Learning how to create my first estimate

Desiree's Avatar

Desiree

27 Nov, 2017 03:18 PM

Is there anyway you can walk me through beginning a new estimate using this software?

  1. Support Staff 1 Posted by Doug on 27 Nov, 2017 03:38 PM

    Doug's Avatar

    Hello Desiree,

    We would be happy to get you started using Simsol. We have a series of video tutorials and a Getting Started PDF that are located on your MySimsol Account (my.simsol.com). I suggest looking over these to get started.

    The first step to creating a claim in Simsol is to create a Drawer to house the claims. Click the 'New' Button from the Home Tab's Drawer section. On the left, give the Drawer a name and click 'Done' in the top right. You now have a drawer to create claims in. To create a claim click the 'New' Button in the Home Tab's Claim section. This will pull up the Claim Wizard and get you started on creating an estimate in Simsol. Please let us know if you have any more questions!

    Getting Started PDF: http://simsol.com/download/docs/Simsol-Quick_Start_Tutorial.pdf

    Getting Started With Simsol (Video): http://www.youtube.com/watch?v=4G2O6s3MRO8

    Tutorials Page: https://my.simsol.com/tutorials/

    Regards,
    Doug G.
    Simsol Tech Support
    (800)447-4676


    IT IS YOUR RESPONSIBILITY TO RESEARCH THE ACCURACY, COMPLETENESS, AND USEFULNESS OF ALL OPINIONS, SERVICES, AND OTHER INFORMATION FOUND ON THESE SITES. SIMSOL ASSUMES NO RESPONSIBILITY OR LIABILITY FOR ANY CONSEQUENCE RESULTING DIRECTLY OR INDIRECTLY FOR ANY ACTION OR INACTION YOU TAKE BASED ON OR MADE IN RELIANCE ON THE INFORMATION, SERVICES, OR MATERIAL ON ANY OF SIMSOL WEBSITES OR RESOURCES.

  2. Chelsea closed this discussion on 28 Nov, 2017 02:55 PM.

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