EstiMate Knowledge Base / FAQ

HomeEstiMate 2011InstallationInstalling EstiMate 2011 As A Trial While Continuing To Use EstiMate 2

1.5. Installing EstiMate 2011 As A Trial While Continuing To Use EstiMate 2

EstiMate 2011 will play nicely with EstiMate 2 on the same computer, as long as you install this way.

These instructions apply regardless of whether you are currently running EstiMate 2 on a single computer, or networked through the Multi-User Server.

Your EstiMate 2011 Trial will be on a single computer.

Step 1: Get a serial number

If you haven't already gotten a serial number, visit our free trial page and request a serial number now. It will take about 2 minutes to deliver by email.

Step 2: Download and install EstiMate 2011

Here's the download link:

EstiMate 2011 Installer

After you install EstiMate 2011, go ahead and fire it up. EstiMate 2011 will walk you through entering your serial number and some basic registration information.

During registration, fill out the fields carefully - this is how your copy of EstiMate will be licensed, and how your company information will print on your quotes.

Step 3: If you are running EstiMate 2 as a single user on the same computer

If you are not running EstiMate 2 on this computer as a single user, skip to step 4. Otherwise... you will see the following message pop up.

You want to click CANCEL to start fresh with a new EstiMate 2011 database, rather than upgrading your version 2 database.

Step 4: Create your default database

Click OK to set up your database. EstiMate will create a database with all the basic materials and info to get you started.

Step 5: EstiMate's Welcome Wizard will appear, prompting you to set up some default values.

Do not skip this! There are only 2 pages and they are important.

Step 6: Enter your hourly rates.

Your hourly rates are a very important part of how EstiMate determines proper pricing for your shop. If you want to take a little more time to set them up, you can click the "Hourly Rate Wizard" link to set your hourly rates properly. This is highly recommended.

Step 7: Enter Your Sales Taxes

If you do not charge sales tax, you can click Finish now. Otherwise enter all the sales taxes you charge locally and then hit "Finish."

If you want to use your EstiMate 2 data to test drive 2011:

That's easy! After going through the steps above, get into EstiMate 2 and do a backup of your database by clicking Configure & Manage > Backup/Restore Data Files.

Once you have the ZIP backup from EstiMate 2, you can switch over to EstiMate 2011 and restore it. EstiMate 2011 will then upgrade the data and you can use it in EstiMate 2011.

Happy pricing!

This page was: Helpful | Not Helpful