AppliCad Globe Small Roof.Estimating

 

Help Files

Tutorials - Set User ID and Company Info

First use of the software requires you to set your unique User ID and then the Company Details that will appear on the quotation form. The User ID is emailed to you after you register and provides access to the quotations you generate. Without this being set to the correct ID, you will NOT be able to access your quotations/estimates.

Go to the File option on the pulldown menu and select Set User ID.

Type the number as emailed to you and select OK. Once you have done this, you do not need to go back to this option again.

 

The next step is to define the details of your company that you wish to appear at the head of the quotation/estimate. Go to Job-Info option and then select Your Company Details. You may setup as many as 10 different companies.

Define a new company record and select Add or select an existing company record, and select OK.

  • The Company Details screen for AppliCad. Define your own company here.

  • You are now ready to go to the next step, defining job details and modelling a roof shape.


    These tutorials will get you started - if you have a further question, please drop us a line - info@roofestimating.com