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  1. SiteCapture
  2. Portal Admin Guide
  3. Managing Estimates and Scopes

Managing Estimates and Scopes

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  • Adding, Editing & Deleting Services
  • How to populate the Services database using a csv spreadsheet
  • Importing Services
  • Updating Services via Import
  • Adding Service Markets & Categories
  • How to add Material and Labor Service Cost Fields
  • Dynamically Generate Priced Line Items by Category
  • Markup Percentage on Project Cost Totals
  • Exporting Services
  • Manage Line Items
  • Manage Line Items - Report Columns