National Estimator Quick Start | Converting Estimates with Job Cost Wizard

Converting Estimates with Job Cost Wizard

Use Job Cost Wizard to:

• Convert estimates into bids and invoices you can send to a client, and,
• Export to QuickBooks where you can track job costs, receivables, payables, create payrolls and print financial reports.

Opening an Estimate in Job Cost Wizard

To view your completed estimate in Job Cost Wizard, either:

• Click on File, Click on Send Estimate to JCW, or
• Hold the Ctrl key down and tap J.

Send the estimate to Job Cost Wizard

You can also start Job Cost Wizard by clicking on the Job Cost Wizard icon in the Construction Estimating program group. Then click on the name of the estimate you want to open. The Company Information dialog box will open the first time you use Job Cost Wizard. Type your company name and address. This will appear at the top of every estimate and invoice. When you’ve filled in information about your company, click on OK and your estimate will open in Job Cost Wizard.

To change any of the information about your company:

• Click on Options,
• Click on Your Company Info,
• Type the changes needed and click OK.
  Fill in information about your company.

Zoom, Scroll and Turn Pages
If the estimate doesn't fit your screen, set the percentage of zoom. For 640x480 resolution, type 81% in the zoom window and press .

Click and drag the vertical slide bar at the right of your screen to scroll down the page. Turn pages by clicking on the Previous Page or Next Page buttons.