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 Online Training for Service Estimator

All online training is conducted using GoToMeeting®. The invitations are sent to allow the meeting to take place at these times, in your time zone and will adjust your Outlook calendar accordingly.




8:30 to 9:00 - Review the features and functions of Service Estimator*

  • Logging In. Console Controls, etc.

  • Using “System Options” for security preferences, establishing a database connection, data cleanup and global pricing updates.

  • Default estimate rates. How they are established and how to edit at the customer level?

9:00 to 10:00 - Contact Manager/Customer Manager; establishing a database of prospects

  • Import customer lists, add/edit customer records, create estimates, create proposals

  • Live Interaction - Creating a new estimate  

10:00 to 10:15 - 15-minute break


10:15 to 11:30 - Create New Estimate; generating a proposal, printing Reports

  • Live Interaction - Creating a new estimate (continued)

  • Add/edit proposal templates

  • Estimate Reports

  • Sales Activity Reports

Cost of this training is $95.00 per person. You can register up to 10 attendees.

Note: Because this is an interactive training, Service Estimator software must be installed on the computer of each person in attendance.

*Training is conducted using our sample company data.