Click on the Main Menu icon. It's a blue icon with three horizontal lines at the top left of the screen.
Then click Tools to see the options on the Tools Menu.
Click any option to select that function. Two options on the Tools Menu have an icon equivalent on the Tool Bar.
Tips: The table below summarizes options on the Tools Menu and lists shortcuts, icons and links to more information for each option.
Command | Icon | Description |
Area Cost Modifications |
 | Adjusts estimates in the costbook to the construction site. See Area Cost Modifications. |
Edit Customer Info |
 | Adds your customer’s name and address to estimates, bids and invoices. See Edit Customer Info. |
Edit Company Info |
| Adds your company name to estimates, bids and invoices. See Edit Company Info. |
Edit Job Info |
| Adds information about the job to estimates, bids and invoices. See Edit Job Info. |
Default Company Info |
| This company information is added automatically to every new estimate. See Default Company Info. |
Accounting Settings |
| Select the default program you use for writing invoices. See Accounting Settings. |