This is a step-by-step guide for everyone who has recently started working with the CUBE Estimating module. In the next section we will cover the necessary steps on how to put an estimate together.  The following steps are:

1. How to access the estimating module.
2. How to open a new Estimate.
3. How to edit, add and delete systems in an estimate.
4. How to add expenses.
5. How to modify an estimate sale price.
6. How to generate a scope of work.
7. How to print reports.

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Step-1: How to access the estimating module.

In this video access the estimating module in CUBE. The estimating module is where you will be able to find your company’s estimate list as well as creating new estimates.

Step-2: How to open a new Estimate

In this video you will learn how to open a new estimate. How to associate an estimate with a CRM entry. How to select a system from multiple template projects.

Step-3: How to edit, add and delete systems in an estimate

In this video you will learn how to add and delete systems from within an estimate.

Step-4: How to add expenses

In this video you will learn how to add expenses, such as hotel, parking, mileage to an estimate.

Step-5: How to modify an estimate sale price

In this video you will learn how to review the estimated price and how to make changes to the profit margin, overhead cost, freight cost, warranty cost.

Step-6: How to generate a scope of work

In this video you will learn how to generate scope of work letters.

Step-7: How to print reports

In this video you will learn how to print the estimate reports

Additional Training Resources

Welcome to CUBE University

What to Know

How to Get Help

Localizing your Settings

Thank You!