CostCertified Fundamental Skills

These pages are meant to give you an overall understanding of how to use CostCertified. There are additional pages with more advanced functions explained.

• Glossary of Terms

• Creating a New Client

• Creating a New Proposal

  • Adding Items to Your Proposal

  • Saving Proposals

  • Preview the Client View of the Proposal

  • Sending the Proposal

• Creating New Items and Assemblies

  • Saving Items and Assemblies

  • Advanced Pricing Types

    • Selection Pricing

    • Fee Items

• Linking Dimensions

• Importing Tools

  • Client Importing Guide

  • Vendor Importing Guide

  • Item Importing Guide

    • Item Import Types

• Budget Page