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OCC Estimator
Build and manage estimates using groups, line items, discounts, markup pricing, payment terms, and generating agreement and proposal documents.
Estimator FAQ
Troubleshooting
Getting Started With The Estimator
Estimator Display Preferences
Information Tab
Appointments Tab
Inspection Tab
Documents Tab
Measurements Tab
History Tab
Proposal Tab
Agreement Tab
Signatures Tab
Estimator Notifications
Estimates
- How to Apply Discounts in the OCC Estimator
- Understanding the structure of an Estimate
- Estimate Groups
- Creating an Estimate Template
- How to Delete an Estimate in OCC
- Creating Estimates and Managing Line Items Without Templates
- Duplicating an Estimate
- Creating an Estimate Using a Template
- Creating a Window Estimate using the Window-inator tool
- Using the Percent Markup Pricing on an Estimate