Customizing Residential Estimator

The Customize option in the Tools menu allows you to customize the Residential Estimator, as described in step 2 below. To customize Residential Estimator:

Select Customize option in the Tools menu (this option is only available if you do not currently have an estimate open).
Residential Estimator displays the customization screens, accessed using the following tabs:
- General Information:
  - Set Custom Names for the General Information screen fields
  - Set New Estimate Values that automatically display on the General Information screen for each new estimate.
- Cost Adjustments: Set New Estimate Values that automatically display on the Cost Adjustments screen for each new estimate.
- Calculations: Set Calculation Default Values for certain items that are always used in the calculations.
- Reports: Define the format of reports, including what general information to print at the top of the report, the report margins and page length.

When you have completed the customization, close the Customization screens by clicking Close. If you made changes and have not saved them, Residential Estimator displays the message "Do you want to save the customization changes?"

Click one of the following buttons in response to this:

Yes to save the changes and close the Customization screens.

No to discard the changes and close the Customization screens.

Cancel to cancel the close and return to the Customization screens.