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Estimate Automation


1. If you have not selected a foundation for the estimate automation yet, you should do that, then close the automation, and go back in to make sure default values are set correctly.

2. There is quite a bit of information in this part, as you can see the various tabs at the top.

3. You should fill out everything in the automation, and then click generate items at the top.

4. For a list of items generated, and what they are based on, click here: Items Generated.