The EstiMate Software Blog » VideoThe EstiMate Software Blog https://www.estimatesoftware.com/blog Pricing & Business Advice Wed, 24 Apr 2013 13:36:38 +0000 en-US hourly 1 http://wordpress.org/?v=3.5.1 EstiMate 2011 Feature Of The Day: File Attachments (Video) https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-file-attachments-video/ https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-file-attachments-video/#comments Wed, 08 Sep 2010 17:26:02 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=951 Today I’d like to show you one of my favorite new features in EstiMate 2011 – File Attachments.

This Enterprise-level feature allows you to attach any file to customer records, vendor records, estimates, and jobs.

Now you can keep all the paperwork related to a specific client attached to their record in your database, or all the paperwork related to a specific job attached to the job itself.

Attachments to customers and vendors can be accessed through a customer’s or vendor’s record directly or on the customer dashboard.

Attachments to estimates and jobs can be accessed directly from that estimate or that job.


Have You Heard About EstiMate 2011?

If you don’t know about EstiMate 2011 yet, read the complete announcement here.

Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% off EstiMate 2011 from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed. Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-file-attachments-video/feed/ 0 EstiMate 2011 Feature Of The Day: Group And Ungroup Line Items (Video) https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-group-and-ungroup-line-items-video/ https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-group-and-ungroup-line-items-video/#comments Mon, 06 Sep 2010 21:01:58 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=943 In EstiMate 2, line item groups were introduced that allowed you to create groups of items that showed up as a single item on your estimate. This was really helpful, except for when you’d created a group item and wanted to “unroll” it onto your quote – or if you had items on your quote that you wanted to “group” after you’d created them.

In EstiMate 2011, you can group and ungroup items at will. Watch this video to see how!


Have You Heard About EstiMate 2011?

If you don’t know about EstiMate 2011 yet, read the complete announcement here.

Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% off EstiMate 2011 from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed. Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-group-and-ungroup-line-items-video/feed/ 3 EstiMate 2011: Customer Dashboard In Action (Video) https://www.estimatesoftware.com/blog/estimate-2011-customer-dashboard-in-action-video/ https://www.estimatesoftware.com/blog/estimate-2011-customer-dashboard-in-action-video/#comments Wed, 01 Sep 2010 15:55:30 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=932 When I first wrote about the new customer dashboard in EstiMate 2011, we got a flurry of requests for more information.

Today I’ve made a video that shows the Customer Dashboard in action for you, and some of the new features that are available with it, such as notes, file attachments, customer metrics, and the merging of customers and their histories.  This overview shows you how this insanely powerful new tool can give you laser-like focus on your work, your customers, and their value to your business.


Have You Heard About EstiMate 2011?

If you don’t know about EstiMate 2011 yet, read the complete announcement here.

Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% off EstiMate 2011 from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed. Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-customer-dashboard-in-action-video/feed/ 2 EstiMate 2011 Feature Of The Day: Service Version Of The Multi-User Server (Video) https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-service-version-of-the-multi-user-server/ https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-service-version-of-the-multi-user-server/#comments Wed, 01 Sep 2010 14:29:15 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=917 The Multi-User Server is the program that allows multiple copies of EstiMate to all connect to the data files on one machine.

Due to the fact that it is an actual Windows program that must be running in the background, someone always has to be logged into that machine for it to be running.  Not only is this a pain for the network administrator, who has to log in and start the server in the morning, but it’s also a security risk because that user has to remain logged in, reducing security to a password-protected screen saver.

With EstiMate 2011 we’ve written a Windows Service version of the server that, once installed, is “always on” and nobody has to be logged in for EstiMate users throughout the  network to connect to it.

This 2 minute video demonstrates the service version of the server.

The Service Version Of The Multi-User Server


Have You Heard About EstiMate 2011?

If you don’t know about EstiMate 2011 yet, read the complete announcement here.

Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% off EstiMate 2011 from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed. Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-service-version-of-the-multi-user-server/feed/ 0 EstiMate 2011 Feature Of The Day: Drop-Down Lists Sorted By Category (Video) https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-drop-down-lists-sorted-by-category-video/ https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-drop-down-lists-sorted-by-category-video/#comments Thu, 26 Aug 2010 15:12:21 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=890 We’ve gotten a lot of requests for sorting the drop-down lists by category inside the plugins themselves, and that’s been implemented in EstiMate 2011.

So now, instead of just looking through a huge list of items by name, you can fly down to the proper category and then select the item you are looking for.

Check out this 1.5 minute video to see how it works!


Have You Heard About EstiMate 2011?

If you don’t know about EstiMate 2011 yet, read the complete announcement here.

Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% on your first year with EstiMate from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed. Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-drop-down-lists-sorted-by-category-video/feed/ 4 EstiMate 2011 Feature Of The Day: Wide Format Material Waste Calculations (Video) https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-wide-format-material-waste-calculations-video/ https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-wide-format-material-waste-calculations-video/#comments Thu, 26 Aug 2010 06:00:58 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=866 With EstiMate 2011, the Wide Format Inkjet Plugin is getting some hardcore material waste calculation logic.

When we debuted the Flatbed Digital Printing plugin, one of it’s key features was material waste calculation, taken from art to science.  This is being introduced into the Wide Format Inkjet Plugin with EstiMate 2011.  Watch this 1.5 minute video to learn more!

If you don’t know about EstiMate 2011 yet, read the complete announcement here.


Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% on your first year with EstiMate from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed.  Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-wide-format-material-waste-calculations-video/feed/ 0 EstiMate 2011 Feature Of The Day: Find Transactions (Video) https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-find-transactions-video/ https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-find-transactions-video/#comments Wed, 25 Aug 2010 19:23:03 +0000 Mark Smith http://www.estimatesoftware.com/blog/?p=846 The new Find Transactions screen in EstiMate 2011 makes it quick and easy to find any existing transactions without having to hunt and peck through your “Open List.”

Watch this 2 1/2 minute video to learn more!


Pre-Release Sale Pricing

Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% on your first year with EstiMate from now until October 1, 2010.

Your Feedback Is Welcome

Please leave a comment about new features as we blog about them, and let us know what you like and don’t like about where EstiMate’s new feature set is headed.  Our goal is to make EstiMate the most robust pricing and shop management software the sign and graphics industry has ever seen.

]]> https://www.estimatesoftware.com/blog/estimate-2011-feature-of-the-day-find-transactions-video/feed/ 2