Each database can contain a unique list of Estimators
who will be working in a specific database. Having
an Estimator in one database does
not necessarily mean that Estimator will
be included in other databases. Including Estimators at the database level can
save you time when working in bids by allowing you to pull from a list
that has all of the Estimator's information.
You will also need to have all of your employees entered as Estimators
if you use eQuote
or Require Logins.
To add an Estimator, from the Master menu, click Estimators. The Estimator List (Master) dialog appears.
Click 
and type in the Estimator's
name in the blank cell that appears. The Login Name defaults to initials, but
can be changed to whatever you choose.
Once you have added the estimator, you can set Access Levels for the Estimator. An Estimator’s access to a database is controlled by logging in with a password at the splash screen when Quick Bid is first opened. Access is divided into five areas of the program: Master Items, Other’s Bids, Bid Lists, Master and Payroll Classes. Each area may be assigned a level of access: Full Access, No Access or Read–Only Access.
See Setting Access Levels for more information on creating and setting Access Levels.
Provide an e-mail address for this Estimator. This is required for sending eQuotes.
Click 
to exit the dialog.