Getting Started Online

Complete the New Company Registration form.

Verify your email address by clicking the link in email sent to you.

Login to Estimate Works Online.

The first time you visit the dashboard page you will be redirected to the Getting Started page for setting up default rates and settings.

It is recommended to add the defaults now (once only, the first time when just getting started).

You can overwrite many of these settings from inside Estimate Works for Word desktop afterwards by using the publish data buttons under the company information settings form. If you already have rates setup on the desktop you can skip the adding of the rates and publish them from the desktop.