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OCC Estimator WebApp Tool
Manage the entire estimate-to-signature workflow: capture customer details, run inspections, take measurements, build estimates, and send proposals and agreements for signature.
Estimator FAQ
- Why Doesn’t the Markup or Discount Match the Estimate Total?
- Can I View a Report of All Documents Sent for Signature and Their Status?
- Can I Resend an Agreement to a Different Email Address?
- What Should I Do If an Email Hard Bounces?
- Price List Warning on an Estimate - Estimate Not Showing Updated Prices
- Why Is a Document Showing Twice in a Proposal or Agreement?
- How Do I Remove a Job Document or Resource from a Proposal and Agreement?
- Why does detailed pricing not show up on my Proposal or Agreement?
- Why Am I Seeing “Document Didn’t Contain Any Fields” When Sending for Signature?
- Common Examples of Individual Documents Sent out for Signature
- Why Can’t I Complete My Inspection?
- Why am I having an issue when uploading photos
- Can I Screen Share from an iPad?
- Understanding and Obtaining the Product Sheets (Estimate Product CSV)
Troubleshooting
Getting Started With The Estimator
Estimator Display Preferences
Information Tab
Appointments Tab
Presentations Tab
Photos Tab
Inspection Tab
Documents Tab
Measurements Tab
Tools Tab
Notes Tab
Proposal Tab
Agreement Tab
- Send an Agreement for Signature in the Estimator
- Preparing an Agreement for Signature in the Estimator
- Completing Required and Optional Agreement Fields in OCC
- Adding Job Documents and Resources to a Customer Agreement
- Signing an Agreement Onscreen in the Estimator
- Reviewing Agreement Status and Signing Progress in OCC
- Voiding an Agreement