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Login - You will receive One of these two emails from our Support team when your company is created in CostCertified
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Pipeline - Its a simple CRM where everything starts, you can find it in the top left corner by clicking on the Rubik’s Cube Icon :
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The Rubik’s Cube Icon will take you to our Main Menu which give you access to everything CostCertified has to offer with a search bar. |
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Make sure you click on the category before searching for an assembly or item. |
Estimate Tab - Basics
How to bring in an item or assembly from Your item library or other categories?
Click on Add item to this quote
Click on one of the categories
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Then search for what you are looking for in the search bar, in the top left corner
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Choose your item or assembly and add it to your estimate
How to create an item or assembly
How to adjust price on an item or assembly
How to save your progress
Preview Tab at a glance
Once you have added your items and assemblies to the estimate click on the Preview tab to see what your estimate looks like from your client’s perspective :
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Here is how to modify and edit what your client sees :
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(Number 1 ) You can choose between the Preview Templates that are prebuilt for you.
(Number 2) You can edit the Preview Templates you choose and access Presentation settings
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In Presentation settings you can find many more features that strictly relate to what you client is allowed to see. Example : Show itemized pricing, add cover letter, attach files, etc. |
(Number 3) CostCertified offers a lot of tools to involve your client in the estimating to increase your chances of getting the job. If you do not want your clients to adjust your estimate by interacting with those tools, turn Allow clients to make upgrades/modifications OFF.
Send Tab
By clicking on the Send Tab on the left side
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you can…
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