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OCC Estimator
Everything you need to use the OCC Estimator with your customers, from building and pricing estimates to presenting options and closing the sale.
Estimates FAQ & Troubleshooting
- Estimate lines are colored red - I get a message: "Cannot Save: Error Detected"
- Price List Warning on an Estimate - Estimate Not Showing Updated Prices
- Why Can’t I Find a Product I Recently Added to My Price List?
- Why Am I Seeing Login Errors Like “Invalid Password” or “User Blocked”?
- Why am I having an issue when uploading photos
- Clearing Cache in Google Chrome
- Clearing Safari Cache
- Clearing Cache in Microsoft Edge (Chromium)
- Scribble displays blank page after clicking "Let's Go"
Basic Estimator Functionality
Estimates
- How do I navigate and explore an estimate in OCC?
- Understanding an Estimate Structure
- Understanding Options in One Click Contractor
- Estimate Validations - Why can't I save my line item, and why is it red?
- How do I create a new estimate and save it?
- How do I use tabs and groups to organize an estimate?
- How to Duplicate an Estimate in the Estimator
- How to Delete an Estimate in OCC
- How do I duplicate an estimate?
- How do I add a line item to an estimate?
- How do I edit a line item on an estimate?
- Understanding Estimate Groups in the Estimator
- Creating a Window Estimate using the Window-inator tool
- Why does my estimate say the price list is not current, and why can't I save it as a template?
- Understanding Documents in the Estimator Tab
Templates
Discounts & Taxes
Markup & Markup Slider
Payments & Payment Terms
- How do I add payment terms to an estimate?
- How to Use the Payment Estimator
- How do I apply milestone payment terms to a job?
- One Click Payments - How to Issue a Refund
- How to send a Payment Request from an Agreement - One Click Payment
- Understanding Onscreen, Email/Text, and Save Method Payment Options - One Click Payments
- One Click Payments - How to Respond to a Chargeback
Price Behavior
Documents & Job Resources
Agreements
My Account Settings
Notifications
Customer Details & Settings
Sales Presentations
Price Presentation
Signature Requests
- Why Am I Seeing “Document Didn’t Contain Any Fields” When Sending for Signature?
- Common Examples of Individual Documents Sent out for Signature
- Editing or Filling Documents with the Magic Wand
- Signed History Reports
- Adding Job Docs or Resources to Proposals or Agreements
- Creating a Signable Document in the Estimator