Log into your account
From the menu, choose Estimates
Select Add Estimate +
The Estimate Builder will open in a new tab
Complete information in order to set up your estimate, including attaching a Contact
Each estimate must be attached to a Contact AND a Project. If one or neither of those exist, you can create them using the + add new contact or + add new project button
While a contact and project are required, assigning a team member or using a template is optional
Next, click Continue and Build Estimate
Fill out each tab with the information you'd like to include in the estimate
Once you reach the Scope of Work page, you can create one or more Scope of Work Options for your estimate by adding items
Select a Quote Folder from the dropdown
Select a Template from the Select Quote dropdown
Click Finalize Quote
Finish inserting the information that is required
Click Next
Select the Branch that you would like to quote from
Select Next
Locate the item you would like to pull the Eagleview Measurements in for
Select the pencil icon next to the quantity that you would like to adjust
Under Choose Quantity Type, select Measured Qty
In the dropdown under Measurement Source, select Eagleview
.....
Select Exit in the top left corner
You will see the Scope of Work page
Select Use Material Quote
Finish the Estimate by adding in other items from your Price Book, adding other Scope of Work Options, and completing the rest of the tabs.
You can now send the Estimate to your customer with a material quote