eConverge Getting Started

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Welcome to E Converge.

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We're excited to have you join us.

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In this video, we'll guide you step by step through everything you need to quickly get set up and start working efficiently.

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First, let's personalize your experience.

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Enter your name, job title, and select the role that best fits your position.

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You can choose from our default profile images or upload your own to make your workspace uniquely yours.

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Next, before diving in, please review and agree to our End User Customer Subscription agreement.

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Once completed, you'll be ready to jump in.

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After onboarding, you'll land in your main workspace specifically designed to streamline your estimating workflow.

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Navigation Panel.

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Consider this your digital work truck, ready to transport you quickly and seamlessly between your organization portfolios, folders, jobs, and estimates workspace.

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This is your primary job site, the hub where all the detailed actions happen.

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Here you can effortlessly manage, create, edit, and customize your Jobs and estimates tool belt.

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This expandable toolbox enhances productivity and collaboration, providing easy ways to submit feedback and help us continually improve your experience.

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Let's begin at your organization page.

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Start by adding a portfolio for the year, followed by a folder to organize your jobs efficiently.

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Now you'll experience the full power of E Converge.

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Click Add Job to create a new job for organizing your estimates.

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Name your job, then select from the default contract and total group options provided by your admin.

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You can also choose different contracts and total groups, if available, each filled with preset totals for customizable job summaries.

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You can also create a job using our Advanced mode, covered in another video.

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Once your contract and total group selections are finalized, click Create Job.

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Your job is created in the background, complete with the totals provided by your admin.

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Based on your chosen settings.

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You're now ready to work with your new job.

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Just click it from the navigation panel.

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Personalize your job by hovering over the default image and clicking the Green Plus button to add your own images, making your job distinctive.

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At the bottom, you'll see sections for Estimates and Totals.

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Some totals will already be present, aligned with your selected total group.

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You can edit these existing totals or add new ones to suit your specific needs.

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For now, we'll use the admin provided totals and proceed to the Estimates tab.

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Create your first estimate by clicking Add Estimate.

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Navigate into the estimate to further personalize it with images.

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Now it's time to start building your estimate.

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Go down to the Cost Items section and click My Cost Book.

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Navigate the Cost Book easily using the navigation panel, or scroll through using your mouse or keyboard.

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Right click any Cost item to explore additional interaction options.

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Activate a cost item by clicking on it, highlighted by a green border.

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Once active, simply start typing to use our convenient cost book Quick Search, helping you quickly find exactly what you need.

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Hover over the Quick Search for more detailed instructions.

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Your Cost book also offers the option to favorite items and provides advanced functionality via our index, favorites and tags.

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However, for now, let's focus on selecting cost items for your first estimate.

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Tag items by clicking Check boxes or pressing the space bar.

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After tagging all desired items, click Transfer to move them into your estimate with your cost items.

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In the estimate, you can manually adjust quantities or utilize the Batch Modify feature to update multiple items quickly.

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The Cost Items section allows extensive customization.

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Edit items via the pencil icon, Favorite Items using the star button.

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Tag items with check boxes, Rearrange items to fit your workflow.

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Right Click to sort and unsort and Search to filter items.

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Quickly add fully customized items by clicking the Green Plus button in the top right, choosing either a Standard or Advanced custom item.

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At the top you'll find a detailed summary with breakdowns by division, material, labor and equipment, as well as your priced versus non priced item counts and percentages beneath your grand total.

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See exactly how this total was calculated with clear breakdowns of your totals.

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Ready to review and share your work?

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Click Preview in the top right.

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The preview provides A comprehensive summary followed by detailed itemized pages.

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Save your estimate conveniently as APDF or XL file, tailored to your preferred workflow.

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Return to your job view to see an updated summary at the top.

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As you add more estimates, they'll integrate into your job summary automatically.

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Easily include or exclude estimates by tagging or untagging them.

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You can also preview and export a combined summary of all of your active estimates here.

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Econverge offers even more advanced features, but we hope this overview provides everything you need to get started confidently.

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Thank you for joining us.

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We're looking forward to your success.