The Estimate View

Search Bar

Once you've got your project set up, you can search through the Means Data to locate the lines that will make up your estimate.

 

 

You have the ability to search on Line Number or by Keyword.

 

The Line Number search allows you to type in a partial or full 12 digit CSI Line Number.

 

The Description field will allow you to enter keywords such as "door" or "copper wire".

The Description field has an Advance option, allowing you to refine your search with operators like "and" and "or".

 

 

 

With the Advance option, you can refine your search to those results...

 

Try some of these searches:

OR search: Enter decorator or carved  in the description text box

Complex exclusion search: Enter "decorator" AND NOT "pine"  in the description text box

proximity (NEAR) search: Enter storm near residential in the description text box

Phrase search: Enter "storm and screen"  in the description text box

Exact Phrase search: Enter aluminum storm door in the description text box

 

Let’s say you want to search for “all aluminum or steel commercial doors in division 08”.

 

Enter 08 in the Line Number field and then enter aluminum or steel in the description text box then click search.

 

 

Related Topics

Estimate View Overview

The Search Tree

Locating Cost Lines

Adding & Removing Cost Lines

Modifying Estimate Preferences

Emailing an Estimate

Exporting an Estimate

Generate a Report