foundation estimating

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MUG Webinar: eCRM and FormDesigner

Stephanie Groth from EFI joins us for the September MUG webinar. This month's focus is on eCRM and the new FormDesigner. Stephanie is going to go over both the eCRM to Foundation Estimating and the eCRM to iQuote workflows; showing us how an initial estimate request is processed all the way through to when the job is ready for the production floor. She will also be going over the new FormDesigner that was released in Suite 7.0.

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September 23, 2020
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MUG Webinar: Monarch Foundation Pricing Categories and Structures

Join Rick Krahulac (EFI Senior Consultant) for the May MUG webinar where he will go over the various pricing structures in Foundation. He will be looking at the Price Detail and Letter of Quote in the Estimating module, as well as the Job Pricing and Commission Data breakdowns.

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May 27, 2020
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MUG Webinar: Estimating New Features

The June 2016 MUG Webinar is now available for MUG members to view. The webinar this month is covering new features in the Estimating module, including pricing categories and variable mark-ups of materials.

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June 1, 2016