EasyEstimates Help Information

Introduction

EasyEstimates is designed to assist creative professionals and small businesses in providing cost estimates to potential clients through your web site.  Rather than spend time creating estimates for clients, EasyEstimates allows potential clients to create their own estimates based on criteria you define.

EasyEstimates is easy to customize for the services you offer and to match the look-and-feel of your Web site.  With a pricing plan already defined, EasyEstimates can reflect your price estimates in a matter of minutes.  EasyEstimates has many options regarding pricing models, discounts, taxes, sub-totals, totals, text explanations, help information, and even allows inclusion of custom graphics.
 

System Requirements

EasyEstimates is a Web-based product.  Your Web site must support php and MySQL.  JavaScript is also used within EasyEstimates and browsers must have JavaScript enabled. phpMyAdmin or similar MySQL administrative tool may also be needed for installation.

Installation

See Installation Instructions

Overview

EasyEstimates can support an unlimited number of Activities.  An Activity is a group of related cost items, such as a Wedding video with all the options available, a photo montage with the options available, creation of a Web site, etc.  From a Web perspective, a separate estimate will be created for each Activity, usually on a separate Web page.

Each Activity consists of separate detail lines and some Activity specific definitions.  The detail lines contain your pricing information and explanations about the pricing information.

While the Activity is being defined, you can preview the results at any time.

To speed the creation of an Activity, Activities are created either based on one of the supplied model Activities or a previously defined Activity.

To implement the Activity within a Web site, the minimum requirement is to include the a php web page (based on a sample provided).  EasyEstimates is designed to fit within existing Web designs and be customizable to fit most designs and color schemes.

Step-by-step tutorials Flash Player Required for some

EasyEstimates Quick Help

Introduction

Activity Selector

Activity Change

Detail Lines Help

Email Formatting and Templates

Preview Formatting and Templates

Activity Format

Activity Detail Line Change

Heading and Text Detail Line Change

Input Text Detail Line Change

Base Cost, Divide, or Straight Line Cost Detail Line Change

Block Pricing, Checkboxes, Radio Button, Multiple Selects Detail Line Change

Volume, Graduated, Range Lookup, and Block + Straight Line Detail Line Change

Image Detail Line Change

Tax Rate Detail Line Change

Discounts Detail Line Change

Range Select Detail Line Change

Block Select Detail Line Change

Look-up Table Part 1

Look-up Table Part 2

Sub-totals/Totals Detail Line Change

Line Choice

Limit Selections Part #1

Limit Selections Part #2

Input Date

Total to Input

Floating Line (used to display totals at the top)

New Detail Line

New Detail Line Picker

Image Manager

Message Manager

Using PayPal with EasyEstimates

Customer Estimates List

Customer Estimates Detail

Installation Tutorial

Configuration Parameters

EasyEstimates for languages other than English

Database backup and restore

 

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