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Set Up a New Company

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After installing Service Estimator, you need to create your own company database and tell your computer which data file to use to run the program.

 

Follow these steps:

 

Login to Service Estimator the first time as administrator. The Level 1 Administrator Password is required.

 

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Service Estimator will most likely start in the sample company  that we have provided for you to use as practice to get familiar with the software. The logged in user (admin) and the open company (Acme Industrial Services, Inc.) are indicated in the lower left hand corner of the console. To create a new company database, do the following:

 

1. Run Service Estimator and from the console click "System Options". Note: The System Options window is protected with a password. You MUST have the Level 1 Administrator password to enter System Options

 

 

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Enter your administrator password and click "OK"

 

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2. When the System Options window opens, click the "Create New" button.

 

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The following dialog box will open.

 

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3. Enter the name of your new company file (i.e. TECHMECH) in the File Name text box and click the "Save" button

 

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The following message box will indicate a successful connection to the new database.

 

Successful Data Connection

 

After clicking OK you will be prompted run the setup wizard for your new company data file.

 

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Clicking 'Yes' will prompt you to complete the Setup Wizard. Click 'Next' on each succeeding form and enter the appropriate data on each until you have finished setting up the initial data for your new company.

 

Welcome Screen

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New Employee Record

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Enter the names and pertinent data of all the employees that will have access to Service Estimator. Note: First Name and Last Name is required to establish a username.This will also serve to identify the estimator on each new proposal that is generated.

 

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Default Estimate Rates

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Note: The numbers used here are examples ONLY and not intended to be interpreted as any standard. Please read the guide for Establishing Default Estimate Rates

 

 

Systems Options - New Current Company Data Path

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At this point you can import your customers and vendors. However, your spreadsheet must conform to the design and field headers in the templates we have provided.

 

Default Proposal Contacts

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Enter the market "Area Served" and the names and phone numbers of the employees that will serve as contact points for your customers.

Note: Primary and Secondary Technician fields are typically left blank and used only as required when printing a final proposal.

 

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Setup Complete

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When you click the Finish button, the Login window will open. Login as administrator. The Level 1 Administrator password is required.

 

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When the program starts the logged in user (admin) and the open company (Technical Mechanical Services, Inc.) are indicated in the lower left hand corner of the console.

 

Console

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After successful login, click Business Options from the console to complete setup of your new company database.

 

Business Options

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If you wish to have your logo appear on all of your reports, locate the image file by clicking the Browse folder on the Business Options form, which will open a Windows dialog box for you to search for the image file. You can also upload your image to C:\Service Estimator\Images\. This file can be .bmp or .jpg and must be properly sized to fit on the various reports.

 

Click the "Browse folder" icon to open the "Images" files, select your logo and click "Open".

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You can personalize the way you use Service Estimator by selecting various options that are available. Below is a description of the options and what they do. You can also mouse over any of the items and Quick Help will display a description of each items function.

 

General Settings

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Skip Splash Screen - Check this option to avoid seeing the splash screen every time Service Estimator starts

 

Start in Customer Manager - Check this option if you would like Service Estimator to display the Customer Manager screen each time it starts instead of the Console.

 

Show Tasks on Start up - Check this option if you want the Reminders to pop up each time you start Service Estimator

 

Force 'Caps Lock' on start up - If your personal preference is to type in CAPS then check this box to assure it is available while you are using Service Estimator. However, you must note that login usernames and passwords are case sensitive. So if Caps Lock is enabled and your username and password contain any lower case letters, you will get an error when you try to log in.

 

Estimate Settings

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Calculate selected plan cost only - Service Estimator displays the estimate calculations for all five agreement types on both the Customer Manager and Jobs Manager screens. Check this box if you only want to display the calculation for your predominant agreement type.

 

Company Logo on reports - If you have selected a logo in the Company Information tab you must check this box if you want that logo to appear on all of your reports

 

User-defined estimate ID - Service Estimator automatically generates estimate numbers when you create a new estimate. Check this box if you prefer to use your own naming convention for Estimate ID numbers. These numbers can be alpha-numeric.

 

Calculate estimates only when user requests - Check this box if you prefer to calculate your estimates only after you have entered all of the equipment for a job site. Otherwise, Service Estimator calculates each piece of equipment as it is entered. Sometimes this can be a lengthy process if you are entering a lot of equipment in an estimate.