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OCC Estimator WebApp Tool
Build and manage estimates using groups, line items, discounts, markup pricing, payment terms, and generating agreement and proposal documents.
Estimator FAQ
- How to Move Line Items in an Estimate
- When do I need to Rebuild an Estimate Template?
- Common Examples of Individual Documents Sent out for Signature
- Why Am I Seeing “Document Didn’t Contain Any Fields” When Sending for Signature?
- Why Can’t I Complete My Inspection?
- Why won’t a validation clear in my estimate?
- Why am I having an issue when uploading photos
- Understanding and Obtaining the Cost Sheets (Estimate Cost CSV)
- Can I Screen Share from an iPad?
- Why does detailed pricing not show up on my Proposal or Agreement?
- Price List Warning on an Estimate - Estimate Not Showing Updated Prices
Troubleshooting
Getting Started With The Estimator
Estimator Display Preferences
Information Tab
Appointments Tab
Photos Tab
Inspection Tab
Documents Tab
Measurements Tab
History Tab
Proposal Tab
Agreement Tab
Signatures Tab
Estimator Notifications
Estimates
- How to Edit an Estimate Template in the Estimator
- How to Apply a Template to an Estimate
- Template Structure
- Understanding Estimate Templates
- Understanding Validations in the Estimator
- How to Apply Discounts in the OCC Estimator
- Estimate Groups
- How to Delete an Estimate in OCC
- Creating Estimates and Managing Line Items
- 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