User Preferences: Estimate

2 min read

Objective: In this video and/or step by step walkthrough, you’ll learn about the available user preferences on the estimate screen

User Preferences – Estimate

Next to your login first and last name, left click the down arrow

Then, select My Preferences

User Preferences Screen

This video focuses specifically on the User Preferences screen for the Estimate section

Left click on the word Estimate to minimize or expand the tools (please see video for demonstration)

Auto Save Every Duration

This tool allows you to set the duration in which Auto Save takes effect.

Click in the box under Auto Save Every

Backspace and type in a value

Font Size

This setting allows you to change the size of the font of your data on your estimate screen. By default, it will be set to medium

Click on Large to select

Click on Save Preferences

Estimate Screen – Auto Save Every & Font Size

From a current bid on your Build Screen, you can view the effects of the Auto Save Every & Font Size changes you made

Left click on the settings icon at the top, right-hand side of your screen

From here, you can see that Auto Save Every has been changed to 60 seconds and the Font Size has been changed to large per our preferences