Etc.

2.1. 'Other' doesn't give me good hard numbers?

When I am adding an item under 'Other' aka 'Free Form', the production time, and/or the design time, does not appear under the 'costs' when I double click to the Hard Figures section. Is this an oversight, or am I missing something?

We have had this reported just one time and were unable to replicate this issue in our tests. It is recommended that you upgrade to the latest version of EstiMate and try again.

2.2. Can I remove the $6400 figure in the overhead worksheet?

I am setting up the overhead worksheet with my information. Can I remove the default $6400 figure that is in there by default?

Yes you may remove the $6400 figure if you are inputting your own information. The $6400 is there to get EstiMate's default rate of $48/hour.

2.3. Cost of transfer tape?

I just received the demonstration of estimate. I love it already! I do not see anywhere for the price of transfer tape. How is it figured?

Answer for 1.94 and later versions:

Transfer tape calculations are now user definable. Click the hammer icon at the top of the pricing screen to access the configuration and set your transfer tape parameters accordingly.


Answer for 1.9 - 1.93b versions:

Transfer tape calculations are now user definable. Click Management > Configure EstiMate > Preferences.

Answer for EstiMate 1.81 and previous versions:

Transfer tape is added into your pricing wherever applicable at 1/10 of 1 cent per sq. in.
This works out to about $100 for a 48' log of tape, which is an average of various tapes out there.
This is split evenly between profits and expenses.

2.4. Difference in EstiMate's material cost vs. my calculations?

When I check the hard numbers in digital printing on oracal 651 vinyl with duracoat spot foils I am not getting the same cost as the program.

The decals are (250) 3 x 4.5 with two colors. When I figure my cost be outputting the job to the gerber edge and figure my cost per foot I come up with a cost of almost $50 bucks. When I do it in estimate it shows my cost about $25 bucks.

I use this process to check decals now and again and the cost is usually pretty close. Is it because of the way estimate configures the stacking of the decals or what?

To figure my actual cost I take the amount
of vinyl and foil and times it by my cost of each.

Oracal 651 runs about .30/ft and foils about .58/ft. On this job when I output the job it uses
405 inches of vinyl and foil. So to calculate my cost I take .30+.58+.58=
1.46/ft. Vinyl and two colors of foil. Then I take 405/12 to get it into
ft. this gives me 33.75ft. 33.75*1.46= 49.275. This I know is my actual
cost. I just trying to see how estimate arrives at its cost?

Here is how EstiMate is calculating the material cost:

One decal: 3 X 4.5 = 13.5sq in.
Total job: 13.5sqin X 250 qty. = 3,375 sqin

Media cost: 13.5 X .0016sqin = .0216 per decal.
Total media cost: .0216 X 250qty = $5.40
Transfer Tape: 13.5 X .0006 sqin = .0081 per decal
Transfer Tape Total: .0081 X 250qty = $2.02
Foil cost: 13.5 X .0026 X 2passes = .0702 per decal
Foil total: .0702 X 250 = $17.55

Media = $5.40
Transfer Tape = $2.02
Foil = $17.55
_____________________

Total Material Cost = $24.97

Notes and observations:

The difference in cents between your hard numbers and these calculations is due to rounding.

EstiMate is calculating square inches only for the media and not factoring in stacking or like parameters.

If using the gerber edge, you should have the min. sqin this foil must print setting in the foils database set to 11.8 instead of 1.

If your pricing seems low then one place to check is the markup you have for the foils. The default percentage of 100% is low based on collective input from sign makers who are doing digital printing. Levels in the 300-400% range have been recommended.

2.5. Digital Printing Pricing off when using mm instead of inches?

If I install the program to work in inches and leave all the defults and calculate a single 3" x 3" color camm print it works out at about $10.00 which appears OK.
If I install the program for mm and work out a single Color Camm print 100mm x 100mm it works out at $90.00, way too high (that is $90.00 each), if I change the quanity to 10 it works out at $81.00 ($8.10 each)So it's cheeper for 10 than for 1 ?

The real issue is in the foils database and how the dimensions are listed in a metric install of EstiMate.

When estimating in inches EstiMate's default dimensions for a ColorCamm / Plus 4-Color Resin is 1" X 270 feet. When you install EstiMate for metric calculations the ribbon price is still the same but the dimensions listed for the ribbon are 1mm X 270mm. Note that the height dimension is indeed 1mm.

Solution: convert the ribbon dimensions into metric equivalents and re-price the digital print. You should see a significant difference in the price.

2.6. Discounting too deeply?

EstiMate seems to be discounting signage too much. On 20 signs for example the price is 1/2 of what it would cost for one!

The issue is really with design time. When estimating one sign all the design time is applied to that sign. However when you get into quantities of signs, the design time is spread out over each sign. Hence, it appears that the quantity price is too low, when actually this amortization of design time is at work.

Please double click on the subtotal box, and review the hard numbers. You will find that the per sign price is not arbitrarily low. Examination of the quantity discounts field will also demonstrate that a large discount is not being given in most cases.

In addition, more detailed info is available in your help files. Click Help > Search for topic > type the word "discount" without the quotes, and press the display button. Highlight the entry called "quantity discounts demystified" and press display.

This will give a pictorial diagramme of how EstiMate is working and present alternatives.

2.7. Embroidery not showing up in account assignments list?

When I am filling out the pricing plugins portion of the export account assignments screen, I do not see embroidered items in the list of assignable plugins, where is it?

The solution here is to upgrade to EstiMate 1.96 and you will see embroidery as an assignable plugin.

2.8. Embroidery pricing too high?

I am running a 1 head embroidery machine and my pricing and production time are coming out way too high. What do I do to get my pricing down to normal levels?

The default stitches per minute setting may be too low. Click QuickQuote > embroidered items > hammer icon. Change the stiches per minute in the 3000-5000 range and try your pricing again. Click the green checkmark to save the changes, then cancel the QuickQuote.

You should see better prices for your embroidered items.

2.9. EstiMate and Sales Tax?

In my area I have to adjust how much sales tax is charged based on where the sale takes place. That is to say, my shop is just outside the city limits, so any sale here is taxed only by the state and the county. Whereas if I install a sign in the city limits, then I am obligated to charge the city sales tax as well. And, of course, if the sale is to an out of state customer, no tax is charged. And while
we're on the subject, how do I show sales to gov't entities, Non-profits, and so on?

Currently EstiMate supports only one sales tax. Each individual line item has the option to be taxed or untaxed, so in the case of a no-tax sale, simply turn off the taxed option for each line item (this can be done directly on the pricing screen).

As far as sales to governments and non-profits, simply follow the directions above, and if there is a discount to apply you can simply choose it from the discount list.

2.10. EstiMate doesn't show the correct balance due ?

I collect $35 dollars as a standard deposit. When the balance due is less than $35, the balance due line will still say $35.
How do you get EstiMate to show the true dollar amount?

Answer: Adjust the minimum to take per order. Click Management > Configure EstiMate > Minimums. (Or in later versions Management > Configure EstiMate > Preferences). Adjust the minimum to take per order downward. EstiMate is designed to never price below the minimum order you have set in your configuration, hence if an estimate goes below that minimum, the software will adjust the price upward so the minimum you have setup is honored.

2.11. How is profit labor calculated?

I can't seem to figure out how EstiMate comes up with profit labor. How is this calculated?

By default, profit labor represents 20% of your hourly labor rate. Therefore, if you have a $100 hourly rate, it is split with $80 going to overhead and $20 going to profit. Prior to version 1.05 a few users reported this being incorrect, and after version 1.05 this has been completely fixed. To change the default percentage, go to Management > Configure EstiMate > Overhead Worksheet.

2.12. How many sales taxes can we have?

For us Canadians, we require a space for a second tax - although we do not like the situation we must show our taxes independently of one another, i.e., Provincial Sales Tax and GST tax.

In version 2.0 EstiMate will have configurable sales tax schema, so one can select a wide variety of tax situations. In the meantime, there is only one sales tax in EstiMate. However, one of our Canadian users suggests the following:

In the estimate I do not show the tax. When I print out the estimate
I add the line I created in the Edit estimate terms window.
I have a line which reads
This estimate good for 30 days. Full payment net 30 days. GST PST extra where applicable.

Alternatively, you can list the tax using a free-form item with the amount of the sales tax listed as a flat rate item.

2.13. Is there a shortcut for filling out the overhead worksheet?

It is inconvenient for me to fill out the entire overhead worksheet at this time is there a shortcut for doing it without itemizing everything out?

A shortcut is available via the following formula:

Gross Income from previous year - (net) from 1040 or corporate tax form = yearly expenses. Yearly expenses/12 = Monthly expenses.

Enter your monthly expenses into one of the fields labeled 'other' on the overhead worksheet and click the green OK checkmark to accept your changes.

Here is an example:

A Sign Company Grosses $85,000 in the past year. Their net income is $50,000. $85,000 (Gross) - $50,000 (Net) = $35,000 (expenses). $35,000 (Yearly Expenses) / 12 (months) = $2916.67 (Monthly Expenses).

In the above example the sign shop owner would place the $2916.67 monthly expense figure into the 'Other' column of the overhead worksheed to represent his/her monthly expenses.

See also these topics:
Can I remove the $6400 figure in the overhead worksheet?
How do I get to the overhead worksheet?
My hourly rate is too high what should I do?

2.14. Is there any way to have multiple hourly billing rates?

there are only two hourly billing
rates from which to choose, but I have separate ones for design, production
and installation. Any suggestions?

The repeat labor plugin is the best option. You will have the ability to use a custom hourly rate of your choosing specific to the job or process you are doing.

To learn more about the repeat labor plugin see the link below or call the EstiMate sales desk at 888-304-3300.

http://www.estimatesoftware.com/estimate/products/plugins/repeat_labor.php

2.15. Material costs over inflated by transfer tape calculations?

My material costs are over inflated due to EstiMate factoring in my criteria for transfer tape. What are my options?

Some options are as follows:
a.)Zero the fields and add transfer tape another way, as a vinyl in the vinyl's database or perhaps a flat rate free form item or retail item depending how you want to sell or charge for the transfer tape.
b.)Adjust your markup for the transfer tape. Perhaps try several different markups until the material cost figures on the hard numbers screen start looking better to you.
c.)Research alternate vendors for the tape who may sell it at a lower cost.
d.)If markup is not an issue for you with transfer tape then try a markup of 0% and see how the material cost figures look.

The bottom line is somehow you will want to account for your transfer tape costs, otherwise you will be giving it away on every job where you use transfer tape.

2.16. My hourly rate is too high what should I do?

My hourly rate that EstiMate calculates in the overhead worksheet seems too high how can I get it down to a more realistic level?

Make sure to pay close attention to the 'hours of operation' field in the overhead worksheet. Make sure to put in the field the billable hours in a day for *all employees* in your shop who are doing billable work. If the hours of operation field is only set for one person and the rest of the overhead worksheet is filled out for all the employees then the program may calculate the hourly rate too high.

In addition, keep in mind that the fields on the overhead worksheet are for monthly expenses. If you enter yearly figures in these fields it will make the hourly rate calculation abnormally high.

2.17. My labor charges on the hard numbers don't seem to add up to my hourly rate. Why?

When adding up my design labor, and production labor charges they don't add up to my hourly rate.

There are two possible reasons for this condition:

1. Dont forget to include profit labor ( at the lower right of the hard numbers screen) in your calculations. Looking at the hard numbers you will see that if you add design labor, producion labor, and profit labor together this figure represents (design rate * design time) + (production rate * production time).
2. There is a minor bug, fixed in ver. 1.05, that affects some people and fails to properly calculate labor charges.

2.18. My pricing for magnetic signs seems to be low. What's happening?

Just a quick question on magnetic signs. EstiMate has
priced almost every product we sell a little higher
than we used to (all those lost profits!) except for
magnetic signs. Does EstiMate calculate any time in
for cutting the material to size from the raw roll stock or for radiusing corners?

EstiMate does not automatically calculate any time in
for cutting the material to size from the raw roll stock or for radiusing corners. It assumes prepared blanks and application of vinyl only.

You will want to use the general difficulty level slider and move it to the right to increase production time until you are satisfied that the time the particular operation (e.g. cutting the material) has been adequately accounted for.

2.19. Overhead worksheet calculations don?t match up?

When I view the help file to find out about the overhead worksheet the hourly rate doesn't seem to make sense based on the entries on the worksheet. Am I figuring something wrong?

Here's how it works:

The sum of the monthly figures in the overhead worksheet is $12,800.
$12,800 x 12 months = $153,600 per year.
At 8 hours per day, 5 days per week, 48 weeks per year this shop bills a
total of 1920 hours per year (8 x 5 x 48 = 1920).
$153,600 / 1920 hours = $80 per hour base rate (before profit).

As the overhead worksheet specifies, the percentage you see will be "tacked
on" to your necessary overhead. This means that 20% of the $80 figure, or
$16, will be "tacked on," bringing the hourly rate to a total of $96.

2.20. Pre-Spaced Pricing Too High?

My prices in the pre-spaced vinyl letters are too high, what do i do?

If the pricing seems high, on smaller letters consider this:

Smaller letters (1 1/2' and smaller) are more difficult to weed and
therefore get progressively more expensive the smaller they get. At these
sizes material cost is negligible, and labor goes up.

2.21. Price too high when quoting acrylic letters entered as substrates?

I have been entering Medex (MDO) and acrylic letters as substrates, and when I prepare a quote for a customer the prices end up being too high. What do I do?

Go to Edit Data Files > Ingredients > Substrates. Select the substrate that is presenting the problem and edit it.
Make sure that both height and width parameters are consistent. e.g. If using inches, make sure both height and width are in inches not a mix of feet inches and yards. This should resolve the issue.

2.22. Pricing too low on digital printing?

I am having problem with the pricing levels in Estimate. Especially since I bought the digital graphics module.
Here is the problem. Pricing 24 5" by 10" Edge prints 4 color process on white hp vinyl. Contour cut with duracoat foils. I get a price of $90.
That is way too low. My global prices, etc. seem to be inline with others so why this price?

It is important to review the markup on your foils. The default
markup of 100% may not be adequate here. You may wish to try markups on the foil in the range of 300-400%.

2.23. Profit margin too low?

My profit margin seems too low. What do i do?

Profit margin is affected by the % you wish to see as profit on labor (from the overhead worksheet) and the markups on the materials. You should play with these figures until it you begin to see numbers you are satisfied with. Also, market level drastically changes profit so it should not be too far off 50%.

2.24. Same profit and expense figure in the hard numbers?

On the hard numbers, I see expenses & profits are the same number. Please explain. (If its cost it can't be profit)

On the hard numbers report the material expense and profit figure are the same because the default markup in the software is 100% hence the profit amount on your materials will be the same dollar figure as the expense amount.

Change your markup on your materials to a value other than 100% and you will see a different profit figure on the hard numbers report also.

2.25. Should my setup charge for silk screening include profit?

Can you tell me if the set up charge that I enter for silk screening should include profit or is the profit calculated from the hourly shop cost that I entered.

Yes. Your setup charge for silkscreening should include profit.

2.26. Total price drop on increased quantities?

As I increase the quantities of screen printed garments (3 tier pricing method), the total price drops, not just the price per piece.

Quantity 20 Description *Client's Shirts: 1 color(s) on Back
- 20 L
Black print
Each$4.13ea Amount $82.60 total

Quantity 36 Description *Client's Shirts: 1 color(s) on Back
- 36 L
Black print
Each$2.28 Amount$82.08

Quantity 48 Description *Client's Shirts: 1 color(s) on Back
- 48 L
Black print
Each $1.69 Amount $81.12

This is one instance where the financial analysis report is very helpful. The answer is in quantity discounts. On each line item you have the quantity discount box checked. You have a price break at 26 units in your configuration.

Hence, the first line item has no quantity discount because the quantity is 20 shirts and that falls below your pricebreak point. The subsequent line items each have a progressively larger quantity discount causing the total price to go down slightly even though you enter a larger quantity of shirts. You can print the financial analysis to see this in detail.

Try doing the quote again with no quantity discount checked and you will see the normal software operation of higher quantity = higher total

2.27. Undesired quantity discount in hard numbers field?

I am seeing inconsistinces in my hard numbers, especially in the quantity discount field I see an undesired quantity discount. What is going on?

Upgrade to Estimate version 1.7 or greater and this issue will evaporate.

2.28. Vinyl Signs pricing too high?

When I price something out in the vinyl signs plugin the price comes out way too high.

Check your transfer tape settings. To do this click the hammer icon at the top of the Vinyl Signs screen. The default transfer tape settings are a 48" high by 3600" roll at $110 with a 100% markup.

EstiMate factors in transfer tape on every quote so if the roll size is too small and or the price for the tape too high then this will cause anything you price using the vinyl signs plugin to price too high.

Adjust the transfer tape settings and try again.

2.29. What is the default markup in EstiMate?

Is everything marked up 100% like the substrates and vinyls?

100% is the default markup in EstiMate.

2.30. When I change my tax rate how will it affect my estimates and jobs?

The state where I live recently had a tax increase and I am wondering when I update my software with the new tax rate how will it affect my pre-existing estimates and jobs?

Your pre-existing estimates or jobs will not be affected by the new tax rate unless they are recalculated. A re-calculation can occur if you convert an estimate to a job or revert a job back to an estimate. Recalculation can also occur if you pull up an estimate or job that was done before the tax increase and press the 'calculate total' button on any of the line items. If you want to preserve the old tax rate on any pre-existing job or estimate do not do any recalculations.

2.31. When is the best time to export invoices into quickbooks?

I would like to know a method or system to when is the best time to export into quickbooks?? I have tried various methods and would like to know what everyone else does that would eliminate so much repetition and work?

An EstiMate user suggests the following:

If a customer gives us the go-ahead, we convert from an estimate to an invoice and print three copies: 1 white for the customer, 1 yellow for the shop file and 1 yellow for the bookkeeping file.

I have found that the best time to export for us is when I have a payment for the job in hand, either a partial or the final payment.

At that time with a few clicks I:
1. Set the flag in the EstiMate invoice from "In Progress" to "Completed" if this wasn't done before
2. Export to Quickbooks, setting the date to today
3. Import into Quickbooks, and apply the payment
4. Archive the EstiMate Invoice

If I need an invoice after I have archived for whatever reason, I use the QB invoice. Normally we don't use the invoice in QB at all, but use the EstiMate invoice.

2.32. Why are my hard numbers off by a penny?

When I review the hard numbers on my estimate they are off by a penny compared to what I add up on a calculator. Why are the hard numbers off and how do I correct the problem?

The hard numbers may be off by a penny on occasion due to rounding. It is advised that you uncheck the rounding box on your estimate, recalculate, and review the hard numbers again which should now be right on.

2.33. Why does labor cost show up under overhead?

Why does labor cost show up under overhead?

Since labor charges are how you pay for overhead costs it is included in the overhead worksheet.

2.34. Why does my hard numbers screen have a red border?

When I have done my quote and double-click in the subtotal field to view the hard numbers,the border is in red and I am used to seeing it in green. Why is it red?

EstiMate is warning you that you are losing money on the job.

Probable causes are:

A market level that is too low.
An overidden price that is too low.

2.35. Why does my selling price not doubled when the sign is twice the size?

When i do a test working on 1m x 1m i get a cost of about $60.00 which is pretty close to market value for 1 m2 of printed material....however, when i go 2m x 1m, the price does not double, even though it is 2 times the size??

EstiMate is designed to price on true time and materials not arbitrary formulas so it will take into account factors like hourly rate, cost and markup on materials, and adjustments to profit to come up with a resultant price.

In this schema of pricing when you have a sign of a certain size you have one design time and one production time wrapped up in that sign. When you increase the size of the sign to be twice as large, the price does not double because your design and production are spread out over more area of the sign, hence there is an increase but not an exact doubling.

If you want to make sure you are making a profit on the job, double-click in the subtotal field and view the hard numbers.

If your profit percentage on the right is in the 20% - 45% range typically then you are showing a good profit margin and can proceed with the quote.

2.36. Why is EstiMate pricing too low on pre-spaced letters?

I am doing 17 sets of 17 1.5 inch letters out of 5-year vinyl and my price comes out to .10 ea and my hard numbers show me in the red. What's wrong and how do I get better pricing?

Your quantity discount spread may be too wide for pre-spaced letter pricing. Try unchecking the apply quantity discount box, re-calculate the total and review the hard numbers again. EstiMate should now show a profit.

2.37. Why is EstiMate rounding down?

My estimate calulates sales tax and at 5 reverts to second lower order digit and instead of rounding up.

Example: 25.00 x 6.5% =1.625

rounds down to 1.62 instead of rounding up to 1.63

Why is this happening?

EstiMate uses Banker's Rounding, which always rounds to the nearest even
decimal. Therefore 1.625 rounds to 1.62 and 1.635 rounds to 1.64.

The reason for this is to eliminate a creeping bias that will affect
many numbers added together that have all been rounded up.

2.38. Why is my material cost so high?

My material cost seems so high for the type of vinyl sign I am doing. What could be wrong?

Most often the cause of this is incorrect dimensions for the roll of vinyl listed in the vinyls database.

I advise the following:
1. From EstiMate's main screen click Edit Data Files > Ingredients > Substrates. Edit the 'Customer Supplied' entry and confirm that there is no cost information in the cost field. If you do see a dollar figure other than zero in the cost field, erase it, enter the number zero as the cost and save the record.

2. Again, click Edit Data Files > Ingredients > and choose Vinyls from the list of ingredients. Edit the vinyl in question and review the dimensions listed carefully. Do they reflect the dimensions for the roll of vinyl exactly as you purchase it from your supplier? Is the cost figure correct for the dimensions listed? If not, update the entry accordingly, save your changes, re-open the quote, re-select the vinyl, and press the calculate total button twice. You should see a change in the price and in the materials cost on the hard numbers.

3. Check your transfer tape information for accuracy. Click Management > Configure EstiMate > Preferences. Review the transfer tape information carefully making changes to cost, markup or roll dimensions as needed.

Suggestions for troubleshooting if the cost and dimensions in the database seem to be in order.
1. Look at the New Line Item screen carefully and make sure that the each price is not overidden.
2. Re-open the quote, re-select the vinyl, and press the calculate total button twice.
3. Close the quote, select Management > Repair Maintain Data Files > Verify and Rebuild. Create a new estimate and try again.

2.39. Why is my tax not correct when using a custom discount?

When I enter a custom discount into the discount area of the
estimate screen estimate does not adjust the tax based on the new after discount subtotal. Why is this happening and how can I correct it?

EstiMate is working as designed. When entering a custom discount EstiMate will figure the tax on the original subtotal not the after discount amount. This is due to the fact that 1. On any given quote the possibility exists to have both taxed and non-taxed items and 2. There is no way when entering a custom discount for EstiMate to know exactly *what* is being discounted on the quote. Hence, to be on the safe side EstiMate does its tax calculation on the original subtotal.

If this logic will not work for your application, then consider these options:

1. Create a new free form line item on your quote for the discount. Put in the amount of the discount as a negative dollar figure and be sure to keep the tax box checked. In this way EstiMate will subtract the discount figure and the appropriate amount of tax.

2. Figure out what percentage of the total quote the discount is and create a new discount in the discounts database reflecting that percentage, then choose that from the discounts dropdown on your quote and EstiMate will adjust the tax accordingly.

2.40. Why is my vinyl graphic price so high?

I am doing a 4'x4' one color vinyl graphic, and get a price of $7.00 which seems too high to me. What do I do?

Our setup is a little different but we get a price of $10+. At any time you can double-click on the subtotals to see the'hard-numbers' or the expenses and profit you are making on the job.
You can try the following: placing your market level at 50% and the artwork complexity at 1%. This should bring the cost to around the $4+ range. At 50% the market level slider is neutralized, hence the program only calculates time and materials.
With this approach however, when you double-click on the subtotal box you see only a small amount of profit.
Another thing to look at is your hourly rate, and evaluate the possibility that it may be too high, and adjust accordingly.
One of the purposes of estimating software is to show you where you where you are under and over pricing your jobs. If the software comes up with a price that seems a bit high, one question to ask is: Have I been underpricing this type of sign? (or decal) as the case may be. Then tweak the software to where it gives you a price that you are more accustomed to and compare the numbers. This will give you a comparison to evaluate.

3. Error Messages & Behavioral Problems

3.1. $251E Error when trying to launch EstiMate?

I am running Windows XP and get and error $251E when trying to run EstiMate.

NOTE: This solution assumes you have EstiMate installed in its default location of C:\Program Files\EstiMate. If you have the software installed in an alternate location you will need to modify these directions accordingly.

The error is most often related to misconfigured properties of the EstiMate.exe application. To resolve the error do the following:

1. Press OK on the error message and close EstiMate.
2. Right-Click on your computers start icon and select 'explore' from the menu. Windows Explorer will appear.
3. In the list of folders on the left, find the 'Program Files' folder (two words) and open it.
4. Find the EstiMate folder and open it.
5. Locate the icon labeled EstiMate that has the stopwatch icon. Right-click on the icon and select 'properties' from the menu.
6. Click the compatibility tab and uncheck the "Run this program in compatibility mode" checkbox. Click the apply button and click OK.
7. Launch EstiMate. The program should now run normally.

3.2. ' ' is not a valid integer value?

When starting EstiMate I get an error ' ' is not a valid integer value. What do I do?

First, it should be said that version 1.5, which is a comprehensive update to EstiMate, solves this problem. The very best solution is to upgrade.

The solution for this in earlier versions is as follows:

1. Click Start->Run
2. Type 'regedit' and click OK. The registry editor will open.
3. In the registry editor, click the + next to HKEY_LOCAL_MACHINE.
4. In the expanded folder list, click the + next to SOFTWARE.
5. In the next expanded folder list, click the folder called Estimate. Several values should appear on the right half of the screen.
6. If there is one called 'SecurityKey' double-click it, which will bring it up for editing. In the 'Value data' box type the number 1 (this is arbitrary, we're just providing it with a 'real' integer). If there is not one called 'SecurityKey', right-click on the right side of the screen, choose New->String Value, name the new item SecurityKey, and then double-click it to edit it. Either way, after entering the number 1, click OK to save your changes.
7. Close the registry editor.
8. EstiMate's Security Key is now entered, and you will not see the security screen when you launch the program.

3.3. 'Win 32 error. Code: 50. The network is not supported?

I am getting the error 'Win 32 error. Code: 50. The network
> request is not supported. What do I do?

You will need to uninstall and reinstall EstiMate. Instructions follow:

IMPORTANT NOTE: If you have important data entered into EstiMate such as estimates, jobs, substrate prices, and the like you will want to back up your data *first* as following the instructions below will eliminate any existing data and replace it with new default data files. If not backed up any pre-existing data files will be LOST.

If you do not have data files you want to keep then skip the backup procedure and go directly to the uninstalling directions.

To back up your data:
* On the computer you want to back up data on, click Management>backup/restore and the backup/restore data files window will appear, with the backup tab in the forefront.
* Click the backup button on the right. From the 'save as' dialog box click the 'save in' drop down list at the top and choose 3-1/2' floppy A or other drive/location you may have in mind. Then enter a name for the file in the file name field at the bottom and click the save button to backup the data.

To uninstall EstiMate:
1. Close EstiMate and any other programs that are open.
2. Click Start > Settings > Control Panel.
3. Double Click on the add/remove programs icon.
4. Highlight 'EstiMate Sign Estimating Software' and click the Add/Remove button.
5. Choose 'Automatic' as the uninstall method if prompted.
6. Go thru the uninstall wizard until you get to finish.
7. Close the add/remove programs icon and close control panel.
NOTE: If you get a message about uninstalling a file that is no longer used click the button that says 'No to All'.

To Delete the EstiMate directory.
1. Right click on your start button and choose 'Explore' to bring up windows explorer.
2. Look thru the list of folders on your left until you come to one called Program Files.
3. Click the plus sign to the left of the program files folder to open it.
4. Search for the EstiMate folder and click on the folder * once * to highlight it.
5. Press the delete key on your keyboard.
6. If you get a prompt that asks if you want to send the folder contents to the recycle bin say yes.
7. Close windows explorer.

You have now uninstalled EstiMate and deleted the EstiMate directory, so you are now ready for a fresh re-installation of the software.

Place your EstiMate CD-Rom in the CD-Rom drive, choose 'Install EstiMate' and click the next button to go thru the installation screens until you come to the What To Install Screen and choose 'Complete Installation' and click the next button thru the remaining screens. This will install EstiMate on your computer.

3.4. A required dll tutil32.dll cannot be found error?

When I try to start EstiMate I get an error that says A required dll tutil32.dll cannot be found how can I get EstiMate open again?

1. Make sure that your EstiMate data is backed up. If you have not backed it up recently. Find the EstiMate data folder and copy it to your desktop, My Documents, or save it to a high capacity drive like CD-Rom or Zip.
2. Place your EstiMate CD-Rom in your CD-Rom drive and re-install the program.
3. When you arrive at the "What to Install" screen select "Complete Installation". Complete the remainder of the wizard.
4. Attempt to open EstiMate. It should open with out error.
5. If you chose to overrite your existing data when you did the complete installation, you will want to close EstiMate and replace the default data with the data you backed up in step 1.

3.5. Access Denied Error when trying to upgrade?

I am trying to upgrade the software and get an access denied error what do I do?

Close EstiMate and try the upgrade process. EstiMate needs to be closed for the upgrade process to work.

3.6. Access Denied error?

I get an error when trying to install or use EstiMate that says an error has occured error code 5 access is denied. . .what do I do?

An access denied error means that the datafolder and or EstiMate directory is currently in use. (Or that windows thinks they are in use). Make sure all copies of EstiMate are closed and try installing or using the software again.

If the problem persists, then close EstiMate, save changes and close any other programs that may be running and restart your computer.

After the computer has been restarted try installing or using EstiMate again. The problem should be resolved and you should be able to proceed as normal.

NOTE: For networked customers who are on a domain you may need to alter the path to the data in EstiMate to use the IP address instead of the computer name.

Example:

\\ComputerName\Data = non-domain path.

\\216.101.185.148\Data = domain path.

This is only an example, your actual IP will be different.

3.7. Access Violation error?

I get an access violation error trying to use EstiMate. What should I do?

Access Violation is a common Windows error message that can have a variety of meanings. Below are some possible solutions:

1. Reboot the computer. The problem should evaporate. Try this first, as this resloves the error in most cases.

2. If you are getting Access Violation when trying to edit a digital printing (thermal) line item on an old job that was created in a version of EstiMate previous to upgrading then try the following:

A. Re-select the foil (literally drop down and reselect the item).
B. Choose the printer you are using and the proper dpi.

This will eliminate the access violation/floating point errors. Re-selecting gives the software the proper min. sq. inches for the foil ( a key divisor, hence the div by zero error ). Choosing the printer moves the quote into the new way of doing things that offers printer definitions.

3. In some versions of EstiMate usually 1.94 and later access violation may point to another issue: TePlugin Configuration. If you get Access Violation when you try to click on Add Item > Vinyl Signs or any of the other plugins, then press OK on the error message, close whatever screen you are on and close the EstiMate Application itself. Re-open EstiMate. If you get an error on reopening that says:

Cannot load TePluginConfigurations or Error retrieving object TePluginConfigurations then follow the procedures outlined in EstiMate knowledge base article 351. The article can be accessed by copying/and pasting the following link into your web browser:

http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=351

Following procedures to clear up this error will also clear up the access violation error.

When trying to view EstiMate Training Videos. There is a discounts video on the Learning EstiMate training CD that returns an access violation error. To learn about quantity discounts refer to the EstiMate manual usersguide.pdf located in your EstiMate directory or CD.

3.8. Access Violation in Learning EstiMate Training Video?

When trying to watch my Learning EstiMate training video I get an error message saying Access Violation in Module Training Video.exe what do I do to get this working?

The problem lies in the shortcut to the program.

Solution: Review the shortcut properties and place the CD drive name in the "Start In" field.

Detailed Instructions:

1. Click Start > Programs > EstiMate > Doc's and Help. Find the Learning EstiMate (Requires CD) entry and RIGHT-CLICK on it. Select Properties from the menu.

2. Input your computer's CD-Rom drive in the Start In field. For example, if your computers CD-Rom drive is the "D" drive on the computer then you would enter D:\ in the Start In Field.

3. Press the apply and OK buttons.

4. Click Start > Programs > EstiMate > Doc's and Help > Learning EstiMate (Requires CD) the training video should start normally.

3.9. An application error has occured in EstiMate.exe

I am running windows NT 4.0 and have installed EstiMate OK but when I try to run it Dr. Watson comes up and says An application error has occured in EstiMate.exe Exception (. . .) how can I get EstiMate to run?

According to Microsoft documentation the reported phenomena is a known issue with NT 4.0, The latest Windows NT Service Pack may need to be installed to resolve the problem.

See the link http://support.microsoft.com/default.aspx?scid=KB;EN-US;Q230176&

3.10. Assertion Failure

I get a message that says assertion failure (C:\Devextras\d7\e1\powerlock1.pas, line 846) when trying to unlock or open my software, what do I do?

You may have a faulty ISN. Contact EstiMate support to obtain a new ISN.

If the error comes up NOT when trying to unlock but when trying to install the software then you may have defective media. Contact EstiMate support for a new disc.

Support can be contacted at support@pricingmadeeasy.com or by calling 828-350-7683x113.

3.11. Behavioral Problem: old customer address or line item appear on a new quote.

When I create a new estimate the address and or line items from a previous quote are shown on the screen what is needed to correct this problem?

This error usually stems from incongrous data.
Your first step from EstiMate's main screen is to:
1. Close the quote and click Management > repair/maintain data files.
2. Click the verify and rebuild button.
3. Click close when the process is complete.
4. Close EstiMate and reopen.

This should solve the problem. If the problem re-occurs again or repeated times, consider the following:

1. Try rebooting the computer. The operating system may be starting to lose stability.
2. Close some programs down. System resources may be taxed too greatly.
3. For networked customers, make sure EstiMate is networked properly with all network paths consistent.
4. Make sure all systems running EstiMate are running the same version.

3.12. Bitmap Image Not Valid?

I get an error that says 'bitmap image not valid' when trying to click on the your logo tab under management > configure estimate. I also cannot print. . .what do I do?

This error is pointing to a corrupted bitmap file which is the logo in this case.
The steps for resolution are as follows:
1. Click Management > Configure EstiMate > Your Logo. If you get the error message again, press OK on it.
2. Press the 'clear logo' button.
3. Click the green OK checkmark.
4. Click Management > Repair/Maintain Data Files.
5. Click the verify and rebuild button, and close the window when it is done.
6. Redo your logo file and then import it into EstiMate.
NOTE: We have found that not all graphics software work well with the windows bitmap (bmp) format. Most notibly Corel Draw. You may try opening your logo file in another program like windows paint, saving it and then importing it back into EstiMate.

3.13. Blank line items appearing on estimates?

Blank line items are showing up on EstiMates when I open them. What's happening?

Upgrade to EstiMate 1.61 or greater and this issue will dissappear.

3.14. Blob has been modified?

I'm getting the error 'blob has been modified.' How do I fix it?

1. Click Management.
2. Select Repair/Maintain Data Files from the menu.
3. Click the Verify and Rebuild button.
4. Click close.

If the error still persists, try the following:

1. Click Management > Configure EstiMate > Your Logo.
2. Clear the logo.
3. Click the green OK checkmark to save the changes and exit the management section.

This is a very rare error, but when it occurs the above fix should resolve the problem.

3.15. Blw32.dll install will now terminate error?

When trying to install EstiMate I get a Blw32.dll install will now terminate error message and a $2108 error code. What do I do?

1. Uninstall EstiMate.
2. Delete the EstiMate Directory.
3. Open the registry editor and navigate to hkey local machine > Software > Borland > BLW32. The data path for the blapipath entry should be C:\Program Files\Common Files\Borland Shared\BDE

If it is anything other than this path then edit the blapipath key and change the path to that shown above.

4. Also check hkey local machine > Software > Borland > Database Engine.

CONFIGFILE01 should point to C:\Program Files\Common Files\Borland Shared\BDE\IDAPI32.CFG

DLLPATH should point to C:\Program Files\Common Files\Borland Shared\BDE

If it is anything other than this path then edit the key and change the path to that shown above.

5. Reinstall EstiMate.

3.16. Borland $2108 Error?

I install EstiMate but when I double-click on the icon to run it I get a borland $2108 error. What do I need to do to get my software running?

Procedure Summary:

1. Uninstall EstiMate via the Add/remove programs icon in your computers control panel. (Start > Settings > Control Panel or Start > Control Panel).

2. Delete the EstiMate directory if present.

3. Reinstall EstiMate.

IMPORTANT: When reinstalling EstiMate make sure you are installing the FULL version NOT an update!

The best scenario is to install EstiMate from your program CD. If you do not have a CD contact EstiMate technical support for a replacement or a full version installer.


Procedure:

2A. Right-Click on your Start Icon and select “Explore”. Windows Explorer will appear.

2B. In the left hand column open the C drive icon, if it is not already open, and find the ‘Program Files’ file folder. click the plus sign to the left of ‘Program Files’ to open it.

2C. Find the EstiMate folder in the list of folders under the Program Files directory. Right-click on the EstiMate folder and select the delete menu option. If you get a message asking if you want to send it to the recycle bin or if you are 'sure' you want to delete it, click the 'Yes' button. TIP: If you do not see the EstiMate folder, make sure you are looking in ‘Program Files’ and NOT simply ‘Programs’.

2D. You have now successfully deleted the EstiMate folder.

If you have read thru the above and do not see the EstiMate directory then proceed with step 3.

3. Re-install EstiMate. Be sure to temporarily disable your virus protection software first and then do the installation. Remember to enable your virus protection software again after installing EstiMate.

Troubleshooting Tips:

If you perform the process above but the problem still persists and you are running Windows 2000 or XP then check your user permissions. If the account you are using is a limited user account, then ask your computer administrator to login and then re-do the process above.

3.17. Borland $3E06 error when trying to open EstiMate?

When I try to open EstiMate I get an error stating Borland $3E06 and the software will not open. What does this error mean and how can I get my software operational?

The error message means that a necessary language driver is not installed or the registry is misconfigured.

Check the registry by doing the following:

1. Click Start > Run > Type the word "regedit" (without the quotes) > Press Ok.

2. In the registry navigate to My Computer\HKEY_LOCAL_MACHINE\Software\Borland\Database Engine\Settings\System\INIT\LANGDRIVER.

3. Double-Click on the LANGDRIVER entry and examine the value data field. Customers in the United States should have a value of DBWINUS0 but if you have other text in the field like ASCII for example then erase it and input DBWINUS0 in its place.

Press OK to save the setting.

4. Close the registry editor.

If you have completed these steps above and the software is still not operational then you may have a missing driver. Contact technical support for additional information in this case.

3.18. Calculating page message when trying to print?

When trying to print an invoice, I get a "calculating page. . ." message and the page number just keeps going up and never stops and doesn't print. What is happening and how do I get my invoice to print?

The logo height may be beyond the page boundaries. Even if you are not printing with a logo, the logo height is being factored in.

Solution: Click Management > Configure EstiMate > Your logo.
Change the logo height to 1". Click the green OK checkmark to save. Try printing again.

3.19. Cannot Associate sales tax error when trying to import jobs into quickbooks?

After I have exported my jobs from EstiMate and then try to import the file into QuickBooks, I get an error message that says:

"You can not associate an item with sales tax
payable, undeposited funds, accounts receivable, accounts payable or non
posting accounts, usually if you sell an item use an income account or if
you buy an item use an expense account."

QuickBooks is not recognizing tax account information from EstiMate. Instead it creates a new tax item that is a service item and not a tax item at all.

In quickbooks under the sales tax payable account create a new item called "state sales tax" or anything other than simply "sales tax" and make sure the new item you create under the sales tax payable account is a TAX ITEM and not any other type.

In EstiMate click Management > Quickbooks link > Configure QuickBooks Export and click the plus sign to the left of your taxes and discounts entry. Change the tax item to whatever name you are calling it in QuickBooks, and save. Note that by default the "Sales tax item in QB" is called "Sales Tax:" and this will need to be changed.

Your objective is to input the new sales tax item you created in quickbooks into the Sales tax item in QB field
on EstiMate's account assignments screen.

3.20. Cannot copy : the system cannot read from the specified device?

I am trying to copy files I have saved on floppy disc and I get the error 'Cannot copy: the system cannot read from the specified device', what's happening?

This error is due to bad media, meaning that the floppy disc has become defective and will need to be replaced. You will want to get a fresh floppy, save your data again, and then try to copy.

3.21. Cannot find security block?

I have a dongle version of EstiMate and I am getting an error that says' cannot find security block, demonstration period has expired' what do I do?

The best option is to upgrade your software to a NON dongle version. Info on the EstiMate website. www.pricingmadeeasy.com

However, the instructions below are for reference:

To address this error you will need to re-install the rainbow drivers that allow EstiMate to see the dongle.

To reinstall the rainbow driver:
1. Place the EstiMate CD in the CD-Rom Drive.
2. If an installation wizard comes up press exit.
3. Double Click on My Computer
4. Double Click on the CD rom drive icon
5. Double Click on the rainbow folder
6. Double Click on setup.exe to urn the driver program.
7. Once completed, exit out of the rainbow folder, the cd rom drive icon and exit out of my computer.
8. Reboot the computer
9. Run EstiMate.
10. If the error still persists please call 888-304-3300 so we can assist you further at the technical support desk.

We have implemented a new security mechanism which does not require use of a dongle.
Please contact us for further information if you would like to switch to this new system.

3.22. Cannot generate report?

I get an error that says 'Cannot generate report' everytime I try to print. What do I need to do to get EstiMate to print?

This error usually stems from a corrupted or improperly imported logo file.
Your first step from EstiMate's main screen is to:
1. Click Management > repair/maintain data files.
2. Click the verify and rebuild button.
3. Click close when the process is complete.
4. Select a estimate or job from the open list and attempt to print as normal. If the printing is still un-successful then close the estimate or job and from EstiMate's main screen:
Click Management > Configure EstiMate > Your logo.
5. Click the clear logo button to clear out your logo.
6. Click the choose file button to re-select the logo (If you are using a logo).
7. Click the green checkmark to close the configuration screens.
8. Open a job or estimate and print as normal.

3.23. Cannot read shop configuration data error?

When using EstiMate on a network I get a shop configuration error and cannot open EstiMate on more than one machine at a time. What is going on and how do I get this corrected?

The key to smooth networking is consistent paths in the correct format. This error is usually caused by conflicting or
inconsistent paths to the data. In file > network setup all machines running estimate should have a network path in the format of:

\\computername\path-to-data

or if using mapped drives it should be a letter name followed by a colon and a backslash as shown below:

Z:\

None of the machines should have a local path like

C:\Program Files\EstiMate\Data

as this is what is causing the problem when one machine has the local path in the network setup and other machines have the network path.

3.24. Canvas does not allow drawing error?

I get an error when trying to print an estimate that says 'Canvas does not allow drawing' How can I get my estimate to print?

Upgrade to EstiMate 1.93b or better. A known problem with the reporting software EstiMate uses was solved in the new upgrade.

See below for further possibilities:

This error can also be due to low system resources on your computer. Save changes in EstiMate and any other programs that may be running, then restart your computer. Try printing again.

This procedure solves the problem in most cases. If the error still persists even after a reboot, then click Edit Data Files > People > Customer List. Scroll to the top of the list and look for a blank entry. If you confirm there is a blank entry then highlight it, delete it, and attempt to print once more.

The problem happens when EstiMate is trying to generate the print preview screen, so try unchecking the preview box and try printing again.

3.25. Check.db appearing on desktop?

>Recently, I noticed an icon appearing on my desktop named 'Check.db' that keeps reappearing even after I delete it. As near as I can tell, EstiMate is creating this icon >and I cannot figure out why, what it is for or whether I need it there. Can you shed some light?

The solution is as follows:
1. Right-click on the estimate icon on the desktop
2. in the 'start in' field, enter: 'c:/program fileses/estimate'
3. click OK to save the changes
4. delete check.db from the desktop

Windows 2000,XP users do the following:

1. Right click on the EstiMate shortcut and select properties from the menu.

2. Click on the shortcut tab and in the target field, put the path to your softwares executable file in quotation marks and press ok. Example: "C:\Program Files\EstiMate\EstiMate.exe"

Note: if you have a different path to the estimate.exe file you will need to input that specific path inbetween the quotes.

3. After this is done delete the check.db file from your desktop, it should not reappear.

3.26. Compression error when trying to restore data?

When I backup my data and try to restore it on a different computer I get a compression error.

The backup or the media you are trying to restore is corrupt. Try backing up again to different media.

If this step continues to fail then consider doing a manual backup of the data per knowledgebase artice #383

http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=383

3.27. Computer reboots when trying to print?

My computer reboots when trying to print an estimate what do I do?

In essence what this boils down to is a printer driver problem. There may still be an issue with the print drivers even if you can print from other programs.

For best results I reccommend the following steps.
1. Uninstall the printer drivers.
2. If possible, download the *latest* drivers from the printer manufacturers website.
3. Reinstall the printer drivers.
4. Open EstiMate and try printing again.

Our experience is that this resolves the printing problems in most cases.

3.28. Conflict with Graphics Advantage?

I am running Graphics Advantage 6.21.7 a 16bit design program along with EstiMate and my system locks up everytime I shut down. What do you suggest?

Bear in mind that whenever you are running 16bit and 32bit applications together there is the potential for conflicts and erratic behavior. The procedure below is meant as a suggestion only. EstiMate does not support Graphics Advantage and is not liable for your ability or inability to use or implement the following instruction. Proceed at your own risk. In this case the issue may lie with your hardware accelleration. Click start > settings > Control Panel > System > Performance > Graphics. Look at your hardware acceleration. If it is set all the way to the left (low) then try raising it up a notch. This should allow Graphics Advantage to co-exist with EstiMate better without compromising Graphic Advantages' ability to show thumbnails.

3.29. Corrupt file other than header error?

When I try to save or print anything in EstiMate I get a "Corrupt file other than header error" what is needed to solve this problem?

There are several things to try depending on the nature and severity of the issue:

NOTE: If on a network make sure EstiMate is closed on all machines *except* the one you are trying to troubleshoot.

Try to repair the data.

1. Press OK on the error message.
2. Click Management > Repair Maintain Data Files.
3. Click the verify and rebuild button. EstiMate will attempt to repair and maintain the database.
4. The problem should now be resolved, you can proceed as normal.

Delete leftover lock files:

NOTE: This procedure requires EstiMate to be CLOSED on all machines.

Procedure:
1. Do a find file on your computer and search for the file *.lck Make sure that the 'look in' dropdown is showing the entire C drive and not simply 'Document Folders' or 'My Computer'. If you find any files that end in *.lck highlight them and press the delete key on your computer keyboard to delete them.
2. Repeat step 1, this time look for the file pdoxusrs.net and delete it as well, if found.
3. Restart EstiMate and proceed as normal.

If the problem persists then there may be serious data corruption requiring the database indexes to be replaced. If the above instructions do not solve the problem, call EstiMate support for further instructions.

3.30. Corrupt Memo/BLOB file error?

When exporting jobs to quickbooks for invoicing I get this error message.
Corrupt Memo/BLOB file
Table:\\SLSERVER\Business\Estimate\DATA\customer.MB

Try this first . . .

1. Close EstiMate and re-open it.
2. Repair the data. Procedure as follows:
A. Click Management.
B. Select Repair/Maintain Data Files from the menu.
C. Click the Verify and Rebuild button.
D. Click close.

Try exporting again. If the problem persists, then try the following:

1. Try editing the customer list and reviewing the information for that customer. Make a note on a separate document of all the details.

2. Delete the customer.

3. Add the customer information in again.

4. Open the quote.

5. Assign the quote to a different customer.

6. Re-select the correct customer you just added in.

Try exporting again.

3.31. Create process failed code 2?

When trying to upgrade my software I get a message that says: Unable to execute file estimate.exe create process failed code 2. The system cannot find the file specified. I press OK on the error and it goes away but when I bring up EstiMate it is still at the old version. What do I do?

Look carefully at where the upgrade wizard is pointing for the data and make sure the folder its pointing too actually has the estimate.exe file resident in it.

By default the path to the .exe file is:
C:\Program Files\EstiMate

However if you have moved the .exe then you will need to tell the upgrade wizard where the file has moved by clicking on the browse button and navigating to where the .exe is located.

3.32. Customer info overwritten in quickbooks?

When we import completed jobs into Quickbooks 2005, Estimate appears to be overwriting all of the customer information already in Quickbooks. Any info already in the Quickbooks file like Names, addresses and especially the tax type and tax id number are wiped out. How do we stop this from happening?

When doing the export process in EstiMate, on the choose export-file type screen,un-check the box that says "export customer record (this will overrite qb record)"

You must be running EstiMate version 1.96 or later to see this checkbox. If you are running an earlier version you can update
your software at:

http://www.pricingmadeeasy.com/go/download

3.33. Cycling redundancy check error?

When trying to install estimate or view the training videos I get a cycling redundancy check error. What do I do?

Contact EstiMate for replacement media. You may have a damaged disc or corrupt install files.

3.34. Description for one estimate showing up on all?

When I print an estimate for a new customer the description for the previous estimate I did prints on it and all subsequent ones I do. What do I need to do to stop the old description from printing?

The problem is simply that the description is entered in the wrong location. Open any estimate and click Print > estimate. You will see the Print A Report screen appear. In the upper left hand corner you will likely see your description in the "title for estimates" field. Remove the description and insert a title you would like to refer to the document, such as "estimate", "bid", "quote" etc.

In the future add all descriptions specific to the estimate you are working on at the time in the description field provided on the estimate screen.

3.35. Descriptions left out when printing to an excel file?

When we print the invoice to an excel-file, all descriptions are left out. How can we fix this? We don't have the problem when printing to PDF-format.

There is a known issue with descriptions not transfering over when printing to an excel file. A fix is likey to be implemented in EstiMate V.2.

In the meantime print to an xhtml file and in Excel click File > Open > Web Page. This way the description should all come thru. You may need to create a macro to format the data but this should effectively get all the information into Excel.

3.36. Descriptions or addresses not exported when printing to Excel file?

I am trying to print a report/estimate/job/list to an Excel file using EstiMate's print to file function, but when I bring it up in Excel the descriptions are missing. What do I do to get the descriptions into Excel?

Upgrade your software to EstiMate 1.96 as there was a known issue with previous versions that caused this problem. 1.96 fixed the issue and the update can be downloaded from:

http://www.pricingmadeeasy.com/estimate/download/index.php

3.37. Does the program remove a customer from the customer list when expiring a job or estimate?

Does the program remove a customer from the customer list when expiring a job or estimate?

No. The customer is not deleted from the customer list when expiring a job or estimate.

3.38. Edit data.dll cannot be found error?

I am getting an error when trying to run EstiMate that says editdata.dll could not be found. What do I do?

Upgrade to or install a later version of EstiMate.

This error arises when an early version of EstiMate that is only designed for Windows 95 or 98, is installed on a NT based system like NT 4.0, Windows 2000 or Windows XP. Later versions of EstiMate have the necessary dll's to run on these systems.

3.39. eInvalid Pointer operation error?

I get an einvalid pointer operation when trying to use the software what can I do to solve this problem?

Keywords: Invalid Pointer Operation EstiMate Has Encountered A Problem and Needs To Close Financial Analysis

There is someting in the program that is trying to divide by zero which will cause the eInvalid Pointer operation error.
There are 2 procedures that are recommended to resolve this problem:

1. Check to make sure your shop information has not been erased. Click Management->Configure EstiMate.
2. If the shop information is blank then fill it in and then click the 'walk me through the welcom wizard' button and input the information it asks for.

- OR-

1. Edit the line items on the estimate or job and make sure none of them show $0.00 for the subtotal, if so then change it to a dollar amount other than zero.

2. Digital Printing: Make sure the foil you are using on the quote has a "minimum square inch this foil must print" value of 1 or greater.

-OR-

1. On EstiMate 1.94 and above click the hammer icon on the pricing screen and check the configuration for blanks or zeros. If found, replace with a value other than zero. Versions of EstiMate pre-1.94 Click Management->Configure EstiMate.
2. Click Management > Configure EstiMate > Quantity Discounts. Make sure there are no blanks or zeros in the quantity discount fields.
3. Look at the shop info tab and make sure there are no blanks or zero values in the design, production time, or tax fields.

One of the above techniques should resolve the eInvalid Pointer operation issue.

NOTE: If these procedures fail do the following:

1. Click Management->Configure EstiMate
2. Click the overhead worksheet button
3. Reduce the % of income you wish to see as profit to a value that is 99% or less.
4. Click OK
5. Back on the configuration screen, click OK again

This will solve your problem!

3.40. Email does not work after upgrading to 1.95?

I upgraded my software and now I cannot send my quotes thru EstiMate what happened?

EstiMate changed over to a new email method in 1.95 to try and solve some issues for our customers. However the former protocols were left in place and here is a way to switch back.

NOTE: This procedure involves modifying the computers registry. This should not cause any problem, but the procedure listed below is:

** At your own risk **

1. Click Start > Run
2. Type "regedit" in the box and click OK
3. Navigate to HKEY_LOCAL_MACHINE\Software\EstiMate
4. In the right panel, right click and select New > DWORD value
5. Name it "UseOldEmail" (without the quotes)
6. Double click on it and change its value to 1
7. Close the registry editor and restart EstiMate

EstiMate should now use the old (pre-1.95) method of sending emails.

3.41. Error in loading Winsock2?

I'm trying to install Estimate on one of our old computers which is still running Win95. When I try to run Estimate it gives me the following error:

Error in loading Winsock2 library (WS2_32.DLL): one of the library files needed to run this application cannot be found.

I copied the WS2_32.DLL file over from another computer and put into the system file, but I still get the message. Do you know what other file it may be looking for?

The version of winsock may be old or out of date. Get the latest from the following link:

http://www.microsoft.com/windows95/downloads/contents/wuadmintools/s_wunetworkingtools/w95sockets2/default.asp

3.42. Error on line 6 and line 9 when importing transactions into QB?

I am getting Error on line 6 and or accompanied by invalid transaction error on line 9 when importing transactions into Quickbooks. What is the problem and how can I get my transactions successfully imported?

The problem is that you used the "one time customer cash sale" as one of the customers. Use instead a different customer designation or create a new customer just called "cash sale" (without quotes or brackets) and do the export again. The errors should be solved.

3.43. Error posting information?

When I am trying to add a new customer I get the error: error posting information. Perhaps the item you entered matches one already in the database. Please try again or cancel. Why am I getting the error and how do I resolve it?

The most common reason is the information being entered is a duplication of a record that is already in the database. Check through the records and make sure the item you are entering does not already exist. If you have checked and re-checked the database and are absolutely certain that no duplication exists, then review the instructions below.

1. Close out of the database you are in and repair the data. Click Management > Repair/Maintain Data files > Verify and Rebuild > Close.

2. Try entering your record again. If the same problem happens, then contact EstiMate support at 828-350-8300 for further instructions.

3.44. Error reading print dialogue?

I am getting an 'Error reading print dialogue' message when I am going thru the welcome wizard when trying to set up EstiMate. What do I do?

You do not have a printer installed in your windows software. You do not need to have a physical printer connected to your computer for EstiMate to work, but you need to install a default printer in your windows software. To do this, take the following steps:
1. Click Start>Settings>Control Panel.
2. Double Click on the Printers icon.
3. Double Click the Add printer icon.
4. Click next thru the screens until you come to the screen where you will select the manufacturer and the printer model. Choose one of these arbitrarily (an HP LaserJet II is a good basic printer choice).
5. Click next and choose the port for the printer. A good choice is usually LPT1.
6. If it asks you to configure the port click yes.
7. Click next thru the remaining screens until you get to finish.

Once you have completed the printer installation, continue with setup in EstiMate.

3.45. Error when trying to import contacts using 2002+ option?

I get an error when trying to import my contacts using the 2002+ option. What is happening and how do I get my contacts imported?

The import contact function 2002+ does not work with international versions of QuickBooks due to limitations in the QuickBooks XML specification. See below for and alternate import procedure.

If you are not using an international version of QB but are still having difficulty importing contacts then make sure the following are true and try again:

1. You are logged in as administrator in QuickBooks.
2. You are in single user mode.
3. EstiMate and QB are both on the same machine and are running at the same time.

The process of getting your records into EstiMate can still be easily done. Here is a suggestion:

1. Export your customer list to an .iif file from quickbooks. (Hint: be sure to name the file before exporting it.)

2. In estimate click Management > QuickBooks link > Import contacts from and choose the import contact from quickbooks pre-2002 option. This is the option that asks for a file. Once selecting the pre-2002 import option you can direct the utility to where the .iif file is saved and import it.

3.46. Error when trying to import customer list from a text file?

I am trying to import my customer list as delimited text file into EstiMate using your import utility and I either get errors or if I do get it in there is extraneous data in some of the fields. What can I do now to import my customer list?

Unfortunately not all programs export text delimited data in a clean or consistent manner. The import utility is expecting data to be in a specific format, and if it is not then it may "choke" on the import process or display certain information incorrectly. You may wish to bring the delimited file into a spreadsheet program and review it. Two sure fire things to look out for are column headers being named correctly and the first row of data containing correct information, not extraneous data.

Another option: Upgrade to EstiMate 1.9 or greater as the import utility has been integrated into the software and improved to be more forgiving of data formatting issues.

3.47. Error: Cannot find the help file

I am getting an error when clicking on the help icon that says the help file cannot be found. How do I find it?

1.Click on Help and then Help contents.
2. When you get the error message: 'Cannot locate help file would you like to try to find it yourself?' select YES.
3. From the windows 'open' dialog that comes up click the dropdown list to the right of 'look in' at the top and select your C drive (or what ever drive EstiMate is installed on.) Double click on the Program Files folder. Find the EstiMate folder and double click on it.
4. Highlight the estimate.hlp file and select 'open'. When the help file opens click cancel.
5. Whenever you access the help file from now on the software will be able to find it.

3.48. Error: Corrupt table?

I'm getting an error: 'Corrupt table/index header file: Cprogram filesestimatedatasupplier.db.'

Any time you get issues such as this with your data files, go into Management-> repair maintain data files and do procedure. This should resolve the issue.

3.49. Error: Directory controlled by other .net files?

I have EstiMate networked on a windows peer-to-peer network and am getting an error on one of the stations that says: Directory controlled by other .net files how do I clear this up?

Close EstiMate on all stations.

Click on Start > Find (Search) > For Files or Folders

Under "named" type in: dox

Under "look in" chose: C (or whatever drive EstiMate is installed in):

Click on Find (Search) Now

Delete any of the following files the search encounters.

Pdoxusrs.net

Pdoxusrs.lck

Paradox.lck

Close the search dialog box and reopen EstiMate.

3.50. Error: EAB Bad Stream in module EstiMate.exe

When trying to open EstiMate I get an error saying EAB Bad Stream error in module EstiMate.exe what is wrong and what do I need to do to fix it?

Review the permissions on the server or computer that is hosting the data. In particular on the EstiMate directory or folder check the SSID to make sure it is valid. If it has the wrong name or erroneous data in it then it will need to be updated with correct information. In paticular the Group Username will need to be checked.

3.51. Error: EstiMate is already running on this computer?

I am installing EstiMate after reformatting my hard drive and reinstalling Windows. When I try to install the software it says 'EstiMate is already running on this computer.' How do I get EstiMate installed?

To resolve this error and continue with the EstiMate installation:

1. Press OK on the error message and exit the installation.
2. Open windows explorer and browse the CD rom drive.
3. Double click on esetup-english (or esetup-metric)to start the installation wizard.
4. Proceed with installation as normal.

3.52. Error: Failed to set data Exception?

I am running EstiMate on one computer that has multiple logins: i.e. Adminstratior, user 1, user 2 etc. and I get the error Exception ERegistryException in module Vcl40.bpl at 000CB387. Failed to set data for 'First Time'.

EstiMate is trying to access the registry and set a value of 'First Time'. Depending on where the error is happening it may have different variants including failed to set data for 'shutdown' or 'help' It appears to be unable to do so perhaps due to the permissions of the user in question.

If the user does not have permissions to make registry changes then EstiMate may be failing to set the appropriate value. Try rebooting and checking into the permissions for this user.

3.53. Error: I/O 21 when trying to repair/maintain database?

I get an I/O error 21 when trying to repair/maintain the database. What do I do?

Click O.K. when the message comes up.
Close EstiMate by clicking file>exit or simply the 'X' in the upper right hand corner of the screen.
Double-Click the EstiMate icon to re-open the application.
Click Management> Repair/Maintain data files and then the verify and rebuild button.

This should repair the database and resolve the error.

3.54. Error: Index does not exist. Index: EstiMate ID?

When I am trying to network EstiMate I get an error that says: Error Index does not exist. Index: EstiMate ID? What do I do to resolve this?

Make sure all computers are running the same version of EstiMate. If not, upgrade all computers and try again. Upgrades can be obtained from the EstiMate website at http://www.estimatesoftware.com or by contacting the EstiMate sales desk at 888-304-3300.

If all machines are running the same version of EstiMate (1.5 or better) then the naming convention for the data path may need to be changed.

The following steps are recommended for best results:

On the host machine:
1. From your windows desktop, right-click on the Network Neighborhood icon. Select the menu item labeled properties with the left mouse button.
2. Click the identification tab at the top of the window that comes up.
3. Write down the computer name exactly as it appears.
4. Click cancel.
5. Double click on your My Computer icon from the windows desktop.
6. Right Click on the C drive icon. Click on the menu item labeled properties with the left mouse button.
7. Click the sharing tab.
8. Make sure the 'shared as' box has a black dot in it.
9. (Important) write down the Share Name * exactly * as it appears.
10. Under access type make sure the black dot is on full access.
11. Make sure the full access password is blank. (No password).
12. Click OK to close the properties screen and exit out of the My Computer icon.

In EstiMate:

1. Start EstiMate.
2. Click File>Network Setup.
3. Look at the path. If it begins with C: or other drive name, the naming convention will need to be changed.
4. Delete the path name that is currently listed in the path to shared data field.
5. The path name needs to be in the format of: \computer nameshare namedirectorydata folder
6. For example: \ASIASI_Cestimatesdata
In this example, 'ASI' is the computer name we got from the identification tab under the Network Neighborhood properties.
'ASI_C' is the share name we got from the sharing tab under the C drive properties. 'estimates' is the directory where the data folder resides, and 'data' is the actual data folder itself.
7. Once you have the path in correctly you should see the green light come up on the upper right of the path to shared data field.
8. ** Very important ** be sure to press OK on the network setup screen. This does more than accept the changes to the path name, it sets important settings in place that EstiMate will need to function properly.

On the client machine(s) ( those machines on the network which are not hosting the data),

Repeat steps 1-8 above making sure that they each have the same path name as the host machine.

3.55. Error: Index does not exist?

I am getting an error that says 'Index does not exist.' what do I do to solve this and make my software useable again.

The error means that key databases or indexes which support the database table are missing or corrupted in EstiMate's data folder.

Possible causes:

1. A new plugin was activated in the software but it did not have all the databases associated with it because it was previously inactive.

2. Network failure or computer crash.

3. Windows mishandling of data traffic.

Solution for scenario 1. Contact EstiMate Technical Support to have new indexes or databases sent to you by email.

Solution for scenarios 2,3 is to restore a recent backup if you have one. Procedure follows below:


1.On EstiMate's main screen click management>backup/restore.
2.Click the restore tab on the Backup/Restore Data files screen and then click the restore button on the upper right. An open screen will come up.
3. Find the backup file.
4. Click the open button to restore your data from the backup. NOTE: this will overwrite any data files your are currently using.

If you do not have a backup or if your backup is of sufficient age that restoring data is prohibitive then contact EstiMate technical support for alternate instructions.

3.56. Error: Internal Error, installation aborted.

Internal Error, installation aborted.

1. Reboot the computer.
2. Try installation again.
3. If possible try the installation on another computer.

NOTE: It is the position of the help desk that this error may be hardware related. It is advised that you have the CD rom drive checked out or its associated drivers.

4. If getting this error while installing an upgrade to EstiMate, try downloading the software from the EstiMate website http://www.estimatesoftware.com

5. You also may email the help desk to request a new disc, and although it is not our experience that this is a disc related error, we will be glad to send you a new disc if requested. The help desk email address is support@pricingmadeeasy.com

3.57. Error: Invalid Filename?

I am getting an invalid filename error when I try to run EstiMate. I OK the error message and I get another one that says ' EstiMate cannot perform this operation on a closed data set' I cant view my estimates or jobs. What do I do?

Cause: EstiMate cannot see the data folder on your network.

Solution: There are several possibilities for resolution to this error.

1. Make sure your network is up and running properly. Double-click on your Network Neighborhood icon in Win 95/98 or your My Network Places icon in Win 2000 and see if you can view the icon for the computer where the estimate data resides. Chances are if you can't see the computer then EstiMate can't either. Troubleshoot the network to resolve the issue.

2. In versions 1.61 and previous, open EstiMate and OK the error messages when they come up in order to get to the main screen. Click File > Network Setup. View the path name and make sure it is correct. It should be using the UNC naming convention which starts with the double backslash '\' and the path should be in the form of \computer nameshare namedirectorydata folder. If it is not in this format, the data folder has moved, or the path looks OK but you are still getting the error then click on the select hyperlink to select the data folder. Click OK once you have found it and OK once again on the network setup screen. If you still cannot use EstiMate proceed to step 2a.

2a. Versions 1.71 and later will not be able to directly access the network setup due to being blocked out by a password prompt. You will need to check the path name directly in the BDE (Borland Database Engine) that EstiMate uses to store its data. To access the BDE click Start > Settings > Control Panel. Look for the BDE icon. It looks like a gear and wrench with a striped background. If you do not see the BDE icon, maximize your control panel window and review the list of icons again if on second inspection it still cannot be located, you will need to install the BDE before proceeding. Obtain your EstiMate CD-rom and proceed to install the software. When you get to the screen that asks you what you want to install indicate 'Install BDE only' and proceed with the remainder of the installation.

2b. In control panel double-click on the BDE icon. Under the databases tab on the left look for the word EstiMate. Click once on the word EstiMate itself. DO NOT click on the plus sign to the left of the word EstiMate. On the right you will see a screen appear with three entries. The third entry is labeled PATH and here you will find the path where the BDE believes the data is stored. If the path name is obselete or incorrect erase the entry and carefully type in the correct path name and be sure to hit the enter key on your keyboard. X out of the BDE and click the 'yes' option when it asks you if you want to save. Re-Open EstiMate and try to use EstiMate again, it should function without error.

Troubleshooting Questions and Answers:

Q: I still cannot access my data after restoring the data folder from a backup CD-rom and doing the above procedures.

A: EstiMate may be blocked from accessing the data. In Windows Explorer find the EstiMate data folder and double-click on it. You will see a large amount of files appear on the right. Click Edit > Select All from the Windows Explorer menu bar. All the folders will now be highlighted. Right-Click on any one of the highlighted files and choose properties. Uncheck the Read Only box and press OK. Close the data file and Windows Explorer. You should now be able to open EstiMate and use it without error. In the future backup your data from within EstiMate itself by clicking Management > Backup/Restore Data Files.

Q: I still cant access my data even after trying all the steps listed above. What do I do now?

A: 1.Review the path name again making sure it is not incomplete. Again, the path should be in the form of \computer nameshare namedirectorydata folder. This means the whole drive where the data resides must be shared. If only the directory or data folder is shared then you still may not be able to access your data.

2. Review permissions on the drive and folder where the EstiMate data folder lives. Make sure that it is fully shared. If it is not fully shared or if EstiMate is blocked by a password dialog when trying to access the data then EstiMate will return an error.

3.58. Error: Invalid floating point operation?

Why am I getting an error that says invalid floating point operation?

There is someting in the program that is trying to divide by zero which will cause the Invalid floating point error.
There are 2 procedures that are recommended to resolve this problem:

1. Check to make sure your shop information has not been erased. Click Management->Configure EstiMate.
2. If the shop information is blank then fill it in and then click the 'walk me through the welcom wizard' button and input the information it asks for.

- OR-

1. Click management->Deep configuration and on each tab (except for the warning tab) click the green recycle symbol on the lower left. When you are done with each tab click the green checkmark on the lower right to accept the overall changes.

Digital Printing: Make sure the foil you are using on the quote has a "minimum square inch this foil must print" value of 1 or greater.

-OR-

1. On EstiMate 1.94 and above click the hammer icon on the pricing screen and check the configuration for blanks or zeros. If found, replace with a value other than zero. Versions of EstiMate pre-1.94 Click Management->Configure EstiMate.
2. Click Management > Configure EstiMate > Quantity Discounts. Make sure there are no blanks or zeros in the quantity discount fields.
3. Look at the shop info tab and make sure there are no blanks or zero values in the design, production time, or tax fields.

One of the above techniques should resolve the invalid floating point operation issue.

NOTE: If these procedures fail do the following:

1. Click Management->Configure EstiMate
2. Click the overhead worksheet button
3. Reduce the % of income you wish to see as profit to a value that is 99% or less.
4. Click OK
5. Back on the configuration screen, click OK again

This will solve your problem!

3.59. Error: Invalid Parameter when starting EstiMate?

I am getting an error that says Invalid Parameter when starting EstiMate what do I do to get EstiMate running again?

To resolve this issue the following steps are necessary.
1. Backup your data.
* On the computer you want to back up data on, click Management>backup/restore and the backup/restore data files window will appear, with the backup tab in the forefront.
* Click the backup button on the right. From the 'save as' dialog box click the 'save in' drop down list at the top and choose 3-1/2' floppy A or other drive/location you may have in mind. (This can span multiple floppy discs if necessary). Then enter a name for the file in the file name field at the bottom and click the save button to backup the data.
2. Uninstall EstiMate. Click Start > Settings > Control Panel > Add/Remove Programs. Highlight 'EstiMate Sign Estimating Software and click the add/remove button. Go thru the uninstall screens until you are finished. Close the Add/Remove Programs icon.
3. Delete the EstiMate Directory. Right Click on the Start button, Select Explore. Navagate to the Program Files folder in the list of file folders on the left hand side of the Windows Explorer screen and click the plus sign to the left of the Program Files folder to open it. Find the EstiMate folder and highlight it by clicking on it once. Press the delete key on your keyboard to delete the file. Close Windows Explorer.
4. Re-install EstiMate. Place your EstiMate CD in your CD-Rom drive and follow the on-screen instructions from the install wizard.
5. Contact EstiMate support for new security key or click the continue in demonstration mode button.
6. Restore your data via the following method:

1.On EstiMate's main screen click management>backup/restore.
2.Click the restore tab on the Backup/Restore Data files screen and then click the restore button on the upper right. An open screen will come up.
3. Find the backup file. (if backed up on floppy point the 'look in' dropdown box to the '3 1/2 Floppy A:' selection)
4. Click the open button to restore your data from the backup. NOTE: this will overwrite any data files your are currently using.

3.60. Error: It appears that the user data is currently being edited by another user?

I am getting an error that says "It appears that the user data is currently being edited by another user" what do I do to solve it?

The solution is dependent on where the error occurs.

If the error occurs when clicking management > configure EstiMate then you may be missing a printer driver and will want to define a printer in Windows, even if you do not intend to connect a physical printer to the computer.

If the error occurs when trying to select a new seed (production time)value.

Then the error is usually solved by rebooting the computer.

3.61. Error: Lock time out

When I try to use EstiMate I get an error that says Database engine error lock time out 10249. What is the solution?

Solution: Delete lock files *.lck and pdoxusrs.net which may be locking the database.
NOTE: Make sure EstiMate and all other programs are shut down before doing the following procedure.

Important: If on a network, make sure EstiMate is closed on ALL machines, and follow these instructions on ALL machines before re-opening it on any of them.

Procedure:
1. Do a find file on your computer and search for the file *.lck Make sure that the 'look in' dropdown is showing the entire C drive and not simply 'Document Folders' or 'My Computer'. If you find any files that end in *.lck highlight them and press the delete key on your computer keyboard to delete them.
2. Repeat step 1, this time look for the file pdoxusrs.net and delete it as well, if found.
3. Restart EstiMate and proceed as normal.

3.62. Error: reading discountbtn.glyph.data: the parameter is incorrect?

When I try to open an estimate I get the error message: error reading discountbtn.glyph.data: the parameter is incorrect. What do I do?

1. Press OK on the error message.
2. Close EstiMate, save any work you may be doing in other programs, and close them as well.
3. Restart your computer.
4. After the computer reboots start EstiMate again.
5. Click Management > Repair/Maintain Data Files and click the verify and rebuild button.
6. After the rebuild process is complete press close.
7. Attempt to open an estimate or job again. The problem should be resolved.

3.63. Errors in quickbooks when trying to import EstiMate's export file?

I am getting an error in quickbooks after trying to import the file that EstMate exported that says: 'Quickbooks has detected that you have no items or that 1 or more of your amounts is not associated with an item. Enter an item or go to the item list to make sure all items are associated with accounts.'

When I press OK on the above error message he gets a new error that says:
'Error on line 6: Can't record invalid transaction.' What do I do to resolve this?

We have discovered a problem with exporting jobs that have used linear/square items in EstiMate1.5. It is reccommended that you upgrade to EstiMate 1.6 or better to resolve this issue. As a temporary workaround users of 1.5 can input the subtotal and description from linear/square items to the 'Other' line item which will export correctly.

3.64. Errors when trying to restore an estimate backup?

I am getting an error that says index out of date estimate ID when trying to restore my EstiMate data from a backup. Also an access violation error appears when trying to do the restore again.

It is recommended that you save changes and close all programs that may be running, including EstiMate, and reboot the computer.

If you try the restoration process after rebooting it is likely to be successful.

3.65. EstiMate asks for disk 2, 3, etc. when backing up or restoring?

I am trying to restore a backup that I received from my office on my home machine. It prompts me to insert disk 2. As I don't have a disk and never saw the prompt before I need help. What does it mean. If I cancel out then my database cannot be read anymore?

The message means that your database is getting large so EstiMate needs to create an additional file to get it all backed up. Whenever you see the message press OK.

When you restore the data make sure that you have all files together in the same directory or folder so when you do the restore process EstiMate can find all the files necessary to do a complete restore.

As an example, lets say you are doing a backup and you named your backup file "estimate" (without the quotes). EstiMate asks for disk #2 and you press ok. The backup process completes and you press close.

What the backup utility has done is to create two files:

estimate.ebk and
estimate002.ebk

In order to restore the information you will need both files.

3.66. EstiMate cannot locate its data files error?

I am getting an error message that says ?EstiMate cannot locate its data files you must tell EstiMate where to find them? or 'failed to locate shop configuration data' I try to point EstiMate to the data folder but it just brings me back to the same screen.
What is happening and how do I get EstiMate open again?

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ATTENTION NETWORKED CUSTOMERS:

This error is usually caused by conflicting or
inconsistent paths to the data. In file > network setup all machines running estimate should have a network path in the format of:

\\computername\path-to-data

or if using mapped drives it should be a letter name followed by a colon and a backslash as shown below:

Z:\

None of the machines should have a local path like

C:\Program Files\EstiMate\Data

as this is what is causing conflicts when one machine has this path in the network setup and other machines have the network path there can be a "train wreck" so to speak causing the error message.

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

If you do not have your copy(s) of EstiMate networked or you have confirmed all paths * are * consistent, then it is likely that there is a file that is locking the data.
Solution: Delete lock files *.lck and pdoxusrs.net which may be locking the database.
NOTE: Make sure EstiMate and all other programs are shut down before doing the following procedure.

Important: If on a network, make sure EstiMate is closed on ALL machines, and follow these instructions on ALL machines before re-opening it on any of them.

Procedure:
1. Do a find file on your computer and search for the file *.lck Make sure that the 'look in' dropdown is showing the entire C drive and not simply 'Document Folders' or 'My Computer'. If you find any files that end in *.lck highlight them and press the delete key on your computer keyboard to delete them.
2. Repeat step 1, this time look for the file pdoxusrs.net and delete it as well, if found.
3. Restart EstiMate and proceed as normal.

Troubleshooting:

If after doing the above processes and the problem continues, consider the following:

* Permissions. The data folder EstiMate is using needs to have full permissions associated with it, including change, read, write, modify, delete. It will also need to be fully shared. On some Windows XP systems you may need to move a copy of the data folder out of the program files folder and onto the main drive and re-direct EstiMate to point to the new location in order for the client machines to access it.

* Virus Scanning can interfere with EstiMate running properly or opening its data files in a timely manner. This may cause lock files to appear but not be deleted thus locking the system and preventing the program from working. The Norton family of products in particular interfere with EstiMate in this way. In these cases you will need to configure the virus scanning to avoid scanning files that are run or opened locally or across the network. In most versions of Norton you can go under the auto-protect section and disable the "run or opened" option.

Discussion group post:

http://www.estimatesoftware.com/ubb/ultimatebb.php?ubb=get_topic;f=1;t=000289

Has further info on this topic.

If the error persists after doing the above process contact EstiMate technical support.

3.67. EstiMate crashes in multiple places?

EstiMate keeps crashing on me what do I do?

Here are some things to check out.

1. The permissions on your data folder. Make sure the user you are logged in has full permissions to the data folder.

2. EstiMate may have trouble accesing the data. Try to get to the data using windows explorer. If you are blocked in windows explorer, EstiMate will also have trouble.

3. Virus scanning. Configure your virus scanner to NOT scan files that are opened locally. Scanning slows down database access and can cause problems in EstiMate.

4. Attributes. Make sure the attibutes of the databases in the data folder and the data folder itself are not marked read only (with a check mark in the read only box) EstiMate needs to write as well as read to its databases.

5. Zeros in the tax field, hourly rate, or discounts tab. Place a value other than zeros in this field.

3.68. EstiMate crashes when clicking the due date header?

I am running the metric version of EstiMate and when I click the open file folder icon and click the due date header the program crashes. What is causing this and what do I do to solve it?

The solution is to Change your date separator to a forward slash "/". No other separators are acceptable. Apply the changes and press OK.

To find the date separator in Windows XP, double-click the Regional and Language options in your computers control panel. Click the customize button on the regional options tab, and click the date tab on the customize regional options screen. Proceed as indicated above.

3.69. EstiMate freezes when clicking on the your logo tab?

My copy of EstiMate freezes or locks up when Clicking Management > Configure EstiMate > Your Logo. I also cannot print some reports. Could you please tell me what is going on and how I fix this?

It is very likely you have a corrupted logo. If you cannot reach the your logo tab and the clear logo button because EstiMate freezes or the computer locks up, then you will want to consider two options:

1. Restoring a backup. If you have a recent backup of your EstiMate data you can restore the backup which will overwrite the existing data and is likely to solve the problem.

Pro's of this method:
a. Quick and easy.

Cons:
a. Will overwrite existing data. Anything done in the software since your last backup will need to be manually re-entered.

2. Contact EstiMate support to have the logo removed. Charges may apply.

You can reach EstiMate support by filling out the online form at http://www.pricingmadeeasy.com/estimate/support/index.php or by calling 828-350-7683x113.

3.70. EstiMate freezes when we click the 'New EstiMate' button?

>I have reinstalled Estimate to one of our work stations and for some reason when we click on 'New Estimate' it freezes Estimate and we have to control-alt-delete to get out.
>Any suggestions?

Yes. This type of behavior is very unusual for EstiMate. When it does occur it is usually due to one of three reasons: 1. A poor or corrupt installation of EstiMate. 2. Issues with the windows operating system.(Including not enough memory or low system resources) 3. Issues with the physical hard drive itself.

We suggest the following as a starting point.
1. Uninstall EstiMate and delete the EstiMate directory. (detailed instructions below)

2. Run a thorough scandisk. On most computers the scandisk utility can be accessed by clicking Start > Programs > Accessories > System Tools > Scandisk. Make sure the * thorough * option is checked and run the utility. (Note: this will take awhile). If the utility finds errors then contact a windows support technician and have them make the necessary steps to resolve it. If the Scandisk runs and does not find errors proceed to step 3.

3. Run Defrag. The disk defragmenter can be accessed by clicking Start > Programs > Accessories > System Tools > Disk Defragmenter. (Note: defrag can take awhile also please be patient.) This step is recommended because your files can get spread out all across the hard drive and the drive can get bogged down trying to get all the files needed to run you application smoothly. The defragmenter puts the files in all in one place for quicker more efficent access.

4. Reinstall EstiMate and attempt to run it again.


Below are the instructions for uninstalling and reinstalling EstiMate.
IMPORTANT NOTE: If you have important data entered into EstiMate such as estimates, jobs, substrate prices, and the like you will want to back up your data *first* as following the instructions below will eliminate any existing data and replace it with new default data files. If not backed up any pre-existing data files will be LOST.

If you do not have data files you want to keep then skip the backup procedure and go directly to the uninstalling directions.

To back up your data:

* On the computer you want to back up data on, click Management>backup/restore and the backup/restore data files window will appear, with the backup tab in the forefront.

* Click the backup button on the right. From the 'save as' dialog box click the 'save in' drop down list at the top and choose 'Desktop', 'My Documents', '3-1/2 floppy A' or other drive/location you may have in mind. Then enter a name for the file in the file name field at the bottom and click the save button to backup the data.

To uninstall EstiMate:

1. Close EstiMate and any other programs that are open.

2. Click Start > Settings > Control Panel.

3. Double Click on the add/remove programs icon.

4. Highlight 'EstiMate Sign Estimating Software' and click the Add/Remove button.

5. Choose 'Automatic' as the uninstall method if prompted.

6. Go thru the uninstall wizard until you get to finish.

7. Close the add/remove programs icon and close control panel.

NOTE: If you get a message about uninstalling a file that is no longer used click the button that says 'Yes to All'.

To Delete the EstiMate directory.

1. Right click on your start button and choose 'Explore' to bring up windows explorer.

2. Look thru the list of folders on your left until you come to one called Program Files.

3. Click the plus sign to the left of the program files folder to open it.

4. Search for the EstiMate folder and click on the folder * once * to highlight it.

5. Press the delete key on your keyboard.

6. If you get a prompt that asks if you want to send the folder contents to the recycle bin say yes.

7. Close windows explorer.

You have now uninstalled EstiMate and deleted the EstiMate directory, so you are now ready for a fresh re-installation of the software.

Place your EstiMate CD-Rom in the CD-Rom drive, choose 'Install EstiMate' and click the next button to go thru the installation screens until you come to the What To Install Screen and choose 'Complete Installation' and click the next button thru the remaining screens. This will install EstiMate on your computer.

If you did the backup and need to restore your data back into EstiMate, the procedure follows:



* Start EstiMate on the new computer and click Management>backup/restore.

* On the Backup/restore data files screen click the restore tab then click the restore button on the right.

* From the open dialog that appears, click the 'look in' drop down box at the top and point it to the 3-1/2' floppy A or other drive/location you may have stored the data. When the data file appears ( it will have the .ebk file extention) click on it to highlight it and click open.

* EstiMate will restore your data.

3.71. EstiMate has encountered a problem error when closing EstiMate

When I close EstiMate I get an error that says EstiMate has encountered a problem and would I like to send a report to microsoft. I click don't send and the program shuts down but how do I correct this problem?

There are two files in your estimate data file that are corrupt and need to be deleted.

Preliminary steps.

1. Data backup.

To backup your data:

A. Click Management > backup-restore data files.
B. Click the backup button.
C. Choose a location to save the file.
D. Name the file and click save.

2. Close EstiMate. If on a network, make sure EstiMate is closed on ALL machines before proceeding

The following procedure assumes your data folder is located at C:\Program Files\EstiMate\Data if you have the data folder in a different location you will need to modify these instructions accordingly.

1. Open windows explorer. Open the C drive, open the Program Files folder and open the EstiMate data folder.

2. Click View > List from the menu bar above to sort the databases in alpabetical order.

3. Find the file ePC.zip and delete it.

4. Find shop.zip and delete it. NOTE: DO NOT DELETE shop.db delete ONLY shop.zip. If you are not sure what the file extension is, consult your windows documentation to learn how to enable file extensions before deleting anything.

5. Close the data folder and restart EstiMate.

6. Close EstiMate to confirm the error has disappeared.

Q & A:

I don't see a data folder when I try to navigate to it through windows explorer in step 1. What's wrong?

A: Make sure you are lookin in 'program files' and not simply 'programs'. If you confirm you are indeed in the 'program files'folder but still do not see it then it may have been renamed or moved. You may try doing a search on architem.db and this may turn up the location of the data folder.

Q: Now I have trouble opening EstiMate what now?

A: There may be lock files preventing EstiMate from opening.
Close EstiMate and repeat the procedure, but this time also delete pdoxusrs.lck, paradox.lck and pdoxusrs.net if found and try to reopen EstiMate.

3.72. EstiMate Locks Me Out On A Network?

I seem to be locked out when someone else is using EstiMate on a network. Why?

NOTE: Significant improvements were made to the networking protocols in version 1.96B3 and later. It is strongly recommended that you upgrade your software if you are running a version previous to 1.96.

An upgrade can be obtained by going to www.pricingmadeeasy.com and clicking on the downloads section of the site.

3.73. EstiMate locks up after being idle for a period of time?

If I leave EstiMate open for a period of time unused and idle when I go back to use it again it appears to be locked up. What do I do to solve this?

The best working procedure with EstiMate is to close it down after each use and reopen it when needed again. Period.

If you simply *must* leave it idle for long periods of time then consider adjusting your computers hibernation or sleep settings so it does not hibernate, sleep or powersave. EstiMate needs to have an active connection to its databases at all times while it is open. If the connection is severed EstiMate may lockup or produce errors and must be shut down.

3.74. EstiMate locks up my system when trying to start it?

I cannot run EstiMate it locks up my system everytime I try to start it. I cannot start it by clicking the icon on the desktop or from windows explorer directly. How can I get EstiMate to run?

The phenomena of not being able to launch EstiMate coupled with a system lockup is a rare occurance that we have seen only twice. In each case it was due to a problem with the computer itself and a complete clean repair of the computer CPU, Hard drive, and memory was needed for resolution.

3.75. EstiMate locks up when trying to print?

When I try to print EstiMate locks up what do I do to get EstiMate to print again?

The problem of EstiMate locking up when trying to print can have multiple causes. To resolve the problem, try the following:

* Reboot the computer and try again.

* Look for a blank entry in the customer list. Delete if found.

* Clear your logo(Management > Configure EstiMate > Your Logo > Clear logo) and proof (Print > EstiMate > Design Proof Tab > Clear). Important: perform the clear logo and proof functions EVEN IF THERE IS NO LOGO OR PROOF SELECTED ON THE ESTIMATE! Try printing again with no logo or proof selected. Does EstiMate print? If so, re-select logo and/or proof and try again. If problem reappears, try creating a new logo or proof image as the file is likely corrupted.

* If the above suggestions fail then uninstall your print drivers and download new ones from the printer manufacturer website. Note: You may have printer driver problems even if you can print from other programs.

3.76. EstiMate re-using estimate/job numbers?

EstiMate is re-using old estimate and job numbers. What is going on?

Upgrade to EstiMate 1.71 or greater to resolve this issue.

3.77. Estimate terms not printing correctly?

The second line of the terms on an estimate doesn't print correctly. The text is messed up or partly missing how can I get it to print OK?

You will need to keep the estimate terms to one line for now. This will be fixed permanently in an upcoming version of EstiMate.

3.78. EstiMate will not open after receiving a permanent key?

I received my permanent unlock key after evaluating EstiMate and deciding on my plugins. Now when I try to open the program nothing happens. I have tried rebooting, opening the software from the icon on my desktop and from Start > Programs and nothing happens not even an hourglass or error message. What do I need to do to get EstiMate open again?

1. Make sure that your data is backed up that you can restore later. If you do not have a backup, find your EstiMate data folder (usually located at C:\Program Files\EstiMate) and copy it to your windows desktop, My documents or other easy to find location. Alternatively you can also save it to a high-capacity drive like Zip or CD-Rom. Once you are sure your data folder has been backed up appropriately, proceed to step 2.
2. Uninstall EstiMate from the Add/Remove Programs icon in Control Panel.
3. Delete the EstiMate directory. Right-Click on your start icon and select explore. Windows Explorer will appear.In the list of files on the left, find and open the program files folder, find the folder that says EstiMate, right click on it and delete it. Close Windows Explorer.
4. Re-install EstiMate. Insert your EstiMate CD-Rom in your computers CD-Rom drive and select "Install EstiMate" from the autorun screen that appears. Make sure to select "Complete Installation" from the "What To Install" screen and proceed with the remainder of the installation.
5. Restore your backed up data folder. Note: You can skip this step if you did not complete step #1 because you did not have any data you wanted to keep. Again, open Windows Explorer, locate the Program Files folder, and open the EstiMate directory. You will see a folder named data. Right click on the folder and select rename. Rename the folder "DataOld" without the quotes, and press the Enter key. Copy your data folder from its backed up location and paste it into the EstiMate directory.
6. Open EstiMate. Make a note of your install serial number (ISN) and contact EstiMate for a key. (Sales: 888-304-3300x14; Support: 828-274-7142x13) If it is after hours run EstiMate in evaluation mode.
7. Enter new key and unlock software.
8. Your software should open normally and you should be able to see your estimates, customers, etc. If you get error messages when trying to open EstiMate, close the program and browse the directory where you pasted the data folder. a. confirm that it is indeed the right directory and b. that you pasted the **actual data** and did not simply create a shortcut to the data.

3.79. EstiMate.exe file linked to missing export oleaut32.dll: varnot error?

When I try to install and run EstiMate on my computer I get an error that says EstiMate.exe file linked to missing export oleaut32.dll: varnot. How do I resolve this error and get EstiMate to work?

In order to resolve this issue, install the Win95 DCOM 1.2 Service Pack and on a Windows 98 Machine apply the DCOM update. This update can be obtained from http://msdn.microsoft.com

3.80. Estimates not showing up in open list?

Recent estimates I have done are not showing in the list of open EstiMates and new ones I create don't appear to be saved. What's going on?

It may be that your data files need to be maintained. Click Management>Repair/Maintain Data Files and click the verify and rebuild button. Close the verify and rebuild screen and click on the open icon again. You should see the missing estimates appear.
NOTE: Estimates can be archived by mistake. If the process above does not achieve results, then click on the Archives icon select Explore and click on the plus sign next to 'All Customers'. Search thru the archives for the missing estimate or job.

3.81. Exported jobs or estimates do not show up in QuickBooks?

I export my finished jobs and or estimates from EstiMate but when I bring up QuickBooks I don't see anything. Where did they go and how can I get them into QuickBooks?

When you use the Export Transactions To QuickBooks function, the transactional data does not automatically go into QuickBooks. EstiMate creates a file at the end of the export wizard that has a name and location specified by you.

Once the file has been saved you must import it into QuickBooks using the import utilities built into QuickBooks. See your QuickBooks documentation for details.

Once you have imported the file you should be able to view the invoices/cash sales you exported from EstiMate.

TRAP: The export file was never given a name. When preparing to save the file to disc make sure to name it something or else the file will not be created and thus you will not be able to import it into QuickBooks.

3.82. Failed to download catalog info error in Vendormate?

When I open Vendormate and click on the Download Catalolgs link I get a "Failed to download catalog info from pricingmadeeasy.com . . ." error in Vendormate.

This error can be caused by a lost internet connection or being blocked by a firewall.

The first step is to make sure you are connected to the internet. If on a dial-up connection, try going to web pages like www.pricingmadeeasy.com and if you cannot open the page then try re-connecting and downloading catalogs again.

If you are on a DSL, Cable, ISDN, T1 or similar connection that is always connected to the internet, then check to see if you have firewalls active like Norton, Zone Alarm and so forth. If so, disable the firewall temporarily, open Vendormate and try downloading catalogs again.

If you are not using a software based firewall but are instead using a router, then consider configuring the router to accept connections from Vendormate.

The bottom line on this error is either disconnection from the internet or blocking by a firewall or similar security program.

3.83. Features not showing in EstiMate?

Why is it that sometimes when I go to tweak an estimate, there are 5 sliders to work with, and other times, like this morning, there are only 2 sliders there? This happens quite often, what do I do?

This is due to security in the software. A password was set at some point to differentiate between adminstrator and user. When you see only two sliders you are in user mode. When you see all sliders you are in administrator mode.

If you want to go from user mode to admin mode easily double-click in the subtotal field or click Management > configure EstiMate or try to access some other management function.

You will be prompted for a password. Enter the password and you will then be in admin mode and can access the remaining sliders and other functions.

When you are through click management > advanced management > logoff administrator to return the software to the locked down user state.

3.84. File name is too long for a paradox ver. 5.0 table?

I get an error that says File name is too long for a paradox ver. 5.0 table salespeople.db. What do I do to get my program working correctly again?

Try a shorter path to the data. The default path is C:\Program Files\EstiMate\Data. If the path in your network setup is too long you may try copying EstiMate's data files to a different location that results in a shorter pathname. Then pointing EstiMate to the new location via File > Network Setup.

It should be noted that even though the error seems to be pointing to the salespeople.db name it is really seeing the whole path to the data plus the salespeople.db name as the file name and not just salespeople.db.

An example of a filename that would be considered too long is:

C:\Documents and Settings\User 123\My Documents\Estimate Data\Data\

Even shortening the name slightly solves the problem as shown below:

C:\Documents and Settings\User 123\My Documents\Estimate Data\

3.85. Garbled text when sending .pdf estimate via email?

Customers that are receiving my PDF estimates as "MIME" attachments see instead of the estimate only garbled text inside the body of the email. It is happening with two specific folks, one on dial up AOL and the other DSL verizon. Is there anything I can check before creating the .pdf to ensure compatablity?

Ultimately, This is an issue with your customers' mail programs, not your PDF.

MIME is a standard method of encoding binary files and attaching them to an email - binary to text and back again. This happens to be the method your mail program uses when it sends the email to your customers.

EstiMate does the following: generate a PDF -> save it -> launch your mail program -> attach it.

Your mail program then: encodes it (apparently MIME) -> then sends it.

Their mail program: receives it -> fails to decode it -> and shows only garbled text.

Ultimately they need to enable the reading of MIME attachments in their mail program. Since their mail programs don't read MIME attachments, they are seeing the MIME text instead.

3.86. General Difficulty Level slider is not increasing production time?

I'm evaluating your software and have a question about the sliding "difficulty level" scale. On some projects it only allows me to adjust to about 7 minutes worth of production time. Others it allows me as much as I need. Is this a bug or am I doing something wrong?

When this phenomena occurs it is most often due to one of two factors: 1. EstiMate does not yet have enough criteria to come up with a production time.
2. The sign, label or print being priced is so small that a maximum production time is reached quicker that on a larger sign.

Example: In the vinyl signs plugin lets say we are pricing a 18 X 24 Sign on Omega Board that is single sided, quantity of 1 with one color of vinyl.

After selecting the substrate the General Difficulty Level Slider remains non functional and no production time can be indicated with it
because you have just selected the board.

When the vinyl is selected the General Difficulty Level Slider still does not have much effect on the quote as no coverage is selected.

Indicating a coverage amount with the vinyl coverage slider activates the General Difficulty Level Slider because EstiMate now has the criteria it needs to make a production time assessment: % of vinyl coverage on the substrate.

Bottom Line: Make sure you have selected enough criteria on the quote so the General Difficulty Level slider will affect production time.

3.87. General difficulty slider does not work?

The production time slider does not work. It will slide to different percents, but does not indicate a price for the work.

The general difficulty slider may not change the production time if the following conditions are present:

1. The sign is too small. A 1" x 1" sign is too small for the general difficulty level to register a production time, for example.
Solution: Input a larger size sign. Or if it is a labor intensive smaller sign then check the non-rectangular box and move the background complexity accordingly.

2. No vinyl coverage is indicated.
Solution: choose a vinyl or paint and move the vinyl coverage upward. 85% is recommended for most signs.

3.88. How do I get EstiMate to do metric pricing?

I try to do a metric installation of EstiMate but the pricing screens and databases still show imperial units. How do I get EstiMate to do metric pricing?

Review registry permissions and make sure that the user you have installed EstiMate under has registry priviliges. In order to complete the metric installation, EstiMate must write a value to the registry. If EstiMate cannot do so, it may display imperial units or a strange hybrid of the two.

3.89. How do I prevent the password dialog from coming up?

We have decided that we do not need the security features in our software enabled in our shop. How do we keep the password dialog from coming up?

The steps are as follows:
1. Logon as normal entering your administratior password.
2. Click Management > Configure EstiMate > Security tab.
3. Click the set password button.
4. Erase any characters that may be in the password fields making sure both password and confirmation fields are BLANK.
5. Click the save password button.
6. Click the green checkmark to OK changes and exit configuration.
7. Now EstiMate will open like it always did without displaying the password dialog.

3.90. How is production time adjusted for window graphics?

1) In the Window Graphics window, how is the production time scale
adjusted? In my copy, it seems that nothing on the screen will change the
value on it.

1. Window Graphics: production time, which is directly tied to the General
Difficulty Level slider, is based on the amount of vinyl coverage you have
given a window/sign/etc. Therefore, it is important that you set the amount
of vinyl coverage first and then adjust general difficulty level.

If you are still experiencing problems, be advised: - there have been two instances
where something strange has occurred in users' deep configuration numbers
and the following was required to solve it: 1) Click Management->Deep
configuration 2) On each tab, click the 'recycle' symbol to reset the
numbers to their defaults 3) Click 'OK' (the green checkmark) to save your
changes.

3.91. I Can't Open an EstiMate or Job?

I click on the open icon and nothing happens.

There are two possibilities:

1. There is another screen open behind EstiMate or minimized on your task bar that is wanting you to do
some kind of process. Look on your task bar (the main windows bar that contains the Start button). To the right of the EstiMate button there may be other buttons. Bring them up, and close or O.K. the screen(s) and you should then be able to use EstiMate.

2. The database may need to have a repair/rebuild done. Close the program and re-start it. Click on Management>Repair/maintain data files and click the verify and rebuild button. Once completed press the close button. The problem should be resolved.

3.92. Index Out of bounds -1 error when trying to print ?

When I try to print my customer list I am getting and out of bounds error what do I do to print my customer list?

Look in your customer list for a blank entry at the top. When you find the entry, delete it and attempt to print again. The error should evaporate and you should now be able to print your customer list.

If you cannot delete the entry then cancel the print process and investigate what version of the software you have. To do this click Help > About. If you are running version 1.94, 1.94a, 1.94b, or 1.95 then upgrade your software to 1.96 or later and follow the instructions listed above.

To close the version screen click in the middle and it will disappear.

3.93. Index out of date error?

When I try to pull up an estimate I get an error message that says 'Index out of date' what do I do to correct the error so I can pull up my estimates?

1. Press OK on the error message.
2. Click Management > Repair Maintain Data Files.
3. Click the verify and rebuild button. EstiMate will attempt to repair and maintain the database.
4. The problem should now be resolved, you can proceed as normal.

3.94. Interface mismatch. Engine version different error?

I am getting an error "Interface mismatch. Engine version different after I have installed EstiMate and try to run the program.

Detailed Explanation:
There is a known problem that occurs when installing the software on some PC's. When the software is run you will get an error message "Interface mismatch. Engine version different". This indicates there is a problem in the Borland Database Engine (BDE). The BDE is common database software that is installed by many programs.
EstiMate installs the latest version of the BDE as a part of its system. The BDE is needed to store your ingredients, list of customers, settings etc. The problem arises when an older version of the BDE is already on the system. Since many applications use the BDE it is difficult to determine what program installed the original version.
The instructions below outline how to resolve this error as far as EstiMate is concerned. It is possible however that if you are running a software package that is using an older version of the BDE then the instructions below may render that application unusable and you will need in turn to contact that software vendor for a new update that contains the latest BDE version. Known conflicts are with older versions of FlexiSign and Goldmine. Please keep this in mind when reviewing the instructions below.
Answer:
1. Uninstall EstiMate.
2. Delete the EstiMate directory.
3. Delete the Borland directory. (May also be called BDE shared).
4. Reinstall EstiMate.
Detailed Solution:
1. Uninstall EstiMate. Click Start > Control Panel or Start > settings > control panel in some windows versions.
2. Double-Click on the Add/Remove Programs icon and highlight EstiMate in the list.
3. Select the uninstall option or it may say change/remove. Follow the onscreen prompts to uninstall the software.
4. Close the add/remove programs utility and close the control panel.
5. Right-Click on your computers start icon and select the ?explore? option.
6. In the list of folders on the left, click the plus-sign to the left of the Program Files folder. NOTE: You are looking for a folder called ?Program Files? NOT simply ?Programs?.
7. Under Program Files, find the EstiMate folder, right-click on it and delete it.
8. Find the BDE folder and delete it. BE CAREFUL! The BDE folder is located differently in different versions of windows. In earlier versions of Windows it is often in the Borland folder. To get to it you would open the Borland folder, right-click on the BDE folder and delete it as in step 7 above. If on later versions of Windows like XP, for example, then click on the common files folder, click on the Borland shared folder and then right-click and delete the BDE folder. If you cannot locate the folder then search for it using the Windows search utility (Start > Search or Start > Find)
9. Close Windows Explorer.
10. Place your CD in the drive and reinstall EstiMate.

3.95. Interface Not Supported?

I am getting an interface not supported error when trying to import my customer list from QuickBooks 2002. How can I get my customer list into EstiMate?

1. Make sure that you are running EstiMate 1.91 or later and that you are using QuickBooks Pro 2002.
2. Make sure that both programs are running and that your QuickBooks company file is open. Try importing again. If the import still fails, then proceed to step 3.

3. If you have confirmed that you are running the right versions of QuickBooks and EstiMate and that you have followed the steps above. Then consider backing up your QuickBooks data and uninstalling/re-installing QuickBooks.

The interface not supported error means that QuickBooks is missing the functions needed to hand the customer list parameters to EstiMate so it can complete the requested task of importing the customer records.

Another option:

If you are unable to do the QuickBooks uninstall/reinstall process, then you may consider exporting your customer list as a simple comma or tab delimited text file.

Once you have exported your customer list from QuickBooks as a text file, it is a straightforward matter to import the customer list in EstiMate by clicking Management > Advanced Management > Import Contacts From . . . > Text File. Then follow the instructions in your EstiMate users guide or online help for options on importing your text file.

3.96. Invalid Token error?

I am inputting ingredients and get an invalid token error when I try to go back and edit what do I do?

This was a known issue with EstiMate 1.95 and previous versions. To eliminate the problem upgrade your software to EstiMate 1.96 or later.

3.97. Key Violation Error?

I am getting a key violation error when trying to duplicate entries in the databases like retail items, substrates, vinyls etc. What is the solution?

This error occurs because the description of the duplicate entry is beyond the character limit EstiMate can accept for the description.

Solution:
1.Click 'OK' on the key violation error message.
2.Click on the green OK checkmark to exit the database you are working in.
3. Re-enter the database by clicking Edit Data Files and the selection of your choice from EstiMate's main screen.
4. Search the database carefully for an entry starting with New *, where * is a wildcard that can stand for several different identifiers including 'recurring item' and 'material'. For example: In the substrate database the entry in question would be called 'New Material' in the retail items database it is called 'New recuring item'. Your objective is to find this entry and DELETE it from the database.
5. Edit the description of the entry you wish to duplicate and make it shorter. Save the edited entry.
6. Continue with the copy procedure as normal.

Tip: Use the following procedure for copying entries in the databases.
1. Highlight the entry to be copied and press the copy button.
2. Immediately edit the entry you copied and erase the [COPY]
identifier EstiMate puts at the end and modify the description as needed. Save the entry.
3. Repeat steps 1-2.

3.98. Latest update not found error?

After upgrading EstiMate I get an error message that says couldn't convert record 2 and Latest update not found also it says cannot iterate the EstiMate table what is happening and how can I get EstiMate operational again?

There is a problem with components of the data file. You will be best served to speak with an authorized EstiMate support technician directly for the resolution to this problem.

3.99. Letters show up as rectangular boxes on an invoice, estimates and reports?

When I print an estimate, invoice, analysis, etc. all of the letters are rectangular boxes. The numbers work fine. What's happening and how do I correct the situation?

There are several possibilities:

1. You are missing essential fonts that EstiMate needs to display and print its reports.

Solution: Review the fonts listed in your Windows/fonts folder. EstiMate uses the Arial family of fonts, so be sure all Arial fonts are installed.

2. You may have more fonts installed than Windows can accept. Font overload is a common problem especially on earlier Windows operating systems such as 95 and 98.

Solution: Try installing and using Font Management software.

3. The operating system is failing to provide the fonts to the application.

Solution: Reinstall the Windows operating system.

3.100. List index out of bounds(-128)

I get an error saying List index out of bounds(-128)when trying to print an estimate. What is wrong and how do I get my estimate to print.

You have exceeded the number of line items EstiMate is capable of handling. Upgrade your software to the latest version to resolve the problem.

3.101. MAPI: Feature Not Supported. Error Code=26

When trying to mail from EstiMate I get an error saying MAPI: Feature Not Supprted. Error Code=26. What does this mean and how can I send email?

The error MAPI: Feature Not Supported. Error Code=26 you are getting when trying to email may is due to email application not supporting the MAPI protocol for data communications between software programs and email applications.

You may wish to use a different email program or if you have the advanced management suite you can print to a file and attach the file manually to a new email message.

See kbase article 349 for instructions.

Additional options are outlined in discussion group post 304
linked below:

http://www.estimatesoftware.com/ubb/ultimatebb.php?ubb=get_topic;f=1;t=000304

3.102. MAPI: General Failure.ErrorCode=2

When I try to email from
>Estimate I get this message....MAPI: General Failure.ErrorCode=2.
>Is there a solution to this email problem???

The error MAPI: General Failure.ErrorCode=2 you are getting when trying to email may is due to email application not supporting the MAPI protocol for data communications between software programs and email applications.

You may wish to use a different email program or if you have the advanced management suite you can print to a file and attach the file manually to a new email message.

See kbase article 349 for instructions.

3.103. Material markups don't seem right?

When I have my material markups set to 100%, and calculate a simple job, my material markups come out higher than my material costs when I look at the hard numbers. Why?

This issue has been resolved. Please update your software to version 1.04 or better (the latest version can always be found at www.ampweb.com/estimate).

The issue here is transfer tape: in versions prior to 1.04 the software added 1 cent per sq. in. to the profit side of the hard numbers, which caused two problems; one was that the overall sign price was too high, the other was the skew in the hard numbers. Beginning with version 1.04 this has been corrected to show 1/10 of a cent per sq. in. split evenly on both sides of the hard numbers.

As always, re-adjust your market levels after installing any update to EstiMate.

3.104. Multiple sets of prespaced letters don't seem to affect the number of letters?

When I have 2 sets of 9 letters to price it does not change the number of letters when I put in a quantity of 2 in the sets field. Does estimate know I need 18 letters and price accordingly?

EstiMate does not automatically change the actual number of letters in the letters field. Click the calculate total button to see that EstiMate has changed the price to account for the additional sets you have indicated.

3.105. Network initialization failed error?

I am getting an error that says Network initalization failed. Path not found file: C:preval50
etfiledirpdoxusrs.net directory C:preval50
etfilesdir I cannot run estimate.

This conflict can occur with Goldmine lead-tracking software, and the following instructions will fix EstiMate but are NOT warranted against disturbing Goldmine's setup. That said, they are unlikely to interfere with Goldmine.

1. Close EstiMate and any other open programs.
2. Click Start>Settings>Control Panel
3. Double-Click on the bde administrator icon
4. Under the databases tab double click on the EstiMate entry.
5. On the right column make sure the entries are as follows:
Type = Standard
Default Driver = Paradox
Enable BCD = False
Path = C:Program FilesEstiMateData
6. Click on the configuration tab and double clik drivers.
7. Double Click on Native and highlight PARADOX.
8. On the right hand column look at the entry called net dir.
9. The path name for net dir should be C:
10. If there is anything beyond the back slash delete that information.
11. ** IMPORTANT **After making sure the path for net dir is C:
press enter.
12. From the menu bar press object and apply.
13. Click OK twice.
14. Restart estimate.

3.106. Network Initialization Failed: Permission Denied error?

I had to reformat and I backed up my EstiMate data folder to CD rom and then installed EstiMate and wrote over the data folder with the backed up data from the CD Rom. Now I am getting multiple errors including Network init fialed permission denied, cannot perform this operation on a closed data set and cannot iterate the estimate table. What do I do to try to get estimate running again?

NOTE: The instructions below apply to Win95, 98, NT, 2000, and ME. Windows XP users please see alternate instructions at the end of this document.

Because the CD rom is a read only solution you will need to change the attributes of the data files so EstiMate will be able to read AND write to the data.

To do this,

1. Open windows explorer, Find your EstiMate data folder. If you are using the default path for EstiMate, it will be in the Program Files folder under your C drive.

2. Open the Program Files folder and then the EstiMate folder. Under the EstiMate folder you will find the data folder. Double - click on it.

3. Choose edit and select all. All the files in the data folder will highlight.

4. Right Click in the middle of the window and select properties.

5. Make sure read only is unchecked and click the ok button. Close windows explorer and open EstiMate. The program should open without error.

XP Users: If you are getting the error Network Initialization Failed: Permission Denied, then you will want to check the sharing properties for the EstiMate data folder. This is especially true if you are networking your copies of EstiMate.

Here are instructions to check your EstiMate Data folder sharing properties in Windows XP.

1. Right Click on your Start Icon and select 'Explore'.
2. Double-Click on My Network places and choose the directory(s)where the EstiMate data file is located.
3. Right click on the data file and select the 'Sharing and Security' menu option.
4. Click the 'Share this folder on the network' option and be sure that the 'Allow Network Users To Change My Files' box is checked. Press Apply and Press OK to save.

3.107. No default printer currently selected?

I get an error message when trying to print a estimate that says 'There is no default printer currently selected' what do I need to do to get my estimate to print?

There is no printer selected in windows.
1. Click Start > Settings > Printers.
2. Right-click the printer you want for the default, and select 'Set As Default Printer'
3. Try again.

Note: If running Windows 2000 or other OS that supports administrator and user functions, you will want to log on as administrator first before doing the above process.

3.108. Not a valid date and time error in Vendormate?

When I open Vendormate and click on the download catalogs link I get an error that says 3242003 is not a valid date and time. What does this mean and how do I get my catalogs downloaded?

This error is related to your regional settings in Windows.

Domestic US users:

1. Change Regional settings to "English(United States). If already on "English(United States) proceed to step 2.

2. Change your date separator to a forward slash "/". No other separators are acceptable. Apply the changes and press OK.

To find the date separator in Windows XP, double-click the Regional and Language options in your computers control panel. Click the customize button on the regional options tab, and click the date tab on the customize regional options screen. Proceed as in step 2 above.


International Users:

Solution Summary.
1. Change Regional settings to "English(United States).
2. Download catalogs and import items.
3. Change Regional settings back to their original state.

Detailed Instructions.
1. Press OK on the error message and close Vendormate. Save changes and close other programs as well.
2. Open the control panel. Depending on your windows version you may need to click (Start > Settings > Control Panel) or simply (Start > Control Panel).
3. Find the Regional and Language Options icon and double-click on it. On the regional options tab, change the language to English(United States), click Apply and click OK.
4. If the computer prompts you to reboot, then reboot the computer and proceed to step 5. If you are not prompted for a reboot then skip this step and go directly to step 5.
5. Open Vendormate, download catalogs and import items.
6. When you are sure you have downloaded/imported all you need, then repeat steps 2-3 above changing the language setting back to the way it was previously.

3.109. Not a valid Win32 application?

I am tying to install EstiMate/Vendormate/Job Timer and get an error Not a valid Win32 application.
What does this mean and how do I get my program installed?

There are several possibilities and solutions:
1. A corrupted download.
Solution: delete the download and re-download the file and try again.
2. A bad disc or drive.
Solution: Try to load on a different machine. If successful, then try downloading the file on the former machine. If it does not install on another computer either, then. Contact EstiMate for new installation media.

3.110. Not decoded error when trying to open a pdf attached estimate?

When I send an estimate as a .pdf file attached to an email, the recipient states that they get a 'not decoded' error message when trying to open the .pdf. What can be done to assist the customer in viewing the estimate?

It is possible the customer is running an older version of adobe acrobat, if so it is advised they upgrade to the current version.

Other options include:
1. Sending the estimate in another file format.
2. Sending via another method, i.e. Fax.

3.111. Not in edit or insert mode?

I cant print invoices because I get an error that says 'not in edit or insert mode' when trying to print. What do I do?

Try the following procedure:
1. Save and close the quote you are in.
2. Close EstiMate
3. Save changes and close any other programs that are open.
4. Restart your computer.
5. Open EstiMate and click Management > repair/maintain data files > Verify and rebuild. Press the close button.
6. Attempt to print invoices again.

If the above process fails, try clearing a proof from the proof tab accessed by clicking print > estimate > design proof
and clearing the proof.

3.112. Open window minimizes itself to an odd shape?

I just started having my review open jobs window start minimizing itself to a unique shape. As you might guess, going in there 20-30 times a day and resizing gets a bit old.

It is suggested that you close the open list in EstiMate, open your registry editor, and navigate to

HKEY_CURRENT_USER\Software\EstiMate\OpenColWidths

Delete the OpenColWidths folder.Then it should reset.

Disclaimer: Modifying the registry can cause serious problems that may require you to reinstall your operating system. We cannot guarantee that problems resulting from modifications to the registry can be solved. Use the information provided at your own risk.

3.113. Out of memory error when trying to print?

I get an error that says 'out of memory' when I try to print. How can I get EstiMate to print?

The error is happening due to a problem with the logo file you have imported into EstiMate. To test,
1. Click Management > Configure EstiMate > Your Logo. Click the 'clear logo' button and then the green OK checkmark.
2. Open your estimate or job and attempt to print.
3. If you are successful in printing, you will want to work with your logo in your graphics design software and get it down to a smaller size and a resolution of 300x300 pixels per inch or below.

3.114. Out of system resources?

When trying to use EstiMate I get an error message that says 'Error reading salesperson.btn.glyph.data: out of system resources.' I also get another one that says ' error reading old priorBtn.glyph.data: out of system resources.' I have gone under my system icon in control panel and it says I have plenty of system resources free. What do I do?

This error can happen if the computer has been on for an extended period of time. Some aspects of the windows operating system may need to be refreshed. Hence, the solution is to reboot the computer and you should see this problem disappear.

3.115. Phone number doesn't print in vendor report?

The vendor phone number does not show up in the vendor report no matter if I do the standard or detailed report. Am I doing something wrong?

You are not doing anything wrong. The problem of the phone number not appearing on the vendor report is a bug that was discovered in Estimate 1.5. Upgrade to EstiMate 1.6 or later and this problem will dissolve.

3.116. Pricing irregularities in vinyl signs and window graphics?

I am seeing a pricing irregularity in the vinyl signs and window graphics modules. When I price an 84'x48' sign it has a lower production time and a lower price than a 80'x48' sign. What's wrong?

You will need to upgrade to EstiMate 1.6 or better and these pricing irregularities will evaporate.

3.117. Printing issues in EstiMate?

I am trying to print a report in EstiMate but it doesn't print correctly. How do I get my report to print right?

There are numerous factors that can cause EstiMate to print incorrectly. Below are listed some of the more common issues.

Issue: The text on the report is doubling up, is garbled out of alignment or illegible.

Solution: Uninstall your printer drivers and download new ones from the manufacturer website.

Issue: The address info prints fine for both shop and customer but all estimate details below that are missing and the remainder of the form is blank.

Solution: The first thing to examine is whether you are seeing a blank cover letter on the preview. The EstiMate itself may be on the next page so look at the top of the preview and click the arrow to the right and see if there is another page there. If so, then try to print again and on the windows print dialog make sure that the "all" option is dotted and not a page range of 1 to 1.

If you confirm that you see the estimate itself on the preview screen and that the remainder of the report is not printing then uninstall your printer drivers and download new ones from the manufacturer website.

Issue: EstiMate is printing blocks instead of letters.

Solution: A Font management solution is needed as too many fonts are installed in the windows/fonts folder and these are bogging down the system. An excellent reference article is located at http://graphicssoft.about.com/library/weekly/aa072099.htm

Issue: Parts of the report that are in black ink do not print but color logo prints.

Solution: Check the black printer cartridge (physically inspect it) as it may be out of ink or toner. Note: This may be the case, even if the printer readout shows ink present.

Issue: The Report prints out as a big black block when printing it to winfax.

Solution: Update your software to the latest version.

Issue: The proof will not print along with the rest of the estimate.

Solution: Make the proof smaller: 8.5 X 11 inches or below, in one of the accepted formats: jpeg, WMF, BMP.

--------

Exceptions:

In some circumstances, the above solutions may not be appropriate. Other things to try when the above fails are:

* Try printing to a different printer.
* Try loading EstiMate on a different machine.
* Clean the contacts on the cartridge.
* Replace the ink bottle or cartridge.
* Clean printer components.

In some cases there may be corruption in Windows itself and the operating system will need to be re-installed. Since this is a step that also requires data backup and reinstall of your software packages, it should only be done if other methods have failed.

Q & A:

Q: Do I really need to go thru all the trouble of installing new printer drivers if the text on the report is doubling up, is garbled out of alignment or illegible.? After all, I can print from other programs.

A: If the driver is working correctly you should be able to print from * all * programs. One program printing incorrectly is symtomatic of printer driver failure.

3.118. Problem: MAPI error when trying to email estimates or jobs?

Detailed description: When I try to send an estimate or job via email I get a MAPI error and cannot send. What is MAPI and how can I send my email?

Answer: In order to send estimates or invoices via email you need to have the MAPI driver installed that is part of the Windows operating system. If this is not installed or missing you may be unable to send your estimates or jobs through email with EstiMate.

A description of the MAPI driver can be found at:

http://email.calpoly.edu/configuration/outlook.html

Resources to locate the driver can be found at the Microsoft Technet page:
http://www.microsoft.com/technet/treeview/default.asp?url=/technet/itsolutions/drivers/Default.asp

3.119. Production time on painted backgrounds seems off?

Whats going on with production time and painted backgrounds?
why is there only a small time difference between 1 and 2 coats?
Shouldn't the second coat be double the 38 minute time for one coat?

The production time is not doubled on the second coat because it includes time to select the paint, set
up the sawhorses, get the board on the sawhorses, prepare the board, etc. - and if you fill in the 'background' section first, the production time will reflect only this time and you can see exactly what's going into the preparation of the board.

3.120. Proof not included when emailing an estimate?

When I try to email an estimate the secound page with the proof is not included in the .pdf file. Is there a way to email the whole file that will be printed not just the first page?

Yes. You will want to first click print > estimate > design proof tab and clear your proof. Then create a new proof and save it as a .bmp or .wmf file and attach that instead of a .jpg as there is a known issue with using jpegs as proofs in version 1.96.

Note: this applies to version 1.96 and associated builds only.
Versions previous and later are not affected.

3.121. Record is in use by another user?

When trying to use my copy of EstiMate on my peer-to-peer network I get the error ' Record is in use by another user' when someone else is using EstiMate on a client machine and visa versa.

Make sure all computers are running the same version of EstiMate. If not, upgrade all computers and try again. Upgrades can be obtained from the EstiMate website at http://www.estimatesoftware.com or by contacting the EstiMate sales desk at 888-304-3300.

If all machines are running the same version of EstiMate (1.5 or better) then the naming convention for the data path may need to be changed.

The following steps are recommended for best results:

1. From your windows desktop, right-click on the Network Neighborhood icon. Select the menu item labeled properties with the left mouse button.
2. Click the identification tab at the top of the window that comes up.
3. Write down the computer name exactly as it appears.
4. Click cancel.
5. Double click on your My Computer icon from the windows desktop.
6. Right Click on the C drive icon. Click on the menu item labeled properties with the left mouse button.
7. Click the sharing tab.
8. Make sure the 'shared as' box has a black dot in it.
9. (Important) write down the Share Name * exactly * as it appears.
10. Under access type make sure the black dot is on full access.
11. Make sure the full access password is blank. (No password).
12. Click OK to close the properties screen and exit out of the My Computer icon.

In EstiMate:

1. Start EstiMate.
2. Click File>Network Setup.
3. Look at the path. If it begins with C: or other drive name, the naming convention will need to be changed.
4. Delete the path name that is currently listed in the path to shared data field.
5. The path name needs to be in the format of: \computer nameshare namedirectorydata folder
6. For example: \ASIASI_Cestimatesdata
In this example, 'ASI' is the computer name we got from the identification tab under the Network Neighborhood properties.
'ASI_C' is the share name we got from the sharing tab under the C drive properties. 'estimates' is the directory where the data folder resides, and 'data' is the actual data folder itself.
7. Once you have the path in correctly you should see the green light come up on the upper right of the path to shared data field.
8. ** Very important ** be sure to press OK on the network setup screen. This does more than accept the changes to the path name, it sets important settings in place that EstiMate will need to function properly.

3.122. Record locked by another user?

We are unable to have two people quoting at the same time. We always get the error: 'Record Locked by Another User' when someone tries to open a new line item when someone else is in a quote. What do I do to get multiple quoting at the same time?

There are two possibilities:

1. Two users are trying to edit the same estimate at the same time. This is not allowed.
Solution: Close the estimate so the 2nd user can edit it.

2. Upgrade your software to 1.96 or better as previous versions had known issues with record locking and these have since been solved with 1.96.

The 1.96 upgrade can be downloaded from:

http://www.pricingmadeeasy.com/estimate/download/index.php

3.123. Record locked when converting an estimate to a job?

I get an error saying 'record locked' when trying to convert an estimate to a job. We have EstiMate networked but the person on the other computer is not using EstiMate. . .what do I do?

Try the following steps:
1. Shut down the software on both machines and reboot them.
2. Start up EstiMate on the host machine (main EstiMate computer where the data resides).
3. Start up EstiMate on the client machine (the other satellite computer)
4. Try again to convert your estimate into a job.

If this problem persists the next steps are:
1. On the *satellite* computer, click File > Network Setup.
2. Write down *exactly* what is in the path to data box.
3. Click OK (very important).
4. Go to the *host* computer.
5. Click File > Network Setup and verify that the exact same text is in the path to data box.
6. Click OK (very important).
7. Try again to convert your estimate into a job.

3.124. Sales Tax Calculation off?

My sales tax total is off. The taxes for the individual line items do not add up to the sales tax total on the printed estimate. . .what's going on?

It is advised that you pay careful attention to the discounts dropdown list, making sure that is not selected. Any of the other discounts will work or but avoid the option for the time being.

This error was resolved in version 1.61 so it is reccomended that you upgrade to the latest version and this problem will evaporate.

3.125. Save icon changes to a delete icon?

I was adding a work order that when I pressed the save portion of the screen (the file cabinets in the lower left-hand corner) that instead of saving it showed delete job - when I pressed the shredder it asked if I wanted to delete the job, but when I pushed no it just went back to shredder again. I wondered if other work orders had been saved the same way and what I found was that all the work orders, even ones completed show the same "delete job" status. Apparently the program has taken it upon its self to do this with every file. So far nothing appears to have been lost, but I am nervous that at some point it will delete everything.

The operation you have noted is by design. Pressing the save button DOES save the job, and then the icon changes because it is already saved.

Explanation: EstiMate works over a database construct. When you create an estimate and press the save button, not only is the estimate saved but all its components as well (such as the individual line items and descriptions). If you make a change it is automatically saved for you, no need to save multiple times.

When you see the delete icon, this is an indicator that the estimate has already been saved.

Do not click the delete icon unless you are ** sure ** you want to delete the estimate.

That said, there are some safeguards you can put in place.

1. Enable a password. This can be done by clicking Management > Configure EstiMate > Security.
After you are done enabling the password, click management > advanced management > logoff administrator. This will prevent anyone from accidentally deleting an estimate because the software will ask for a password.

NOTE: You must have the advanced management suite to enable a password.

2. Do regular backups! Backup as often as possible, every day if you can.

The following article from our online knowledge base has information:

http://www.PricingMadeEasy.com/go/kbase?id=342

Following these guidelines should greatly minimize any chance of data loss.

3.126. Screen Printed Signs calculates the wrong setup charge?

Screen Printed Signs calculates the wrong setup charge when 2 or more setups are selected.

This phenomena was a bug in EstiMate 1.95 which has been corrected. Upgrade your software to 1.96 and then EstiMate will calculate the right setup charge.

To download the update visit our downloads page at:

http://www.pricingmadeeasy.com/estimate/download/index.php

3.127. Some screens are blank and icons have dissappeared what's going on?

My software is working erratically. Some of my screens in EstiMate are blank and my icons are faded or have disappeared altogether. What do I do?

1. Close EstiMate.
2. Reboot the computer.
3. The problem should disappear. It is likely that some of the settings in the windows operating system needed to be refreshed.

3.128. Stream read error?

I am getting an error message that says 'Stream read error' whenever I click on Configure EstiMate. What do I do?

1. Click OK on the error message.
2. Click Management > repair/maintain data files.
3. Click the verify and rebuild button.
4. Click close when the process is complete.

3.129. Tax not calculating correctly after applying discount?

When I type a discount directly into the discount field on an quote, EstiMate doesn't figure the tax correctly. What do I do?

EstiMate is set up in such a way that if you type in a discount it will still figure the tax on the original numbers. This is by design. In order to get the tax to be figured on the post discount total you will want to add an 'other' line item to the estimate with a negative dollar amount and the tax box checked.

3.130. Test

Test

Test

3.131. Test Entry

Test

Test

3.132. Text overlapping on vendor report?

The text is overlapping on my vendor report how do I get it to print normally?

This problem was a known issue with EstiMate version 1.5 You will want to upgrade to 1.6 or better and this problem will dissappear.

3.133. The dynamic link library EditData could not be found?

I get an error that says The dynamic link library EditData could not be found
in the specified path C:\Program Files\EstiMate...etc when I try to run EstiMate. What does that mean and how can I use my software?

It is likely you have installed one of the original 1999 versions of EstiMate (Ver.1.03 is most common) on a platform like Windows NT or XP that does not support it. To resolve this error and get the software working again, Upgrade to the latest version available for free download at
http://www.estimatesoftware.com/estimate/download/index.php
You may also order the upgrade on CD-rom if desired by calling the EstiMate sales department at 888-304-3300.

3.134. Transaction not in balance error?

When I try to import my transactions into QuickBooks I get an error that says 'This transaction is not in balance make sure amonts detailed are on the form for this transaction = the amount at the top.' I press OK and I get another message: 'error on line 6. Cant record invalid transaction'.

There are two possibilities for resolution of this error.
1. In EstiMate select the job you are trying to export and edit the individual line items. Re-calculate each one by pressing the calculate total button.
2. Export the job again and attempt to import into QuickBooks.

Second possibility:

1. Open QuickBooks and on your keyboard press Ctrl + A.
2. Find your sales tax account. It is usually under (other current liablility) > Sales Tax Payable. On your keyboard press Ctrl + E.
3. Highlight the string of text in the box and copy it.
4. Open EstiMate and click Management > Configure EstiMate.
5. Delete any text that may be in the tax description field.
6. Paste (Ctrl + V) the string of text you copied from QB into the description field and press the green checkmark to OK your changes.
7. Try exporting from EstiMate and importing into QuickBooks once again.

3.135. Travel and cleaning doubled?

My travel and cleaning charges are being doubled in window graphics. What's going on?

You will want to upgrade to EstiMate 1.7 or greater and this problem will be resolved.

3.136. Trouble with help screens?

When going through the help file I can't click on anything to do the setup. What's going on?

The help file contains text and 'screenshots' or pictures of what you'll actually be seeing when you set up the program. You will need to open the actual EstiMate software program and do the procedures the help file outlines there rather than from the help screens themselves.

TIP: Open two windows, one which contains the help file and one that contains EstiMate. Re-size the windows if need be so that you can place the helpfile window, for example to the right side of your screen and EstiMate on the left then flip back and forth as needed

3.137. Unable to import contacts from QuickBooks basic?

I try to import my contacts from QuickBooks Basic and get an error that says QuickBooks must be running on this computer, but QB is running! What do I need to do to import my contacts from QB into EstiMate?

Quickbooks basic does not have the protocols necessary to interface with 3rd party programs like EstiMate. EstiMate works with PRO, Premier, and Enterprise editions of QuickBooks 2000 and above.

However, it is still possible to import your contacts.

1. In QuickBooks export your customer list. In some versions of QB this is done by clicking file > export in other versions it may be File > Utilities > export.

2. In EstiMate click Management > QuickBooks link > Import contacts from EstiMate Pre-2002. Select the file you exported from QB and open it. EstiMate will import the records.

3.138. Unknown internal operating system error bad file number?

I am getting an error that says Unknown internal operating system error bad file number (. . .) how do I resolve this error and get my program to work again?

Answer: The computers system resources or memory may be inadequate to hold the amount of entries you are trying to load in EstiMate. If the error is coming up when you are trying to load the open list, then consider archiving some of the jobs or estimates in your list. If the error is coming up in another part of EstiMate, consider deleting un-needed or un-used entries.

3.139. Vendormate cannot get exclusive database access error?

I am trying to use Vendormate but am getting an error Vendormate cannot get exclusive database access when trying to use it. What does this error mean and how do I get Vendormate operational again.

In order for Vendormate to operate it needs exclusive access to EstiMate's data files. This means the data cannot be in use by EstiMate nor can files be locking the database.
Here are some possibilites for resolving the error.

1. Close Vendormate, save changes and close other running programs.
2. Reboot computer.
3. Open EstiMate.
4. Click Management > Repair Maintain Data files > Verify and Rebuild > Close, to repair the data files.
5. Close EstiMate.
6. Open Vendormate and try again.

3.140. Version of QBXML requested is not supported or is unknown error?

When i try to connect to quickbooks to import my customer files i get the following message:
"The version of QBXML that was requested is not supported or is unknown"
We are running quickbooks premier 2004.

You will need to take the following alternate steps to import your customer list:

1. In QuickBooks export your customer list to a file.
2. In EstiMate click Management > QuickBooks link > Import contacts from QuickBooks Pre-2002. EstiMate will display an Open dialog box.
3. Choose the file location and the file and press the open button. EstiMate will display the Import Contacts dialog box. Choose desired options, and press the green OK checkmark. You have now successfully imported your contacts.

3.141. What is a Borland Database Engine error?

I'm getting a message that says: Error Occured when trying to initialze the Borland database engine. ( or the $2109 BDE error). What do I do?

The Borland Database Engine (BDE) provides support for data access throughout the program. In general, problems occur if there has been trouble with Windows or when another software program (that also uses the BDE) is causing a conflict with EstiMate.

There are two possible solutions: The first (and easiest) is to re-boot your computer and see if it works. If not, then you will need to re-install the BDE.

1.If you can get into the software at all, click Management->Backup/Restore data files and back the data files up to a floppy disk (so you won't lose any of your work).

You, or your computer manager, can also back these up manually by backing up the c:/program files/estimate/data folder, which contains all your data files. Manual Backup instructions are given at the end of this article and are also available at: http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=383

2. Next to re-install the BDE insert your EstiMate 1.5 - 1.91 cd-rom in the cd rom drive and proceed through the installation wizard. When you get to the screen that asks you what you want to install and place a black dot next to the 'install BDE only' option and continue with the remainder of the installation.

Users who are running EstiMate 1.92 or above will need to uninstall the software, delete the EstiMate directory, and re-install.

After uninstalling the software via add/remove programs in control panel, then open windows explorer and delete the EstiMate directory. The EstiMate directory is a folder that is usually located at C:\Program Files\EstiMate however if you have moved the folder you will want to delete it from wherever it is located.

Note: You should only delete the directory if you are sure your data is backed up. Deleting the directory will also delete all the data in the directory.


NOTE: If you downloaded your upgrade from the website then you will need to search for it on your computer and then run the installation again, or re-download the fille from estimatesoftware.com website.

Once you have completed the BDE installation, you can now restore your data by using EstiMate's backup/restore utility under the management icon or if you backed it up manually replace the new datafolder that was created with the one you backed up.

You can also download the latest BDE update directly from the inprise website at the following address:
http://www.borland.com/devsupport/bde/bdeupdate.html

MANUAL BACKUP PROCEDURE:

If you cannot open EstiMate to backup your data directly through the program(preferred method), you will need to backup your data manually. The procedure is as follows:

_______________________________________________________________________
Note: This procedure assumes you have EstiMate
installed in the default location of C:\Program Files\EstiMate\
however if you have your data stored elsewhere you will need to modify the instructions below accordingly.
_______________________________________________________________________

1. Right-Click on your Start Icon and select ?Explore?. Windows Explorer will appear.

2. In the left hand column open the C drive icon, if it is not already open, and find the ?Program Files? file folder. click the plus sign to the left of ?Program Files? to open it. Find the EstiMate folder and open it. TIP: If you do not see the EstiMate folder, make sure you are looking in ?Program Files? and NOT simply ?Programs?.

3. Once you have found the EstiMate folder and opened it, right-click on the data folder and select copy. This will copy the data folder and all its contents.

4. Minimize windows explorer.

5. Right-Click on your Windows desktop and select the ?paste? command. The data folder will now appear. Optional: For added safety you may wish to also save a copy of the folder to a high-capacity drive like zip or jaz, or write it to a CD-Rom.

3.142. What is the Borland Database Engine (BDE)?

I see messages sometimes about the Borland Database Engine (BDE). What is it and do I need it to run EstiMate?

The BDE is the database engine through which EstiMate communicates with its data files. It installs automatically with EstiMate and can occasionally become corrupted by other programs installed on the system which also use the BDE to communicate with their data (it is a shared engine).

If you experience problems, you can go directly to the inprise website and download the latest update of the BDE. Here is the link:

http://www.borland.com/devsupport/bde/bdeupdate.html

The latest version of the BDE is also included on your EstiMate CD (version 1.5 or better).

3.143. When creating a new estimate I see the estimate created previously?

I recently created an estimate and saved it. Now when I create a brand new estimate I see the old one I saved previously! Why is this happening and how do I get things back to normal?

This phenomena usually occurs if there is some inconguity in the data. It is advised that you rebuild the data files for best results. To rebuild the data, take the following steps:

1. Click Management > Repair/Maintain Data Files.
2. Click the verify and rebuild button and then click close when the process is done.

This should resolve the problem. If the problem still persists you may consider the following additional steps:
1. Close EstiMate and Reboot the computer.
2. Open EstiMate and rebuild the data again.
3. Try creating a new quote again.

These steps usually resolve the problem. If the problem continues then contact EstiMate support.

Questions and Answers:

Q: Why does this happen?
A: Usually changes in the Windows operating system or interference from another software program.
Q: Are there other steps I can take to reduce the likelihood of this happening again?
A: Yes. Click Management > Configure EstiMate > Preferences. Check the box that says Perform a complete validation of the data each time I shut down.

3.144. Why am I getting an error that says my rbrcl44.bpl file is corrupt?

I am getting an error that says C:WindowsSystem
brcl44.bpl file appears to be corrupt. Re-install the file and try again. What do I do.

Note: EstiMate will need to be uninstalled. It is vital to back up your data so you will not lose information when re-installing Estimate.

1. Click Start>Settings>Control Panel>Add/Remove Programs. Highlight the entry titled EstiMate Sign Estimating Software and click the Uninstall button. Click thru the uninstall screens until the uninstall process is complete. Close the uninstall windows, exit from Add/Remove Programs and close control panel.

2. Right Click on the start icon and choose 'explore'. This will bring up the windows explorer window. Click the plus sign to the left of the Program Files folder to open it. Look for the EstiMate directory, Right click on the folder and select delete.

3. In the program files directory find the folder labeled Borland and click the plus sign next to it. Click the plus sign to the left of the common files folder which is under the Borland folder. Note: This is *different* from the Common Files folder that is directly under Program files. Only open the Common Files folder that is under the Borland folder!

4. Right Click on the Bde folder and delete it.

3.145. Why am I getting an invalid page fault error in QuickBooks?

I am running quickbooks PRO 99 and I am getting an error that says QBW32 caused an invalid page fault when importing the quickbooks export file that EstiMate generated. What's going on?

We have discovered a limitation in quickbooks that will not accept an item name that is 15 characters or over. When going through the export to quickbooks wizard in EstiMate, on the Export Account Assignments screen be sure to choose an item name that is under 15 characters.

Another possibility:

An invalid page fault error can sometimes mean that there is a problem with the application (quickbooks) itself especially if the error comes up consistently. If after following the steps above the problem is still not resolved see the QuickBooks support page at http://www.quickbooks.com/support/index.html

3.146. Why am I getting the win32 errorcode 123 file dir/volume label is incorrect error?

I am getting a error that says Win32 error code123 file dir/volume label is incorrect when i try to print something. Why can't I print?

You do not have a printer driver configured in windows. You will need to go into your control panel and double click on the printer icon to configure the driver for your printer. Consult your windows and/or printer documentation for instruction.

3.147. Why am I having trouble networking EstiMate?

I am getting errors while trying to network estimate and I cannot get to my data what do I do?

Make sure all computers are running the same version of EstiMate. If not, upgrade all computers and try again. Upgrades can be obtained from the EstiMate website at http://www.estimatesoftware.com or by contacting the EstiMate sales desk at 888-304-3300.

In addition, consider running the same Operating System on all machines as this will eliminate additional issues that arise between divergent operating systems.

If all machines are running the same version of EstiMate (1.5 or better) then the naming convention for the data path may need to be changed.

The following steps are recommended for best results:

On the host machine:
1. From your windows desktop, right-click on the Network Neighborhood icon. Select the menu item labeled properties with the left mouse button.
2. Click the identification tab at the top of the window that comes up.
3. Write down the computer name exactly as it appears.
4. Click cancel.
5. Double click on your My Computer icon from the windows desktop.
6. Right Click on the C drive icon. Click on the menu item labeled properties with the left mouse button.
7. Click the sharing tab.
8. Make sure the 'shared as' box has a black dot in it.
9. (Important) write down the Share Name * exactly * as it appears.
10. Under access type make sure the black dot is on full access.
11. Make sure the full access password is blank. (No password).
12. Click OK to close the properties screen and exit out of the My Computer icon.

In EstiMate:

1. Start EstiMate.
2. Click File>Network Setup.
3. Look at the path. If it begins with C: or other drive name, the naming convention will need to be changed.
4. Delete the path name that is currently listed in the path to shared data field.
5. The path name needs to be in the format of: '\computer name\share name\directory\data folder'
6. For example: \ASI\ASI_C\estimates\data
In this example, 'ASI' is the computer name we got from the identification tab under the Network Neighborhood properties.
'ASI_C' is the share name we got from the sharing tab under the C drive properties. 'estimates' is the directory where the data folder resides, and 'data' is the actual data folder itself.
7. Once you have the path in correctly you should see the green light come up on the upper right of the path to shared data field.
8. ** Very important ** be sure to press OK on the network setup screen. This does more than accept the changes to the path name, it sets important settings in place that EstiMate will need to function properly.

On the client machine(s) ( those machines on the network which are not hosting the data),

Repeat steps 1-8 above making sure that they each have the same path name as the host machine.

3.148. Why are my Jobs or estimates disappearing?

I went to edit a job I had done previously but it is no longer in the open list what happened?

There are several possibilities:

1. The job or estimate has been overlooked. Click the Open icon from EstiMate's main screen and click on any one of the headers at the top to sort the records differently. Many times a record can be found by sorting the list in a different way.

2. The job or estimate was archived by mistake. Click Archives > Explorer > All Customers to locate the missing job or estimate. Click on New Job or New Estimate to create a new one based on the archived record and that will bring the details back into the open list, however the entry will now have a new number.

3. The job or estimate was printed but not saved. After printing the job or estimate do not press the cancel button, press the 'save' button instead.

Technical Issues:

NOTE: Be sure the procedural issues above are not occuring before looking into the technical aspects of this problem listed below.

Disclaimer: The information outlined below is being provided as suggestion only. EstiMate Software Corp., its employees and affiliates are not responsible for consequences actual or consequential resulting from your ability or inability to use or implement the information. The information below outlines procedures involving the Windows operating system and other software programs from vendors other than EstiMate Software Corp. EstiMate Software Corp. assumes no liability whatsoever as to any adverse effects or outcomes you may experience as a result of implementing these instructions.

1. Windows is running out of cache or cannot write to the hard drive fast enough.

Windows 2000 and XP Platforms only:

Consider disabling opportunistic locking.

Microsoft article number 296264 located at http://support.microsoft.com/default.aspx?scid=http://support.microsoft.com:80/support/kb/articles/Q296/2/64.ASP&NoWebContent=1#appliesto

has the details on this process.

2. Disable write caching on the drive itself. This will bypass the cache and all records will be written directly to the hard drive.

Windows 95,98,ME,2000,Xp.

http://www.nexus.edu.au/bookmark/disable.doc links to info on this process and is one of the simpler articles to read and understand.


EstiMate does not have the capability to delete jobs or estimates on its own.

3.149. Why are some line items repeated on additional pages when doing a long quote?

Some of my line items are repeating on the additional pages when I am doing a long quote what's going on?

This is a bug that was discovered in version 1.1 of the software.
Upgrade to the latest version and this problem will evaporate.

3.150. Why can't I print an estimate or job?

I can't print an estimate or job because I get a red 'X' and a message that says
'Warning'. How can I get this thing to print?

1. Try to print from another application. If you cannot print from any application you may need to update your printer drivers or consult your printer manufacturer.
2. If EstiMate is the only program that you cannot print from, do the following:
Click ok on the warning message. Press the close button on the preview screen.
Press the close icon on the estimate itself.
From the EstiMate main screen click management>repair/maintain data files and select the verify and rebuild button. Once the verify and rebuild process is complete, then open your estimate or job again and try to print.
The error should be fixed and you should be able to print as normal.

NOTE: If you get another error message like 'I/O error 21' for example when trying to repair/maintain the data,
then press OK on the error message, close EstiMate completely re-open it, and then click Management>Repair/Maintain and the verify/rebuild button again. This should resolve all errors. Try to print as normal.

3.151. Why cant I email an estimate?

When I try to email an estimate, no email screen comes up and my email is not sent. Why can't I email an estimate?

Most likely it is due to no email program being designated by Windows as the default email application. EstiMate is designed to pull up whatever email software Windows has designated in the internet icon, hence if there is none designated EstiMate will not pull up any application.

In most versions of Windows you can click Start > Settings > Control Panel > Internet Options > Programs. Under the email heading, use the dropdown box to select the email program of your choice then click apply and Ok.


If you've checked to make sure you have the e-mail client you want to use seletcted as the default in Windows, but you are still unable to e-mail a quote out of EstiMate then you may be missing an important entry in the Windows Registry.

**The following instructions may require you to make changes to the Windows registry. You should always use caution when editing the registry and never make changes other then those outlined in the instructions. User assumes all risk**

This procedure is to check and see if you have the use of MAPI (Messaging Application Programming Interface) enabled, and if not, how to enable it.

1. Open the Windows registry. Start > Run > type "regedit" w/o the quotes.

2. On the left click the "+" next to My Computer > HKEY_LOCAL_MACHINE > Software > Microsoft, and then click on the folder called Windows Messaging Subsystem.

3. After you've clicked on the Windows Messaging Subsystem folder look at the right side of the screen for an entry called MAPI. If you do not see an entry just called MAPI then this is most likely why you can not e-mail out of EstiMate.

4. If MAPI is not there, click Edit > New > String Value. When the new string appears on the right side of the screen type in the name MAPI. Next double click on this string and change the value to 1, and click OK.

5. Close the registry editor.

That's it. With this necessary string now in place you should be able to e-mail out of EstiMate.

3.152. Why cant I email an estimate?

When i try to email an estimate it does not work. Is there something that needs to be done to set up the connection for the email configuration for the Estimate program?? Everything seems to work until I hit send, and then it fails.

There is nothing that needs to be configured in EstiMate itself for email.

There can be several causes for the problem you are experiencing. Here are some ideas:

1. The email program may not support MAPI protocols. This is a windows method for programs like EstiMate to communicate with email software. If your email software does not support MAPI the email will fail. Solution: Use different email software.

2. You have the wrong email program or no email program listed in windows. Solution: Go into the internet icon in your control panel and click on the programs tab. Change or select a default email program.

3. The MAPI driver in windows is corrupt or missing. Solution: consult microsoft or a computer technican for info on obtaining the drivers.

4. The email software may need to be repaired or uninstalled/reinstalled. In microsoft outlook you can click help > detect and repair. In many cases this solves the problem. Other softwares do not have a repair menu option so an uninstall/reinstall may be in order.

An alternative:
You can print your documents to a file and attach them to a new email message manually. Info on print to file is located at:
http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=349

3.153. Why cant I find a customer in the customer list?

Why can I see a customer when I click the book icon on a job or estimate but cant find it in the customer list?

This is due to customer names being entered into the customer database inconsistently. For best results, enter names with Upper and lower case letters. Entries in ALL CAPS
will be sorted to a different part of the list. If you examine your customer list carefully, you will find the entry that seems to be missing is simply in a different location.

3.154. Why cant I find the print icon to print my invoice?

When attempting to print an invoice the whole box does not display. The last item is the "Print Custom Header on invoice" I don't see the icons for Print, Email, and Delete, on the "print a report" screen so I can't print.
There is no way to Maximize the box or to pull down the border to see more info.
Why this is only showing me a portion of this box, and how do I get my invoice to print?

NOTE: UPGRADE TO ESTIMATE VER.1.92 OR LATER TO RESOLVE THIS ISSUE.

The instructions below are provided as a courtesy to 1.8x - 1.91 users, but again the best option is to simply upgrade your software.


Answer: The icons are not showing up because the advanced display properties in Windows are set on "Large Fonts".

Note: The solutions outlined below involve rebooting the computer. Make sure all changes are saved and all applications are closed before attempting these solutions.

Solution A: Change the advanced display properties to "small fonts".

Solution B: If you need your display properties to remain on "large fonts", consider switching to "small fonts" temporarily then opening EstiMate, clicking the print cover page box, and then switching to "large fonts again.

Detailed Instructions:
Note: These instructions were written for Windows 98. The actual steps for other operating systems may vary. Consult your Windows documentation for more information.

Solution A Detailed instructions:

1. Right click on your windows desktop and select Properties.
2. Click the settings tab and click the "advanced" button on the lower right.
3. Select "Small Fonts" from the font dropdown box and click the OK button. Windows will prompt you to reboot for the settings to take effect. Note: If Windows does * not * prompt you to reboot, reboot the computer anyway.
4. When the computer comes back up, open EstiMate and print your invoice or estimate as normal.

Detailed instructions for Solution B:

1. Right click on your windows desktop and select Properties.
2. Click the settings tab and click the "advanced" button on the lower right.
3. Select "Small Fonts" from the font dropdown box and click the OK button. Windows will prompt you to reboot for the settings to take effect. Note: If Windows does * not * prompt you to reboot, reboot the computer anyway.
4. When the computer comes back up, open the EstiMate application and the job # of your choice.
5. Click print > invoice. On the "Print a Report" screen that comes up click the "Print Cover Page" box. Make sure the preview box is also checked and click the print icon.
6. Close the print preview screen, close the job, and close EstiMate.
7. Repeat steps 1-4 this time selecting "large fonts" from the dropdown.

In this way you will be able to have your settings on "Large Fonts" and estimate will also print invoices.

3.155. Why cant I print my materials by vendor report?

I am not able to print a report on materials by vendor. I receive an error that says:

Table Does not exist
File or Directory does not exist
c:\program files\estimate\data\threads.db

It is likely some of your ingredient databases are missing from you EstiMate data folder and EstiMate cannot access them to generate the report so it returns the error.

1. Contact EstiMate Technical support for the files you need. 828-304-7683 or by online support request form http://www.pricingmadeeasy.com/estimate/support/support_request.php

2. When you receive the files save them into your EstiMate data folder. By default the folder is located at c:\program files\estimate\data. However, if your data folder is in another location you will want to browse that location and save the files there.

3. Once the attached files have been saved to the data folder then open EstiMate and repair the data using the following method:

A. Click Management > Repair Maintain Data Files.
B. Click the verify and rebuild button. EstiMate will attempt to repair and maintain the database.

The problem should now be resolved, you can proceed as normal.

3.156. Why cant I print out the vinyl letters price chart?

I cant print out the vinyl letters price chart. When I select print it prints out a blank sheet with only my logo and the date. How can I get the chart to print?

1. Make sure that you have selected the vinyl or vinyls you would like to print on the report for from the price chart print menu. Then try printing again.
2. If EstiMate still does not print the chart, cancel the printing process, repair the data files, and try printing again.
3. To repair the data files, click on Management > Repair/Maintain Data Files > and click the verify/rebuild button. Click close when the process is done.
4. Try to print the vinyl letters price chart again. It should print out fine.

3.157. Why cant I update the subject line on the email report screen?

in the subject line of an e-mail all I can put there in terms of copy is the word "Quote". I try to put other things in there, but it always says "Quote" or I am unable to enter anything at all. What's going on?

As a first step try widening your email dialog box so you can see the entire box. You should also be able to see that the subject line is a * dropdown * list. Once you have widened the email dialog box try the following steps:

1. From the Email Report dialog box, type in or select an email address as
normal.
2. In the subject dropdown select "Quote" from the dropdown list. The word
"Quote" should now appear highlighted in the subject field.
3. Press the backspace key. "Quote" should now disappear and the field
should be blank.
4. Attempt to type in a different subject.

This should resolve the problem and you should be able to type in different subjects at will.

3.158. Why did some of my jobs disappear after archiving?

Jobs seem to disappear after archiving. What happened?

On the expired estimates or expried jobs screen it is important to click the icon on the lower left that says 'send to archives'. Do not accidentally click the delete icon or the selected estimates/jobs will be deleted.

3.159. Why do I have an unusually high production time when doing painted signs?

I am showing 4 hours of production time for a simple painted background with one coat of paint. Why is this so high?

Your minimum for painting a background may be set arbitrarily high. Lower the minimum and the production times should look normal. The procedure is as follows:
1. From EstiMate's main screen click Management>Configure EstiMate.
2. Click on the minimums tab and look at the entry labeled 'What is your min. charge to paint a sign background (labor & materials)' it should not be too far off the default of $10.00. If it is you may want to consider lowering the figure to normalize production time when quoting a painted sign.
3. Click the green OK checkmark to return to the main screen.

3.160. Why do my prices and number of passes change when going from a spot color to a process ink?

Why do my prices and number of passes change when going from a spot color to a process ink?

In the foils database you will want to adjust the '# of passes this foil/ink usually requires when printing' field for each ink/or foil being used.

To access the foils/inks/ribbons database:

1. From EstiMates main screen, click Edit data files>ingredients>foils/ribbons/inks
2. Highlight the foil/ribbon/or ink you want to edit and click the edit button.
3. Change the number of passes as recommended above.
4. Click the green check mark to accept.
5. Click the green check mark again to return.

3.161. Why do settings and prices keep changing in the prespaced/custom vinyl graphics screen?

I have a number of sets of letters to do and custom vinyl graphics to make but when I price the letters and switch over to the custom vinyl graphics tab and try to price the graphics I am doing it affects the settings I have done in prespaced letters. Whats going on?

The Prespaced letters/custom vinyl graphics screen is an ** either/or ** module. Meaning that you can do either prespaced letters/or custom vinyl graphics for the paticular line item you are on at the time. If you need to use both, do one line item for the prespaced letters, and a new line item for the custom vinyl graphics.

3.162. Why does my printer print a blank sheet of paper instead of an estimate or invoice?

Everytime I try to print from EstiMate my printer prints out a blank page, but I can print from other programs. What do I do to get my printout?

1. Open the printer and * physically * inspect the ink cartridges toners or other media. If EstiMate prints a blank page it may be due to low or empty black ink in the printer.

2. If you have inspected the ink cartridges and they all seem full then consider uninstalling the printer drivers, downloading new drivers from the printer manufacturer website, and installing new drivers. Many printing issues are
due to corrupt drivers. This can be true even if you can print from other programs.

3.163. Why does no invoice print when I choose complete job jacket from the print menu?

Choosing complete job jacket from the print menu doesn't print the invoice?

The job jacket is designed to only print in house reports.

3.164. Why is EstiMate rounding when no rounding is selected?

I priced a small job that came out to $14.25 and on the line item screen it shows $14.25 with the rounding box unchecked. But on the New Estimate screen it has the price at $15.00. EstiMate rounded the price up by 75 cents!! Why did EstiMate Round the price?

This issue is due to the minimum amount per order you have selected in your preferences. Click Management > Configure EstiMate > Preferences > Minimums. If the minimum price you want to take per order is above the price on the line item calculation then EstiMate will round the price upward to meet the minimum order requirement you have indicated. In this case it is likely that your minimum was set at $15.00 so EstiMate rounded the price upward to meet your minimum requirement.

3.165. Why is my logo pixelated out when I email using .pdf attached?

Our company logo does not come out clearly when sending out an estimate or invoice via e-mail. The problem is that our logo becomes very pixalated but only in the PDF. When printed on paper or faxed, the logo looks fine. Also all the other type in the PDF looks fine, just not our logo.

This is an apparent anomaly that some users experience but not others, so it is inconclusive as to why it happens.
That said there are some things that can be done to make it better.

1. Clear the logo and reimport it.(Management > configure estimate > your logo > clear logo)
2. Re-do the logo at a higher resolution.
3. Try different height adjustments. If a logo is too streched or too scrunched it may pixelate out.
4. Use print to file to print the .pdf and attach it manually to a new email message. A print to file tutorial can be found in kbase article #349 located at http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=349

3.166. Why is my pricing off on screenprinted signs?

My silkscreen pricing is off. When I am doing a two sided sign the price appears to be way off compared to a one sided sign, over $50.00! Surely ink cant be that expensive!?

From EstiMate's main screen click help>about and review the version number. If you are running version 1.05A or below you will want to upgrade immediately to the latest version. There was a bug fix from version 1.05A to 1.1 that addressed these issues with the silkscreening module. See the excerpt below from EstiMate's history file:


Changes from version 1.05 to 1.1:
==============================================

Silk Screen printing pricing problem resolved: There were a couple of errors
resulting in inaccurate hard numbers, and now these have been fixed.

3.167. Why is my text overlapping on some of my estimates?

Text overlapping on an estimate, particularly when a cover sheet is generated.

Make sure your logo height is at least 1'. This will resolve the overlapping problem.
Click Management>Configure EstiMate and click on the Your Logo tab and enter the measurements accordingly.

3.168. Why is my text overlapping on the production order?

Why is my production order messed up? Some of the text is overlapping, and I'm missing a header. . .what's going on?

The text and missing header is a known bug in EstiMate 1.5; make sure to upgrade to EstiMate 1.6 or better and this problem will dissappear.

3.169. Why is the quantity off on the estimate when doing multiple sets of prespaced letters?

I am doing multiple sets of letters in the prespaced letters module, but when I look at the line item on the estimate itself it has a quantity that is way off. What's wrong?

EstiMate is actually working correctly in this case. It is important to remember that EstiMate is multiplying the number of letters by the number of sets to arrive at the quantity figure listed on your estimate.

For example: Say you are doing 10 sets of 10 letters. EstiMate will multiply the number of letters (10) by the number of sets (10) to arrive at a quantity of 100 in the quantity field on the estimate. Remember: (Number of letters) x (number of sets) = (quantity of letters).

3.170. Why won't my administrator password work?

I try to enter a password into the administrator password dialog box in EstiMate and it doesn't work. What do I do?

There can be several possibilities:

1. The caps lock is enabled on the computer keyboard.
Solution: Remove the caps lock and try again. The password is case sensitive.

2. You did not fill out the welcome wizard when you first ran EstiMate.
Solution: Close EstiMate. Restart EstiMate. Place (at the very least) the first character of your shop name in the shop info field of the welcome wizard. Go thru the remainder of the screens and click the green checkmark at the end of the wizard. You will be able to proceed as normal.

3. You are in a networked enviornment and set the password before EstiMate was networked.

Solution: By default EstiMate installs it's data files on the local machine where it is installed. If you have set a password in this situation the password may not work if it is then networked to data on the server or host computer. You will want to get the password for the server or host data and use it instead.

4. After trying the above examples you are still locked out.
Solution: EstiMate support has the capability to strip out the password for you at your request so you can start over again. This is a paid service. Contact Support at 828-274-7142 M-F 9:00am - 5:00pm EST

3.171. Will international versions of QuickBooks be accessible through qbXML?

According to Intuit support, initially, only US versions of QuickBooks will work with the qbXML API. There are currently no plans to open international versions of QuickBooks

3.172. Win32 error: Code 87? The Parameter is incorrect.

I am getting an error message that says: 'Win32 error: Code 87 The Parameter is incorrect.' This comes up when I am trying to print an estimate. How can I get my estimate to print?

1. Cancel the print operation then save and close your estimate.
2. Close the EstiMate application and re-open it again.
3. Attempt to print your estimate again. It should print without incident.

--A Further Suggestion--

If the above instructions fail to solve the problem it is recommended you close the EstiMate application, save changes and close other open applications, restart the computer, open EstiMate and attempt to print again.

This error appears to be related to low system resources.

3.173. You can't change the type of a name or add a duplicate name error?

When trying to import my invoices I exported from EstiMate into QuickBooks I get an error that says "You can't change the type of a name or add a duplicate name." What is the meaning of this and how can I get my invoices imported?

There are essentially two possibilities:

1. There is a company or contact name in your quickbooks customer list that is exactly the same as the one you are importing.

In many cases you can find the entry by opening QuickBooks and clicking on Lists > other names list to see if a duplicate name or record is listed there.

Solution: Rename the name in the list to a different spelling or delete the duplicate.
For reference see quickbooks article http://search.intuit.com/KCS/search.do?cmd=displayKC&docType=kc&externalId=http--wwwquickbookscom-support-faqs-qb2005-118469html&sliceId=&dialogID=12458778

2. There are spaces or tabs in front of multiple customer or company names in EstiMate.

Solution: Comb carefully through your customer list in EstiMate and be sure to remove any spaces or tabs that may exist before a company name or contact name.

3.174. You have not yet configured message comes up repeatedly?

Everytime I use EstiMate I get a you have not yet configured error message; I configure the plugin, but the next time I open the program I have to re-configure again, what do I do?

You will need to upgrade to EstiMate 1.96 BUILD 3 as there was a known issue with 1.96 and 1.96 build 2.

The upgrade to 1.96 build 3 solves the problem.

3.175. Error: Your plugin configuration files (market level settings etc) have been corrupted due to a power outage or some other phenomena.

Q:  When I open EstiMate I get an error message that reads:  Your plugin configuration files (market level settings etc) have been corrupted due to a power outage or some other phenomena.  Please restart EstiMate to rebuild these configurations.  After restarting you will have to re-set the specifics such as market level, etc. when prompted.  How can I fix this?

 

A:  This error can be caused by a sudden power outage (as stated), or by some other phenomena.  The other "phenomena" could be another software application interfering with EstiMate (e.g. anti-virus, Windows Updates, etc.)  It can sometimes be hard to determine which program might be causing a problem, but here are some steps to fix the problem and to try and prevent it from happening again in the future. 

 

To fix the problem:

  • Close EstiMate on ALL computers. 
  • Click the Windows "Start" button, and then select "Search".
  • When the Search window comes up click the "All files and folders" link.
  • Under "All or part of the file name" type the letters "dox" (without the quotes).
  • Select your "Local Hard Drives" under "Look In"
  • Click the "Search" button.
  • When the search is complete look for any files called

Pdoxusrs.lck 

Paradox.lck

Pdoxusrs.net

  • When you've found any or all of these files - delete them.
  • Restart EstiMate.

You may get the error message one more time upon restarting EstiMate.  Just click "OK" on the error message, and start EstiMate again.  After it opens restart it one more time and you should not get that error message again.

 

To prevent the problem:

There is really one main way to prevent this problem and that is to shut EstiMate down if it's not in use.  It's fine to leave EstiMate up while you go to lunch for instance, but be sure to save what you are working on and shut it down before you go home for the evening.  If EstiMate is running, and your computer has to reboot itself to apply some changes (e.g. Windows Update) it can cause this issue, as well as others.

 

Once you have resolved this issue you will need to reset your plugin configurations. 

  • You can do this all at one time by clicking Quick Quote, and selecting each plugin. 
  • When the plugin opens it will say "You have not yet configure this plugin; Would you like to do that now?".  Click the "Yes" button and configure the plugin. 
  • When you are finished click the "green" checkmark to save your settings. 

Otherwise you can do this whenever you need to use the plugin.  If you select "No - Run with the defaults" EstiMate will continue to ask you this every time you try to use that plugin. 

After you have configured all of your plugins make a backup in EstiMate (Management > Backup/Restore Data Files), so that if this happens again shortly afterward you can just restore the backup and it will be fixed and nothing will be lost. 

4. How Do I...

4.1. Separate tax between materials and labor?

In my location I need to tax materials only as opposed to taxing materials and labor directly. What do I do?

A sign is composed of the materials that comprise the sign and the labor that is involved in making the sign, so the logic of EstiMate is to tax materials and labor together for the actual production of the sign itself. This is commonly considered a "composite product" which is why EstiMate operates this way.

An example of a type of service where materials and labor would be separate would be a visit from a plumber.  The reason materials and labor are separate is because you already own the "product" -- the toilet -- which you paid full sales tax on when you purchased it (even though labor had gone into its assembly!).

If, on the other hand, your plumber had hand crafted a DynaFlush 3000 with titanium and flush rockets, then sold it to you as a completely new toilet, he/she would have been bound to charge you sales tax on the whole thing.

Note that installation labor would not be taxed, which is why you have the "Free Form" and "Labor Items" plugins available, which is where installation should be charged.

One final note: do not confuse the use of the word "installation" in this article -- intended to mean the affixing of a sign to a wall, or a DynaFlush 3000 to the floor (bad things have happened when that's been forgotten) with the putting of vinyl onto the sign face -- which is not "installing" the vinyl, it is part and parcel of creating a composite product, namely, the sign.

4.2. How do I add a due date to an order?

How do I add a due date to an order?

To add a due date to an order, convert the estimate into a job and click print > workorder. The due date will be right on the work order.

4.3. Adding additional charges?

You have discounts, but what about Premium Charges/ Rush charges, which would increase the price?

Additional charges can be added in one of two ways: via the line item called 'Other' or 'Free Form' and by using the shop workload slider.
To add a premium charge via 'other' or 'Free Form' take the following steps:

1. From EstiMate's main screen click New Estmate>add item>other or free form.
2. Enter in the description of the charge, for example '24 Hour Rush Charge'
3. Select 'Flat Rate Item' from the type of item drop down box.
4. Enter the quantity and price.
5. The tax box is checked automatically. If you don't want to charge tax on this item then uncheck the tax box and click the Calculate Total button.
6. Click the green check mark to OK this line item and add it to the estimate.

To use the shop workload slider to add the premium charge:

Most of the time the shop workload slider will stay at 50% and be a constant throughout your estimating. Above 50% it will add to profit and below 50% it will subtract. If a customer needs a rush job and is willing to pay extra for it; you could put it up to 100% to add to the profit side of the equation and cover yourself for the extra workload that your shop will have because of the need for the quick turn-around and extra personnel hours.

4.4. Can I back up my data on floppy and restore it on a different computer?

I have two computers running estimate that are not networked. I want to backup my data from one computer and restore it on the other. Can I do that?

You can definitely back up your data from one computer and restore it on another.

1. To do so you will need a floppy disk or other storage media that the backup data will be saved to.

2. You will need to remember that the data you restore on the second computer will overwrite any existing data that may be there. So if it contains data: customer lists, estimates, jobs etc. that you need you will first want to backup that data first.

3. * On the computer you want to back up data on, click Management>backup/restore and the backup/restore data files window will appear, with the backup tab in the forefront.

* Click the backup button on the right. From the 'save as' dialog box click the 'save in' drop down list at the top and choose '3-1/2' floppy A or other drive/location you may have in mind. (This can span multiple floppy discs if necessary). Then enter a name for the file in the file name field at the bottom and click the save button to backup the data.

* You have now backed up your data! Now we will need to restore it on the new computer.
* To restore your data first re
move the floppy or other media from the drive on the former computer and insert it into the new computer. Start EstiMate on the new computer and click Management>backup/restore.

* On the Backup/restore data files screen click the restore tab then click the restore button on the right.

* From the open dialog that appears, click the 'look in' drop down box at the top and point it to the '3-1/2' floppy A or other drive you may have stored the data. When the data file appears ( it will have the .ebk file extention) click on it to highlight it and click open.

* EstiMate will restore your data.

* Congratulations! You have now successfully backed up your data on the former computer and restored it on the new one.

IMPORTANT NOTE PLEASE READ:
Due to the fragile nature of floppy discs it is advised if backing up using a floppy to also do an additional backup on a 2nd floppy as insurance against corrupt media.

4.5. Can I create estimate templates?

How can I create re-useable templates of common signs (such as a 4x8 or an 18x24 aluminum sign) that I can call up quickly and not have to re-figure the price every time?

Here is the step-by-step method for achieving this:

1. Create an estimate with the line item(s) you want on it representing the signs or processes you want to repeat over and over again.
2. Assign it to a customer named '1-Templates' and save it with a description that you will immediately recognize, such as '18x24 Aluminum Sign.'
3. Close the estimate.
4. Click Archives->Expire/Archive old estimates.
5. Check 'show all estimates regardless of date' and make sure to check the estimate you just created.
6. Click 'Send to Archives.'
7. Click the OK button.
8. Click Archives->Archive Explorer.
9. In the archives, you will find a customer called '1-Templates' (the "1-" before the name is so the record will sort to the top of the list) and under this customer will be the sign you just archived. Highlight the sign estimate and click 'New estimate' to create a new estimate based on the old one. Repeat as necessary.

4.6. Can I export data to other programs?

I'd like to export my customer list from EstiMate and import it into my accounting software. How do I do this?

Functionality for exporting depends on the accounting software being used. The most optimal situation is use of QuickBooks 2002 or Premier. Using this accounting software in conjunction with EstiMate 1.91 or later will negate the need for import/export situations as the two programs will "talk" directly back and forth.

QB 2001 and previous will import/export well. You can easily import your customer list from QB and when you export your finished jobs from EstiMate to QB if there are new customers EstiMate will automatically update QB accordingly.

Should you be using accounting software other than QB import/export is still possible, however an intermediary step is involved.

A sample scenario may go as follows:
1. Export finished jobs using the Export Transactions To Quickbooks function.
2. Open the resulting file in a spreadsheet program and organize the data in a manner in which your
accounting software needs to see it, according to the documentation for the accounting software.
(You may wish to create a macro to automate the process)
3. Save the file.
3. Import the file into your accounting software.

In this manner one can import records and keep customer lists up-to-date even if you are not using QuickBooks as your accounting software. Beyond this however, it would be a double-entry situation.

In terms of direct import/export with other accounting software like MYOB,Peachtree, and others, this is currently being considered for a future version of EstiMate.

4.7. Can I export to quicken 99?

We have quicken 99 basic and are getting error messages when trying to export to it. What's wrong?

The EstiMate extentions are designed for QuickBooks Pro, and are not compatible with Quicken.

4.8. Can I input dimensional lettering without adding it as yet another retail item?

I have 2' 3' and 4' dimensional lettering and am wondering if there is a better way to work with these directly in the program instead of adding it in retail items.

Version 2.0 will have increased flexibility in this regard. Until then retail items is the only place dimensional lettering can be entered. If you sell these by the vertical inch then linear/square items would be your best option which is available as a free upgrade starting with version 1.5 of EstiMate which can be downloaded at http://www.pricingmadeeasy.com.

4.9. Can I insert a line item between two existing ones?

I need to add a line item between two existing ones. Can I do this.

Currently there is no facility for inserting a line item between two existing ones, however you can re-sort the line items so they will be in the order you need.

See Knowledgebase entry:

http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=328

For details.

4.10. Can I move the QuickBooks export file to a different computer?

Can I move the file that EstiMate creates when doing the export to QuickBooks to another computer that has the QuickBooks software installed?

Yes you can move the file! After exporting your jobs, EstiMate creates a file that has the iif extension, for example:
'newexport.iif'. You can simply copy the file onto a floppy or other media and take it to the computer that has QuickBooks installed to import to QuickBooks there.

4.11. Can the completed by field post-production notes be changed?

I want to change the completed by section of the post-production notes on the workorder to read 'approved by' how do I change this?

The 'completed by' section of the post-production notes is fixed and cannot be changed.

Approval on the job is usually given on the estimate via the signature line before it is turned into a job. If you need to indicate approval on a job consider the following options.

* Incorporate it into the custom footer on the invoice.
* Input it in the production notes section of the job screen.

4.12. Deposits and conversion report?

How do I show deposit paid on an invoice.
With out it taking that amount of the total
sale of the job in the conversion report.

Answer: After printing the invoice for your customer, edit the job and remove the negative line item. Enter the invoice and deposit in your accounting system and continue to track from there.

4.13. How can I do estimates or invoices with different tax rates?

Our buisness borders two states and we do alot of buisness in the other state, so when we deliver product to this state we have to charge a different tax rate. How can I do estimates with different tax rates. Thanks.

Whereas EstiMate supports one tax rate only through the tax box in the configuration. Other tax rates can be added on-the-fly using the free-form plugin.

Procedure:

1. Click Add Item > Free-Form.
2. Input a description.
3. Make sure flat-rate item is indicated and a quantity of 1 is selected.
4. Click the calculator icon on the lower left. Figure the tax and input the amount in the "amount each" field.
5. Uncheck the tax box. (you don't want to add tax on top of tax)
6. Press the calculate button and the green check mark to save and add the tax to the quote.

Alternative:

In the estimate do not show the tax. Instead print out the estimate,
add a line I created in the Edit estimate terms window.
I have a line which reads
This estimate good for 30 days. Full payment net 30 days. Tax extra where applicable.

In this way the customer will know the price being quoted is before tax.

4.14. How can I do sign variations on an estimate?

>If I am working on a sign estimate and would like to change a
>substrate and present the two variations to a customer - How can Ido a 'Save >As' function in EstiMate
>so I wont have to re - enter all of
>my specs twice just to change one variable - a substrate for example.

Whereas there is no 'Save As' menu option Per Se, the function can be easily and effectively done in the software without re-entering your specs twice. The procedure is as follows:

1. Create a new line item detailing all your specifications such as substrate, vinyl, slider settings etc.
2. Save the line item. From the New Estimate screen highlight the item you just created and click the duplicate item button. A duplicate of the first line item will be created and highlighted.
3. Click the edit item button to edit the duplicate line item. Change the substrate, vinyl or other specification as needed. Click the green check mark to save the item and return to the new estimate screen.
4. Click Print > Estimate
5. From the Print A Report screen uncheck the 'print totals on estimate' box and then click the print icon to print the quote.
6. Present the printed quote to the customer with the two variations on the sign. Have the customer circle or otherwise indicate which one they would prefer.

Following this method will allow you to present multiple variations on a sign to a customer without entering all specs each time or doing multiple printouts.

4.15. How can I have height and width measurements show automatically when doing vehicle graphics?

When doing vehicle graphics, I want to have the size of the doors I am lettering to automatically show up in the height and width fields on the vinyl signs screen. How do I do it?

From the vinyl signs screen, (accessed by clicking new estimate>add item>vinyl signs) click the book icon to the right of the substrate dropdown box.

1. Then click the new button to add a new substrate.
2. In the description field type in the description of what you will be lettering and its associated height and width. For example, 'Truck doors 24x36'.
3. Ignore the supplier box since the customer will supply the truck doors. :)
4. Choose the measurement you will be using, inches, feet or yards, by adjusting the radio buttons accordingly.
5. Since this is a customer supplied substrate, leave the cost at $0.00 and the markup at 100%
6. Click the checkbox that says 'automatically enter height and width information on estimates'.
7. Click the green checkmark when done.
8. Click the green checkmark on the edit materials page to return to the vinyl signs screen.
9. From the substrate drop down box select the new substrate you just created. The dimensions will now automatically display in the height and width fields.

4.16. How can I make the jobs dissappear from the export transactions screen?

How can I make the jobs that I have exported to quickbooks dissappear from the export transactions screen?

There is no way to make them dissappear. For a variety of reasons a user may wish to re-export the jobs indicated on the export transactions screen, hence they are left showing on the screen after export. Be advised that QuickBooks will catch duplicates.

If you are vigilant about archiving completed jobs, this will be far less of an issue for you.

4.17. How can I price carved signs in EstiMate?

I want to price carved signage, but I don't see a section for this in EstiMate. Can this be done?

Yes, it can, but in order to do it you have to use the vinyl signs section of the software. Create a new estimate and then follow these instructions:

1. Click Add Item->Vinyl Signs
2. From the substrate list, choose the type of material you will be carving. If it is not in the list, you can click the small book icon to the right of the list to add it to your substrate database.
3. Enter the number of signs, number of sides, and height and width of your sign face.*
3. Next, locate the small book icon to the right of the first (red) list of vinyls. Click this icon.
4. From the vinyls list that appears, click the 'new' button.
5. For the description, enter 'Carving'; the rest of the screen needs no adjustment. Click the OK checkmark at the bottom of the screen to return to the vinyls list. Then click the OK checkmark on the vinyls list to return to the vinyl / painted signs screen.**
6. Select 'Carving' from the list of vinyls and adjust the coverage slider which appears until the area you are routing is indicated on the slider (about 85% for an average sign).***
7. Adjust the Artwork complexity slider to indicate the amount of design time you will spend on this job (see the design and production times reflected above the calculate total button).
8. Adjust the General Difficulty Level slider to reflect the proper amount of production time involved.
9. Replace the automatically generated description (in the upper-right-hand corner) with a description of your own, which will more accurately reflect this type of job.
10. Click the Calculate total button to calculate this job, and then click OK (the green checkmark) to return to your estimate with the new carved item on it.

That's it! In the future you can skip steps 3-5 since you have already entered the carving time.

* If you are carving a dimensional letter or letters, set the height and width to the outer dimensions of the cut letters (as if you measured the rectangle they occupy).
** What you just did is enter a 'fake' vinyl called 'Carving' that will allow you to specify the portion of the sign you are carving on without actually adding any material cost.
*** If you are carving a dimensional letter or letters, set the coverage to 100% to account for the complete cutout.

Questions and Answers:

Q: My carving time needed for the job exceeds the production time limits offered in the vinyl signs screen. What do I do now?

A: You will want to list the carving time separately. It is suggested you leave the general difficulty level and contour cut sliders at zero and simply add a new free-form or repeat labor line item that reflects the amount of time needed for the carving.

4.18. How can I price pre-spaced letters by the square foot?

I am doing a large number of pre-spaced letters that I cut, mask and weed for my customer, and would prefer to simply price it by the square foot rather than using the prespaced module. How do I do it?

It is possible to price pre-spaced letters by the square foot in EstiMate. To begin you will need to briefly go to the pre-spaced letters module and price one 12' vinyl letter.
1. From EstiMate's main screen, click quick quote>pre-spaced letters/logos
2. Choose a cap height of 12' and the number of letters = 1;number of sets also = 1
3. Select the vinyl you will be using from the dropdown menu.
4. Double-check to make sure your subjectives on the right are where you want them and click 'calculate total'.
5. Double-click on the subtotal box to get to the hard numbers screen.
6. On a piece of paper or electronic notepad, write your total expenses as listed in the left column and your selling price as indicated on the lower right.
7. Click the green check mark and then the cancel icon on the quick quote screen.
Square foot pricing for prespaced letters is best done in the linear/square items module, so
8. Click quick quote and linear square items.
9. Click the book icon to the right of the 'select an item' dropdown box.
10. Click the button labeled new.
11. For the description put in something like 'Vinyl letters - cut, weeded and masked.'
12. From the 'This item sold in' dropdown boxes select square and feet respectively.
13. In the cost per unit field put in the figure from the expense column you notated from step 6
14. In the selling price field, input the selling price figure you wrote down from step 6, EstiMate will automatically figure the markup.
15. Click the green checkmark to OK the database entry, and return to the linear/square items screen.
16. From the linear/square items screen click the 'Select an item' dropdown box and select the new entry you just created.
17. In the height and width field put in the height and width of your job as specified by your customer and indicate the desired quantity.
18. Click calculate total and then the green check mark to OK the item.
19. Choose a client and check the 'open this estimate now' checkbox if desired.
20. At the estimate screen click the print icon and choose 'estimate'.

4.19. How do I account for substrate waste?

I am doing a sign for a customer that is on a substrate I buy in 4X8 sheets. The sign however is less than 4X8 so there is waste that cannot be used for anything else. How do
I cover my costs for the wasted material?

The solution is to place in the height and width fields the dimensions of the entire substrate that you purchase from the manufacturer. Then alter the line item description to read the dimensions the customer specifies.

In this way you have covered your waste on the job.

Another example would be in screen printed signs. If you are screen printing a quantity of 3X3 labels on 4X4 stock due to bleed thru, then you would place in the dimensions of the stock and change the line item description to reflect the 3X3 dimension.

Following this procedure will cover you for any substrate waste that may occur.

4.20. How do I account for vinyl waste?

A customer wants a 3.125" H x 14.125" W area in reflective vinyl. We have to buy a minimum quantity of 1 yard.

Do I "eat" the cost of the material I won't use and hope that I will use it someday (and remember I have it), or do I charge the customer for an entire yard, going beyond the "value" of this.

EstiMate's pricing theory is that you make your true profits on labor. This is the foundation for the "labor-based profitability" theory EstiMate is built on.

Once you've got your overhead and desired profits in the overhead worksheet, and are making what you need to make based on a proper hourly rate, your materials become incidental to pricing - any extra markup you make is "bonus" profit.

Therefore, marking materials up 100% allows you to discard up to half the material and still be OK on materials.

In circumstances like this one, when there is a special vinyl you only buy for jobs like this then specify a 150% markup or higher. You will then be A-OK on the vinyl cost.

4.21. How do I add a liquid laminate into the lamanates database?

How do I enter the
information for a liquid laminate in the laminates section... it's telling me to put feet or
yards in the space. I can not just put 0 and add a total cost for each
bottle. Please let me know how I can do it.

In the laminates database input a height and width for the liquid lam that multiplies out to equal the square foot (or metre) coverage a can of liquid lam is able to cover, then place in the cost for the can in the cost field and enter your desired markup.

4.22. How do I add an undiscounted item to a discounted quote?

How do I add an item after the discount not have the discount apply to an item?

I add shipping to invoices and I usually use free form, but I don't want to discount the shipping.

To add un-discounted shipping to the quote the discount will also have to be done in a different way. Here are the steps.

1. After adding all the line items to the quote that are needed for the job, then click add item > free-form.

2. In the description field type "Customer discount" or other description you want that will tell the customer this is a discount.

3. Put in the amount of the discount as a negative number in the price each field. Click the green OK checkmark to save.

NOTE: You will have to have figured the amount of the discount beforehand to get the dollar figure to enter in this field.

4. Click Add Item > Free-Form. Enter a description
for the shipping. Enter your desired shipping charge and click the green OK check mark to save.

In this procedure you have succesfully added the necessary line items to the quote, given the customer discount, and added shipping after the discount has been applied.

4.23. How do I add in a salesperson comission?

How do I roll in a comission for the salesperson while at the same time making it transparent to the customer?

The easisest way to add in a sales person commision in a transparent way is through creative use of the margin slider.
For example if you want a 10% salesperson comission, move the margin slider to 90% and you will have effectively added in the comission.

4.24. How do I add more production time on the vinyls signs screen?

I am doing a vinyl sign, but even with the vinyl coverage slider and General Difficulty level sliders at 100% it is still not adding enough production time. How do I get it to show more production time for the job.

One quick and easy way to do so is to check the 'Non-rectangular must be shaped' box and adjust the background complexity slider upward to add additional production time to the quote.

4.25. How Do I add roll stock-plexi pricing?

How Do I add roll stock-plexi pricing to the substrate database?

Answer: You would enter the height and width of the roll in the place provided in the substrate database.
1. Click Edit Data Files > Ingredients > Substrates > New.
2. Enter in the description and input the vertical height of the roll and dot the unit of measurment.
3. Enter the width of the roll and dot the unit of measurement.
4. Input your cost select a markup and click the green checkmark to save.

4.26. How do I add the cost for using Superfrog frog juice?

How do I add the cost for using Superfrog frog juice on completed MDO signs? It is twice the price of regular paint so I have been doubling the amount of coats on the program to what I actually use. For example, if I used two coats, I will charge for four because again, it is twice the price. Please let me know if there is another way.

The best bet is to add the frog juice in as a vinyl. Here are some recommended steps.

1. Query the manufacturer and find out how many square feet a container of frog juice covers.

2. Create a new entry in the vinyls database that has a height and width dimension that multiplies out to the square foot amount specified by the manufacturer.

3. On the quote screen select the frog juice from the list of "vinyls" and put the coverage on 100%

4.27. How do I add wide format printer settings into EstiMate?

I have a wide format printer that is not in the list of printers that are preloaded into EstiMate how do I get my printer settings into the software?

In order to add your printer to the list of printers you will need to get some specifications from the printer manual or by contacting the manufacturer directly.

The specific information needed is:

1. The names of the print modes the printer supports.
2. The dpi resolutions the printer supports.
3. The amount of square feet or square metres per hour for each print mode.

Once this information is obtained the following steps can be taken to insert the information into the printers database.

1. From EstiMate's main screen click Edit data files > Inkjet printers > New.

2. Input the printers description in the description field (e.g. Roland Versacamm)

3. Click the plus sign next to dpi. The print mode description and settings grid will activate.

4. In the print mode description field erase the default 'draft' description and input the print mode name specified by your printer manufacturer.

5. Input the dpi range and print speed.

6. Repeat steps 3-5 until all available print modes have been entered.

7. Click the green ok check mark to save and exit the database.

Key words: Wide Format, Printer, Printers, WF, ink jet, solvent, print mode.

4.28. How do I adjust areas to print for my garments?

How do I adjust the names and sizes of the areas to print on garment screenprinting?

Click the book icon to the right of the garment dropdown. Highlight a garment to change and press the edit button.

4.29. How do I adjust my discounts?

How do I change my discounts so I can have a different percentage?

If you want to change your quantity discounts you can simply click Management > Configure EstiMate > Quantity Discounts.

If you want to change your overall job discount, from the estimate screen click the book icon to the right of the discount dropdown box and edit and existing entry or create a new entry as desired.

4.30. How do I adjust the hours of operation after adding new employees?

I have recently added new employees how do I adjust the hours of operation field to compensate?

Note: The 'hours of operation' field is for employees who are directly involved in the design and production of signs.

1. Enter the number of hours you can realistically bill in a day for each employee. Again, this is actual production time or design time only, not errands, going out and spec-ing jobs or daily computer work. TIP: A good starting point in figuring out your * billable * hours in a day is 6 hours per full-time employee.

4.31. How do I associate the A/R and Undeposited Funds Accounts?

I'm setting up the QuickBooks Link and I'm having trouble understanding how to associate the A/R and Undeposited Funds accounts. What do I do?

The Accounts Receivable and Undeposited Funds accounts are automatically created and named by QuickBooks. As long as you have not specifically changed them, then those are their names and you don't have to do anything.

However, if you have changed the names of these accounts then you will need to tell EstiMate the new names.

Remember, as with everything in the QuickBooks link, the names are case-sensitive and you must enter them *exactly* as they are in QuickBooks.

4.32. How do I attach multiple proofs to an estimate?

How do I attach multiple
files to one quote. For now, it seems that I can only attach one file.
Do you have any suggestions?...Or am I missing something?

Answer: Yes, I have a suggestion. Create one file that is a composite of multiple images in your design software. Attach the composite file using EstiMate's proof feature and you've done it! Multiple proof images on one quote.

Here's how it might be done in most versions of Adobe Photoshop.

1.Create a new file.

2. Open image #1, > select all > copy > paste into the new file.

3. Repeat step two for images #2, #3 etc. until all images are pasted into the new file.

4. Flatten down the layers so background and layers merge into one.

5. Save the resultant file as a .jpeg, .bmp or .wmf

6. Import file into EstiMate.

The technique in your design software may be different but the result should be the same: multiple images in one file.

4.33. How do I backdate an invoice?

How do I backdate an invoice that I am just starting to compose a week later? I want the current invoice to actually reflect a date that should actually be 2 to 7 days prior to the day and date I am working on.

Answer: Change the date on the Job. Click Print > Invoice. Make sure the box that says "Today's date" is unchecked and proceed to print as normal.

4.34. How do I backup my data if I cant open EstiMate?

I cannot open EstiMate but need to get my data backed up to restore later. How do I backup my data if I cant open EstiMate?

If you cannot open EstiMate to backup your data directly through the program(preferred method), you will need to backup your data manually. The procedure is as follows:

_______________________________________________________________________
Note: This procedure assumes you have EstiMate
installed in the default location of C:\Program Files\EstiMate\
however if you have your data stored elsewhere you will need to modify the instructions below accordingly.
_______________________________________________________________________

1. Right-Click on your Start Icon and select ?Explore?. Windows Explorer will appear.

2. In the left hand column open the C drive icon, if it is not already open, and find the ?Program Files? file folder. click the plus sign to the left of ?Program Files? to open it. Find the EstiMate folder and open it. TIP: If you do not see the EstiMate folder, make sure you are looking in ?Program Files? and NOT simply ?Programs?.

3. Once you have found the EstiMate folder and opened it, right-click on the data folder and select copy. This will copy the data folder and all its contents.

4. Minimize windows explorer.

5. Right-Click on your Windows desktop and select the ?paste? command. The data folder will now appear. Optional: For added safety you may wish to also save a copy of the folder to a high-capacity drive like zip or jaz, or write it to a CD-Rom.

4.35. How do I backup my data?

I want to backup my data so I don't lose anything if I have a computer crash or have to get a new computer. How do I backup my data?

To backup your data:

1. Click Management > backup-restore data files.
2. Click the backup button.
3. Choose a location to save the file.
4. Name the file and click save.

The choice of media to save it on is up to you, Floppy, CD, Removable Media or other.

Tip: If backing up to a floppy disk, consider making a duplicate backup on a 2nd floppy disk due to the fragile nature of floppy discs.

After a reformat, reinstall of windows, computer replacement or the like, you will want to re-install EstiMate and restore your data. The instructions for data restore are linked below:

http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=83

4.36. How do I bill to separate locations with EstiMate?

- I have many
clients that order for their seperate branches
and they are billed / shipped to those individual
branches. the signage is basicly the same but the
quantities are always different for each location.
I get different figures for each location that can
vary quite a bit. This will surely cause questions.
Whats the best cure?

Create a different customer record for each location, and when these jobs are archived they will be maintained by the customer name and easily differentiated.

4.37. How do I change a customer phone number on an invoice?

I entered the wrong customer phone number on the invoice, how do I change it?

1. From the job screen, click the book icon to the right of the client dropdown.

2. Highlight the customer you want to edit and press the edit button at the bottom of the screen.

3. Change the phone number and/or other information as needed.

4. Press the green checkmark twice to save and exit the database.

5. When you print the invoice will now have the new number.

4.38. How do I change my default market level?

I am trying to change the default "Market Level" on our vinyl signs plugin. I have tried to figure out how to change this and can not. It is currently set on 40% and it should be higher. I have to change it each time we create an estimate and I want to change the default.

Click the hammer icon at the top of the pricing screen, change the market level and click the green OK checkmark to save.

4.39. How do I change my logo?

I want to change my company logo to a more updated one how do I do I get my new updated logo into EstiMate.

To change your company logo:

1.Click on Management from the main EstiMate screen.
2.Select Configure EstiMate
3.Click on the Your Logo tab on the lower left.
4.Click the 'Clear logo' button.

Once the old logo has been cleared out, you can choose a new logo you would like to have printed on estimates and reports.

The new logo must be a .BMP file.

To import your new logo:

1. Click the Choose File button.

2.In the open dialog box that pops up, choose the .BMP file of your logo

3.Click 'open' to paste it into this screen.

4.Type in the height you want your logo to print on estimates and reports.

5.Press the tab key or click on the width box to automatically calculate the proper width.

6. Click the green OK checkmark to save.

4.40. How do I change the font size on the estimate?

How do I change the font size on the
estimate especially the estimate number and the date?

The font size for the estimate
number and date are fixed at this time and cannot be changed. Creative use
of the custom header can help you in this regard however. Click Print >
EstiMate. From the Print-A-Report screen, uncheck the append Est. number to
title box. Check the custom header box, click on the custom header link. Put
the estimate number in this box and make sure 8pt font is checked. Click the
green check mark and the print icon respectively. If using this approach
rememeber you will need to update the custom header with the new estimate
number each time.

4.41. How do I change the line item sort order?

I have a number of line items on my estimate, but want to change the order in which they are sorted and appear on the printed estimate. How do I re-sort the line items?

If you want to have line items appear in a
different order then how you entered them: simply duplicate them in the order you want them to appear on the estimate from top to bottom, then delete all duplicates.

The remaining line items will be sorted in the desired order.

4.42. How do I configure a market level for each substrate?

Is there any way to have the market level slider default for specific substrates?

For instance, in my area the market level for coroplast signs would be in the 20's, while the market level for magnetics comes in around the 70's.

I'm finding these differences in other substrates also, and would like to be able to set these sliders once and have my employees be able to use the software without a crib sheet.

Market level should be determined and then left alone once it is set and only moved in rare circumstances. This will help keep pricing consistent.

When EstiMate prices too low on something like magnetics for example adjust the MARKUP on the materials to get to the price point you need.

The default markup in EstiMate for most items is 100% and this is good in most situations however with something like magnetics, markets can often bear more for this type of signage, so you may need a markup in the 300-400% range, for example.

This way if you have the ingredients in your database with the markups you want you can have confidence knowing that when a rep makes out a quote no mental gymnastics or "crib sheet" are needed and EstiMate will generate prices you can have confidence in.

For further information also see the links below:

Market Level http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=30

Consistent Pricing
http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=218

4.43. How do I create a blank estimate?

I would be able to print out say a blank form that I can bring to a job site and fill in information then when return back to shop plug everyhting into the computer and print it.

1. Click New EstiMate.
2. Click the book icon to the right of the client dropdown box and create a new customer whose company name is "New Customer" or other generic term. You may also choose a character like the hyphen "-" as the company name if desired. Save the new company record.
3. Back on the estimate screen, select the new client you created in step 2 and click print > estimate. Uncheck all boxes except the preview box and click the print icon.
4. If the preview is to your liking, click the print icon on the upper left to print the "blank" estimate.
5. Save the estimate in your open list for future printouts.

4.44. How do I create a blank work order?

I want to be able to print a blank work order to print out quickly when needed. How do I do it?

Creating a ?blank? work order in EstiMate. A Tutorial.

Procedure Summary:

1. Create a new job with only one free-form line item.
2. Create a template so the blank work order can be re-used over and over again.

Detailed procedure.

1. Click New Job > Add item > Free-form.
2. Enter a description that is just the dash or hyphen ?-?
3. Leave the cost at zero and click the green checkmark to save the line item.
4. Click the book icon to the right of the client dropdown and create a new client called ?1-Templates?.
5. Select the new ?1-Template? client from the dropdown list and click the save icon to save the job.
6. Close the job and follow the template creation procedure below.

Template creation procedure:

1. Click Archives->Expire/Archive old jobs.
2. Check 'show all jobs regardless of date' and make sure to check the job you just created.
3. Click 'Send to Archives.'
4. Click the OK button.
5. Click Archives->Archive Explorer.
6. In the archives, you will find a customer called '1-Templates' (the "1-" before the name is so the record will sort to the top of the list) and under this customer will be the job you just archived. Highlight the job and click 'New job' to create a new estimate based on the old one. Repeat as necessary.

Day-to-day operating procedure.

1. Open the job, change the customer name, and click print > work order. EstiMate will print a blank work order.

Shortcut: You can skip the archiving procedure and just leave the job in your open list and print the blank work order directly. However if you are a busy shop with many estimates and jobs being recorded, you may wish to include the template creation process for best results.

4.45. How do I create a new job or convert to job my icon is missing?

How do I convert an estimate into an invoice. I do not have the icon to do this discribed in your help?

The new job icon or convert to job icon represents the Job Management subsystem and Job Management must be purchased separately.

Information on Job Management can be found on the pricingmadeeasy.com website under the following link:

http://www.pricingmadeeasy.com/estimate/products/job_mgmt.php

4.46. How do I create folders in retail items to sub-catagorize items?

I have many different types of retail items including step stakes, frames, ballasts, lamps, transformers and many other ingredients that I would like to categorize into folders for easy retrieval. How do I do it?

EstiMate 1.x does not directly support the creation of folders in retail items, however items in the list can be made easier to find.

The best approach to this is to create headers with a seperator between each unique list of items so you can easily scroll through the headers to get to the items you require.

Lets look at an example. Lets say we have the following multiple categories of items:

3x8 banners
banner ropes
transformers
ballasts

In these categories we have the following items:

3x8 banner style A
3x8 banner style B
3x8 banner style C

Banner Ropes - 25 ft.
Banner Ropes - 30 ft.
Banner Ropes - 40 ft.

GRI-Actown Transformer OG 12kv/30ma
GRI-Actown Transformer OG 15kv/30ma
GRI-Actown Transformer OG 3.9kv/35ma
GRI-Actown Transformer OG 7.5kv/30ma

GRI-Advance Ballast 120v 1-2 Lamp 4-12ft
GRI-Advance Ballast 120v 2-4 Lamp 12-24ft
GRI-Advance Ballast 120v 2-4 Lamp 20-40ft
GRI-Advance Ballast 120v 2-4 Lamp 6-20ft

To separate these diverse ingredients use the description together with a separator. Example:

GRI-Actown Transformer --------------------------

To create this use the following method:

1. Click edit data files > Retail items.
2. Highlight on of the ingredient you want to create a header for and click the copy button at the bottom of the screen. A copy will be made and it will have the word [COPY] in brackets at the end of the description.
3. Highlight the copy and press the edit button. Erase the sub description and insert a separator character like a hyphen "-" an underscore "_" or ")". Type the separator character multiple times until the description limit is reached.

Example:

GRI-Actown Transformer OG 12kv/30ma[COPY]

is transformed into

GRI-Actown Transformer --------------------------

4. Change the cost to one dollar and press the green OK checkmark to save the entry.
5. Repeat steps 1-4 above for all the other families of items.

In our example above a finished list would look something like:

3x8 banner ------------------------------
3x8 banner style A
3x8 banner style B
3x8 banner style C
Banner Ropes ---------------------------
Banner Ropes - 25 ft.
Banner Ropes - 30 ft.
Banner Ropes - 40 ft.
GRI-Actown Transformer -----------------
GRI-Actown Transformer OG 12kv/30ma
GRI-Actown Transformer OG 15kv/30ma
GRI-Actown Transformer OG 3.9kv/35ma
GRI-Actown Transformer OG 7.5kv/30ma
GRI-Advance Ballast --------------------
GRI-Advance Ballast 120v 1-2 Lamp 4-12ft
GRI-Advance Ballast 120v 2-4 Lamp 12-24ft
GRI-Advance Ballast 120v 2-4 Lamp 20-40ft
GRI-Advance Ballast 120v 2-4 Lamp 6-20ft

NOTE: In order for the process to work some conventions need to be adhered to:

A. You will be tempted to make singular ingredients plural. Dont do this as it will throw off its place in the database.

RIGHT: GRI-Actown Transformer -----------------
WRONG: GRI-Actown Transformers -----------------

B. Do not use generic descriptions like "banners", or "transformers" as these will not show up at the beginning of the category. The description must always maintain the beginning of the original.

RIGHT: 3x8 banner ------------------------------
WRONG: Banners ------------------------------

Following the above procedure will help you achieve your goal of subcatagorizing retail items so things are easier to find.

4.47. How do I delete duplicate customers without affecting linked info?

We occasionally create duplicate customer files by accident (slightly different name/spelling, etc.) and need to know how to eliminate the duplicates without losing any linked records. Please advise.

Solution: Re-assign and delete.

Procedure:

1. Click Reports and Charts > Customer History. Run the customer history report for the duplicate customers.
2. Open Each estimate or job indicated on the report.Re-assign the duplicate customer to the original customer entry.
3. Click Edit data files > people > customers. Delete duplicates.

4.48. How do I delete the EstiMate directory?

I was directed by technical support to delete my EstiMate directory so I could do a fresh re-install of the software, but how do I delete the directory?

************************************************************************
NOTE: YOU SHOULD BE ABSOLUTELY SURE YOUR DATA IS BACKED UP BEFORE DOING THIS PROCEDURE. DELETING THE ESTIMATE DIRECTORY WILL ALSO DELETE THE FOLDER THAT CONTAINS YOUR ESTIMATE DATA RESULTING IN IRRECOVERABLE DATA LOSS.
************************************************************************


************************************************************************
*NOTE: YOU SHOULD ONLY DELETE THE ESTIMATE DIRECTORY IF DIRECTED TO DO SO BY ESTIMATE SOFTWARE SUPPORT STAFF. DELETING THE ESTIMATE DIRECTORY OR FOLDER WILL DELETE ALL THE DATA IN THE FOLDER RENDERING YOUR SOFTWARE UNUSABLE.
************************************************************************

Procedure:

1. Right-Click on your Start Icon and select ?Explore?. Windows Explorer will appear.

2. In the left hand column open the C drive icon, if it is not already open, and find the ?Program Files? file folder. click the plus sign to the left of ?Program Files? to open it.

3. Find the EstiMate folder in the list of folders under the Program Files directory. Right-click on the EstiMate folder and select the delete menu option. If you get a message asking if you want to send it to the recycle bin or if you are 'sure' you want to delete it, click the 'Yes' button. TIP: If you do not see the EstiMate folder, make sure you are looking in ?Program Files? and NOT simply ?Programs?.

4. You have now successfully deleted the EstiMate folder.


Q: The folder will not delete. I get an Access Denied error when trying to delete it.

A: Make sure all copies of EstiMate are closed down on all machines, then try deleting it again. If you still have the problem then reboot the computer and try deleting the directory again.

4.49. How do I determine which jobs have been sent to QuickBooks?

I would like to mark the invoices that are sent over to Quickbooks as being "Sent" so that we can tell what invoices still need to be sent and which havent been sent so we do not send the same invoice twice by mistake.

Users running EstiMate 1.98 will notice there is now a book icon next to the status area on the job screen and this is so you can add your own status flags in. So you can add in a status flag like "sent to QuickBooks" and jobs with this flag selected will show up in the status area of the open list and on the work in progress report.

Further information:

Consider archiving the job after sending it to QuickBooks. After the job is marked "sent to QuickBooks" then if you archive it it will be out of the open list and there will be no confusion as to what jobs have been sent and which have not. With this method only the jobs that are waiting to be sent show up in the open list NOT the ones that have been sent to QB and archived.

4.50. How do I disable transfer tape calculations?

Will transfer tape always be counted? Sometimes when we do window graphics, we don't need transfer tape. Can we then enter that somewhere in the program?

Transfer tape is designed to always be included in vinyl related plugins. However, you can easily disable it by clicking the hammer icon and setting the cost to zero. You will need to remember, however, to put the cost back in for other quotes that require transfer tape to be figured in.

Customers running earlier versions of EstiMate. 1.93b and previous will need to click Management > Configure EstiMate > Preferences to access the painted signs setting.

4.51. How do I discount one line item and not others?

How do I discount one item only. For example, give a discount on a banner, but not design labor or the set of magnetics on the same proposal.

1. Price the banner as normal and save the line item.

2. Calculate how much the discount is going to be, a handy calculator icon is available on your pricing screen if needed.

3. Click Add item > free-form enter the discount calculated in step 2 as a negative dollar amount and a description like "banner discount" that indicates to the customer that this is their discount on the banner. Save the line item and proceed with pricing the design labor and magnetics.

4.52. How do I do a summary quote in EstiMate?

How do I summerize all the signs I am doing into one line item so I can give the customer a summary quote with out everything being itemized out?

Method 1:

Enter all signs separately then add a 'Free Form' line item with the total of all signs; when click print > estimate. On the print a report screen uncheck all line items listed at the bottom of the screen except the free-form one that has the total for all signs.

An example: Say you are doing 10 signs of different sizes and each prices for a customer. The customer doesn't want an itemized statement for each sign or component of the sign, just a description and price for the total package.

Initially you would want to input all ten signs into the estimate as separate line items, then add an eleventh line item using the 'free form' plugin whose description might read 'Ten signs for inside of store' then put the total price of all the signs. Then proceed to print the estimate, and on the 'Print A Report' dialog box uncheck all the previous 10 line items leaving only the 11th 'Free Form' line item that has the summarized description and the total price.

-OR-

Method 2:

Make an estimate with everything itemized and a second with only one free-form line item that is the total of all the signs.

4.53. How do I do multiple colors of vinyl?

> I do a lot of multicolor vinyl (4 & 5 colors), you have only 3 vinyl drop down >boxes in EstiMate so
> How does one compensate for the extra vinyl colors in your program.

The vinyl dropdown boxes are one of the most misunderstood aspects of EstiMate. The boxes are actually for * types * of vinyl rather than colors of vinyl. How EstiMate views multiple colors is that the only difference between two or more colors from a pricing standpoint is the TIME to cut, weed, and apply the additional colors. Hence, one would choose a type of vinyl from the first dropdown box, for example, premium (standard colors), set your vinyl coverage in the copy and colors box type in the copy and how many colors of vinyl are being used.

Most importantly you will want to raise the general difficulty slider upward until the production time looks right to account for the time it will take to cut, weed and apply the additional colors. Thats it! Multiple colors done with only one vinyl dropdown box!

Like most things, there is always an exception to the rule. Dropshadow. For example say you were putting 'Joe's Garage' on a sign for a customer in red letters. The customer also wants grey dropshadow for emphasis. In this case since both the copy and the dropshadow cover the same area hence you would select the first vinyl dropdown for 'Joe's Garage' and select your coverage, say 85%. You would then use the second vinyl dropdown for the dropshadow and also put your coverage at 85% since you will be covering the same area as the first vinyl albeit with more waste.

4.54. How do I do pin striping in EstiMate?

I need to know how I price pin striping, will EstiMate do this?

A: Yes this is easily done in EstiMate. You will want to enter the outer dimensions of the stripe or stripes in the height and width fields of EstiMate and place in the quantity and calculate the total accordingly. As an example lets take a 3 inch high stripe that is 181 inches in length. In EstiMate you would put 3 in the height field, 181 in the width field and 2 in the quantity field (for both sides of the vehicle), at 100% coverage and click calculate total for the resultant price.

Pay special attention to the General Difficulty Level slider so you can adjust the production time appropriately for this more complicated work.

4.55. How do I do price digital printing based on the area printed?

>I have a square metre price for each media, which steps down depending on
>the square metres printed. ie I have a price for under 1m, 1-5m, 5-10m etc.
>Does your software support this?

Yes, EstiMate can support this method using the linear/square items plugin.

Here are the steps:

1. Click edit data files > linear-square items.
2. Click new. Enter a media and a price and markup for the 1 metre size. Click the green checkmark to save.
3. Highlight the item you just created and press copy.
4. Highlight and edit the copy. Change the description to display the type of media and 1-5m. Change the price accordingly and the markup if desired. Click the green checkmark to save.
5. Repeat step 4 above until all metre ranges have been entered.

When quoting select the linear-square item that matches the size range the customer is requesting.

4.56. How do I do window graphics if I don't have the plugin?

How do I price window graphics if I don't have the window graphics plugin?

1. Click New Estimate-> add item->Vinyl Signs.
2. Select <customer supplied> for the substrate.
3. Enter in the dimensions of the window you will be applying the vinyl to.
Select the vinyl you want to use and put the vinyl coverage where it needs to be. Set your subjectives on the right how you want them paying close attention to the artwork complexity and general difficulty levels.
4. Click Calculate total and click the green check mark to add to the quote.
5. Click free-form and enter 'cleaning' as the description and select flat rate or hourly as desired.
6. Place in the quantity and price for the cleaning you will be doing to the window and click the green check mark to add it to the estimate.
7. Click add item > free-form and enter the description as travel time. Select hourly rate and put in the amout of time it will take you to travel to the site in the quantity field and the associated price in the price field. Click calculate total to add to the quote.

4.57. How do I download vendor catalogs without internet access?

I have EstiMate on my office computer that does not have internet access, and want to download my vendor catalogs from Vendormate on another computer that has internet access, but does not have EstiMate installed. How do I get my vendor catalogs into my office machine?

Vendormate Procedure

The answer to this question is in two parts: a procedure summary and detailed instructions.

Procedure Summary:

1. Backup data on the office machine.
2. Install EstiMate on the internet machine.
3. Restore data on the internet machine.
4. Close EstiMate.
5. Open Vendormate, download catalogs, select and import items.
6. Close Vendormate.
7. Re-Open EstiMate on the internet machine and backup the new composite data that contains the items imported from Vendormate.
8. Restore the data on the office machine.

Detailed Instructions:

1. On the office machine (the one that does NOT have internet access). Open EstiMate and backup your data. To backup your data, do the following procedure:

1. Click Management > backup-restore data files.
2. Click the backup button.
3. Choose a location to save the file.
4. Name the file and click save.
The choice of media to save it on is up to you, Floppy, CD, Removable Media or other. IMPORTANT: After backing up, do NOT do any more quotes, until you have completed the restore process listed below.

2. Take the backup media and your EstiMate Program CD to the computer that has internet access. In order for EstiMate and Vendormate to work together they MUST be on the same machine. So to continue EstiMate MUST be installed on a temporary basis in order to receive the catalog selections from Vendormate.
3. Install EstiMate on the internet machine.
4. Open the software and click the ?Explore All Features Button?, the Welcome Wizard appears. Click the right-hand red arrow to go to the shop information screen. Enter the first letter of your shop name.
5. Click the red arrow through all the remaining screens. There is no need to fill anything out. Click the green check mark at the end of the wizard. EstiMate?s main screen appears. If you see the tip of the day, close it and remain on the main screen.
6. Restore the data you backed up from the office machine (the one without internet access). To restore your data do the following procedure: 1.On EstiMate's main screen click management>backup/restore.
2.Click the restore tab on the Backup/Restore Data files screen and then click the restore button on the upper right. An open screen will come up.
3. Find the backup file. (if backed up on floppy point the 'look in' dropdown box to the '3 1/2 Floppy A:' selection)
4. Click the open button to restore your data from the backup.
7. Close EstiMate.
8. Connect to the internet, open Vendormate and click the Next button to go to the catalog download screen. Click the ?Click Here To Download Catalogs? link. Select the desired vendor catalogs and press OK. If you receive prompts to request catalogs via mail, click NO to move past the prompt. Click the Yes button on the prompt that says ?Ready to Download Vendor Catalogs?? EstiMate will download the catalogs.
9. Highlight the selected vendor and click the import items button. If you wish to import all ingredients in the selected category i.e. Digital Print Media, then put a check mark in the box, otherwise click the plus sign to open the category and check the specific ingredients you want from that category. When done selecting ingredients click the Next button.
10. Read the license agreement, click the checkbox indicating you have read it, and click the Next button. You may skip the reading of the agreement if you have read it at a previous time.
11. Specify the import options you want if desired, or go with the program defaults. Click the Next button.
12. Click the ?Yes? button on the ?Ready to import? prompt.
13. If you get a Match Vendor screen, click the OK button.
14. Press OK on the Import Report Screen. Congratulations! You have successfully imported your items into EstiMate! Repeat steps 8-13 if you have more than one vendor catalog to import.
15. Close Vendormate. Disconnect from the internet.
16. Open EstiMate. Click ?Explore All Features? at the security monitor screen. If the ?tip of the day? appears click the close button.
17. Backup your data. (Instructions listed above).
18. Close EstiMate and remove your backup media from its drive.
19. Take your data backup to the office machine, insert the media in the drive, open EstiMate and restore the data. (Procedure listed above.) Congratulations! You have successfully imported ingredients from your favorite vendors catalogs? into EstiMate!

Questions and Answers:

Q: I can?t import my ingredients what gives?

A: You must subscribe to Vendormate and receive your key in order for this step to be completed. To subscribe and get your Vendormate key contact the EstiMate sales department at 888-304-3300 M-F 9:00AM ? 5:00PM EST.

Q: When I open EstiMate on the internet machine the ?explore all features button? is not active, and it says ?exploration period complete? what do I do?

A: You may have had a demo copy of EstiMate on the machine at one time. Call EstiMate Technical support for a new temporary key to open EstiMate.
Questions and Answers Continued. . .

Q: I don?t see the ?Explore all features? button at the bottom of my Security Monitor screen what do I do?

A: You may have installed an older version of EstiMate. Download the new version from www.pricingmadeeasy.com or contact technical support for assistance at 828-304-3300 10:00AM ? 6:00PM EST.

Q: The temporary version of EstiMate on the internet machine expires so what do I do about future imports?

A: Contact EstiMate technical support for a new temp key and follow the instructions above.

Q: This process seems really involved. Is there a shorter way to go about it?

A: Yes. Consider getting internet access for your office machine and install Vendormate on it. The process goes much more quickly if Vendormate and EstiMate are both installed on a computer that has access to the internet.

4.58. How do I duplicate a job?

I want to duplicate a job. How do I do it?

To duplicate a job first click on the open icon and then highlight the job you want to duplicate. Be sure to make a record of the job number, and then click the button that says 'duplicate item'. A dialogue box will pop up asking if you really want to duplicate it. Click the OK button and your job will be duplicated. You can then open the duplicate and make any additions or changes as required.

4.59. How do I edit archived estimates or jobs?

I cant look up the way we calculated something when it's archived. For exemple: when we want to look up which vinyl we used, that seems to be impossible. Can you tell us how to find this?

You can view a detail summary of records in the archives but to view or edit individual line items you will need to click on the new estimate or new job button. This will create a new record that you can edit that has all the details and content of the original.

4.60. How do I edit individual prices on the vinyl letters price chart?

Can the prices in the rta vinyl chart that we can print be edited?

Whereas direct editing of the individual prices on the chart is not supported at this time,(Versions 1.x) you can adjust the market level until prices are where you need them and re-print the report.

Alternatively you could print the report to a file and manipulate the data in another program like Excel for example, thus giving you control over the individual prices.

Info on printing to a file is located at http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=349 and you may also want to cross reference article #254 "How do I make a pricing table for common items" located at http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=254

4.61. How do I edit the vinyl letters price chart?

Can the prices in the vinyl letters price chart be edited?

Whereas direct editing of the individual prices on the chart is not supported at this time from within EstiMate, you can adjust the market level and re-print the report to adjust overall prices.

Alternatively you could print the report to a file and manipulate the data in another program like Excel for example. This would give you control over the individual prices.

Info on printing to a file is located at http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=349 and you may also want to cross reference article #254 "How do I make a pricing table for common items" located at http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=254

4.62. How do I eliminate the white space at the top of my estimate?

When I print an estimate, the white space at the top is HUGE! How do I get rid of it?

The top margin of the estimate is 3/4", fixed. The additional space is the "logo height" setting. It appears you do not have a logo placed on your quote, so it shows up as white space.

To reduce the white space to the 3/4" margin, do the following:

1. Click Management > Configure EstiMate > Your Logo
2. Set the logo height to 0 (clear the box)
3. Now your top margin will be 3/4"

4.63. How do I eliminate the YES - NO critera in the sales tax field?

We live in a state that does not have sales tax; how do I eliminate the YES - NO critera in the sales tax column on the estimate?

When quoting it is best to uncheck the tax box on each line item on the estimate; this way no tax will be applied.

To remove the YES - NO criteria from the quote click print > estimate. On the Print A Report screen uncheck the box that says "Suppress Individual Item Prices on Estimate". The YES - NO tax criteria on the line items will dissappear and the tax will show as $0.00.

4.64. How do I enter a customer who is tax exempt?

I have customers who are tax exempt. When entering a customer,
how do I enter them as being tax exempt?

At this time EstiMate does not support indication of a customers tax exempt status in
any kind of global fashion. This is a function that will be incorporated into a future
release of EstiMate.

In the current version of EstiMate to indicate a customer entry as tax
exempt you have essentially two options:

1. You can put the exempt status in the customer notes (by clicking on the
customer notes tab to the right of the customer info tab).
2. If the tax exempt status of the customer needs to show up on
the printed estimate or invoice, you will want to place this status along with the
company name, for example 'Acme Products - (Tax Exempt)'.

Remember, when preparing an estimate for a tax exempt customer it is
necessary to uncheck the tax box on each line item on the estimate.

4.65. How do I enter a new key if EstiMate is already unlocked?

I am a current user of the software and have just purchased some pricing plugins and been issued a new key to activate them, but how do I enter the new key if EstiMate is already unlocked?

Answer for versions 1.94 and later: (Not including EstiMate V.2)

1. Click Management > Configure EstiMate.
2. Double-Click on the security key at the bottom.
3. Click 'Yes' on the warning that comes up.
4. Erase the old key from the field.
5. Copy/Paste in the new key.
6. Press OK twice.

Answer for versions 1.93b and previous:

1. Click Management > Configure EstiMate > Program Info.
2. Double-Click on the security key.
3. Click 'Yes' on the warning that comes up.
4. Erase the old key from the field.
5. Copy/Paste in the new key.
6. Press OK twice.

4.66. How do I enter and price banner blanks that differ in height but have the same cost?

I buy my banners from a supplier that sells them at a cost per foot in heights of 1'-3' and a different cost for banners 4'-6' high. If I have a customer who wnats a banner that is 1'X5' and also a banner that is 2'X 5' my cost from the supplier will be the same. So how do I enter this in the substrate database and how do I price it when creating my quote?

In summary, the answer is to create separate enteries in the substrate databases each with the same cost but different height dimensions like 1', 2', 3' respectively. Then when in the vinyl signs screen select the appropriate substrate that reflects the height of the banner the custoemer has selected and proceed with the rest of the quote as normal.

Detailed directions on this procedure follow:

1. To enter the banner in the substrate database, from EstiMate's main screen click Edit Data Files > Ingredients > Substrates.
2. Click the 'New' button to create a new entry in the substrate database. Enter a description like '10oz white 1'high banner'
3. In the height and width dimensions select 'feet' and put 1 in the height field and 1 in the width field respectively.
4. Place your cost in the cost field, enter your desired markup and click the green OK checkmark. You will arrive back in the substrate database.
5. Repeat steps 2-4 replacing the height dimension in the description and the database with 2', 3' etc. keeping the cost and markup the same.
6. When you reach the next pricing tier from the supplier then update your height, cost and markup again and continue repeating steps 2-5 until all banners have been entered.

In this way you can price your banners without driving the material cost arbitrarily high.

4.67. How do I enter and price silkscreening on T-shirts?

I am doing silk screening on T-Shirts. How do I price these in EstiMate?

The best way is to purchase the Screen Printed Garments plugin that is specifically designed for this purpose. The olde method is documented below but be advised you will see best results using the Screen Printed Garments plugin.

1. Click Edit Data Files->Ingredients->Substrates. When the edit substrates list comes up, click the button that says 'New.'
2. Enter the T-Shirt as a substrate. In this case height and width are arbitrary, although we recommend that you use 18'x24' as this is a standard size you are likely to remember.
3. Put in the cost of the shirt and the markup.
4. Check the box that says 'automatically enter the height and width.' This will ensure that when you are pricing screen printing on a t-shirt you will use a 'whole' shirt and therefore charge your customer appropriately.
5. Save the new substrate you have entered by clicking the OK checkmark. Then click the OK checkmark on the list of substrates to close it as well.
6. Click Quick Quote->Silk Screen Printing, select the new T-shirt entry as your substrate and proceed as you would for any silkscreened sign. Note that the height and width of the shirt are entered automatically because you checked the 'automatically enter height and width' check box when entering it as a substrate.
7. That's it! Happy Pricing!

4.68. How do I enter inks into the foils/ribbons/inks database?

I need to enter inks into the foils/ribbons/inks database for use in the digital printing section of EstiMate. How do I do it?

To enter an ink simply click the book icon to the right of the Foils/Ribbons/Inks dropdown to access the database. Click the 'new' button to create a new entry. Enter a description for the ink, select a supplier if desired, and in the height and width fields enter a height and width dimensions which multiply out to the sq.ft. coverage a bottle or cartridge can cover.

Put in your cost and markup for the ink and in the "min. sq in. this foil must print" box put in the number 1.
Click the green checkmark twice to return to the digital print screen.

Alternatively you could access the database by clicking Edit
Data Files > Ingredients > Vinyls from EstiMate's main screen.

In this way you may enter your inks as you need them.

4.69. How do I enter multiple people/departments for the same company?

I have a large client that I do signage for that has many different people and departments. How do I enter the diverse contacts into the customers database in EstiMate?

The best way to enter multiple people/departments for the same company is to change the company name slightly for each one. For example:

1st entry is simply the company phone and fax numbers and the primary contact:

Company Name:
Ampersand Signs
Contact:
Johnathon Bakan
Phone:
828-274-7142 x 10
Fax: 828-274-4625
Address:
651 Caribou Road
Asheville, NC 28803

The 2nd entry has the customer name changed slightly:

Company Name:
Ampersand Signs - Mark Smith
Contact:
Mark- Sales Department
etc...

By changing the company name slightly EstiMate views it as a separate company and thus a unique database entry. More flexibility in this area is coming in EstiMate version 2, but for the moment this is how multiple contacts from the same company should be handled.

4.70. How do I enter paint into the vinyls database?

How do i enter the
information for paint in the Vinyl section... it's telling me to put feet or
yards in the space. I can not just put 0 and add a total cost for each
bottle. Please let me know if there is another way to do it.

In the vinyls database input a height and width for the paint that multiplies out to equal the square foot (or metre) coverage a can of paint is able to cover, then place in the cost for the can of paint in the cost field and enter your desired markup.

4.71. How do I enter pre-made banner blanks and precut aluminum substrates?

How do I go about entering pre-made banner blanks and precut aluminum substrates in EstiMate while still accounting for the fact that the price per square inch will vary with the individual sizes?

1. (Recommended) Create a 'catch all' banner substrate. This will require going thru your list of banner blanks from your supplier, then choose a banner blank that is toward the middle of the list to use as your catch all. Enter the cost and markup for that blank in EstiMate along with a description like'pre-cut banners'. This will work as an average for your banner pricing. This way when someone selects 'pre-cut banners' from the substrate list, for example, and enters in the associated height and width you will know your costs and profit are accounted for. This technique can also be applied to pre-cut aluminum substrates.

2. In the second method you would simply enter each banner blank or pre-cut aluminum substrate into the database individually with it's associated cost and markup while checking the box 'Automatically enter height and width information on estimates'. Then when doing an estimate select the banner from the substrate list and EstiMate will put in the correct height and width automatically into the estimate. After that it will simply be a matter of selecting your vinyls and their associated coverages and adjusting your subjectives as needed.

4.72. How do I enter the price of my foils?

I am using a color camm and resin foil cartridges and am wondering how I enter the price?

Foils may be entered in the following manner:

1. From EstiMate's main screen click Edit Data Files>Ingredients>Foils/Ribbons/Inks
2. Click the New button
3. Enter a description for the foil
4. Choose a supplier from the dropdown list or click the book icon on the right to add a new one.
5. Input the height and width for the foil paying careful attention to select the right measurement in inches feet or yards. If you are inputting an ink, enter the height and width which multiply out to the square foot coverage area the ink cartridge or bottle can cover.
6. Enter your cost and your desired markup.
7. Enter the minimum square inches the foil will print. Some examples would be for the Gerber Edge 11.75sq inches, the Fargo is 208sq. inches and the ColorCamm's minimum would be 1 sq inch. Inks should also be entered as 1 sq. inch.
8. Enter the number of passes the foil usually requires when printing. For example a process color foil (whether it's an individual color or a paneled ribbon) would be 3 or 4 passes. A spot color or metallic foil would be 1 pass.
9. Click the OK button (green check mark) to save your changes or the cancel icon to cancel the entry.

4.73. How do I expand the job status dropdown to include more options?

I would like to input other status terms on the job screen. Currently there are only 2 choices in process and completed. I would like to be able to input my own terms like "on hold" or similar term.

Currently the status of "In Process" or "Completed" are the only choices for the Job Status area. Expansion of the Job Status is a request that has been suggested by EstiMate users and has been taken under advisement by EstiMate's developer for a future edition of the software.

Tip:

You can use the production notes (non-printing) tab to the right of the estimate or job description tab to indicate status changes and the information can be updated as often as needed.

4.74. How do I export information from Excel into EstiMate?

I have information I want to get from Excel into EstiMate. How do I get it into your software and what information can I export?

Yes. Information can be exported from Excel into EstiMate. The information must be saved from Excel as a comma or tab delimited text file as EstiMate cannot import information in the native Excel .xls format at this time.

The type of information EstiMate can import from a comma or tab delimited file is a customer or vendor list.

4.75. How do I export my customer list into a different program?

I need to know how to export my customer list into a different program. I need the email and fax #'s of the current customer list and I cannot figure out how to export them.

Whereas there is no export function per se in EstiMate, you can effectively do an export process using the print to file feature that is part of the advanced management suite.

You will want to first find out what import formats the other application can accept and print your customer list to that file format.

Instructions for printing your customer list to a file:

1. Click Edit Data Files > People > Customer list. Click the print icon. Select Customers as the type of data to print, click Select All or choose selected customers and choose short list or detailed info.

2. Click the print icon on the "Print A Report Screen"

3. Click the print icon on the preview screen.

4. Choose the "print to file option" from your printer dialog screen. Choose the type of file (.pdf for example) to print to. Click the three dots and choose a name and location for the file to go on your computer.

5. Click the save button.

Q: How do I know if I have the advanced management suite?

A: Click Management. You should see the advanced management menu option. If you do not see it then you do not have the advanced management suite and you will need to purchase it by calling 888-304-3300.

Q: Am I limited to printing the customer list or can I print any report to a file?

A: Any report you can print to a file in EstiMate can effectively be printed to a file for manipulation in other software. Please also see knowledgebase article 254 for additional details.

4.76. How do I export my transactions by date report?

How do I export the ?Transaction by date? report into Excel?
I need a smooth way to reconcile the Job (Invoices) with my QuickBooks (Receivables Invoices).

Any report in EstiMate can be printed to a file, effectively "exporting" that data to a format that can be read by other programs.

To print your transactions by date report to an Excel file, do the following:

1. Open your Transactions By Date Report by clicking Reports > Transactions By Date.

2. Make selections as desired and click the print icon on the "Print A Report Screen"

3. Click the print icon on the preview screen.

4. Choose the "print to file option" from your printer dialog screen. Choose the type of file (.xls for example) to print to. Click the three dots and choose a name and location for the file to go on your computer.

5. Click the save button.

NOTE: There is a known issue concerning some data like descriptions or email addresses not showing up when the file is opened in excel. This only happens on some reports and not others. If you see information missing when you open the file in Excel then re-print the report to an xhtml file and open in excel as a web page.

4.77. How do I factor out installation for vehicle graphics?

I am doing vehicle graphics for a company who will be applying the graphics and lettering themselves. How would I factor out the installation when I'm doing vehicle graphics in vinyl signs?

The vinyl signs area always incorporates time for application of the graphics or lettering on the substrate. For this project it is recommended that you NOT use the vinyl signs area for the vehicle graphics as you normally would. Instead use the Prespaced letters/logos section and click on the Custom vinyl graphics/logos tab which assumes the customer will apply the graphic. If lettering is to be created for the vehicle then create a separate line item and select the prespaced letters tab which also assumes customer application.

4.78. How do I fax an estimate?

I want to fax my estimate to a customer directly from my computer how do I do this?

You will need fax software installed in your computer in order to send faxes directly. The following instructions apply to Winfax PRO. If they do not work for you then consult your fax software documentation for the procedure.

1. Open an estimate and click Print > Estimate.
2. On the Print A Report screen click the print icon.
3. When the print preview screen appears, click the print icon in the upper left hand corner. (If you do not have the preview box checked on your Print A Report screen skip to step 4.)
4. When your printer dialog box appears, choose the fax software from the printer dropdown, and click the print button. Your estimate will be sent to the fax software. You can then print directly from the fax software and your estimate will be attached.

Q & A:

Q: What if I don't have fax software installed in my computer?
A: It is advised that you print the estimates as normal and insert the printed estimates in a fax machine for transmittal.

4.79. How do I figure for film positives and ruby?

I have a question about the Silk Screen Printing pricing.
Does anything in system figure for film positives/ruby?

These items should be rolled into your silk screen setup charge (Management
> Configure EstiMate > Preferences).
Set this number up to cover your labor and materials for the setup of one
screen, based on the method you use. If a particular job requires extra
labor time (for example, if you must hand-cut a rubylith) you can add this
production time via the General Difficulty level slider when you price the
job. Additional materials could be added via an 'other' line item.

4.80. How do I figure installs?

I install a lot of the signs I produce. How can I accurately charge for the time and materials involved?

To add installation charges to an estimate, do the following:

1. On the estimate screen click on the 'add item' button in the lower left and select the menu option labeled 'Other'. You will see a screen with tabs for hourly and flat rates.
2. Click the flat rate tab and enter a description and price for the materials involved in the installation. Then click Calculate.
3. Click the OK checkmark to return to the estimate.
4. Repeat steps #1 and 2, but this time click the hourly rate tab, choose to use your production rate, and enter the amount of time required for this installation. Then click Calculate.
5. Click the OK checkmark to return to the estimate.

That's it! You've added the installation to your estimate. Alternatively, if there are repeat quantities of your materials you could create a new entry in the retail items section.

EstiMate also features a new repeat labor plugin for the labor portion of the installation.

4.81. How do I find copies of estimates sent by email?

I have sent estimates by email and want to review them again. How do I find copies I have emailed to customers?

By default copies of emailed estimates are stored in the email folder under your EstiMate directory. Right-click on your start icon and select "explore". Windows explorer will appear.

Find the Program Files folder and double-Click on it. Double-click on the EstiMate folder and then on the email folder. The emails will be organized by estimate number.

For future reference you can create a desktop shortcut to this folder to view the emails at a glance.

4.82. How do I find info on vehicle graphics in EstiMate's help files?

I would like to find information on pricing vehicle graphics and other real-world pricing examples in my EstiMate help files. How do I find them?

Here is a shortcut to go directly to the info on pricing vehicle graphics:

Click Help > Search for topic > Type in the word "Vehicle" without the quotes and press enter.

Here is an alternate procedure to find info on Vehicle Graphics and other real-world pricing examples:

1. Click Help > Contents.
2. Click the Contents button on the upper left.
3. Double-Click on The EstiMate Visual Pricing System book icon
4. Double-Click on the Real-World Pricing Examples book icon.
5. Click once on the vehicle graphics entry (or other entry of your choice) and click the display button.
6. EstiMate will display the instructions.

4.83. How do I find my configuration settings?

I used to see my configuration settings in the management section of the software but after upgrading they are no longer there. Where do I find my default settings for my artwork complexity, market level and so forth?

The settings have been moved to the hammer icon under the individual plugins for easier access.

Click QuickQuote > Viny Signs (or plugin of your choice) > hammer icon.

Update settings as needed and click the green ok check mark to save.

4.84. How do I find sample sign pricing examples?

How do I find examples of signs that have been priced with EstiMate and a step-by-step tutorial on how they were priced?

The EstiMate help files are a good resource for "real-world" pricing examples. Here are the directions for accessing them.

1. Click Help > Help Contents.
2. Click on the contents button in the upper left.
3. Double-Click on the "EstiMate visual pricing system" purple book icon.
4. Double-Click on the "Real World Pricing Examples" purple book icon.
5. Higlight any one of the articles you would like to view and click the display button.

4.85. How do I find the Welcome Wizard?

I need to access the Welcome Wizard again that I saw when I first installed the software but am unable to re-locate "Welcome Wizard Box"? Unable to locate it through the help box.

You can access the welcome wizard by clicking Management > Configure EstiMate > Walk-Me-Thru-The-Welcome-Wizard.

4.86. How do I generate a purchase order?

We just rec'd our new version of estimate.
Could you tell me if it has a way to generate
purchase orders?

There is not a direct facility for generating a purchase order in the software. Normally this is the domain of accounting software. However, you can effectively print a document called "purchase order" by doing the following:

1.Open a new estimate and add line items as needed.
2.Save the estimate.
3.Click Print > estimate.
4.Modify the "Title for estimates" field in the upper left to read "Purchase Order" instead of "estimate", input the P.O. number and click the print icon.
5.EstiMate will print the document with the title "purchase order" and the associated number.

Note: The term "purchase order" will be retained in the "Title for estimates" field for future printouts, so you will need to change it back again to "estimate" again when you do new quotes for a customer.

4.87. How do I get a more professional look on my estimate for cash customers?

How do I get a more professional look on my estimates for cash customers? The 'one time customer cash sale'entry in the customer list appears unprofessional looking on the printed estimate and I end up having to write in the customers name which ruins the look. Any ideas?

Try this for a more professional look:
1. Edit the description from "One Time Customer Cash Sale" to read "New Customer" or "Cash Customer".
2. From the New EstiMate screen select New Customer from the client dropdown list and enter the customer's name in the Estimate Requested By field.
3. When done with the quote, click Print > estimate and click the print icon.

On the preview screen and on the printed estimate instead of 'One Time Customer Cash Sale' like you had before, you will see:
New Customer
Customer Name

A format that may appear more polished and professional.

4.88. How do I get EstiMate to accept my path to the data?

I installed the software, and tried to get
it to use my network data and it won't. There is a red dot, The OK button in the pop-up stays
greyed out and I can't click it. I have made the files sharable, when I click
on show network configuration it shows the path and "true", but I still can't
get it to accept it. Is there something else I need to do?

There can be several possibilities.

1. The path to the data is improperly formatted.
Solution: Make sure the path is in the format of \\computername\Path to data
or via drive map i.e. X:\data

2. There is a mispelling or missing character in the path.
Solution: Double-check spelling.

3. The user does not have permission to access the data folder.
Solution: Put the user in the administrators group.

4. There is no data in the folder.
Solution: Direct EstiMate to a complete data set. There should be over 150+ databases in the EstiMate data folder.

4.89. How do I get EstiMate to always round prices?

One thing I have not yet figured out is how to set preferences so that EstiMate will always round prices; how do I do it?

EstiMate will not always round prices and this is by design. Whenever you are doing a quantity of 1 sign then the rounding checkbox will be active. When you are doing quantities of signs rounding is not available due to the fact that it skews the pricing too much and limits EstiMate's effectiveness. I suggest that after calculating your total that you override the each price and then re-calculate. For example if the each price of your signage comes out to $242.57 for one sign and you want to do two signs and have the total be $243.00 then erase the $242.57 from the each price field, type in the new figure you want of $121.50 (121.50 x 2 = 243.00)( the override box will automatically check itself ), and click the calculate total button to get a total based on the new each price.

4.90. How do I get estimate to run at the same time on separate computers?

I am experiencing an inability to have the estimate program run at the same time on separate
work stations.
When my work station seizes a pop up appears and says that I am restricted by another user.
It would reference the name of the user and then give the location address of the data base on the server.

My operating system is Windows 98 the others have XP.
Might this be the problem?

NOTE: Significant improvements were made to the networking protocols in version 1.96B3 and later. It is strongly recommended that you upgrade your software if you are running a version previous to 1.96.

This problem can be related to a networking issue.

1. Networking. It is vitally important that all computers be running the same version of EstiMate and that all of them, including the host machine have the same path to the data in the correct format.

To check what the path is in EstiMate you can click File > Network setup. An example of an INCORRECT data path is "C:\Program Files\EstiMate\Data" this is great on a stand alone machine but on a network it needs to be formatted differently.

An example of a CORRECT data path is "\\Server\c\Program_Files\EstiMate\Data" and this breaks down to the format of "\\computername\drive_name\Directory\Data" so be sure to check each machine on the network to confirm the path to the data is formatted in this way and that all computers have the same path.

2. In a mapped drive construct difficulty may be caused when the client machines on the network have different drive names in the data path.

INCORRECT:

Client1: M:\Data
Client2: N:\Data
Client3: O:\Data

CORRECT:

Client1: M:\Data
Client2: M:\Data
Client3: M:\Data

4.91. How do I get estimates/jobs back once they have been archived?

I mistakenly sent estimates to the archives and now want to get them back as active estimates so I can just click on the open icon and pull it up. What do I do?

If you are running version 1.x of EstiMate there is no way to simply 'move' an item that has been archived to the open folder of active estimates. However you can create a duplicate or 'mirror image' of the archived item and then save the duplicate in the folder of open/active estimates. The duplicate will have all information exactly as the archived item however the estimate/job number will be different. Below are the steps to create a duplicate of an archived item:

1. From EstiMate's main screen click Archives>Explorer and click the plus symbol next to the 'All Customers' entry. This will open a list of file folders with customer names next to them.
2. Click the plus symbol next to the file folder of the customer file you want to open. You will see a list of estimates and or jobs you have done for that customer.
3. Click on the estimate or job you want to duplicate. You will see it appear on the left.
4. ** Important ** Click the 'new estimate' button. You will see the archives screen dissappear and a new estimate appear on the screen that is exactly like the one in the archives, except for the estimate number.
5. Simply click the close icon to close out the estimate. Then click on the open icon on the main screen and scroll until you find the duplicate estimate you just created.

Repeat the above process as needed for additional archived items you want to duplicate.

4.92. How do I get more space between the logo and the estimate number?

My logo is too close to the estimate number. It looks scrunched togeter and crowded. How do I get more space between the logo and the estimate number?

1. Open your logo in your design program.
2. Put a white rectangle behind it that is solid with no outline.
3. Make sure the rectangle is tight to the left and right dimensions of the logo, and has the desired amount of white space below the logo. For example if you want 1/2' between the logo and the estimate number then make the bottom portion of the white rectangle 1/2'.
4. Export everything from your design program including the white rectangle.
5. Import the resultant file into EstiMate via Management > Configure EstiMate > Your Logo > Choose File Button

4.93. How do I get my logo and address to show in a window envelope?

I have created my logo, imported it into EstiMate and placed it so the logo so that it shows in the envelope window when the printed estimate is inserted into a window envelope. How do I get the address to show up too?

This is mostly a trial-and-error process. Some things you may try are: a. Incorporate the address info into the logo. b.Consider making the logo slightly smaller, c. Try a different (larger) size of window envelope. d. Experiment with folding the estimate in different ways.

4.94. How do I get my logo closer to the top of the page?

After importing my logo there is too much space at the top margin of my estimate. How do I get my logo closer to the top of the page?

The top margin on estimates is fixed at 3/4'. To get the logo closer to the top, open the logo file in your design software and trim any white space that may be present and/or consider making the logo slightly smaller.

4.95. How do I get my pricing consistent?

When I am quoting jobs my pricing seems to be all over the place. How can I get consistent prices?

A: The key to consistent pricing with EstiMate is not over-thinking the subjectives section of the software.

We will begin with a discussion of each slider in the subjectives section, how these sliders influence the creation of an estimate, and how to optimize them for consistent quoting.

For the sake of this discussion, let?s use the example of a simple one sided, 18 inch x 24 inch .032 aluminum business sign with 1 color of vinyl that reads 'Fabric Fantasies 555-1212'.

Vinyl Coverage %
It is very important not to over-think this one. The purpose of this slider is simple: how much of this type of vinyl (premium, intermediate, etc) are you putting on this sign? We set this slider to 85% for every quote we do, with the exception of signs with a border - those are 90%. And that?s that.

Artwork Complexity
The Artwork Complexity slider allows you to adjust the design time. This includes all the time it takes to design the sign in the computer which may include logo design or clean-up, font selection, and general layout of the sign including logo and letter placement. In the case of our example above, the artwork complexity would be set at 3 percent representing about 15 minutes of design time. By going into Management > Configure EstiMate > Minimums you can set the artwork complexity slider to default at 3%, or 5%, or wherever you feel is best. Then when you or your employees quote a sign the design time will be automatically entered and consistent for any basic sign.

General Difficulty Level
The General Difficulty Level slider represents the production time required to produce the finished sign, including cutting, weeding, and applying the vinyl. If this were a painted sign, the production time would be the time to assemble the paints and brushes, setup the sawhorses, prepare the board, paint the color on the background and the lettering on the foreground. In other words, production time represents the time spent actually making the sign(s).

In our example, the production time is at 0% representing about 15 minutes of production time. This comes from the software?s internal logic which calculates production time based on the area of vinyl coverage. This is the production time for a one color, simple sign.

Shop Workload
Most of the time the Shop Workload slider will stay at 50% and be constant throughout your estimating. Above 50% it will add to profit and below 50% it will subtract. This slider allows you to compensate for how busy your shop currently is. One common use for this slider is to add a rush charge; many users will put it up to 100% to add to the profit side of the equation and cover themselves for the extra workload the shop will have because of the quick turn-around.

Market Level
The Market Level slider defaults to the percentage you have setup in the configuration section (Management > Configure EstiMate > Market Levels). Like the shop workload slider, at 50% it will have no effect on the quote. Only when its value is above or below 50% will the hard numbers be affected. Knowledge and effective setup of your market levels can go a long ways towards consistent quoting; the best scenario is to 'do your homework', so to speak, by calling competitors in your area and obtaining prices on different types of sign work you commonly do: aluminum signs, banners, etc. Then set up the pricing screen with all the basics we have discussed and adjust the market level to the percentage that brings the price in line with your area?s prices . Do this for each sign type, and average the percentages, and you will arrive at a well-thought-out market level for your area.

'Margin'
The final subjective we will address is the Margin slider. This slider will also nearly always remain constant and at 100% where its effect on the estimate is null. Not to be confused with profit margin, the margin slider is only to be used when there is a difficult customer (a person who causes you ?unnecessary stress?). This could also be used for a customer who is a credit risk. The reason it is called the 'margin' slider is because if they are looking over your shoulder while you are pricing their sign, you can say, 'see - I even lowered my margin for you!'

To summarize, we now have our artwork complexity at 3%, General difficulty level at 0%, shop workload at 50%, market level at 53% (our shop?s default) and Margin at 100%.

Now you have a mental starting point for future signs. When a customer needs a sign this example will serve as an outline or springboard for your quoting. The only things that will change on any given job will be the substrate, vinyl selection, artwork time and general difficulty level; and most of these can have defaults specified in advance.

Let?s look into how to remain consistent when other details are added. If the customer requests a border around the sign, for example, you would simply move the vinyl coverage slider to 90% to account for the extra vinyl and waste that will be needed to make the border. This will also increase the production time proportionately.

Additional colors of vinyl simply require more production time; the difference with more colors is the time spent to cut, weed and apply the vinyl - so to compensate for these you bump the general difficulty level slider upward.

In the area of design time, a common addition is a company logo. This will simply mean about 45-60 minutes of additional design time and you can adjust the artwork complexity slider to achieve this.

This is how effective use of the subjectives section of EstiMate can contribute to consistent quoting. Pricing a simple sign can be used as a mental springboard or starting point, and then from there you can change the specifics for other signs. You can apply these techniques to the other pricing plugins in EstiMate such as digital printing and screen printing to bring consistency to your pricing there as well.

4.96. How do I get page numbers to show up on multi page quotes?

Estimates do not show page numbers or like
page 1 of. Where do I turn on this option, or is it an option?

There are known issues with page numbering so this feature is not available at this time. You can input the term "Multi-page quote" into the custom header or in the estimate description to indicate to your customer that there is more than one page in the quote.

To reach the custom header click print > estimate.

4.97. How do I get production notes to retain information between jobs?

How do I put information in the production or post production notes that is in there for every job so I don't have to type it in everytime.

In order to fully answer the question an explanation is needed on what the production and post production notes were designed for.

1. Production notes. The production notes section of the workorder takes its information from the "production notes non printing" section of the job screen. It was designed so that production people could see notes about the job that the customer would not see. This is job specific so information typed in the "production notes non printing" section of the job screen will not be retained on new jobs.

2. The post-production notes are not electronically accessible. This report was designed for a production person to make notes on a printed hard copy work order *after* the work has been done.

That said to get it to retain information from job to job you will need to change your quoting procedure.

1. Create a template that has the info you want to retain typed in. Information on creating templates is located at
http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=1

2. To quote future jobs with the production information retained click archives > explorer > templates > select template > click new job button.

4.98. How do I get tax bracket figures into the overhead worksheet?

My hourly rates come out different in Profitwatch vs. the overhead worksheet in EstiMate. The problem seems to be that Profit Watch has a place for tax bracket but EstiMate's worksheet doesn't. How do I get the tax bracket calculations into EstiMate?

Here are the steps for achieving this:

1. Review tax statements from the previous year.
2. Assess how much you paid in taxes for that year.
3. Divide the amount by 12 and enter the resultant figure into one of the fields labeled 'other'.

4.99. How do I get the customer email on the workorder?

I have just upgraded to 1.96 and noticed that client email addresses have been put in the long form customer list. What does this mean? I want to be able to print the customers email address on work orders will this allow me to do so? if not how can I achieve this.

The email will not automatically print on the workorder. To get it to print, either place it below the physical address in the customer record -OR- Put it in the production notes section on the job.

4.100. How do I get to the overhead worksheet?

I'm in another part of the program other than the initail setup and would like to know how to get back to the overhead worksheet to make adjustments.

You can get to the overhead worksheet at any time by clicking on:

1. Management
2. Configure EstiMate
3. The overhead worksheet button on the middle-right hand side.

4.101. How do I give quantity pricing for different types of garments?

Our customer wants 5 sweatshirts and 40 t-shirts with the same printing. The garments are different so I enter different items. But I want the print price to be based on quantity of 45 because the printed design is the same. Usually we mix garments for quantity print price. I am coming up with a super high price of the sweats because its only 5 items. How can I get the quanity 5 sweat to refect a print cost of quantity 45 and likewise 40 tees to have a print cost of quantity 45???

In your example you can bring the 5 sweatshirts more in line with the t-shirt pricing by: 1. Removing the setup time. Accomplished by checking the "dont include setup charges in total" checkbox. 2. Moving artwork complexity and general difficulty level subjectives down to zero.

4.102. How do I group commonly used vinyls together?

How do I enter my vinyls into the vinyls database so that the ones I use the most are grouped together?

Suggestion 1: Use a 3 letter moniker at the beginning of the description, that way all vinyls with the moniker will be grouped together.

Suggestion 2: Surround the description with the less-than and greater-than symbols.

e.g. <high performance vinyl>

The databases are designed to sort special characters first, numbers 2nd and then alpha charaters in alpahbetical order.

4.103. How do I have my logo appear when writing a letter?

How do I have my logo printed on letters generated in Microsoft Word?

1. In order to have your logo or other formatting appear when you click the "write a letter using microsoft word" option in EstiMate, you will want to modify the normal.dot template in Word to include your logo and any other formatting you may require. Refer to your Microsoft Word documentation for the procedure on accessing and modifying the Normal.dot template.

4.104. How do I how to change my prices in the vinyl letters price chart?

How do I change the prices on the vinyl letters report to better reflect what I am charging?

To change your prices on the price chart, Click Reports > Vinyl Letters Price Chart. Move the market level slider to a desired percentage choose the vinyl(s) desired, Check the preview box and click the print icon. Review the chart in the print preview. Click the close button to close the preview and go back or the print icon to print out the chart.

Repeat the above directions using several different market level settings until you get the prices where you need them, then set your market level to that percentage on the estimate.

4.105. How do I import contacts from an external database into EstiMate?

I have my contacts in a database, how do I import contacts from the external database into EstiMate?

1. Export the data to a csv or tab delimited text file.
2. In EstiMate click Management > Advanced Management > Import Contacts From > Text File.

4.106. How do I import customer lists?

I have all my customer lists in another program how do I get them into EstiMate?

1. Save your customer list as a delimited text file.
2. Close EstiMate if open.
3. Click Management > Advanced Management > Import Customer contacts from > Select the text file you wish to import and click Open.
Next you need to "map" the fields in the text file to EstiMate's contact fields so the information ends up in the right place.
The first step is to select the delimiter your file uses, comma, tab, or other.
If you use an "other" delimiter a box will appear for you to enter your one-character delimiter:

Next, enter your separator (if you have one). Usually this will be blank or a quote character (").
Play around with these settings until it looks good in the grid.
If you want to import the first row, check the box. Often the first row will be a list of field names and you won't want to import it.

When you're ready, click "Next" to continue.

On the next screen you will be able to selectively import contacts.

This screen allows you to select the contacts you wish to import, and bring them into EstiMate.

Check the companies you wish to bring in to EstiMate.
Specify the list you want them to come into. (Vendor or Customer)

indicate the action you want to happen if the company name matches:

Click OK to import the contacts.

That's it! You've imported your contacts from an external source.

4. Open EstiMate. Click Edit Data Files>People>Customers. Look at the list to verify that your customers have been imported. Click the cancel symbol to move out of the customer database.

4.107. How do I indicate shipping charges on an estimate?

I ship a lot of the signage I make out of state. How do I indicate my shipping charges on the estimate?

To add shipping charges to the estimate use the "Free-Form" plugin.

From the New Estimate screen, click Add Item > Free Form. Type in a description, choose flat rate item from the dropdown list, select 1 as the quantity, enter your desired shipping charge, uncheck the tax box, double-click the calculate total button, and click the green OK check mark to add the shipping charge to the estimate.

4.108. How do I input several paragraphs of terms onto the estimate?

I have multiple paragraphs of terms I want to have appear on the estimate is there a way to do this?

On a new estimate click print > estimate. Click on the custom footer link. Input your text and click the green checkmark to save. Click the custom footer checkbox and proceed to print as normal. Your terms will print out along with the rest of the estimate.

4.109. How do I install EstiMate?

I have purchased my software and am ready to install it, so what is the installation process?

1. Place your EstiMate CD in your computers CD-Rom drive. Push the drive tray closed.

NOTE: If you do not have an EstiMate CD, you can request one by calling 888-304-3300 or you can download the trial from www.pricingmadeeasy.com

2. An autorun screen will appear. Click the Install EstiMate Suite English version or Install EstiMate Suite Metric version.

3. Press the next button on the Welcome to the EstiMate Software Wizard screen.

4. Review the agreement and click the "I accept the agreement" button and click the next button.

5. EstiMate will automatically create a directory in the C:\Program Files folder. To accept this default and move to the next step (recommended) click the next button. If you wish the files to be installed in a different location, input the location of your choice and then click Next.

6. Click the Next button on the select start menu folder screen.

7. The additional tasks screen gives you the opportunity to create a desktop icon and a quick launch icon. Make your selections and click the Next button.

8. On the ready to install screen review the settings you have selected. Click the install button to install the program or or click the back button to go back and make changes.

When you click the install button the program will automatically begin the installation process. Press the finish button at the end.

Congratulations you have just installed EstiMate!


Further questions and answers:

Q: I am installing EstiMate after installing windows/reformatting/replacing a drive/replacing my computer is there anything else I need to do?

A: Yes. You will need to contact EstiMate for a key. Open EstiMate and click on the Unlock My Features button. Make a note of the ISN. Go to http://www.pricingmadeeasy.com/estimate/support/index.php and fill out the key request form or call 888-304-3300 for your key.

Q: My installation screens do not match the instructions listed above, what is going on?

A: You have an older version of the software. Contact EstiMate for a new version or download the trial from www.pricingmadeeasy.com

4.110. How do I itemize for inkjet printing in linear/square items?

How do I account for varying dpi's, substrates and laminatess when doing wide format inkjet items in the linear square items menu option?

1. It should be understood that linear square items should be used for pricing a finished product. You will need to figure your total cost for all inks, substrate, and laminate and place it in the your cost section of linear square items.

2. In the case of laminates the lamination itself can be placed in the linear/square database as a separate item and then added to an estimate when needed.

3. Itemization for separate inkjet components like inks, substrates etc. will be forthcoming in EstiMate Version 2.

4.111. How do I make a price list for common items?

Is there a way to make a pricing table or list
(like for vinyl letters) for items such as printed T's or banners with
1,2,3,etc. colors.
It would be nice to have a price table for common items , so I would not
have to make a quote for every retail sale.

To create a pricing table for common items follow the method below:

1. Enter all items "such as printed T's or banners with
1,2,3,etc. colors." in the retail items data base.

2. When you are done entering items click the print icon in the retail items database. The print preview will appear and you will see all retail items including description, cost markup and selling price data.

3. Click the print icon and choose the "print to file option" (if supported) from your printer dialog screen. Choose the Excel .XLS file format as the type of file to print to. Click the print button and choose a name and location for the file to go on your computer.

4. Open the Excel application and open the retail items .XLS file you saved.
You will see all the items and prices exactly as they appeared on the print preview in step 2.

5. Alternatively you could create a new estimate and select the plugin(s) of your choice, i.e. Digital Printing, Screen Printed Garments etc. In the new estimate you would add as new line items the various common items you sell. You would keep this estimate in your open list and add to it as needed. When you are ready to print the list of items simply click print > estimate and follow steps 3,4, and 6 in this document to complete the remaining steps.

6. Re-organize the information in Excel to create the chart as you want the customer to see it. Eliminating the cost and markup columns if needed. Consult your Excel documentation for information.

7. To automate the process further, consider creating templates within EstiMate to quickly quote common sign work. This link will show you how:
http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=1

4.112. How do I make EstiMate use my own numbering system?

How do I make EstiMate use my own proprietary job numbering system?

Click Print > Invoice from the job screen. Uncheck the box that says Append job number to invoice. This will cause EstiMate to not print job numbers on any invoices. Then pursue one of several options.

1. Click the custom header link and enter the info there. Be sure the custom header box is checked, and that you update the custom header with the correct job number everytime you do a new job.

2. Enter the Job # info in the description or production notes (non-printing) part of the job.

3. Renumber the jobs in the preferences section (Management > Configure EstiMate > Preferences.) You will need to re-append the job number after doing so, if you want it to print on the invoice.

4.113. How do I make individual line items prices show up on the printed estimate?

When I print an estimate prices for the individual line items do not show up. How can I get these to appear.

To get the line item prices to reappear click Print > Estimate. On the 'Print A Report' screen uncheck the box that says 'Suppress individual item prices on estimate'.

4.114. How do I move EstiMate from one computer to the other?

How do I move EstiMate from one computer to the other?

Here are the steps:

1. On the original machine, backup your data. To backup your data,

1a. Click Management > backup-restore data files.
1b. Click the backup button.
1c. Choose a location to save the file.
1d. Name the file and click save.

The choice of media to save it on is up to you: CD, Removable Media, external drive or other.

Tip: If backing up to a floppy disk, consider making a duplicate backup on a 2nd floppy disk due to the fragile nature of floppy discs.

2. Install EstiMate on the new machine.
3. Launch the software and make a note of the ISN that appears on the security monitor screen. (If you do not see the ISN, Click the 'Unlock My Features' button to view it on the next screen).

4. Contact technical support for a new key and the lock/unlock procedure. 828-350-7683x115. or support@pricingmadeeasy.com

5. Restore your data on the new computer. Restoration instructions:

5a.On EstiMate's main screen click management>backup/restore.
5b.Click the restore tab on the Backup/Restore Data files screen and then click the restore button on the upper right. An open screen will come up.
5c. Find the backup file. (if backed up on floppy point the 'look in' dropdown box to the '3 1/2 Floppy A:' selection)
5d. Click the open button to restore your data from the backup. NOTE: this will overwrite any data files your are currently using.

4.115. How do I move my data files to a different location?

How do I move my data files to a different location? I want to have them stored on a different drive so that it will free up more space on my "C:" drive.

Here is the procedure.

1. Close EstiMate.
2. Decide what drive or location you want the data files to go.
3. Open Windows explorer and navigate to the destination target (the location where you want to move the files to).
4. Open a 2nd Windows explorer window and navigate to the current location of the data files. In most cases the location will be: C:\Program Files\EstiMate\Data.
5. Highlight the data folder and select Edit > copy from the Windows Explorer menu bar.
6. Click over to the destination location window (the window you opened in step 3.)
7. Select Edit > Paste from the menu bar. The folder will paste into the target location.
8. Open EstiMate. Click File > Network setup.
9. Click the select link and navigate to the data files in the new location.
10. Press Ok twice. EstiMate will now use the data in the new location.

4.116. How do I network EstiMate?

I have more than one machine I am using EstiMate on, and would like to network them so everyone is updating the same set of data. How do I network EstiMate?

NOTE: Significant improvements were made to the networking protocols in version 1.96B3 and later. It is strongly recommended that you upgrade your software if you are running a version previous to 1.96.

Two main improvements have been implemented:

1. It is now possible to share the data folder only instead of the entire drive.

2. Mapped drives may be used if desired.

The art of networking

Some key points to remember (Windows 95,98):

· The drive where data folder resides must be fully shared.
· The path name includes the letter name of the drive being shared.
· The path name is in the UNC naming format of: \\computer name\share name\directory\data folder.
· The host and all client machines have the same path in EstiMate's Network Setup Screen.

Some key points to remember (Windows 2000,ME,XP):

The data folder must be fully shared with full permissions including read, write, change, modify, and deletion. Sharing the whole drive is NOT required.

The path name may be in the UNC naming format of: \\computer name\directory\data folder or drive mapping can be used.

The host and all client machines have the same path in EstiMate's Network Setup Screen.

These will be explained below, but once you understand what is happening here they are a good quick reference.

There are two ways you can network your data with EstiMate.

A peer-to-peer network:

In this scenario each computer has EstiMate installed on it and one of the workstations is a host for the data. The copies of EstiMate on the other client machines are connected to the data file on the host computer, and all are used as workstations.

Client-server network:

Alternatively, you can have a client-server network, where one server machine simply stores the estimate data file only but does not have the software installed and is not used as a workstation. The other client machines on the network have EstiMate installed and all point to the data file on the server. This is the more economical option as you only need to have licenses for the workstations using EstiMate, so you can store your data on a server machine without purchasing a separate license for it.

Getting Started

First, make sure all computers are running the same version of EstiMate. If not, upgrade all computers and try again. Upgrades can be obtained from the EstiMate website at http://www.estimatesoftware.com or by contacting the EstiMate sales desk at 888-304-3300.

Select your host machine

First, select the machine that will be hosting the data for all the copies of EstiMate. If you intend for this machine to also be a workstation for using EstiMate then you must install EstiMate on this computer. Otherwise, you can simply copy the data subfolder from any other installation of EstiMate to the location on this machine where you want it to be. For the purposes of this discussion, we will be assuming your data folder is in the default location of c:\program files\estimate\data.

Get the host computer name (Windows 95 or 98):

We need the host computer's name to properly network EstiMate. For our example we will assume a computer name of "mark".
Right-click the "Network Neighborhood" icon on your desktop, and select "properties" from the menu that appears.

Click the "Identification" tab and write down the computer name here: __________________

Get the host computer name (Windows 2000):

We need the host computer's name to properly network EstiMate. For our example we will assume a computer name of "mark".
Right-click the "My Network Places" icon on your desktop, and select "properties" from the menu that appears.
Click Advanced > Network Identification

Get the host computer name (Windows XP)
1. Click Start > My Network Places.
2. Click the View Workgroup Computers link in the sidebar on the left.
3. Make a note of the computer name listed in the viewing pane on the right.


From the next screen, make note of the computer name and write it down here: ______________________

Share the drive with the rest of the network (Windows 95 or 98)

The drive on which this data is stored must be fully shared for the networking process to succeed. Sharing only the EstiMate data folder has been unsuccessful for most of our customers.

Once you have shared the drive with the network, write the network drive name here: _____________________

To share the drive take the following steps:

Double-click the "My Computer" icon on your desktop.
Right-click the drive you have EstiMate's data on, and choose "sharing" from the pop-up menu.
Select "shared as", enter the name you wish to share the drive as (for our illustration we are sharing the drive as C), and select "full access" with no password assigned. This assures that EstiMate will have unfettered access to the data files.

Share the drive with the rest of the network (Windows 2000)

The drive on which this data is stored must be fully shared for the networking process to succeed. Sharing only the EstiMate data folder has been unsuccessful for most of our customers.

Once you have shared the drive with the network, write the network drive name here: _____________________

To share the drive take the following steps:

Double-click the "My Computer" icon on your desktop.
Right-click the drive you have EstiMate's data on, and choose "sharing" from the pop-up menu.
If you are using Windows 2000, sharing is a bit trickier and you will need to proceed as follows:

Make sure the drive is fully shared. The "Share this folder" option should be dotted. The "Share Name" should have the name of the drive where EstiMate resides and "Maximum allowed" should also be dotted as shown below. Important: there should be no "$" after the share name, as this will prevent EstiMate from seeing its data files. If you have a "$" or other character at the end of your share name then you will need to create a new share that has only the share name, via the process outlined next. Otherwise proceed to the section titled "Setting Windows 2000 Permissions"

Type in a share name. The simpler the better. In our example on the properties screen above we have typed in the letter "C" (without the quotes). Make sure the Maximum Allowed button is dotted on the lower left of the New Share screen.

Setting Windows 2000 Permissions

Press the permissions button, bringing up the permissions screen.

Make sure that "Everyone" is selected for the Name and that "Full Control," "Change," and "Read" all have the allow boxes checked.

Press OK on the permissions box, OK on the New Share dialog, and OK on the Properties screen to finish up.

(Windows XP Instructions)

1. Click Start > My Computer.
2. Right-Click on the C drive or other drive where EstiMate may be installed and select ?Sharing and Security?.
3. Check the box that says ?Share this folder on a network?
4. Make a note of the share name _____________________
5. Check the box that says ?allow network users to change my files?
6. Press the Apply button.
7. Press OK.
8. Reboot the computer.


Creating your "path to the data"

The next step is to write down the "path to the data" that you will enter on each computer.

It will look as follows:

\\COMPUTER NAME\DRIVE NAME\Path to data

Remember that in our example, we have the following assumptions: a computer name of mark, a shared drive name of C, and the data on our host machine is located at c:\program files\estimate\data on the hard drive.

With these assumptions, our "path to the data" will look like:

\\mark\c\program files\estimate\data

Now write down your "path to the data" here:

______________________________________________

Networking EstiMate

OK, t's time to do the fun part! The following steps need to be performed on each computer that will be networked. If you are using the host machine as a workstation you must also do this on the host. For those of you who are network-savvy, yes, you must use the fully-qualified UNC path on the host as well. For those of you who are not network-savvy, ignore the last statement, for it will only confuse you.

In EstiMate, click File > Network Setup.

Enter the "path to data" that you wrote down above in the box on this screen. If you have successfully entered the path, the small circle above the text-entry box will turn green indicating you have been successful in locating the data. Once you are done, click the OK button to save the information for this machine.

That's it! You've successfully networked EstiMate - congratulations!

© 2001 EstiMate Software Corp.

4.117. How do I number line items?

Recently we have been doing some very large estimates, 12-15 pages. Is
there any way to get estimate to number the pages, or better yet to number
the line items? It gets very confusing when discussing the estimate on the
phone when the customer has questions and many of the signs listed on the
estimate are similar.

Numbering the line items is possible. To do so insert text like "line item 1";"line item 2" etc at the beginning of the line item description. i.e.

Line item (1) White Vinyl
<Customer Vehicle>, 1 side; 276" H x 92" W
Light coverage with Intermediate (Basic Colors); Simple artwork (. . .)

4.118. How do I overide the price EstiMate calculates?

I am unable to overide the price in EstiMate. I click the override box and nothing happens how can I override the price?

To do a price overide:

1. Erase the each price.
2. Type in the new price you desire.
3. The overide box will automatically check.
4. Click the calculate total button.

4.119. How do I prevent EstiMate from printing a signature line?

How do I prevent EstiMate from printing a signature line on the printed estimate?

When you are printing an estimate uncheck the 'include signature line' checkbox that appears on the print a report screen. The signature line will then be eliminated from the current quote and all subsequent quotes.

4.120. How do I price a project that uses smaltz?

I am using smaltz an would like to know how to price this work.

Procedure:

Add the smaltz in as a "vinyl" (edit data files > ingredients > vinyls) - enter the height and width as 1ft x 1.5 ft (1.5 sf coverage per pound) and enter your cost per pound for the smalts. If you like enter the cost of Smith's cream as well so you are covered for it.

Then when pricing select the smalts "vinyl," set coverage to 100% (or less but not usually), and bump up the General Difficulty Level slider to cover the additional labor involved (keep an eye on the production time as you move the slider).

In this way you have effectively priced smaltz.

4.121. How do I price a sign that has a digital print on it without using a separate line item?

How do I price a sign that has a digital print on it without showing the digital print as a separate line item?

It is possible to incorporate a digital print into your sign without using a separate line item. Use the following method:

1. In the Digital Printing section of EstiMate figure out how much one squate foot of digital print costs you and how much to sell it for.
2. Create a 'vinyl' in your vinyls database (Edit Data Files > Ingredients > Vinyls) that reflects these numbers.
3. When you are preparing a vinyl signs quote (New Estimate > Add Item > Vinyl Signs) you can select the new 'Vinyl' to use on any substrate you like and the hard numbers will be extremely close.

In this way you have essentially incorporated a digital print as a vinyl.

4.122. How do I price banners I buy by the lineal foot?

We purchase our ready made blank banners from Sign Mart. Their pricing for
these items is based on lineal foot. If, for example I need a 24 inch wide
banner x 5 feet long, they will cut it from 36 inch wide goods, cut it to the
length, hem & grommet it and charge me for a 5 foot length of 36 inch goods.
If I buy a 33 inch (finished width) x 5 foot banner it will cost me exactly
the same because I pay by the lineal foot. If my banner must have a finished
width of 36 inches it will be cut from 60 inch wide goods, so a 36 inch x 5
foot blank banner is considerably more costly than a 33 inch x 5 foot blank
banner. How do I feed this information into the Estimate system so it knows
the difference in substrate cost? (Realize that the cost of a 58 inch x 5
foot blank banner is the same as that of a 36 inch x 5 foot blank banner.)

The best solution for you under the circumstances is to find a median price for your banners that you buy (per square foot) and enter this banner price in the substrate list, with a 100% markup. This way, in the worst case scenario you are breaking even on the substrate and in the best case you are making nearly 200% profit. Then you can price banners without worry.

4.123. How do I price channel letters in EstiMate?

I do electrical signage including channel letters. How do I price this sort of work using EstiMate?

As an example to illustrate channel letter pricing lets use the word 'DOVE' in 24 vertical inch letters.
1. Click the New Estimate icon from the main screen.
2. Click the add item button and choose linear/square items.
3. Click the book icon to the right of the select an item dropdown box to bring up the linear/square database.
4. Click the new button and enter ?channel letters? as the description.
5. Choose your supplier from the drop down box or click the book icon to add a new one.
6. Since channel letters are most often priced by the vertical inch, select linear from the first ?this item is sold in? dropdown box and choose inches from the second box.
7. Enter your unit cost in the cost per unit field. This is your cost as quoted to you by your supplier. For our illustration input $3.95 in this field.
8. Tab over to the markup field and type in the markup (%) you want. For our example input 100% as the markup value and tab to the selling price field. EstiMate will calculate the selling price automatically. Click the green check mark to save our input to the database.
9. On the linear/square items main screen choose the channel letters selection we just created from the drop down box.
10. Place the number of vertical inches for one letter in the linear inches box. In the case of our example input the number 24.
11. Put the number 4 in the quantity box as we are pricing a total of four 24inch channel letters.
12. Click the calculate total button.
13. Click the green check mark to accept the item and add it to the estimate.

In summary, we have seen how pricing channel letters is now easy and straightforward with the linear/square items line item. Now you will have a quick convenient way for pricing channel letters on a consistent basis.

4.124. How do I price composite signage with vinyl lettering or inkjet?

I am pricing signs for supermarkets that involve formica lamanants on both sides of 1? gator foam with vinyl lettering or in some cases an inkjet print. How would I price this type of signage?

The solution involves creating a composite substrate of the foam and lamanants and entering those in the substrate database. The composite substrate can then be selected whether you are using the vinyl signs plugin or Wide Format Inkjet. Detailed instructions follow below:

1. In the wide format inkjet plugin input 1 for the quantity and 12 in the height and width dimensions. Do not select print media or ink.
2. Click the Lamanating and mounting tab. Select the formica from the top and bottom lamanant dropdowns.
3. Select the sign foam from the mounting dropdown. Press the calculate total button.
4. Double-click on the subtotal field. The hard numbers will appear. Add up the figures in the expense column and make a note of the total expenses. Click the green OK checkmark on the hard numbers report.
5. Click the book icon to the right of the mounting dropdown. Press the New button. Enter a description like ?Lamanated sign foam formica both sides? or other description that you find suitable.
6. Place the number 12 in the height and width fields and be sure the foot indicators are dotted.
7. Enter the figure you obtained in step 4. in the cost field. Enter your desired markup and press the OK checkmark twice.
8. Press cancel on the Wide Format screen. You have just priced and created a composite substrate and entered it into the mounting database for future retrieval. Repeat as necessary.

Tip: If you have many lamanants and mounting materials you may consider averaging agragates of these materials and put in the average in the cost field thus eliminating the need to price and create composite substrates for every combination of lamanant and mounting board you use.

Procedure for pricing composite signage when applying vinyl lettering to the sign:

1. Click New Estimate > Add item > Vinyl Signs. Select the composite substrate you created from the dropdown. Enter the quantity of signs you are doing. Enter 2 for the number of sides (if you are placing vinyl on both sides of the sign) and enter the height and width of the sign.
2. Select the vinyl or vinyls you wish to use on the sign and set the appropriate coverage(s). Adjust subjectives as needed, double-click the calculate total button and click the green OK checkmark.

You have just successfully priced vinyl lettering on a composite material.

Procedure for pricing composite signage when applying a digital print:

1. Click New Estimate > Add item > Wide Format.
2. On the job specifications tab enter the quantity, height and width of the sign you are making.
3. Select the print media you will be printing on e.g. clear ink receptive vinyl.
4. Select the ink and trim difficulty.
5. Click on the lamanation and mounting tab. Select one of the composites you created above. There is no need to select lamanation now since, it has been incorporated into the mounting material.
6. Adjust subjectives (if needed) and double-click the calculate total button.

You have now successfully priced a digital print applied to a composite material.

In summary, three processes have been outlined. Creating composite substrates that include lamanants and mounting material and shown how to price the signage using vinyl lettering or wide-format digital printing.

For additional information see also the knowledge base article:

http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=190

How do I put more than one substrate on a line item?

4.125. How do I price contour cutting?

How do I price contour-cutted wide format
prints. For example 2 x 2 square meters of print, laminated and then
contour-cut down to 500 pcs of smaller decals.

Answer: The easiest way is to use the trim difficulty level slider on the wide format pricing screen and adjust it accordingly for how long it will take to do the cutting.

4.126. How do I price custom routed and engraved signs with EstiMate?

How do I price custom routed and engraved work with EstiMate?

Custom Routed & Engraved Work With EstiMate

I want to price custom routed & engraved signage, but I don't see a section for this in EstiMate. Can this be done?

Yes, it can, but in order to do it you have to use the vinyl signs section of the software. Create a new estimate and then follow these instructions:

1. Click Add Item->Vinyl Signs
2. From the substrate list, choose the type of material you will be routing or engraving. If it is not in the list, you can click the small book icon to the right of the list to add it to your substrate database.
3. Enter the number of pieces, number of sides (usually 1 for this kind of work), and height and width of your sign face.*
3. Next, locate the small book icon to the right of the first (red) list of vinyls. Click this icon.
4. From the vinyls list that appears, click the 'new' button.
5. For the description, enter 'Routing Time' or 'Engraving Time'; the rest of the screen needs no adjustment. Click the OK checkmark at the bottom of the screen to return to the vinyls list. Then click the OK checkmark on the vinyls list to return to the vinyl / painted signs screen.**
6. Select 'Routing Time' or 'Engraving Time' from the list of vinyls and adjust the coverage slider which appears until the area you are routing is indicated on the slider (about 85% for an average sign).***
7. Adjust the Artwork complexity slider to indicate the amount of design time you will spend on this job (see the design and production times reflected above the calculate total button).
8. Adjust the General Difficulty Level slider to reflect the proper amount of production time involved (see the design and production times reflected above the calculate total button).
9. Replace the automatically generated description (in the upper-right-hand corner) with a description of your own, which will more accurately reflect this type of job.
10. Click the Calculate total button to calculate this job, and then click OK (the green checkmark) to return to your estimate with the new routed item on it.

That's it! In the future you can skip steps 3-5 since you have already entered the routing/engraving time.

* If you are routing a dimensional letter or letters, set the height and width to the outer dimensions of the cut letters (as if you measured the rectangle they occupy).
** What you just did is enter a 'fake' vinyl called 'Routing' that will allow you to specify the portion of the sign you are routing on without actually adding any material cost.
*** If you are routing a dimensional letter or letters, set the coverage to 100% to account for the complete cutout.

4.127. How do I price different color jobs in wide format?

How do I price different color jobs in wide format?

On most printers the difference between one and four colors is negligible in terms of production time. EstiMate does not account for whether or not the color of a print is red, blue, or multicolored. It simply approximates the ink usage on the print as a whole in order to come up with a price that takes into account your actual material costs, markups, time, and profits.

4.128. How do I price digitally printed garments with the thermal plugin?

How do I use EstiMate and Digital Printing to price T-Shirts etc, wit Gerber LT Foils?

1. Enter the shirts themselves in the retail items database, with associated cost and markup criteria.
2. Create a new estimate and click add item >Retail Items select the shirt stock input the quantity and click calculate total. Save the item. This will put your T-shirts on the quote.
3. Click Add Item > Digital Printing or Thermal Prints as it?s called in newer versions. Select your transfer material from the print media dropdown. If the print media is not in the list click the book icon on the right to add it.
4. Input the quantity height and width of the transfers.Select your machine (if running 1.94 or better) otherwise skip to step 5.
5. Click the ?prints will be installed onto signs in-house? checkbox this will add necessary production time to cover press time.
6. Select the desired foil(s), input copy or colors, adjust subjectives (if needed) click the calculate total button, and click the green OK checkmark to add to the quote.

Alternatively if the ?prints will be installed onto signs in-house? checkbox adds too little (or too much) time then you may wish to leave it unchecked and use the repeat labor plugin instead.

4.129. How do I price double sided inkjet work?

I am pricing a banner that has printing on both sides. How do I price this in the Wide Format Inkjet plugin in EstiMate.

Make sure you are running EstiMate Version 1.96 or later and check the double sided printing check box on the job specifications tab in the Wide Format Inkjet plugin. EstiMate will do the rest.

When needed, a double sided mounting box is also available under the laminating and mounting tab.

Directions for EstiMate versions 1.95 and previous:

Enter a new print media in your database with a cost that is 1/2 the price of the one sided media. Be sure to edit the discription to reflect 2 sided media.

As a shortcut you could copy the print media in the print media database, edit it, update the description, change the cost and save it.

4.130. How do I price dye-sublimation in EstiMate?

I have assorted items I sell using dye sublimated processes. How do I price this work in the software?

To price Dye Sublimation you will be using two plugins: Linear/Square Items and Retail Items.

For this example we will price an 8? x 9? inch mouse pad.

1. Click Edit Data Files > Linear/Square items > New.
2. Place in a description like ?Dye Sublimation? (without the quotes).
3. Select ?square? and ?inches? from the this item is sold in dropdowns.
4. Input a UNIT cost that includes total materials and labor to do the sublimation process, excluding the mouse pad stock which will be priced separately. For the sake of this example, input a unit cost of .002 and press the green OK check mark twice.
5. Click Edit Data Files > Retail Items > New. Enter a description for the mousepad input your cost and markup. Click the green OK checkmark twice.
6. Click New Estimate > Add item > Linear/Square items. Select the entry ?Dye Sublimation? from the select an item dropdown. Input the height of 8 and width of 9. Leave the quantity at 1 and press the calculate total button. Click the green checkmark to save.
7. Click Add item > Retail Items. Select the mousepad from the dropdown and click calculate total. Click the green checkmark to save.

In summary, this method illustrates how to price dye sublimation in EstiMate including data entry, labor and materials. In future quotes you will be able to skip steps 1-5 as the ingredients will already be in the database.

Q & A

Q: What about the heat transfer process? How is this factored in?
A: You would roll this into the unit cost field when creating the new linear/square item as in step 4.

Q: If creating a recognition award, for example, that is composed of both a metal plate and a wooden plack to which the plate is mounted, how would this be priced?

A: In a similar method, except you would input the recognition award blank (the plate mounted to the wood) in as one retail item and input a cost that would equal your cost for the complete item.

Q: Will a separate plugin for Dye-Sublimation be made available?

A: Yes. New Plugins will be developed in conjunction with the release of EstiMate 2.0. Specifications and prices to be posted at www.pricingmadeeasy.com when available.

4.131. How do I price electrical sign cabinets?

I do electrical signage including sign cabinets. How do I price them in EstiMate?

To illustrate lets do a 6?x8? cabinet that is 6 inches deep.

1. Click the New Estimate icon from the main screen.
2. Click the add item button and choose linear/square items.
3. Click the book icon to the right of the select an item dropdown box to bring up the linear/square database.
4. Click the new button and enter ?Electrical Sign Cabinet ? 6 inches Deep? as the description.
5. Choose your supplier from the drop down box or click the book icon to add a new one.
6. Since sign cabinets are most often priced by the square foot select square from the first ?this item is sold in? dropdown box and choose feet from the second box.
Enter your unit cost in the cost per unit field. This is your cost as quoted to you by your supplier. For illustration purposes input $30.00 in this field.
7. Lets say you want the square foot price to the customer to be $50.00. Click tab twice to bring your cursor to the selling price field. Input $50.00 and press the tab key. EstiMate automatically figures the markup percentage for you.
8. Click the green check mark to accept the entry into the linear/square database.
9. On the linear/square items main screen choose the ?Electrical Sign Cabinet ? 6 Inches Deep? selection we just created from the drop down box.
10. Per our example in the height field, put in 6 to represent the height of our sample cabinet and place the number 8 in the width field to represent the cabinet?s width dimension.
11. Enter a quantity of one and click calculate total.
12. Click the green check mark to accept the item and add it to the estimate.


Note: If you are pricing the cabinet components (lamps, ballasts, etc.) separately from the box itself, then use the retail items section of the program for the components and the linear/square items for the box.

4.132. How do I price electrical signage in EstiMate?

I do electrical cabinets, neon and channel letters. How do I price these in EstiMate?

Channel letters

As an example to illustrate channel letter pricing lets use the word 'DOVE' in 24 vertical inch letters.
1. Click the New Estimate icon from the main screen.
2. Click the add item button and choose linear/square items.
3. Click the book icon to the right of the select an item dropdown box to bring up the linear/square database.
4. Click the new button and enter ?channel letters? as the description.
5. Choose your supplier from the drop down box or click the book icon to add a new one.
6. Since channel letters are most often priced by the vertical inch, select linear from the first ?this item is sold in? dropdown box and choose inches from the second box.
7. Enter your unit cost in the cost per unit field. This is your cost as quoted to you by your supplier. For our illustration input $3.95 in this field.
8. Tab over to the markup field and type in the markup (%) you want. For our example input 100% as the markup value and tab to the selling price field. EstiMate will calculate the selling price automatically. Click the green check mark to save our input to the database.
9. On the linear/square items main screen choose the channel letters selection we just created from the drop down box.
10. Place the number of vertical inches for one letter in the linear inches box. In the case of our example input the number 24.
11. Put the number 4 in the quantity box as we are pricing a total of four 24inch channel letters.
12. Click the calculate total button.
13. Click the green check mark to accept the item and add it to the estimate.

In summary, we have seen how pricing channel letters is now easy and straightforward with the linear/square items line item. Now you will have a quick convenient way for pricing channel letters on a consistent basis.


Neon
Neon can also be priced effectively using linear/square items. On the linear/square items screen:

1. Click the book icon to the right of the select an item dropdown box to bring up the linear/square database.
2. Click the new button and enter ?neon? as the description.
Choose your supplier from the drop down box or click the book icon to add a new one.
3. Select linear from the first ?this item is sold in? dropdown box and choose inches from the second box.
4. Enter your unit cost in the cost per unit field. This is your cost as quoted to you by your supplier. Tab over to the markup field and type in the markup (%) you want. Tab over to the selling price field: EstiMate will calculate the selling price automatically. Click the green check mark to save our input to the database.
5. On the linear/square items main screen choose the neon selection we just created from the drop down box.
6. Place the number of linear inches of neon that will be on the finished sign in the linear inches box. Put the number 1 in the quantity box if calculating for one sign or enter additional quantities for each sign you are fabricating.
7. Click the calculate total button.
8. Click the green check mark to accept the item and add it to the estimate.
As the above instructions illustrate neon jobs are now streamlined with the use of linear/square items. You also have a database that is always available when you need to quote any sort of neon job quickly.

Electrical Cabinets

To illustrate lets do a 6 foot x 8 foot cabinet that is 6 inches deep.

1. Click the New Estimate icon from the main screen.
2. Click the add item button and choose linear/square items.
3. Click the book icon to the right of the select an item dropdown box to bring up the linear/square database.
4. Click the new button and enter ?Electrical Sign Cabinet ? 6 inches Deep? as the description.
5. Choose your supplier from the drop down box or click the book icon to add a new one.
6. Since sign cabinets are most often priced by the square foot select square from the first ?this item is sold in? dropdown box and choose feet from the second box.
Enter your unit cost in the cost per unit field. This is your cost as quoted to you by your supplier. For illustration purposes input $30.00 in this field.
7. Lets say you want the square foot price to the customer to be $50.00. Click tab twice to bring your cursor to the selling price field. Input $50.00 and press the tab key. EstiMate automatically figures the markup percentage for you.
8. Click the green check mark to accept the entry into the linear/square database.
9. On the linear/square items main screen choose the ?Electrical Sign Cabinet ? 6 Inches Deep? selection we just created from the drop down box.
10. Per our example in the height field, put in 6 to represent the height of our sample cabinet and place the number 8 in the width field to represent the cabinet?s width dimension.
11. Enter a quantity of one and click calculate total.
12. Click the green check mark to accept the item and add it to the estimate.


Note: If you are pricing the cabinet components (lamps, ballasts, etc.) separately from the box itself, then use the retail items section of the program for the components and the linear/square items for the box.

4.133. How do I price embroidery?

How do I price embroidery using EstiMate?

Pricing Embroidery: Quick Start Guide

1. After you have installed EstiMate, the first time you run it you will see a welcome screen. Follow the on-screen instructions step-by-step. This ?Welcome Wizard? will gather the necessary information for you to start using EstiMate. Please fill this out carefully; it is short but crucial. The overhead worksheet is an optional tool, but if you use it EstiMate?s ?Hard Numbers? will be much more accurate.
2. Once you have completed the ?Welcome Wizard? and have seen the ?Tip of the day? and are at the main EstiMate screen, you are ready to create an estimate. Click on the ?New Estimate? button.
3. At the new estimate screen, the first thing to do is enter a line-item. Click the ?Add Item? button and choose ?Embroidered items? from the menu that drops down.
In this example we will price a two-color 2000 stitch design on a quantity of 24 baseball caps.
4. At the embroidered items screen, select ?Baseball Caps ? Cotton Twill? from the product dropdown list. The image area for the hat automatically fills in. Press the tab key on your keyboard until you reach the field marked ?Color Chgs?. Type in the number 2 for the two colors or use the up/down arrows to indicate the change.
Press the tab key to move over to the ?# Stitches? field. Type in the number 2000 as the number of stitches.
Click in the quantity field (to the upper right of the screen) to enter the quantity of hats. Type in ?24? in the quantity field.
5. Next we will need to choose the threads to use. From the threads dropdown, choose a primary thread, and an accent thread. For the purpose of this exercise we will assume the primary thread is the dominant color in the design, so set the coverage of the accent thread to 10%. You will automatically see the primary thread coverage move to 90%.
6. Adjust the artwork complexity to 3% and note that the design time (in the lower right) comes up to about 15minutes.
7. Leave the General Difficulty Level slider alone, since this is a very simple project.
8. Leave the Shop Workload slider at 50% which represents an average Workload in your shop and doesn?t adjust the price at all.
9. Leave the market level slider where it is also, as you set this in the welcome wizard.
10. The Margin slider is special. It really represents your customer?s attitude, and the lower the percentage, the higher the price. Play with it now to see what I mean, and when you?re done, put back at 100%. The title is ?margin? in case the customer is looking over your shoulder while you price. That way you can say, ?see! we even lowered our margin for you.?
11. Click the Calculate button. The price for the embroidered hats will appear in the subtotal box. You may think this is high or low, remember no program can exactly price embroidery for you. This is where you have to use your experience. Everyone tells us EstiMate comes extremely close, however.
12. Now for the exciting part. Double-click directly in the sub total box. The ?Hard Numbers? will appear. This screen tells you exactly how much the job will cost you and how much you?ll profit. They are called the hard numbers for a reason and may help put the price in perspective for you.
13. Click the OK button (green checkmark) on the hard numbers screen to return to the Embroidered Items screen.
14. Click the OK button on the Embroidered Items screen to save this sign as a line-item on the estimate.
15. Now we will add a customer to this estimate. At the top left of the screen you will see a box marked ?Client.? Click the icon of an open book to the right of this box to bring up the client list. Click the ?New? button in the lower left of the screen. Enter a new client record exactly the way you want it to appear on an estimate. Then click the OK button.
16. Once you are back at the client list, click the OK button to return to the estimate. Then choose the client you just entered from the drop-down list on the New Estimate screen.
17. To the right of the client box, enter a description for this job, i.e. ?Hats Embroidered For Baseball Team?.
Click ?Save.?
18. Click the ?Print? button and choose ?Estimate? from the menu that comes up.
19. In the Print A Report screen that appears, make sure to check the following boxes: ?Include Signature Line? , ?Preview?, and ?Print totals on estimate? . Be sure the following are unchecked: ?Print financial analysis report? and ?Suppress individual item prices?.
20. Click the printer icon to print the estimate; you will see a preview appear on the screen. To print it to your printer, click the printer button at the top left of the preview screen. You can add your logo to this print later by clicking Management->Configure EstiMate from the main EstiMate screen and choosing the ?Logo? tab.
21. Once you are back at the ?New estimate? screen, click ?Close.?

4.134. How do I price engraved items with multiple lines of text?

I am trying to use Estimate to quote on engraved phenolics for electrical companies. The Average size for most engravings is 1 inch x 3 inch. I tried using linear/square inch option but that does not seem to take into consideration the number of lines of text being engraved. Is there a way to price small engravings with multiple lines of text?

The answer is to use linear square items but roll a
per engraved line price into the cost of the item being engraved. Subsequently you would then create several linear/square item database enteries one for the
phenolic with 1 line of text and others for two or more lines respectively.
Hence a description in the linear/square items database might read:
1 x 3 Phenolic 1 line engraved
1x 3 Phenolic 2 lines engraved
1 x 3 Phenolic 3 lines engraved

More enhancements are coming in respect to engraving in the EstiMate enviornment but for the moment this is how this process would be done.

4.135. How do I price engraving in linear square items?

I do a lot of engraving and would like to price the work using the linear square items plug-in in EstiMate. How do I do it?

Here is the procedure for pricing engraving in linear/square items:

1. Click Quick Quote and select Linear/Square Items.
2. Select the stock you will be engraving on from the ?Select an Item? pull-down menu. If the engraving stock in not present in the list then you will need to add it otherwise proceed to step 11.
3. To add the engraving stock to the Linear/Square Items Database, click the book icon to the right of the ?Select an item? pull down list.
4. Click the ?New? button and enter a description like 'Engraving on Stock #1'. You may also wish to choose a more specific description based on your application.
5. Select your supplier if desired or create a new supplier record by clicking the book icon to the right of the supplier drop down box.
6. Select ?Square? and ?Inches? respectively from the ?This item is sold in? drop down boxes.
7. Enter your cost per unit. NOTE: you have up to four (4) decimal places to use in this field.
8. Enter the desired markup and press the Tab key. EstiMate will automatically calculate the selling price for you.
9. Click the green OK check mark to return to the Linear/Square items database.
10. Click the green OK check mark once again to return to the Linear/Square items quotation screen.
11. Select the stock you will be engraving on from the ?Select an Item? pull-down menu.
12. Enter the height and width of the item being engraved and the quantity. In the description field indicate the color(s) or other data needed to describe the item being engraved.
14. Click the green OK check mark to add the item to the estimate.
15. The Retail Items section of EstiMate can be used if you need to add other parts to create the final piece.

4.136. How do I price gold leaf in EstiMate

I am doing a quote that incorporates gold leafing. How do I price it in EstiMate?

EstiMate makes pricing gold leaf a simple and straightforward process. The instructions below outline all necessary steps to enter and price gold leaf in EstiMate.

1. Open EstiMate and click the new estimate icon. Choose a client from the client dropdown box.
2. Since gold leaf will be entered as a vinyl, click add item > vinyl signs.
3. Choose the substrate you will be using from the substrate dropdown box, or click the book icon and add a new one.
4. Enter the quantity, sides, height and width of the sign the gold leaf will be applied to.
5. Move your pointer to the first vinyl dropdown box and click the book icon to the right of it to access the vinyls database.
6. In the vinyls database click the new button to add the gold leaf, and enter in ?gold leaf? into the description field on the new entry.
7. Enter a height of 12 inches and a width of 18 inches, since a book of vinyl covers 1-1/2 square feet.
8. Enter your cost for a book of gold leaf and desired markup. Then click the OK checkmark to accept the entry and click it once again on the edit vinyls screen to return to the estimate.
9. Now that the gold leaf has been entered into the database, click the vinyls dropdown box and select the new gold leaf entry you just created. Adjust the coverage slider to the far right preferably in the 95 to 100 percent range in order to make sure you are covered for any waste, particularly important considering the price point of gold leaf.
10. Next it will be necessary to enter the size. The best way to enter gold leaf sizing medium in EstiMate is as a paint. Click the book icon again to the right of the first vinyl dropdown box. A good analogy for the size is one shot lettering enamel. Hence to get the square inch area that is covered by one can of size, consult information on the can itself. Then enter a height and width in the vinyls database that multiply out to this figure. Enter your cost, and the associated markup you desire then click the green OK check mark to return to the edit vinyls screen and again to return to the estimate.
11. Next, choose the new ?size? entry you just created from the second dropdown box and put the coverage equal to that of the gold leaf above.
12. Finally, make sure your subjective sliders (particularly the artwork complexity and general difficulty level) are set as you want them and click the calculate total button. Click the green OK checkmark to accept the quote and return to the estimate screen click the save icon to save the estimate or the add item button to add another line item if needed.
13. You have now successfully entered all necessary materials and priced gold leaf in EstiMate!

In the future you will not need to do the database entry steps. Simply bring up the vinyl signs screen and do the gold leaf pricing like you would a vinyl sign. This technique will allow you to price any gold leaf job quickly and efficiently in EstiMate. Gold leaf pricing is another example of the innovative flexibility of EstiMate in real-world estimating situations.

4.137. How do I price graphics and mounting in EstiMate?

We outsource our large format digital graphics and sometimes our customer wants the graphics mounted on foam core, but our service provider cannot do the mounting because they are so far away and the images might get damaged. So we have to mount them ourselves. How do I setup Estimate to markup the graphics and then the mounting on foam core?

Thanks for posting. If you are pricing the graphics in the linear/square items portion of the software then you have two options: one line item method and multiple line item method.

One line item method.

1. Open the linear/square items database and create a new line item with a description that includes all processes that will result in the finished product, for example: ?Full-Color Graphics Mounted on Foamcore?.
2. Select Square and Feet respectively from the ?This item is sold in? dropdowns.
3. Enter a unit cost that includes materials and labor for the graphics, mounting and foamcore. Enter the desired markup and save the entry.
4. Create a new quote and choose the linear/square items plugin. Select the entry you created in step 1 from the ?select an item? dropdown box and input the appropriate height and width. Update the quantity field (if applicable) and calculate the total. Click the green checkmark to save.

Multiple line item method.

This method involves creating three line items, a linear/square item for the graphics, a retail item for the foamcore and a free-form line item for the mounting.

1. Click New Estimate > Add item > Linear/square items. Select the graphic you want to price from the ?select an item? dropdown box and input the appropriate height and width. (If the graphics are not listed in the ?select an item? dropdown box then click the book icon to create a new entry.
2. Input the height and width of the graphic calculate the total and save the item. You have successfully priced the graphics portion of the quote.
3. Click add item > retail items. Click the book icon to access the retail items database click the new button and add in your foamcore parameters. Click the green OK checkmark twice to return to the retail items screen. Select the foamcore from the ?select an item? dropdown, calculate the total and save the entry. You have now successfully priced the foamcore and added it to the quote.
4. Click Add item > Free-Form. Enter a description like ?mounting on foamcore? and select either flat rate item if you want to charge a flat mounting charge. Or choose hourly-rate item and charge by the hour for the mounting labor. Calculate the total and save the entry.

Other Variations.

It is also possible to price these by using two retail items, one for the graphics, one for the foamcore and free-form for the labor.

4.138. How do I price mounting with customer supplied digital prints?

My customers are bringing in digital prints and are requesting that our shop mount the prints on a variety of substrates. How do I do this in EstiMate?

Wide Format Inkjet Procedure:

Preliminary steps:
1. Click edit data files > ingredients > digital print media.
2. Click the button labeled 'new' and enter a description called <customer supplied>. Enter a price of zero and click the green OK checkmark to save
3. Click the green OK checkmark to exit the digital print media data base.
4. Click edit data files > ingredients > inkjet inks.
5. Click the button labeled 'new' and enter a description called 'None'(without the quotes). Enter a price of zero and click the green OK checkmark to save
6. Click the green OK checkmark to exit the inkjet inks data base.

Detailed instructions:

1. Click new estimate > add item > wide format inkjet. Input the quantity width and length of the prints being supplied by the customer.
2. Select <customer supplied> from the print media dropdown.
3. Select 'None' from the inkjet dropdown.
4. Click on the laminating and mounting tab and select a mounting material.
5. Click calculate total.

Note: look carefully at the production time. If it is inadequate to do the mounting, add more using general difficulty.

4.139. How do I price neon?

I do electrical signage including neon. How do I price these types of jobs in EstiMate?

Neon
Neon can also be priced effectively using linear/square items. On the linear/square items screen:

1. Click the book icon to the right of the select an item dropdown box to bring up the linear/square database.
2. Click the new button and enter ?neon? as the description.
Choose your supplier from the drop down box or click the book icon to add a new one.
3. Select linear from the first ?this item is sold in? dropdown box and choose inches from the second box.
4. Enter your unit cost in the cost per unit field. This is your cost as quoted to you by your supplier. Tab over to the markup field and type in the markup (%) you want. Tab over to the selling price field: EstiMate will calculate the selling price automatically. Click the green check mark to save our input to the database.
5. On the linear/square items main screen choose the neon selection we just created from the drop down box.
6. Place the number of linear inches of neon that will be on the finished sign in the linear inches box. Put the number 1 in the quantity box if calculating for one sign or enter additional quantities for each sign you are fabricating.
7. Click the calculate total button.
8. Click the green check mark to accept the item and add it to the estimate.
As the above instructions illustrate neon jobs are now streamlined with the use of linear/square items. You also have a database that is always available when you need to quote any sort of neon job quickly.

4.140. How do I price offset printing in EstiMate 1.x?

We have an offset printing business and want to price the printing in EstiMate, how is this done?

EstiMate does not have a pricing plugin for offset printing and is not designed to price this type of work.

However, for standard items like business cards that have a set cost and markup you can place these items in as retail items in the software and price them from there.

4.141. How do I price painted signs in EstiMate?

How do I price painted signs in EstiMate?

1. Choose your substrate.
2. Check the painted checkbox and choose the number of coats you will be applying
3. Check the 'non-rectangular must be shaped' box if shaping is needed.
4. Adjust the overall complexity slider until the production time looks good.
NOTE: At this point, the only production time reflected is for painting and
shaping the sign because you have not indicated any vinyl coverage yet,
which is what the rest of the production time is based on, so you can
accurately gauge this part of the job.
5. Select your paint or paints from the 'vinyls paints and coverage' drop-down box. One example is the 'one-shot' paint that is in the database, but you can always add your own to the list by clicking on the book icon to the right of the drop down box.
6. Select your coverage for the paint.
7. Assuming your subjectives are set the way you like (pay special attention to the General Difficulty Level slider and the amount of production time generated), click 'calculate total' and accept the quote or make adjustments as necessary.

4.142. How do I price plastic card printing in EstiMate?

My setup is as follows:

Plastic cards cost .08 each.
1 color red green blue ribbon costs .03 per impression and roll is 1000 impressions.
Black is .02 per impression and roll is 1500 impressions.
4 color is .19 and roll is 350 impressions.
design time is standard rate for any design.

Pricing Plastic Card Printing

This Tutorial assumes the following:

You will be using the Digital Printing (Thermal) plugin in EstiMate.
You are printing on cards that are standard credit card size of 2-1/8 X 3-3/8 inches in size or 2.125 X 3.375.

Overview:

There are three preliminary processes you will need to do in order to price plastic card printing.

1. Enter the plastic card print media into EstiMate?s print media database.
2. Create a machine definition so EstiMate will base production times using your printers specifications.
3. Enter the ribbons into the foils database.

Detailed instructions (print media entry):

1. Click Edit Data Files > Ingredients > Digital Print Media. Click the New button.
2. Enter in the plastic card stock. Input a description, enter the height and width of the card, your cost and desired markup. In the example above you would enter 2.125 in the height column and 3.375 in the width column. The cost would be .08.
3. Check the ?automatically enter width and height information on estimates? checkbox and click the green OK checkmark to save.

Detailed instructions (machine definition):

1. Click Edit Data Files > Thermal Machines > New.
2. Input the name of the machine and the maximum usable material width. Click the plus sign to add dpi ranges and print speeds (Consult your printers specifications for this information). Click the green OK checkmark to save.

Detailed instructions (ribbon entry):

1. Click Edit Data Files > Ingredients > Foils/Ribbons/Inks > New.
2. Enter a description for the RGB ribbon and choose a supplier (if desired).
3. Input the height and width. In the height field enter the height of the card 2.125 inches. 2.125 X 1000 impressions = 2,125? inch long ribbon, so input the width as 2,125 inches. Input your cost. The cost stated above is .03 per 1000 impressions so .03 X 1000 is $30.00. Enter 30.00 in the cost field and your desired markup.
4. Input the minimum square inches to print as 2.125.
5. If the printer prints all three colors at once then input the number of passes as 1. If your printer prints each color as a separate pass then input the number of passes as 3. Click the green OK checkmark to save the entry.

Black Ribbon:

Repeat steps 1 - 5 above. In step 3 substitute the following dimensions Height 2.125in. Width 3188in. Number of passes should be 1.

4 ? Color Ribbon:

Repeat Steps 1-5 above.

In step 3 substitute the following dimensions Height 2.125in. Width 744in. Cost $66.50.

Pricing instructions:

1. Click New Estimate > Add item > Thermal Prints or ?Digital Printing? in some versions.
2. Select the plastic card stock from the print media dropdown.
3. Input the quantity, select the machine type, choose your ribbon.
4. Adjust subjectives if necessary, press calculate total and click the green OK checkmark to add the item to the quote.

Congratulations! You have just priced plastic card printing with EstiMate! In the future you can skip the preliminary steps as the ingredients will automatically be entered into the database.

4.143. How do I price pre-spaced letters using the custom vinyl graphics-logos tab?

I want to price pre-spaced letters using the custom vinyl graphics/logos tab in the RTA plugin. How do I price my letters in this area?

1. Determine what quantity of letters you will be cutting. Enter that number in the quantity field.
2. Enter the vertical dimension of the letter in both the height and width fields. E.g. a letter that measures 3" vertically would be entered as 3 in the height field and 3 in the width field.
3. Select 1 for the number of colors.
4. Choose your vinyl, set your subjectives as you wish them and price as normal.

Questions and Answeres:
Q: What if I have some letters that are lower case or a different size?
A: You will want to use a separate RTA line item to price those letters.

Q: What if I don't want the customer to see everything itemized out?
A: Follow the instructions on summary quoting located at:
http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=97

4.144. How do I price routing in linear square items?

I do a lot of routing and would like to price the work using the linear square items plug-in in EstiMate. How do I do it?

Here is the procedure for pricing routing in linear/square items:

1. Click Quick Quote and select Linear/Square Items.
2. Select the stock you will be routing on from the 'Select an Item' pull-down menu. If the routing stock in not present in the list then you will need to add it otherwise proceed to step 11.
3. To add the routing stock to the Linear/Square Items Database, click the book icon to the right of the 'Select an item' pull down list.
4. Click the 'New' button and enter a description like 'Routing on Stock #1'. You may also wish to choose a more specific description based on your application.
5. Select your supplier if desired or create a new supplier record by clicking the book icon to the right of the supplier drop down box.
6. Select 'Square' and 'Inches' respectively from the 'This item is sold in' drop down boxes.
7. Enter your cost per unit. NOTE: you have up to four (4) decimal places to use in this field.
8. Enter the desired markup and press the Tab key. EstiMate will automatically calculate the selling price for you.
9. Click the green OK check mark to return to the Linear/Square items database.
10. Click the green OK check mark once again to return to the Linear/Square items quotation screen.
11. Select the stock you will be routing on from the 'Select an Item' pull-down menu.
12. Enter the height and width of the item being routed and the quantity. In the description field indicate the color(s) or other data needed to describe the item being routed.
14. Click the green OK check mark to add the item to the estimate.
15. The Retail Items section of EstiMate can be used if you need to add other parts to create the final piece.

4.145. How Do I Price Sandblasted Signs in EstiMate?

I do a good volume of sandblasted signs. Is it possible to price them in EstiMate?

1. From the substrate list, select redwood, SignFoam, or any other substrate that you would like to blast. If what you want is not already in the list, you can click the icon to the right of the list that looks like a book. This will take you to the substrate list where you can add it to the database.
2. Enter a quantity of one, sides of one, height of 24?, and width of 36?.
3. Check the Painted/Vinyled/Treated checkbox and select four coats of paint for the background. For the time being, ignore the ?Non-rectangular, must be shaped? checkbox.
4. From the first list of vinyls, select ?SandMask (25 mil).? Set the coverage on this to 100 percent. This covers the sandblast mask necessary for this job.
5. From the second list of vinyls, choose ?One-Shot Lettering Enamel? and set the coverage to 100 percent. This will take care of the paint you will use to decorate the sign.
6. Now go over to the artwork complexity slider and adjust it until the design time (you will find this just above the ?Calculate Total? button) reflects approximately 30 minutes, to make sure you get paid for your time to design the sign.
7. Now look carefully at the production time, which you?ll find just under the design time. Chances are, since this is a sandblasted sign, your production time will be a bit low. Adjust the general difficulty level slider upward until the production time looks right to you.

That?s it! Pricing sanblasted signs has never been as easy and accurate.

4.146. How do I price scanning?

How do I price scanning work in EstiMate?

It depends largely on how you work or prefer to bill for the task. If you want to charge a flat rate for the scanning you would use the retail items section of EstiMate. If charging by the hour for the scanning then you would use 'Other'.

To illustrate, if you are scanning a logo for a customer and want to add it to the estimate using your hourly design rate as a base you would do the following:

1. Click Add Item > Other
2. Enter a description like 'Scanning' or 'Scanning - 600 dpi'
3. Select hourly rate from the dropdown box.
4. Enter the amount in hours or fractions thereof you think it will take to do the scanning.
5. Dot the option for design rate.
6. Press the calculate total button and the green OK checkmark to add the scanning charge to the estimate.

4.147. How do I price spray-in bedliners for pickup trucks?

I am spraying in bedliners for pickup trucks and would like to know how I price this process including all prep work and the actual spraying of the bedliner material itself.

This tutorial assumes you will be doing the following procedures:

· Taping the vehicle, covering the vehicle with plastic to prevent overspray.
· Prep the truck bed, sandpapering it and wiping with acetone.
· Spraying in the adhesive.
· Spraying of bedliner material with texture gun.

All-In-One Pricing Method

1. On EstiMate?s main screen click Edit Data Files > Ingredients > Substrates.
2. Click the New button to create a new substrate. Enter a description like ?Customer supplied Truck Bed? and enter a cost of .50 and a markup of 100%. This covers you for your supplies that are needed for the prep work like sandpaper and acetone. Click the green OK checkmark twice to save and exit the database.
3. Click Edit Data Files > Ingredients > Vinyls.
4. Click the New button to create a new ?Vinyl? in this case we will be actually inputting the adhesive kit.
5. Input a description like ?Spray Adhesive?. Select or add a supplier if desired and input a height and width that multiply out to the total squarefoot coverage of the adhesive kit. Input your cost for the kit and your desired markup. Press the green OK checkmark once to save.
6. Click the New button to create a new ?Vinyl? in this case we will be actually inputting the bedliner kit.
7. Input a description like ?Bedliner kit?; Select or add a supplier if desired and input a height and width that multiply out to the total square foot coverage of the bedliner kit. Input your cost for the kit and your desired markup. Press the green OK checkmark twice to save and exit the database.
8. From EstiMate?s main screen click New Estimate > Add Item > Vinyl Signs.
9. From the substrate dropdown select the ?Customer Supplied Truck Bed? entry you created.
10. Enter the quantity and input the truck bed height and width. Since you are not doing the underside of the bed, the sides field would have the numeral 1.
11. From the first vinyl dropdown choose the bedliner adhesive and place the coverage on 100%.
12. Click the 2nd vinyl dropdown and choose the bedliner kit and place the coverage on 100%
13. Click the calculate total button. Congratulations! You have now priced a spray in bedliner!


Q and A:

Q: The price estimate calculates is too low how can I get the pricing where it needs to be?
A: Consider a higher markup on materials or adding more production time using the general difficulty level.

Q: I do this type of work over-and-over, do I need to create a new estimate from scratch every time?
A: No. You can create a template that will speed up the process and be re-usable for repeat work. Information on creating templates is located at: http://www.pricingmadeeasy.com/estimate/support/kbase_entry.php?id=1


Key words: Truck bed lining. Vehicle graphics. Spray on.

4.148. How do I price substrates with endcaps?

When I make signs with substrates such as Omega board, how do I
price the sign when I need to add an endcap?

There are two ways to do this in EstiMate:

1. Incorporate the endcap price into the substrate cost.
Procedure: a. Click Edit Data Files > Ingredients > Substrates.
b. Find the substrate you wish to incorporate the endcap cost into, highlight it and select the duplicate button. Highlight and edit the duplicate record. Adjust the description to reflect the end cap i.e. "Omega Board with Endcap" update the cost field accordingly and save the record.

2. Enter the endcap as a linear/square item and the labor for
gluing the endcap on in free-form or repeat labor item.

Procedure: a.) Click Edit Data Files > Ingredients > Linear Square/Items. b.) Enter a description, a cost you want to charge for the encap and the unit you want to charge by i.e. inch, foot etc. c.) When quoting select the linear/square item as a line item on the quote and put in the total number of inches/feet etc. of endcap used on the sign. Add the line item to the quote. d.) Select a new free form line item to add your labor for gluing the endcap on.

In this manner you will be able to price substrates with endcaps.

4.149. How do I price unprinted FloorMinder Graphics?

I have to apply 2 inch stripes of floorminder graphics to a factory floor. The stripes will be unprinted and cut out on a plotter. How do I price this type of work?

Procedure for pricing Gerber floorminder graphics that are unprinted and cut into stripes on a plotter.

Quote from the Gerber website:

"3M? FloorMinders? from Gerber
This material allows EDGE® owners to realize the retail advertising potential of floor space and counter tops. The 3M FloorMinders from Gerber kit includes Controltac 162 film and Scotchcal overlaminate film 3645."

The pricing procedure below involves placing the floorminder kit into the vinyls database and creating a vinyl signs quote incorporating a customer supplied substrate with the film and laminate at 100% coverage.

1. On EstiMate?s main screen click Edit Data Files > Ingredients > Vinyls. Click the ?New? button.
2. Enter in the Controltac film specifications including description roll dimensions, cost and markup. Click the green OK checkmark to save the entry.
3. Click ?New? once again to Enter in the overlaminate specifications including description roll dimensions, cost and markup. Click the green OK checkmark to save the entry. Click the green checkmark once again to exit the vinyls database.
4. On EstiMate?s main screen click Edit Data Files > Ingredients > Substrates. Click the ?New? button.
5. Enter a substrate called ?Customer Supplied?. Enter the number zero in the cost field and save the entry. No further adjustment is needed. Click the checkmark again to exit the substrate database.
6. Click New Estimate > Add item > Vinyl Signs. Select the customer supplied substrate from the substrate dropdown.
7. Input the quantity, sides of 1, the height of the stripe in the height field and the total width in the width field. EstiMate will accommodate large widths, so if you are doing stripes for flooring in a large factory, for example, it may be appropriate to have widths in the 300,000 ? 800,000 inch range depending on the size of the flooring you will be covering. You will need to determine how much flooring you will be covering and then convert that to inches to get the appropriate width measurement to put in the width field.
8. Select the film from the vinyls dropdown. Place the coverage on 100%. Select the laminate from a 2nd vinyls dropdown also placing it on 100% coverage.
9. Click the calculate total button. EstiMate will generate a price. The important thing is to look at the production time EstiMate is showing. If the production time is too low then consider raising the general difficulty level slider until the production time is right based on your estimation. The time EstiMate shows is the time to cut, weed, and apply the floorminders.

Q & A

Q: I am using more than one type of film some stripes will be reflective and other types of vinyl where needed. How do I quote with this in mind?

A: In the width field input the maximum width that type of vinyl will cover and save the line item. Duplicate the line item, edit it, and input the maximum width dimension for this type of vinyl and dropdown a different film from the vinyls dropdown. Calculate the total and save the line item. Repeat as necessary.

Q: My price is too high. What do I do to get it lower?

A: Since this type of work does not need any design time, be sure to put your artwork complexity at zero. This will yield a more attractive price.

4.150. How do I price vehicle graphics in EstiMate?

I have a pair of truck doors I am lettering and I am wondering how I price them and vehicle graphics in general?

NOTE: This article assumes you will be placing *vinyl* on the vehicle. If applying digital graphics, use the wide format plugin and modify the directions below accordingly.

If you want to bill the installation of the graphics on the vehicle separately. Use the repeat labor plugin for this.

The example here will be for truck doors, although you can apply these principles to any size of vehicle panel.

1. From the substrate list, select [Customer Supplied].
2. Enter a quantity of 2, with a size of 30x40 (approx. size of truck doors; remember, with EstiMate?, you don?t need the exact information to come up with the price).
3. From the first list of vinyls, select Premium Vinyl. Set the coverage on this to 90-95%, depending on the size of the graphics you will be applying. This covers the vinyl necessary for this job.
4. Now go over to the artwork complexity slider and adjust it until the design time (you will find this just above the ?Calculate Total? button) reflects approximately 30 minutes, to make sure you get paid for your time to design the sign.
5. Now look carefully at the production time, which you?ll find just under the design time. If necessary (although in this case it?s probably right on), adjust the general difficulty level slider upward until the production time looks right to you. Rivets, contours, etc. will affect the positioning of this slider.

That?s it! Double-click on the subtotal to see the hard numbers and you can immediately see your profits & expenses.

4.151. How do I price vehicle lettering and vinyl removal on the same vehicle?

I have a client who has 4 work vehicles that have a business name and phone number
in 3 places on each vehicle. they want to change the lettering of the
name (because it's too small)
and change the phone number to a new phone number.

The area that the new letters will be in is 12"h x 18"w.

I am tinkering with pricing in the "Window Graphics" plug-in because I am having to go to his location
and put the lettering on and i need to charge a "cleaning charge" to remove the old lettering on each of
the 4 vehicles, in 3 places on each vehicle.

Further details:

I will be using black intermediate vinyl, 1.5" to 2.0" letters (bold) i have set my hourly and production rate to $40 per hour.
Art complexity to 5%
GDL 0%
Shop Workload 50%
Market Level 55%
Margin 100%
vinyl coverage 85%
can you give me an example of what to charge for this?
Also what is a fair cleaning charge since there are 12 places that need
to be cleaned?
is $10 to $15 enough? too much? Again the area is about a 12 x 18
and what I will
be cleaning off is about 33 letters that are about 1.25" tall.

Window graphics is a logical place for the type of work you are
describing; good choice. Your setup sounds OK (if you arrived at the
$40 hourly rate by using the overhead worksheet, then that's fine -
otherwise it sounds a bit low).

Of primary concern is that the "cleaning" charge of $20 (default) was
for windex and a rag, not vinyl removal.
Under most circumstances you will require a heat gun and razor blades, plus plenty of patience, to remove the vinyl. It is unlikely the job you have described would take less than 1-2 hours, and
probably will take 2-3 hours. An alternative approach would be to obtain tools available
on the market that are designed to ease vinyl removal, and can be chucked into a drill. That is if you want to make a tool investment on this one.

I would charge the customer hourly for the vinyl removal, explaining the
difficulty of doing it and that you cannot predict in advance how long
it will take. You can also let the customer do that part.

A final suggestion is to use High Performance vinyl for this job.
I realize it's more expensive, but intermediate vinyl on a vehicle will
crack and peel within one year which puts your reputation on the line.
It's better to always use the best vinyl for outdoor applications,
especially on vehicles.

4.152. How do I price vinyl removal?

I am applying vinyl to a van. I have to remove the old vinyl. My question is
where on my vinyl and painted signs plug in do I apply the labor for removing the old
vinyl on the van?

There are essentially 3 ways to do it:

1. Move the general difficulty to add more production time.
2. Use the non-rectangular must be shaped box and background complexity to add the labor.
3. Add the labor separately using the repeat labor or free-form plugin.

The most recommended method is using the repeat labor plugin as this will maintain vinyl removal in a database for use on further quotes and give you the ability to assign it a custom hourly rate.

4.153. How do I price Wide Format Inkjet Printing?

I have a wide format printer and want to price the output of this printer using EstiMate's wide format plugin. How do I do it?

In this example we will price 50 11? X 17? inch prints.

1. Open EstiMate and Click new estimate > add item > Wide Format Inkjet.

2. Input the number 50 into the quantity field. In the width field enter the number 11 and in the length field the number 17.

3. From the print media drop down select the print media of your choice. This is the substance you will be printing on. If you do not find it in the list, click the book icon to add.

4. Select a machine and a print mode from their respective dropdowns. The machine is the type of printer you will be using to print and the print mode is the quality or resolution of the print.

5. Select the ink you will need from the ink dropdown or click the book icon to add a new ink.

6. Leave the trim difficulty at its default of 5% as these are very conventional prints. You would increase the trim difficulty if you were doing something more difficult that had a complex design to cut out.

7. In the copy and colors field you can input what the finished print will say or the colors being used.

8. Adjust the artwork complexity to 3% and note that the design time (in the lower right) comes up to about 15minutes.

9. Leave the General Difficulty Level slider alone, since this is a very simple project.

10. Leave the Shop Workload slider at 50% which represents an average Workload in your shop and doesn?t adjust the price at all.

11. Market level at 50% also for the time being.

12. Margin at 100%.

13. Double-Click on the calculate total button. The price for the prints will appear in the subtotal box. You may think this is high or low, remember no program can exactly price wide format graphics for you. This is where you have to use your experience. Everyone tells us EstiMate comes extremely close, however.

14. Now for the exciting part. Double-click directly in the sub total box. The ?Hard Numbers? will appear. This screen tells you exactly how much the job will cost you and how much you?ll profit. They are called the hard numbers for a reason and may help put the price in perspective for you.

15. Click the OK button (green checkmark) on the hard numbers screen to return to the Wide Format Screen. Click the OK checkmark on the Wide Format Inkjet screen to save these prints as a line-item on the estimate.

16. Now we will add a customer to this estimate. At the top left of the screen you will see a box marked ?Client.? Click the icon of an open book to the right of this box to bring up the client list. Click the ?New? button in the lower left of the screen. Enter a new client record exactly the way you want it to appear on an estimate. Then click the OK button.

17. Once you are back at the client list, click the OK button to return to the estimate. Then choose the client you just entered from the drop-down list on the New Estimate screen.

18. To the right of the client box, enter a description for this job, i.e. ?Prints for Gallery Opening? and Click ?Save.?

19. Click the ?Print? button and choose ?Estimate? from the menu that comes up.

20. In the Print A Report screen that appears, make sure to check the following boxes: ?Include Signature Line? , ?Preview?, and ?Print totals on estimate? . Be sure the following are unchecked: ?Print financial analysis report? and ?Suppress individual item prices?.

21. Click the printer icon to print the estimate; you will see a preview appear on the screen. To print it to your printer, click the printer button at the top left of the preview screen. You can add your logo to this print later by clicking Management->Configure EstiMate from the main EstiMate screen and choosing the ?Logo? tab.

22. Once you are back at the ?New estimate? screen, click ?Close.? Congratulations! You have priced a set of digital prints.

Variation #1: Lamination.
1. Click the lamination and mounting tab found in the upper left corner of the Wide Format inkjet pricing screen.
2. In the lamination section choose a laminate or click the book icon to add one of your own.
3. (Optional) if a bottom lamination is needed, it can be selected from the bottom lamination dropdown.
4. After you are done choosing your laminates click the Job options tab to return to the Wide format screen.

Variation #2: Mounting.
1. Click the lamination and mounting tab found in the upper left corner of the Wide Format inkjet pricing screen.
2. In the mounting section choose a mounting material or click the book icon to add one of your own.
3. After you are done choosing your laminates click the Job options tab to return to the Wide format screen.


Q and A:

Q: Is there a way to set defaults for my print media, machine, and ink so I don?t have to select them on every quote?
A: Yes. Click the hammer icon at the top of the wide format screen. Select your default media, machine, and ink. Click the green checkmark to save. Subsequent quotes will now come up with your default selections automatically.

Q: Where do I input the width and length of my laminates or mounting material?
A: There is no need to enter this info. The width and length info you entered on the job details screen will also apply to the laminate or mounting material automatically.

Q: My machine is not in the list of machines, how do I add it?
A: A detailed discussion of this topic is available in the Café (estimate discussion group). Copy and paste the link below into your browser:
http://www.estimatesoftware.com/ubb/ultimatebb.php?ubb=get_topic;f=1;t=000340
The discussion is concerning the Roland Versacamm but the entry details apply to all inkjet printers.

Q: Following the method above EstiMate is pricing too low on my quotes, what am I doing wrong?
A: If EstiMate is pricing too low there are three areas to check:
1. Your hourly rate. (Management > Configure EstiMate)
2. Your market level. See k-base article 30 for details located at http://www.PricingMadeEasy.com/go/kbase?id=30
3. Material Markups. Example: some people who produce wide format graphics feel the default markup of 100% EstiMate uses is too low for inkjet inks so they markup the inks in the 200-400% range (or more.)

4.154. How do I price Wide Format output using Linear-Square Items?

Are there other ways to price Wide Format inkjet prints in EstiMate?

The best way is to use the Wide Format Inkjet Plugin available with versions 1.94 and above.

However, an alternate method using the linear/square items plugin is listed below.

Wide Format Printing
We will price a 36' Inkjet print using a 4-color process on glossy paper that is 48' inches in length.

1. Click 'Quick Quote' and select 'Linear/Square Items.'
2. Click on the book icon to the right of the 'Select an item' dropdown box to add the new print to the Linear/Square Items database.
3. Enter the item description. In this case enter: 36' Inkjet Print, 4-color process on glossy paper.
4. Choose a supplier for the item from the list. If the supplier is not listed, click the button with the book on it to add a new supplier. If this is an item you produce in-house, create a supplier record for yourself, or leave this item blank.
5. Select the method by which you sell this item. The first list contains 'square' and 'linear,' and the second list contains 'feet,' 'inches,' 'mm,' and 'meters'. Select 'linear' from the first list and 'inches' from the second list.
6. Enter the cost per unit this item costs you to purchase or produce. A key principle to remember here is that we are entering the cost for one 'unit' (defined by the two lists in step #5) of the finished product, not just a component such as paper or ink. For our example, we will put in $2.00 for the cost for one 'unit' that is 1'x36' in size.
7. Enter either the markup (%) you wish to charge on this item or the price at which you wish to sell each unit. When you enter one of these the other is figured automatically. For now, enter 100%, to achieve a selling price of $4.00.
8. Click the green check mark (OK button) to save the changes.
9. Back on the linear/square items screen, select from the list the entry we just created: 36' Inkjet Print 4-color process on glossy paper.
10. Put in the number 48 into the linear inch box for the length of the print we are pricing.
11. Press the tab key to move over to the quantity box and to enter your desired quantity. In this case simply leave the quantity set to 1.
12. Click the 'Calculate Total' button and then click the green check mark to save this print & add it to the estimate.

4.155. How do I print a stock list for inventory by date?

How do I print out a list of what needs to be checked for stock and what needs to be built or cut as far as substrates go for the upcoming day or weeks worth of invoices?

You could create different inventory part items in quickbooks with associated quantities on hand. Then itemize those in EstiMate's account assignments so when jobs go over to QB from EstiMate, QB will reduce your inventory accordingly. With this system you could run your reports directly from QB.

4.156. How do I print an estimate to a file?

How do I print an estimate to a file?

Instructions for printing a report to a file:

1. Open an estimate and click print > estimate.

2. Click the print icon on the "Print A Report Screen"

3. Click the print icon on the preview screen.

4. Choose the "print to file option" from your printer dialog screen. Choose the type of file (.pdf for example) to print to. Click the three dots and choose a name and location for the file to go on your computer.

5. Click the save button.

4.157. How do I print open and archived jobs done in the past year?

How do I print all jobs that are done in the past year when some jobs are in the open list and some are archived?

Functionality for this type of reporting is being evaluated for the next major revision of EstiMate.

4.158. How do I print or not print an invoice #?

When I convert an Estimate to a Job I want to have a choice to print the invoice number or not. What do I do?

Click Print > Invoice. "Check the append job number to title" checkbox if you want the job number to appear on the invoice or uncheck it if you do not want the number to appear.

4.159. How do I print reports for a month's work?

I want to print out reports that detail all the jobs and estimates for a given month.

To get the reports of estimates and jobs for a month, print one each of the following reports before archiving the estimates and jobs:

Reports-->Estimates by date
Reports-->Jobs by due date

Then you can staple them together to form the complete report, and see the month's activities.

4.160. How do I print totals in EstiMate?

When I go to print my estimate it does not show a total at the bottom how do I get it to print the grand total?

Click Print > EstiMate. Check the "Print Totals on estimate" checkbox and click the print icon.

4.161. How do I put a permanent foot note at the bottom of the invoice?

How do I put a permanent foot note at the bottom of the invoice?

You can indeed place a permanent footnote at the bottom of the invoice. To do so, from the job screen, click print > invoice. Click the blue custom footer link.
Input your text and click the green checkmark. Click the custom footer checkmark and then proceed to print.

4.162. How do I put more than one substrate on a line item?

I am doing a sign that combines sign foam with inlaid alumicorr. How do I price a sign that is a composite substrate?

Creating a Composite Substrate in EstiMate

This example covers combining High Density Sign Foam with inlaid Alumacorr into one composite substrate.

1. Price one 12'x12' piece of sign foam in the vinyl signs section of EstiMate, make sure your artwork complexity slider is at zero and that NO vinyl coverage is selected since we are only pricing the substrate at this time.
2. Click the Calculate Total button and then Double-click on the subtotal to view your hard numbers; make a careful note of the expense total.
3. From the Vinyl Signs screen select Alumacorr from the substrate menu. Again, enter 12'x12' for your height and width dimensions and make sure your artwork complexity slider is at zero and that NO vinyl coverage is selected.
4. Click calculate total and then double-click on the subtotal field to get your hard numbers. Make a note of the expense total.
5. Access the ingredients database by clicking Edit Data Files > Ingredients > Substrates. Click the new button and title the new entry 'Sign Foam w/ inlaid Alumacorr' or something of the sort. Place 12'x12' in your height and width dimensions.
6. Click on the calculator icon and add the figure from your expense columns for both the Alumacorr and the Sign Foam. You may wish to add a little extra for labor and to cover your glue. Place the resultant figure in the cost field and enter your desired markup.
7. Click the green OK checkmark twice to save the entry and exit the ingredients database.
8. Create a new estimate or job, click add item > Vinyl Signs and select your new composite substrate from the substrate list. Continue pricing as normal. You have successfully created a composite substrate and added it to your quote.

4.163. How do I put my company logo in EstiMate?

I would like to put my logo on all estitimates that the software prints out.

To add your company logo:

1.Click on Management from the main EstiMate screen.
2.Select Configure EstiMate
3.Click on the Your Logo tab.

On this screen you can choose a logo you would like to have printed on estimates and reports.

It must be a .BMP file, exproted from whatever program you design in, or scanned from a printout.

1. Click the Choose File button.

2.In the open dialog box that pops up, choose the .BMP file of your logo

3.Click 'open' to paste it into this screen.

(Once this is done you no longer need the .BMP file, as EstiMate has copied the logo into its database. However, you may wish to save it on a floppy disk in case you ever need to re-install EstiMate)

4.Type in the height you want your logo to print on estimates and reports.

5.Press the tab key or click on the width box to automatically calculate the proper width.

4.164. How do I quote multiple substrates without adding them as substrates?

I am lettering metal plates for office doors in a large office complex. The metal plates are a specialty order that we are unlikely to use again, so I do not want them in my substrate database. How do I enter the substrates on my quote without actually entering them into the substrate list as separate items?

If the metal substrates are going to be a one time usage then list them in free-form. Create a substrate with no value into the substrate database. Create a vinyl signs quote with the no value substrate selected and then choose your vinyl and place the coverage at 100%.

In this way you have priced your substrate and your vinyl.

4.165. How do I re-adjust my costs after a global cost update?

I mistakenly added 12.5% tax to my cost figures when doing a global cost update. I try to re-do it but the update wizard does not seem to go below 0.0%. How do I re-adjust my costs downward after a global cost update?

The update costs globally function only works in a positive direction for costs starting at 0.00% and going upward. The choices available at the present moment to adjust for the 12.5% are:

1. Edit data files individually, changing cost information per ingredient.

2. Run the global update wizard again and SET markups to a point that is 12.5% less than their current value. I.e. if you have a group of ingredients that are marked up 100% set the markup for those ingredients to 87.5% thus compensating for the 12.5% that was accidentally tacked on
in the cost field.

4.166. How do I re-number my estimates and jobs?

How do I change the numbering of new estimates and jobs that I will create.

1. Click on management>configure estimate
2. Click on the preferences tab.
3. In the section labeled 'Job & Estimate numbers' click on the up and down arrows to change the numbering of subsequent jobs and estimates.

IMPORTANT TIP: Be sure to set your estimate or job number to be one less than your target number. Example: If you want the next estimate that prints to be #1000 then set the number in the preferences to be 999.

Note: estimates/jobs that have already been created will not be affected by this procedure and cannot be re-numbered.

Additional Note: numbers can *only* be increased, not decreased.

4.167. How do I recover lost data after a computer crash?

Our computer crashed and we lost our customer information files and older jobs and we are looking for info on how to recover those files. How do I recover my lost data?

If you have been backing up within the software you can simply restore the backup and be back to normal. This is the best way to get your data back.

The restoration procedure is as follows:

1.On EstiMate's main screen click management>backup/restore.
2.Click the restore tab on the Backup/Restore Data files screen and then click the restore button on the upper right. An open screen will come up.
3. Find the backup file. (if backed up on floppy point the 'look in' dropdown box to the '3 1/2 Floppy A:' selection)
4. Click the open button to restore your data from the backup. NOTE: this will overwrite any data files your are currently using.

Once the restoration process is complete you will be back to normal again with all the settings you had previously.

If you do not have a backup then you will want to retrieve the estimate data files off the old hard drive and restore them manually if you can.

The folder you are looking for on the old hard drive is called "data" and is located by default at C:\Program Files\EstiMate\Data

If you cannot find the folder then the actual databases themselves may need to be extracted one by one.

Information on the databases EstiMate uses can be found at:

http://www.PricingMadeEasy.com/go/kbase?id=329

If you are able to retrieve the data, then do the following:

1. Rename the data folder on the new hard drive to Data2.
2. Create a new file in the EstiMate directory called Data.
3. Paste the files you recovered from the old system into the new folder.
4. Open EstiMate.

If the files are all intact EstiMate should open without a problem.

For best results and to minimize the potential of future data loss, backup on a regular basis. Information on backing up is located at:

http://www.PricingMadeEasy.com/go/kbase?id=342

4.168. How do I remove a vinyl I have selected?

If I change my mind on an estimate and want to remove a vinyl I have selected what do I do?

Set the vinyl coverage slider to zero. This will nullify the selected vinyl's effect on the estimate. Currently there is no way to simply 'de-select' a vinyl once it has been added. Further flexibility in this regard is coming in EstiMate version 2.

4.169. How do I remove items from an invoice?

How do I remove items from an invoice once a customer has changed their mind about a couple of the line items on a job? Also, since the customer may want to order the additional line items at a later time how do I keep them on file so I will have them when needed?

1. Highlight the Job in the open list and select duplicate.
2. Find the duplicated Job (it will have a new job #).
3. Open the duplicate Job and delete the line items that are not needed.
4. Select Print > invoice and print the invoice for the remaining item(s) the customer wants.
Remember: Your original Job will still be in your open list if the customer calls back and wants the additional items.

4.170. How do I remove the BDE from my system?

After I uninstall EstiMate the BDE (Borland Database Engine) is left behind. How do I remove it from my system?

Go to your Windows system directory In Windows 95, 98 and System32 in 2000 and XP. Look for the file called bdeadmin.cpl and delete the file.

4.171. How do I remove unwanted text from my estimate or invoice?

When I print out my estimate or invoice I see unwanted text that should not be there. How do I remove the unwanted text?

There are essentially three areas in the software to examine in order to find and remove the unwanted text.

1. The title for estimates box. Click Print > Estimate. On the print a report screen look in the title box.

2. The invoice title box. Open a job and click print > invoice. Review the text in the invoice title box and make changes if necessary.

3. The custom header or footer. Click Print > estimate or click print > invoice and then click on the custom footer link. If the unwanted text is here please remove it. Similiarly you can also click on the custom footer to look for the offending text.

4.172. How do I restore a data folder backed up on disc?

Before losing my computer, I copied estimate to CD. I simply extracted the entire Estimate folder and saved it on disc. I then downloaded the trial version on line and had it unlocked it for me. Can I extract my old estimates, overhead worksheet,and material & vendor lists from the folder I saved?

Yes, but you will need to use a different set of procedures than if you backed up the data directly in the program. Here is what you will need to do:

1. Close EstiMate. Right-Click on your Start Icon and select ?Explore?. Windows Explorer will appear.

2. In the left hand column open the C drive icon, if it is not already open, and find the ?Program Files? file folder. click the plus sign to the left of ?Program Files? to open it. Find the EstiMate folder and open it. TIP: If you do not see the EstiMate folder, make sure you are looking in ?Program Files? and NOT simply ?Programs?.

3. Once you have found the EstiMate folder and opened it, right-click on the data folder and select 'Rename'. Name the folder 'Data2' without the quotes and without any spaces. Press the enter key for the name change to take effect. Minimize Windows explorer for the time being.

4. Insert the disk you saved the EstiMate folder on into the drive. Double-click on your My Computer icon.

5. Find the drive that has the disc in it, right-click and select 'Open'. What you are really wanting to access is the EstiMate data folder only, so if you see the Estimate directory, open it and locate the data folder that resides
within the directory. Right-click on the data folder and select 'Copy' from the menu. This copies the folder to your computer's clipboard.

6. Restore Windows Explorer to the foreground and click Edit > Paste from the menu bar at the top. You should now see two data folders: Data and Data2.

7. Open the folder called 'Data' that you just pasted in and click Edit > Select All. All entries should now be highlighted. Right-click on any one of them and select properties from the menu. Review the attributes section of the properties screen. If the Read Only attribute is checked, then uncheck it and press OK. If the attibute 'Read Only' is NOT checked then simply press OK without making any changes.

8. Start EstiMate. You should now be on the correct set of data and be able to see all your estimates and jobs as before.

4.173. How do I restore my data?

How do I restore my data?

Regarding your data: you will want to have a back up of your data on floppy or other media to restore on the new machine.

1.On EstiMate's main screen click management>backup/restore.
2.Click the restore tab on the Backup/Restore Data files screen and then click the restore button on the upper right. An open screen will come up.
3. Find the backup file. (if backed up on floppy point the 'look in' dropdown box to the '3 1/2 Floppy A:' selection)
4. Click the open button to restore your data from the backup. NOTE: this will overwrite any data files your are currently using.

4.174. How do I restore my EstiMate folder I backed up to CD?

Before losing my computer, I copied estimate to CD. I simply extracted the entire Estimate folder and saved it on disc. I then downloaded the trial version on line and called for a key to unlock it. Can I extract my old estimates, overhead worksheet,and material & vendor lists from the folder I saved?

Answer: Yes, but you will need to use a different set of procedures than if you backed up the data directly in the program. Here is what you will need to do:

1. Close EstiMate. Right-Click on your Start Icon and select ?Explore?. Windows Explorer will appear.

2. In the left hand column open the C drive icon, if it is not already open, and find the ?Program Files? file folder. click the plus sign to the left of ?Program Files? to open it. Find the EstiMate folder and open it. TIP: If you do not see the EstiMate folder, make sure you are looking in ?Program Files? and NOT simply ?Programs?.

3. Once you have found the EstiMate folder and opened it, right-click on the data folder and select 'Rename'. Name the folder 'Data2' without the quotes and without any spaces. Press the enter key for the name change to take effect. Minimize Windows explorer for the time being.

4. Insert the disk you saved the EstiMate folder on into the drive. Double-click on your My Computer icon.

5. Find the drive that has the disc in it, right-click and select 'Open'. What you are really wanting to access is the EstiMate data folder only, so if you see the Estimate directory, open it and locate the data folder that resides
within the directory. Right-click on the data folder and select 'Copy' from the menu. This copies the folder to your computer's clipboard.

6. Restore Windows Explorer to the foreground and click Edit > Paste from the menu bar at the top. You should now see two data folders: Data and Data2.

7. Open the folder called 'Data' that you just pasted in and click Edit > Select All. All entries should now be highlighted. Right-click on any one of them and select properties from the menu. Review the attributes section of the properties screen. If the Read Only attribute is checked, then uncheck it and press OK. If the attibute 'Read Only' is NOT checked then simply press OK without making any changes.

8. Start EstiMate. You should now be on the correct set of data and be able to see all your estimates and jobs as before.

4.175. How do I roll in my installation cost?

I am doing a job that includes both sign fabrication and installation. However I would like to 'roll in' the installation cost so the customer only sees the cost of the entire project as one cost, not broken down into separate line items. How do I 'roll in my installation'?

It is best to use the technique called summary quoting available at:

http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=97

The text is also referenced below for your conveninece:

1. Further implementation for this request will be coming in EstiMate version 2.
2.Until then, enter all signs separately then add an 'other' line item with the total of all signs; when printing, uncheck all line items except the one that has the total for all signs.
3. -OR- Make one estimate with everything itemized and a second with only one line item and the total of all the signs.
4. An example: Say you are doing 10 signs of different sizes and each prices for a customer. The customer doesn't want an itemized statement for each sign or component of the sign, just a description and price for the total package. Initially you would want to input all ten signs into the estimate as separate line items, then add an eleventh line item called 'other' whose description might read ' Ten signs for inside of store' then put the total price of all the signs. Then proceed to print the estimate, and on the 'Print A Report' dialog box uncheck all the previous 10 line items leaving only the 11th 'other' line item that has the summarized description and the total price.

4.176. How do I run EstiMate in limited user mode?

We are installing EstiMate on our new computers, and are having trouble running it. It appears that the program requires administrator rights to run, we are not able to give our users administrator rights and I was wondering if there is a new version of estimate that addresses this, or if there is a work around?

Officially, EstiMate 1.x only supports usage with full administrator rights because the program has to write registry values on startup so if the user does not have registry permissions there will be errors starting and running the program.

That said you may be able to right click on the EstiMate icon in limited user mode and use the Run As command to enter the admin password and run EstiMate. You can also search the internet for a program called "Sanur" which proports to be a Run As automation utility that the developer claims will auto log on a user.

We are not affiliated with Sanur and have not tested it so if you choose to pursue it then you do so at your own risk.

Again, officially, EstiMate 1.x only supports usage with full administrator rights.

4.177. How do I select more than one footer?

I wanted to find out if you could have different footers for invoices & for estimates.
The problem is that I want to have them sign the invoice with a different footer than the estimate.
For example; the ESTIMATE makes them sign & agree to pay before work begins & on the INVOICE I want them to sign a different disclaimer with our terms.

There is no way to select multiple footers in the software at this time. What customers are doing is to create a word or text document with multiple footer text and then copy/pasting that text into the custom footer area. This means that the footer will need to be changed back again when you want to do estimates.

4.178. How do I select substrates from an open estimate screen?

When I click on the 'New EstiMate' button I don't see a way to enter my substrates how do I do this?

From the estimate screen click Add Item > and the category of your choice (e.g. 'Vinyl Signs') and then select the substrate from the pull down menu.

4.179. How do I send an estimate through a different email program?

When I try to email an estimate the wrong email software appears. How do I send my estimate through a different email program?

EstiMate will use whatever email software your copy of Windows is set to use. If you want to change what email software Windows is using try the following:

1. Click Start > Settings > Control Panel.
2. Double click on the internet options icon.
3. Click the programs tab and choose the email software you want to use from the email dropdown.
4. Ok your changes.
5. Attempt to send your estimate again. If the wrong email program still appears then consider rebooting the computer and trying again.

4.180. How do I send an estimate through email?

How do I send an estimate through email?

Emailing your estimate is a snap with EstiMate. It's a simple matter of hitting the email button instead of the print button when you are ready to print an estimate.

Just like when printing an estimate, click Print > Estimate from the estimate screen to get started.

This brings up the print a report screen.
Once you have filled in all the options on the Print A Report screen, click the email button instead of the print button to proceed.

This brings up the email options screen.

From this screen you can enter the key items of information EstiMate needs to send the email. The list of email addresses will contain all the email addresses from your customer list, and the current customer's email address (if found) will be in the box ready to go.

You can enter a subject in the list, and the software will remember the email subjects you have typed.

You have a number of options for the style of the email.

· Text (attached): sends the quote as a text-only email attached as a .txt file to your email.
· Text (body of email): inserts the quote into the body of your email as text.
· PDF (attached): by far the best way to email a quote, this attaches a PDF file to your email which allows your customer to view the quote exactly as it would look in print. To view the PDF file your customer will need to download Adobe Acrobat Reader® from www.adobe.com.

© 2001 EstiMate Software Corp.

4.181. How do I separate large and medium t-shirts?

It would be helpful to separate the "Mediums" from the "Large" shirts for pricing and the work order how do I accomplish this?

Change the list of sizes when you set up your garments (Edit Data Files > Ingredients > Garments) to reflect medium and large as separate sizes.

4.182. How do I separate out materials and labor on my estimate?

I am doing a quote and my customer who wants to see the materials and labor itemized on his quote. Is there a way to do this in EstiMate?

Separating materials and labor in EstiMate: A Tutorial.

Separating materials and labor in EstiMate is possible. This tutorial will outline the process in two ways: a. the short method and b. the longer method.

Separating Out Materials and Labor on an estimate: The short method.

NOTE: The short method assumes you already know or have figured out your material and labor costs via EstiMate or other means. If you are unsure of your material or labor figures, use the Long Method.

1. Click New Estimate > Add item > Free Form. Select the ?Flat Rate? entry from the item dropdown, leave the quantity at ?1?, and insert your total selling price for your materials in the ?Price Each? field. Enter a description like ?Materials for Job? or other description that tells the customer this is what they will be paying for materials on the job. Uncheck the quantity discount box (if checked) press the calculate total button, and click the green check mark to add the Free Form item to the estimate.
2. Click Add item > Free Form. Select ?hourly? from the type of item dropdown and choose your design or production rates. Enter the amount of hours it will take to do the job. (Fractional times like 1.5 or 2.75 are accepted) input a description, press calculate total, click the green OK checkmark to add it to the estimate.

NOTE: Alternatively if you are billing at a rate other than your hourly or design rate then consider using the Repeat Labor plug-in (where available) that will allow you to use a custom labor rate of your choosing. You could also total your labor into one charge, and use the flat rate selection in Free Form.

When you have added line items for both material and labor to the estimate proceed to choose a client, save the estimate and print as normal. Proceeding in this way will clearly indicate what you will charge the customer for materials and labor on the job.

Separating Out Materials and Labor on an Estimate: The long method.

1. Click Add item > New estimate > Vinyl Signs. If you are not doing a vinyl sign, select the plug-in of your choice (i.e. Digital Printing, Screen Printed Signs etc.) and proceed to step 2.
2. Price your sign accordingly including all substrate, vinyl selection, coverage, and subjective settings* as you want them. Once you are sure the sign is priced as desired, Click the calculate total button and the green OK checkmark to add the line item to the estimate.
3. Highlight the line item you just created and click the Edit Item button. Double-Click on the subtotal field. The hard numbers will appear.
4. Add the material cost, material markup, and any adjustments to market level. The resulting figure will be your subtotal for materials.
5. Subtract quantity discount, job discount, and rounding (if applicable). The resulting figure will be your final selling price for materials. Make a note of this figure as you will need it later.
6. To obtain your selling price for labor, add design labor, production labor and profit labor together. The resulting figure will be your selling price for labor. Again, make a note of this figure as you will need it later.
7. Click the green OK checkmark twice, once to close the hard numbers and again to OK the line item.
8. Click Add item > Free Form. Enter a description like ?Materials for Job? or other description that tells the customer this is what they will be paying for materials on the job. Leave the quantity at ?1?, and insert the total selling price for your materials you noted in step 5, in the ?Price Each? field. uncheck the quantity discount box (if checked) press the calculate total button, and click the green check mark to add the Free Form item to the estimate.
9. Click Add item > Free Form. Select ?flat rate? from the type of item dropdown and enter the total labor figure you notated in step 6. Leave the quantity at 1, and uncheck the tax box unless you want to tax your labor. Be sure to enter a description that indicates to your customer that this is your charge for labor and the amount of time involved if desired. Click the green OK checkmark to add it to the estimate. NOTE: Alternatively if you are billing at a rate other than your hourly or design rate then consider using the Repeat Labor plug-in (where available) that will allow you to use a custom labor rate of your choosing. You could also total your labor into one charge, and use the flat rate selection in Free Form.
10. On your New Estimate screen you will now see a total of three line items: a vinyl signs line item, and two Free Form line items. Be sure to setup the New EstiMate screen like you want it with all settings including client, salesperson, production time etc. Click the Save icon.
11. Click Print > estimate. The Print A Report Screen will appear. Pay close attention to the lower half of the screen. You will see all three line items on the estimate checked. Important: Uncheck the original vinyl signs entry you did to get the materials and labor figures. You will now see only the two Free Form plug-ins checked.
12. Adjust the remainder of the settings on the Print A Report screen how you want them and click the print icon. The Print Preview screen will appear (or the estimate will begin printing if you did not have the preview box checked). If you see the print preview review the estimate to make sure only the Free Form items are showing and that all other aspects of the estimate appear correctly.
13. Click the print icon and proceed to print as normal.

Congratulations you have successfully created an estimate with separate materials and labor!

Questions and Answers:

Is there a shortcut available so I don?t have to do either method every time I want to do an estimate with separate materials and labor?

Answer: Yes. You can create a template for use with future estimates of this nature. See the estimate knowledge base article on templates located at http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=1

Why is the adjustment to market level and or other adjustments to profit included in the materials side of the equation?

Answer: It is generally less confusing for the customer this way. You may roll these adjustments to profit into the labor figure instead of materials if desired.

See also: Summary Quoting
http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=97

4.183. How do I separate out shipping charges when exporting to quickbooks?

I use free form to add my design charges and my shipping charges to my invoices. The problem is when I export my work from EstiMate into QuickBooks everything goes into the account I have assigned in QuickBooks for free-form. How do I separate out the shipping charges so they will go into their own account?

1. Begin by creating an account and an associated item in quickbooks, perhaps a non-inventory part item.

2. In EstiMate, input your shipping charges into the retail items database. (edit data files > retail items > new)

3. Click Management > QuickBooks link > configure QuickBooks export. When you arrive at the account assignments screen click the plus sign to the right of the retail items entry.

4. Highlight your shipping charges in the list of retail items. Assign the account(s) you created in QuickBooks for shipping to the shipping retail items entry.

5. Click the green checkmark to save.

4.184. How do I set up for the job in screen printed garments?

How do I set up for starting/stopping the machine, inputting the ink, and table changes in screen printed garments?

Increase the min/pull or raise the general difficulty level slider.

4.185. How do I setup EstiMate to work with QuickBooks?

I want to setup EstiMate to work with QuickBooks so I can export my finished jobs from EstiMate and import them into QuickBooks. How do I accomplish this?

The goal: To get QuickBooks and EstiMate "on the same page".

The overview: To setup EstiMate to work with QuickBooks two things are required:

1. Setup of accounts and items in QuickBooks.
2. Tell EstiMate what the assignments are using the Configure QuickBooks Export screen.

Detailed instructions:

The best instructions available are in your EstiMate help files. To access the tutorial click Help > Help Contents > Click the Contents button in the upper left. Double-Click the purple book icon titled "QuickBooks Link", highlight the "setting up items and accounts" entry and press the display button. The tutorial will appear and you can print it if needed.

Q & A

Q: I don't see the QuickBooks link under my management menu how do I find it?

A: The QuickBooks link must first be purchased in order to be accessed if you have a permanent unlock of the software. If you have purchased the link or are in trial mode and still don't see the link under the management section you may be running an old version. Older versions of the software had the link under the file menu. If you do not see the QuickBooks link in either location then download a free update from www.pricingmadeeasy.com and upgrade your software.

Q: Where can I get more information about setting up the QuickBooks link?

A: An excellent tutorial is available in video format in the Learning EstiMate videos.

4.186. How do I setup the QuickBooks export for varying types of sign work?

When I set up export to the export to QuickBooks option, I want to set up different income accounts. Large signs, Small signs, Service Labor and Purchase Signs. What do I need to know and how do I do this?

Overview:

In order to achieve your goal you will want to understand your objective: getting QuickBooks and EstiMate on the same page when it comes to account and item specifics.

Achieving this objective involves two tasks:
1. Determining what accounts and items are needed and setting them up in QuickBooks.
2. Informing EstiMate of these account assignments.
Results you can expect to see:
1. After exporting your finished jobs and importing them into QuickBooks all the components of the quote will go automatically into the accounts and items you specified.
2. You will be able to pull-up your invoice or cash sale in QuickBooks as if you had typed it in manually with full detail.

Preliminary Steps:

You will want to determine what you mean by ?Purchase signs?; ?small signs?, ?large signs? and where you price these in EstiMate. This will determine what type of account and item you create in QuickBooks.

If ?Purchase signs?; ?small signs?, ?large signs? are signs you sell that have a set size and price you may consider using the retail items plugin in EstiMate to enter these items.


1. Review the account assignments screen in EstiMate. To reach this screen click management > QuickBooks Link > Configure QuickBooks Export.
2. Click the plus sign to the left of the pricing plugins entry.
3. Review the list of plugins and decide what you would like to call the account and item for each of these categories and notate it on a separate sheet of paper.
4. If desired you can have separate account assignments for substrates and retail items as well, so if desired you can repeat step 3 for these entries also.
5. Press the red cancel symbol to exit the account assignments screen for now.

Setup procedure:

The best setup procedure is in the EstiMate help files. To reach this procedure click Help > Help contents. Click the contents button in the upper left of the new screen that appears. Double-Click on the purple book icon called ?QuickBooks Link?. Highlight the entry entitled ?setting up items & accounts? and press the display button. Review and or print the instructions. Alternatively, you can also print the .pdf users guide on your EstiMate CD and review the instructions there.

After reviewing the tutorial you will then do two things:

1. Setup accounts and items in Quickbooks. Here you will want to review the account and item names you notated in step 3 above and create those in QuickBooks.
2. Inform EstiMate of these accounts and items using the Configure QuickBooks Export utility.

Example:

In QuickBooks setup an income account called ?Sign Income?, for example and an associated inventory part item called ?retail items?. In addition you may wish to create additional inventory or non-inventory part items under the ?Sign Income? account that reflect the diverse range of retail items you sell. I.e. ?Small signs ? Coroplast? ?Large Signs ? MDO? etc.

In EstiMate then assign the retail items plugin to the account of ?Sign Income? and the item of ?Retail Items?.

Furthermore you would then assign each retail item to a different QuickBooks item until all the retail items in your database had the correct account and item designations.

4.187. How do I show a customer deposit?

My customer paid me a deposit and I want to show it on the estimate. Can I do this?

The focus of EstiMate is the estimating process, hence accounts receiveable functions like deposits are best done with accounting software.

The following procedure is a work-a-round to quickly indicate a deposit on the estimate or invoice you create from within EstiMate:

1. Click on the 'Add Item' button, and choose 'Free Form'.
2. For the description type in 'customer deposit' or something similar.
3. Enter the amount as a *Negative* dollar figure.
4. Uncheck the tax box.
5. Click the OK button, and the deposit will appear on the estimate (or invoice, as the case may be).

4.188. How do I show a range on an estimate?

I want to show the customer that installation will take in the range of 3 to 3.5 hours to do. How do I show a range on the estimate?

Showing a range of time can be easily and effectively done with EstiMate. Here are the steps:

1. Click New Estimate > Add Item > Free Form.
2. Place the maximum amount of time you think the job will take in the quantity field.
3. In the description area indicate that the time indicated is the maximum and that actual time to complete job or installation may be less.

In this way you have communicated a range of time for the job or installation using the quantity field and description together.

4.189. How do I show indicate a deposit and a discount on the quote?

Is it possible to print what the customer owes (balance) after they paid the 50% deposit and if they got a percentage discount. I normally have to write it in underneath. If you take the deposit off the discount changes.

Answer: If the quote contains both a deposit and a discount then you will need to do the discount as a line item rather than using the discounts dropdown on the estimate screen. Here is how line-item discounting works:

1. After adding all the line items to the quote that are needed for the job, then click add item > free-form.

2. In the description field type "Customer discount" or other description you want that will tell the customer this is a discount.

3. Put in the amount of the discount as a negative number in the price each field. Click the green OK checkmark to save.

NOTE: You will have to have figured the amount of the discount beforehand to get the dollar figure to enter in this field.

Essentially you will have two line items with negative dollar amounts on the quote: the deposit and the discount.

4.190. How do I show subcontracted items on an estimate?

I subcontract screenprinting on garments & corplast signs, how can I set this up in estimate?

If the item being sold is a tangible item like screen printed garments or coroplast signs then you would want to use the Retail Items section in EstiMate. This plugin will allow you to put in a quantity, description, your cost from the subtractor and a markup.

If the subcontracting is labor oriented then the best option would be to use the Repeat Labor plugin.

4.191. How do I suppress dollar amounts on line items?

I am doing an estimate with multiple 'Free Form' line items and I want to show the total but supress the dollar amount of the individual line items. How do I do this?

Versions 1.9 and later now have a 'Suppress individual item prices on estimate' checkbox on the Print A Report screen. To access, click Print > estimate. The 'print a report' dialog box will appear. Check the box on the lower right that says 'Suppress individual item prices on estimate' and proceed to print as normal.

For reference an alternate way of suppressing dollar amounts is listed here.

1. Create one 'Free Form' line item.
2. Enter the number and/or description of the sign and press enter.
3. Continue until all signs have been entered. For your convenience a scroll bar has been added to the 'Other' screen as of version 1.61.
4. Once you have entered all the signs select 'flat rate item'. Enter '1' for the quantity and the total price of all the signs you have entered in the Price Each column.
5. Click calculate total and then the green OK checkmark. Thus you will have listed all signs, but show only the composite total for the signs.

4.192. How do I switch addresses on an invoice?

I want to switch the shop and customer address on the invoice, but am unable to do so. What do I do to get these to fit my window envelope?

The invoice by default has the customer address on the left to fit conventional window envelopes and this is fixed in the software. Beginning in EstiMate 1.7 you will have the ability to switch these like you do with estimates.

4.193. How do I switch company data sets?

I have a signage and a screenprinting business and want to have separate letterheads, customer databases, and job numbers for the two companies but I want to use the same copy of EstiMate on one computer for both companies and simply switch between the two at will. How do I accomplish this?

Switching between data sets can be done easily and effectively in EstiMate.

Procedure summary:
1. Locate the EstiMate data folder.
2. Copy the data folder.
3. Paste the data folder in the same directory.
4. Rename the new folder.
5. In EstiMate click file > network setup and adjust the pathname to point at the new set of data or to revert back to the first.

IMPORTANT NOTE: Make sure EstiMate is closed before doing the procedures below. If you are on a network, make sure EstiMate is closed on *all* machines before proceeding.


Detailed instructions:

1. Open Windows Explorer and navigate to where the EstiMate data folder is located. Typically this is located at C:\Program Files\EstiMate\Data but if you are on a network or have moved the folder you will need to navigate to an alternate location.

2. Right-Click on the data folder and select 'Copy' from the menu.

3. Click in the blank white space of the directory to un-highlight the folder you copied. Click Edit > Paste from the Windows Explorer menu bar. This will result in two folders in the directory one called 'data' and 'copy of data'.

4. Right click on 'copy of data' and select the rename menu option. Rename 'copy of data' to 'Data2' or other name of your choice. Tip: keep the new folder name SHORT!

5. Open EstiMate and click File > Network setup. Change the data path to point to 'Data2' instead of 'Data' press OK. Press OK again on the 'EstiMate must be shut down' prompt. Reopen EstiMate and you will be in the new data set. You can then customize the data for the 2nd company (add logo etc.) as needed.

When you need to work with the data from the first company again, simply click file > network setup and point EstiMate back to 'Data' and press OK twice.

Q and A:

Q: Do I have to be on a network for this to work?
A: No, the procedure will work on a stand alone workstation.

4.194. How do I tax labor?

In my area I am required to tax both materials and labor. How can I tax labor using the Repeat Labor Plugin?

Simply check the tax box in the lower right of the Repeat Labor Items screen (it will be unchecked by default) estimate will then calculate tax on your labor

4.195. How do I tell Windows what email program I use?

When I try to send an estimate via email either nothing happens or the wrong email program comes up. How do I tell Windows what program I want to use?

1. Click Start > Settings > Control Panel.
2. Double-Click on the "Internet" or "Internet Options" icon.
3. Click on the Programs tab and choose an email program from the email dropdown list.
4. Apply and save your changes.
5. Try sending your email again.

4.196. How do I transfer EstiMate data between shop and home?

I want to use EstiMate to do quotations at work and at home. As I want to do quoting in the evening from the house. How do I transfer my data from my shop copy of EstiMate to my home copy and back again?

You can transfer your EstiMate data back and forth from work and home easily by following the method below:

IMPORTANT: In order for the method outlined below to work no one can be quoting on the shop computer while you are quoting at home and likewise there can be no quoting on the home system while someone is quoting on the shop system.

1. At a convenient time after quoting has been completed for the day at the shop location, backup your EstiMate data on some sort of portable media like CD-RW, Zip, or flash drive.

Backup instructions are as follows:

A. Click Management > backup-restore data files.
B. Click the backup button.
C. Choose a location to save the file.
D. Name the file and click save.
E. Press close when the backup is completed.

2. Take the media to the home system and restore it into your copy of EstiMate there. Restoration instructions are as follows:

A. Insert your media into the drive or port on your computer.
B. On EstiMate's main screen click management > backup-restore.
C. Click the restore tab and then click the restore button. An open screen will come up.
D. Find the backup file.
E. Click the open button to restore your data from the backup. NOTE: this will overwrite any data files your are currently using.

3. Do the necessary quoting on the home system and backup your data when finished using the steps outlined in step one.

4. Take your backup media to the office the next day before anyone begins quoting and restore it into your main system using restoration instructions outlined in step two.

The main system will now have all the data from the previous day PLUS the quotes or data entry you did at home.

You can repeat this procedure as often as desired.
------------------------------------------------------------
Q & A:

Q: Why can no one be quoting while I'm quoting?

A: Because when you restore the data it will overrite whatever is currently in the system. So if someone has been quoting at the office while you are quoting at home, when you restore the data you backed up from home it will overrite whatever they have done at the office and they will need to re-enter it.

Q: When backing up it asks for disk #2,3 etc. What do I do?

A: Press OK.

4.197. How do I try different overhead worksheet settings and still be able to revert to the original numbers?

We'd like to do a little experimenting with our overhead analysis, but we
don't want to lose the figures we have. Is there a way to save the
database, play around with the numbers, and then go back to the original?

There are 3 ways to experiment with the OH worksheet.

1. Download profit watch. http://www.estimatesoftware.com/estimate/download/download_profit_watch.php a free program that helps you assess your hourly rate. You can play with figures here and it wont affect EstiMate.

2. Backup your data. Experiment. Restore data.
Note: On this step it is important to remember not to do any estimation while experimenting because if you have to restore the data will be overriten by the backed up data.

3. Backup data. Experiment. Press the cancel button on the OH worksheet if results are not satisfactory.

The best solution is profitwatch, however other alternatives are presented for your convenience.

4.198. How do I turn off the pop-up hints?

>I find some of the pop-up instructions in
>v1.6 to be annoying. How do I turn them off?

To turn off the baloon hints, do the following:

Click Management > Configure EstiMate > Preferences > Balloon Hints.

4.199. How do I turn the estimate into a job so I can print an invoice?

How do I turn the estimate into a job so I can print an invoice?

You must have purchased the Job Management subsystem for this to work. If you have not purchased Job Managment call the EstiMate Sales Line at 888-304-3300 for assistance.

Procedure:
On the Estimate screen simply click the "convert to job" button, say "Yes" on the "are you sure" screen and click Print > Invoice on the Job screen.

4.200. How do I uninstall EstiMate?

I want to uninstall EstiMate from my system. How do I do it?

To uninstall EstiMate:
1. Close EstiMate and any other programs that are open.
2. Click Start > Settings > Control Panel.
3. Double Click on the add/remove programs icon.
4. Highlight 'EstiMate Sign Estimating Software' and click the Add/Remove button.
5. Choose 'Automatic' as the uninstall method if prompted.
6. Go thru the uninstall wizard until you get to finish.
7. Close the add/remove programs icon and close control panel.
NOTE: If you get a message about uninstalling a file that is no longer used click the button that says 'No to All'.

4.201. How do I completely remove EstiMate 1 from my computer?

Q:  How do I completely remove EstiMate 1 and all of its components from my computer?


A:  Before you remove or uninstall any part of EstiMate you should make sure you have a current backup of your data.  More information on how to backup your data can be found here:

Making a backup in EstiMate:

http://estimatesoftware.net/support/index.php?pg=kb.page&id=324

Manual backup (if you are unable to open EstiMate):

http://estimatesoftware.net/support/index.php?pg=kb.page&id=323

 

Once you have a backup of your data you can uninstall EstiMate.  NOTE:  These instruction are intended for the removal of EstiMate version 1 only.  If you have EstiMate 2 installed on this same machine you should not use these directions, and you should call EstiMate Software for further assistance.

 

 

To uninstall EstiMate:

1. Close EstiMate and any other programs that are open.

2. Click Start > Settings > Control Panel.

3. Double Click on the add/remove programs icon.

4. Highlight 'EstiMate Sign Estimating Software' and click the "Remove" button.  (If more then one version shows up in the list (e.g. the original and an update version) be sure to remove them all).

5. Choose 'Automatic' as the uninstall method if prompted.

6. Go through the uninstall wizard until you get to finish.

7. Close the add/remove programs icon and close control panel.

 

 

After EstiMate has been removed using Add/Remove Programs you will need to manually remove the left over components / folders.

  • First you'll need to navigate to "C:\Program Files" and delete the "EstiMate" folder.
  • Next you'll need to navigate to "C:\Program Files\Common Files", and delete the folder called "Borland Shared".
  • Last you'll need to navigate to "C:\Windows\System32" and delete the file called "BDEADMIN".

 

Once you have those 2 folders and 1 file deleted you'll need to delete the registry entries.  NOTE:  If you also have EstiMate 2 installed on your computer DO NOT use the following instructions to delete registry entries as the EstiMate 1 and 2 entries are "tied" together, and deleting these entries will render your EstiMate 2 unusable.  Please contact EstiMate Software further assistance.

Also be aware that modifying you Windows registry in any way other than what is outlined in these instructions can cause Windows to become unstable and/or unusable.  If you have never made changes to the Windows registry before you should make a backup of the registry as a precaution before you continue.  More information on how to backup the Windows Registry, and how to modify it can be found here:

http://support.microsoft.com/kb/322756

http://support.microsoft.com/kb/136393

 

You the user assume all risk associated with modifying the Windows Registry.

 

  • To begin click on your Windows "Start" button, and select "Run".
  • When the "Run" window comes up type "regedit" (w/o the quotes) into the "Open" field, and press "Enter".
  • When the Registry Editor comes up click on the "+" next to "HKEY_CURRENT_USER" > "Software", and then right click on the folder called "Borland", and select DELETE, and then right click on the folder called "EstiMate" and select DELETE.  Once you've deleted those two folder click the "-" next to "Software", and then "HKEY_CURRENT_USER" to close up those folders.
  • Next click the "+" next to "HKEY_LOCAL_MACHINE" > "Software", and again delete the folders called "Borland", and "EstiMate".

 

 

That's it, EstiMate and it's components are now completely removed from you system.  If you were having issue with EstiMate 1, and that's why you needed to completely remove it you should reboot you computer now, and then you can reinstall EstiMate from this link once the computer is restarted.

http://www.estimatesoftware.com/estimate/download/files/CurrentVersion/eSetup-English.exe

 

Once you have EstiMate reinstalled you will need to call or email us with the "ISN" (Install Serial Number) that EstiMate generates, so that we can get you a new unlock key.  The Internet registration option in EstiMate 1 is no longer operational.  When the registration screen comes up you will need to click on the words "Register By Phone" to move to the next step.

 

 

4.202. How do I unlock Vendormate?

I have just downloaded Vendormate from your website, how do I unlock it to make it fully functional?

A Vendormate subscription must first be purchased. You can purchase by calling the sales desk at 888-304-3300 or direct 828-350-7683. When you obtain your Vendormate key, follow these steps to unlock:

1. Click the Your Subscription Information link.
2. Click the Enter Key button.
3. Enter your Vendormate key.
4. Press the verify button.

This will unlock the software and give you the capability to import ingredients into EstiMate.

4.203. How do I update the prices and markups on my materials?

I want to update the prices and also markups on my materials. What is the best way to go about it?

You can update the pricing for your materials in one of two ways: 1) they can
change the price for each vinyl/substrate/etc individually, or if you have
the Advanced Management Suite you can update the prices globally via the management menu. Two procedures folow, first changing cost and markups individually and 2nd updating costs and markups globally.

Updating Costs/Markups individually:

There are two ways to do this:
1. Click Edit Data Files > Ingredients > Substrates (for example). Highlight the substrate you want to edit and click the edit button at the bottom of the screen to edit the entry. Change your markup or other parameter as desired and click the green OK checkmark twice to return.

2. When in a quote, to change a cost or markup on an ingredient such as a vinyl or substrate click the book icon to the right of the dropdown list. For example if you wanted to change the markup on a substrate you would click the book icon to the right of the substrate dropdown box to enter the substrate database and then as above, highlight the entry you want to edit, click the edit button, change the markup, and click the green checkmark twice to return to the quote.

Updating costs/markups globally:

1. Click Management > Update costs globally. Select 'My markups' or ' My costs' from the What To Update screen, and uncheck any options items you do not wish to update, if any. Click the picture of the hand icon on the lower right of the screen to move forward.

2. Click the modify or set to option on the How Much to Update screen, and indicate the percentage you want to mark the item up or modify the existing percentage by. Click the right hand icon to move to the next screen.

3. Choose which items you want to mark up or click the 'check all' button to select all the items in the retail items database. Click the right hand icon to proceed.

4. Click the 'update now' button and yes on the 'are you sure' dialog that comes up. Click the 'OK' button on the dialog that tells you how many items were updated.

5. Click the green checkmark to close the Update Costs wizard, or alternately you may press the close button.

You have now successfully updated your markups to the desired percentage.

4.204. How do I use EstiMate on a laptop for quoting in the field?

We are using estimate in the office and have just bought a laptop for the field. Is there a way to have estimate on both computers? We would want to use estimate on the laptop for realtime quotes but the main files would be on the office computer.

The answer is yes. You can use EstiMate on both machines and do quoting in the field. The first step would be to purchase an additional station by calling the sales desk at 888-304-3300.

There are some considerations when doing field quoting.

1. When you bring the laptop back to the home office you will need to enter the estimates in manually into the office database. Restoring the data from the laptop into the office computer is NOT recommended at this time because the data will be overwritten. A merge function is being considered by development for a future release of the software, but for the time being this is a manual entry process.

4.205. How do I use EstiMate to accept payments?

My customer is paying for their signage over time and I need to accept payments, how do I do this in EstiMate?

Disclaimer: EstiMate is an Estimating and Job Management system and was not originally designed for accounting functions like taking payments. However due to customer request methods were created to "take payments" in EstiMate. The methods below should be seen as suggestions only and may not apply to all situations. EstiMate software, its agents, employees, and representatives assume no responsibility or liability whatsoever for any adverse outcomes you may experience through implementation of the instructions below. The instructions are provided on an "AS-IS" basis in courtesy to our customers.

Procedure summary:

There are three separate procedures that are needed depending on what sort of taxation is being done.

1. Procedure for accepting payments when all line items are taxable.
2. Procedure for accepting payments in a mixed taxable-non-taxable line item quote.
3. Procedure for accepting payments when all line items are non-taxable.

Preliminary steps (applies to ALL procedures).

Click Management > Configure EstiMate > Preferences. Change the minimum to take per order to zero and click the green OK checkmark.

Detailed instructions:

Procedure for accepting payments when all line items are taxable.

1. Click Open and select the job you want to take a payment on.
2. Click add item > free form. Input a description like "payment 1"; "customer payment" or other description of your choice.
3. Input the amount of the payment as a negative dollar figure i.e. -500.00.
Important: Make sure the tax box is checked then click the calculate total button and the green check mark to save and add to the job.

4. Repeat steps 1-3 as necessary until all payments have been applied.

---------------------------------------------------------------

Procedure for accepting payments in a mixed taxable-non-taxable line item quote.

The key to accepting payments when a quote has a mix of taxable and non taxable line items is to make one of the payments equal to the amount of the non taxable item(s).
When indicating the payment using free-form make sure the tax box is unchecked for that payment only.

Example: Lets say an estimator creates a quote that for a vinyl sign that includes the finished sign, posts, concrete and installation.
In this example the signs and, posts are all taxable items but the installation is non-taxable labor.
The total amount of the sign is $574.50 and the customer has an agreement with the sign shop to pay the balance due in 4 payments.

Solution: $159.47 for the first 3 payments and $65.00 for the 4th and final payment.

Procedure for payments 1-3:

1. Click Open and select the job you want to take a payment on.
2. Click add item > free form. Input a description like "payment 1"; "customer payment" or other description of your choice.
3. Input the amount of the payment as a negative dollar figure i.e. -159.47
Important: Make sure the tax box is checked then click the calculate total button and the green check mark to save and add to the job.

Procedure for 4th and final payment:

1. Click add item > free form. Input a description like "payment 4"; "final payment" or other description of your choice.
2. Input the amount of the payment as a negative dollar figure i.e. -65.00
Important: Make sure the tax box is un-checked then click the calculate total button and the green check mark to save and add to the job.

The key to taking payments in a mixed quote is to make one of the payments equal in dollar amount to the non-taxable item(s) on the quote and to uncheck the tax box
when taking that payment using the free-form plugin.

---------------------------------------------------------------

Procedure for accepting payments when all line items are non-taxable.

1. Click Open and select the job you want to take a payment on.
2. Click add item > free form. Input a description like "payment 1"; "customer payment" or other description of your choice.
3. Input the amount of the payment as a negative dollar figure i.e. -100.00.
Important: Make sure the tax box is un-checked then click the calculate total button and the green check mark to save and add to the job.
4. Repeat steps 1-3 as necessary until all payments have been applied.

---------------------------------------------------------------

Q & A:

Q: After I am done taking payments in EstiMate, can I then export my job into QuickBooks?

A: No, absolutely not. Quickbooks will not know what to do with the negative dollar amounts and may prevent you from importing the records. If you want to export your job to
QuickBooks, export it *before* taking payments in EstiMate and instead take the payments directly in QuickBooks.

Q: What reports can I run to tell me what accounts have been paid.

A: Two choices are available. (1) Print the work-in-progress report if you are using the job status to mark jobs "paid". (2) Mark jobs as completed and run the transactions by date report.

4.206. How do I use Screen Printed Garments for digital printing?

How do I translate elements of the screen printed garments plugin for use in a digital printing environment? I am especially concerned about the minutes per pull and flash time fields as well as adapting the inks database.

There are two elements of doing digital printing on garments that are analogous to the flash time and minutes per pull in screen printing. A.) The Time to make the print and B.) The time to apply it to the shirt. To address these factors, you can use the flash time and minutes per pull interchangeably. You may try entering the time to make the print in the flash time field and the time to apply it in the min. per pull field and visa versa in order to gage what works best and what delivers the best numbers. This is possible because what is really being addressed is production time, hence whether it is time to pull a screen or time to apply a digital print the production time for doing so is accounted for.

In the inks database you would manipulate the settings so the cost of the ?ink? comes out the same as a digital print.

In this manner the Screen Printed Garments plugin can be used to price digital printing on garments.

4.207. How do I view records once I have archived them?

I have archived some estimates and jobs and now want to review them. How do I do this?

To view archived estimates click the Archives button on EstiMate's main screen. Click the 'Explorer' menu option and click the plus sign to the left of the 'All Customers' entry. Click the plus sign next to the customer folder and then click on the estimate or job you wish to view.

You may want to click the print button to print out the estimate info or press the 'new job' or 'new estimate' button to put a copy of the record back in the open list.
Note: if choosing the latter option. The new record will have the same details as the archived one but will have a different number.

4.208. How I do I edit my work order form?

I want to know
how I do I edit my work order form or add some additional items to
it?

Answer: This involves making edits to line items on the Job screen and reprinting the work order with your changes. Click the 'Open' icon from EstiMate's main screen, and select the Job of your choice. If you want to add an item click add item and choose the item you want to add from the list. If you wish to edit an existing item on the job, simply highlight the item and click the edit item button. Make any changes necessary and click the green OK checkmark to return to the job screen. If you have comments you want to appear on the work order, click the production notes tab located in the upper right hand corner of the Job screen and enter your comments accordingly. Once you have completed your changes, click Print > Work Order and your changes will be reflected on the new work order.

4.209. How in EstiMate can my discount to only apply to specific line items?

When I choose a discount from the discount list it is being applied to the whole quote and I need to have my installs not included in the discount. What do I do?

There are two possibilities:

1. Include the discount as a free-form item with the amount as a negative dollar figure. Procedure:

1A. Click on the 'Add Item' button, and choose 'Free Form'.
For the description type in 'sign discount' or something similar.
1B. Enter the amount as a *Negative* dollar figure.
1C. Uncheck the tax box, press the calculate button and
Click the OK checkmark. The discount will appear on the estimate (or invoice, as the case may be).

TIP: It is best to create the discount line item right after the item to be discounted so the discount line will appear directly under the item you want the discount to apply to.

Caution: This procedure may not work well for users who are importing their finished jobs into QuickBooks. If you are using the QuickBooks link in EstiMate and have difficulty importing jobs with line item discounts then discontinue using the above technique and use the procedure listed in step 2 below for best results.

2. Make a separate estimate for the installs or whatever line items are not to be included in the discount. Make an additional estimate that includes only the items you want discounted and choose the discount from the discounts dropdown on the estimate screen.

4.210. Is there a faster way to click sales tax on and off?

I want to turn tax on or off for a number of line items. Can I do this without having to open each item one by one and recalculating them?

Yes, as of version 1.8. You simply right-click the item, then select 'toggle sales tax' from the pop-up menu that appears.

4.211. Is there any way to mark the finished job as 'invoiced'?

Is there any way to mark the finished job "invoiced" or "invoice printed"
to prevent an invoice from being printed & mailed twice or to aleviate any question as to whether or not the invoice has been picked up or sent?

A Job can only be marked "In Process" or "Completed". If you want to indicate that the job has been invoiced or "invoice printed" then on the job screen click the 'Production Notes (non-printing)' tab and indicate there that the job has been invoiced.

Of course with this system you will have to make a mental note or instruct your staff to check the production notes when you want to see that a job has been invoiced.

4.212. Moving The Data Folder To A Network Drive

I want to change the location in which my EstiMate data is stored. Is this possible?

Yes, you can, but several provisions must be followed and you must take some precautions in order not to introduce data corruption. The method for moving the data folder is twofold:

Step One: Relocate The Data Folder
1 Copy the EstiMate data folder (usually c:program filesestimatedata) to the location where you want it to reside, either on the local machine or on a network server. This example assumes you will keep the folder name 'Data'.

Step Two: Direct EstiMate where to find the data.
1. File > Network Setup.
2. Enter the full path to the data on the host machine. Example: \hostnamecprogram filesestimatedata. Alternatively you can click the 'Select...' link to open a find box and locate your data folder.
3. Click OK on the Network Setup screen.

Step Three: Take the following precaution in using EstiMate on a network.
1. Click Management->Configure EstiMate and click on the Preferences tab.
2. Check the box marked 'Perform a complete validation of data each time EstiMate shuts down.' This makes sure the data is carefully maintained in order to minimize the chance of corruption.

Remember that it is important for the server machine to be up and running each time you run EstiMate, or the software will complain mightily. :)

4.213. Test

Test

Entry Forthcoming.

4.214. Where do I add Printing/paper/toners/laminates/etc ?

For digital printing, where do I add new items - such as Electrostatic Printing/paper/toners/laminates/etc?

Through the digital databases; media = papers, inkjet inks = toners.

The wide format inkjet plugin is now available starting with EstiMate 1.94. Laminates now have their own database and can be entered by clicking Edit Data Files > Ingredients > Laminates.

Laminates can be selected from the laminates dropdown under the laminating and mounting tab in the wide format inkjet pricing plugin.

For those who are using the linear/square items plugin to price inkjet prints, the procedure is as follows:

Laminates are to be added as a separate entry in the linear - square items database and as a separate line item on the quote. Alternatively you could roll the lamanate charge into the unit cost of the finished print.

4.215. Where do I put the background complexity slider when doing a shaped sign?

How do you determine where to place the overall background complexity slider when doing shaped signs?

Watch the production time when using the complexity level slider when doing a sign that needs shaping. Make sure your production time is significant enough to account for the extra time you will spend shaping the sign.
NOTE: Make sure to set the complexity slider first in the process before selecting any vinyl's and their respective coverages so you can be sure you are seeing production time only for the background complexity.

4.216. Why is information I need not showing up in the estimate description field?

I used to have double sided signs be indicated on the estimate and now it doesn't show up in the description field. How do I get it back.

At the EstiMate main screen click:
Management>Configure EstiMate>Preferences.
Uncheck the simplify auto descriptions box.
Click the green check mark to OK the changes. EstiMate will now put in a full description.

4.217. Will EstiMate interface with my other programs like Access, Excel or Microsoft Word?

Will EstiMate interface with my other programs like Access, Excel or Microsoft Word?

Some functionality is available and EstiMate version 2 will have more interfacing options available. Starting with version 1.71 EstiMate now allows you to write a letter using MS Word. Additional functionality has been added in later versions as well, including the ability to print to a file in varous formats like excel or .pdf, import contacts from Act! Outlook and QuickBooks.

5. Technical Support Bulletins

5.1. Bulletin: Cannot load TePluginConfigurations error

EstiMate generates an error message "Cannot load TePluginConfigurations" or variants like "error retrieving object Tepluginconfigurations[]" and may also be accompanied by "table does not exist"; "index does not exist"; "cannot perform this operation on a closed data set".

Support Bulletin

It has come to our attention that some users experience an error that interferes with the operability of the program the error message comes up after upgrading the software and opening the program. The error "Cannot load TePluginConfigurations" may also be accompanied by "table does not exist"; "index does not exist"; "cannot perform this operation on a closed data set".

The solution to this error is as follows:

1. Shut down EstiMate

2. Open Windows Explorer, browse the EstiMate directory and open the data folder. NOTE: By default the data folder is located in C:\Program Files\EstiMate, however if you have moved the data file to a network drive or elsewhere on the computer or a remote host then you will need to seek out the data folder in that location.

3. Delete the following files:
ePC.zip (if available)
ePluginconfigurations.db
ePluginconfigurations.mb
ePluginconfigurations.px
ePluginconfigurations.val

***************************************************
* IMPORTANT: DO NOT, WE REPEAT, DO NOT DELETE ANY *
* OTHER FILES OTHER THAN THOSE LISTED ABOVE *
* BECAUSE DOING SO WILL CAUSE THE SOFTWARE TO *
* MALFUNCTION. *
* *************************************************

3. Close Windows Explorer and Restart EstiMate
4. You will need to Re-configure the settings for the various plugins, including market level, background paint transfer tape and other criteria. These can be accessed by clicking the plugin icon on the pricing screen itself.

Q & A

I am running a version previous to 1.94 does this affect me?

Answer: No.

Does everyone who is running EstiMate 1.94 and later experience this phenomena?

Answer: No. It seems to be a random occurance.

Is there a shortcut to this process?

Answer: Yes. After deleting the aforementioned files, if you backed up your data before upgrading you can restore it, close the program and re-open it. EstiMate will automatically re-generate the files and the problem wil be resolved. CAUTION: Restoring the data will overrite any existing data.

Keywords: Te Plugin Configuration
Tele plugin configure
Error retrieving object

5.2. Bulletin: Conflicting numbering systems between EstiMate and QuickBooks

Conflicting numbering systems between EstiMate and
QuickBooks.

EstiMate Support Bulletin

This support bulletin is directed towards users of EstiMate who are using the export transactions to QuickBooks feature of the software. If you are an EstiMate user who is not using the Export Transactions to QuickBooks feature you may disregard this notice.

This bulletin will address the export of jobs from EstiMate and their subsequent import into QuickBooks.

Topic 1.1 Conflicting Numbering Systems

It has come to our attention that there are conflicts in numbering sequences between internal QuickBooks numbering systems and the job numbers EstiMate exports. After a user Exports their jobs from EstiMate and then try to use QuickBooks again for internal billing purposes the next invoice the customer creates starts with the next number in the EstiMate sequence rather than the customers own internal numbering they previously setup in QuickBooks.

Solution:

1. Before importing in QuickBooks make a note of the next invoice number in the sequence.
2. In EstiMate run the export transactions to QuickBooks function and export the job(s).
3. In QuickBooks import the transactions from EstiMate and individually re-number them beginning with the invoice number you notated in step 1.
4. This will allow you to keep your own internal numbering system. To avoid tedium batch your jobs to be exported at the end of the day for example so the re-numbering can be done all at once.

This is a limitation in QuickBooks.

5.3. Bulletin: How do I update my software?

How do I update my copy of EstiMate so I have the latest version?

NOTE: BEFORE UPGRADING BACK UP YOUR DATA AS A PRECAUTION.
Backup instructions at http://www.estimatesoftware.com/estimate/support/kbase_detail.php?id=342
Upgrade Instructions:
1. Close EstiMate. Downoad the latest update from the pricingmadeeasy.com website. http://www.pricingmadeeasy.com/estimate/download/index.php and be sure to choose an easy-to-find location for the file like your computer desktop or the My Documents folder.
2. Double-Click on the file you downloaded. An upgrade wizard will appear.
3. Go thru the screens in the update wizard and install the upgrade.
4. Re-open EstiMate and proceed as normal.

Q and A
Q: I got an error message after downloading and double-clicking on the file that says "corrupt file" what do I do now.
A: It is likely the upgrade file got corrupted during the download process. Delete the file and download it again.
Q: Is my software automatically upgraded after downloading?
A: No. You must double-click on the file you downloaded and complete the upgrade process.
Q: Can I have EstiMate open while I am downloading the upgrade?
A: Yes, you can, HOWEVER when the download process is done you MUST close EstiMate before double-clicking on the file and beginning the upgrade wizard.
Q: I cant find my update file after downloading now what do I do now?
A: Search for the file on the computer using your computers automated search utility. Depending on the version of Windows you are running you may click Start > Search > Files and Folders -OR- Start > Find > Files or Folders. Search your entire computer (not just my documents or other sub folder) for "eUpdate" without the quotes. The upgrade will change names with each new release, but they will usually start with "eUpdate" and you should be able to easily find the file by searching on this string.
Q: If I don't like the upgrade am I stuck?
A: No, you can always downgrade. Simply insert your EstiMate program CD in the drive and re-install the software. EstiMate will revert back to whatever version is on the CD.
Q: How often should I upgrade?
A: As often as possible! It is always recommended that you have the latest version of the software to have all the latest enhancements and fixes and to improve software performance.
Q: I don't have internet access or my access is too slow can I get a copy on CD?
A: Yes. Contact EstiMate support to request a CD.

5.4. Bulletin: Importing Sales Tax Info into QuickBooks

When importing the records from EstiMate, QuickBooks places the sales tax into a new bank account instead of an ?Other Current Liability? sales tax payable account.

EstiMate Technical Support Bulletin

NOTE: The information outlined in this support bulletin is directed to those users of EstiMate who are using QuickBooks accounting software and the export functions of EstiMate. If you are using another accounting software package or are not using the export functions in EstiMate you may disregard this notice.

We have discovered a limitation in QuickBooks that affects the importing of sales tax information from EstiMate. When importing the records QuickBooks places the sales tax into a new bank account instead of an ?Other Current Liability? sales tax payable account.

Support for QuickBooks is beyond the scope of our support desk, but the following instructions are provided in the interest of assisting our customers. These instructions are in no way guaranteed and are all the instruction / support we will provide on this issue. WYSIWYG.

The following procedure is recommended to resolve the problem:

1. Open QuickBooks
2. On your keyboard press Ctrl-A to reach the chart of accounts.
3. Scroll approximately ¼ of the way down on the page to the ?Other Current Liability? section.
4. Find and identify the sales tax payable account.
5. Write down the name of the account paying close attention to upper and lowercase as well as any spaces between words.
6. Open EstiMate. Click Management > Configure EstiMate > Program information Tab. Examine the ?Local Tax Rate? description field located towards the lower right of the screen. The description must match exactly the sales tax payable account name from QuickBooks. If it does not exactly match then change the description in EstiMate to match the name you notated from QuickBooks, again making a careful attention to case and spaces between words.
7. Click the OK checkmark in EstiMate to save your changes.

This will insure that all future jobs that are exported will end up in the correct account.

QUESTIONS AND ANSWERS

Q: What about jobs that I have already imported?

A:
1.Open each invoice or cash sale individually that you have imported so far and drop down the tax box. Select the proper tax and save the record. Continue this process until all invoices have been corrected.

2. Press Ctrl-A and find the sales tax ?bank? account that QuickBooks created after importing. Make sure the balance is zero. Highlight the bogus bank account and press Ctrl-D to delete it.

This procedure will effectively eliminate the incorrect account that QuickBooks created after importing.

Q: What if the balance on the unwanted account is still not zero after completing step number one?

A: You will want to go through the invoices again to make sure one of the records was not overlooked.

5.5. Bulletin: Vendormate hangs when trying to update.

After opening Vendormate and clicking the button to download catalogs Vendormate presents a prompt saying that it must be upgraded. After pressing yes on the prompt it appears to be updating but never completes the process.

Some installations of Vendormate "hang" or do not complete the internal update process.

The solution is straighforward:
1. Close Vendormate.
2. Go to the website and download Vendormate directly. Currently the link is http://www.estimatesoftware.com/estimate/vendormate/download_vm.php
3. After the download is complete, double-click on the VMSetup icon to upgrade Vendormate.
4. Restart Vendormate and proceed as normal.

Q & A
I subscribed previously to Vendormate. Will I need a new subscription key after upgrading?
Answer: No.
Will uninstalling and reinstalling vendormate help?
Answer: It is unlikely that uninstalling/re-installing will help. It is recommended that you use the above method for best results.
I haven't subscribed to Vendormate yet I am just investigating it, how will doing the above process affect me?
Answer: It will allow you to continue to explore Vendormate, including download of vendor catalogs, and selection of items. You will not be able to import the items into EstiMate, however until you subscribe.

5.6. Why can't I get Help from this program?

When I try to access EstiMate's Help files I get a Windows error that says "The Help for this program was created in Windows Help format, which was used in previous versions of Windows and it is not supported in Windows Vista."

How can I get help with EstiMate if I can't access the help system?

Microsoft has used the Windows Help Program for years, but there has not been a major upgrade in years. Starting with Windows Vista­ Microsoft no longer includes the Help Program with the operating system.

If you are using Windows Vista as your OS, and you need to access EstiMate's Help Files you will need to download the Windows Help Program (WinHlp32.exe) from Microsoft's website.

Here is a link to the download page:

http://tinyurl.com/yvstvw

To complete the process follow the steps on Microsoft's web page to download and install the program.