Setup Desktop and Online Synchronization

Connecting Estimate Works Online and Estimate Works for Word V7

Note: Before setting up connection settings for Estimate Works Online and Estimate Works for Word you must have already activated your copy of Estimate Works for Word (Settings > Set Company Information). You will need to restart the program before proceeding after registration.

Download and install Estimate Works V7.

Register Estimate Works V7 and restart the program.

After registering Estimate Works for Word and restarting the software you will be prompted for a User Name and Password.

Select "Administrator" and the default password is "paint". Use this account to setup your users and online connection settings. Change the password for Administrator and make a note of it.

Paste the Server Info and your Company ID into the fields on the Online Sync tab of the company information form.

From the Settings menu click Set Employees. Create a user account for yourself that will match the one online and set as Administrator.