Setup your ArcSite Takeoff and Estimation Environment

Overview

This course is designed to give you all the information you need to get your ArcSite account set up and working the way you want it. This process can be done very quickly and will provide you helpful lessons, videos, and visuals to help along the way. 

Once completed you will have a fully-built environment that you can use to create takeoff reports, quotes, and even full sales proposals through ArcSite. 

You are not the only one who can help during this process. It's often best to include office managers, operations managers, or others who can help with setting up some of the items. 

 

This course is broken down into a simple "Start to Finish" stepped workflow to set up your ArcSite environment.

Module 1: Products - Adding your product and services 

Module 2: Pricing - Defining pricing information 

Module 3: Outputs - Defining the output look and feel

Module 4: Takeoff & Estimate in Use

Module 5: Setting up accounts and defining access/ownership

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