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Using the Tools Tab in the Estimator

Learn how the Tools tab gives your team quick access to external websites, third-party services, and custom resources connected by your organization.

Article Introduction

The Tools tab provides a customizable space for resources your team uses during the sales process.

Your organization can connect external websites, third-party services, company pages, and other useful links. Each connected resource appears as a card that users can select directly from the Estimator.

What You Can Access

The resources available in the Tools tab are selected by your organization.

These may include:

  • Property research websites
  • Mapping services
  • Measurement or design-ordering tools
  • Industry resources
  • Custom links that support your organization’s workflow

Because the tab is customizable, the tools available can differ between organizations.

Opening a Connected Tool

Each connected resource appears as an individual card in the Tools tab.

Select the card for the resource you want to use. The connected website or service will open so you can continue working with that tool.

How It Looks in the Estimator

Tools