What is the best way to store my estimates so I don’t get confused?
We recommend that you set up a folder system to organize your pictures. Start by clicking on “My Computer” and then click on your “C” drive. This will bring up a window that shows all of the folders and files in the root directory of your “C” drive. Point to an open area within this window and right click to bring up a menu of options. Click on “New” and then “Folder”. This will create a new folder that you can name as “customers”. Now click on the “customers” folder and follow the same procedure to create a folder for each of your customers. You can use their name or street address as the folder names. Within each of these folders store your copies of your estimate files that are generated from reports window. We recommend that you save all three files for each customer: QUOTE.RTF (contains customer quote), DRAWING.RTF (contains shop drawing and dimension information) and SUMMARY.RTF (contains all the factors that went into the calculation plus all of the results that were calculated
