Once your account is up and running, we recommend spending a few minutes in the Settings tab to start tailoring EstimateOne to your needs.
My Profile
The My Profile section is used to manage your essential contact details and email preferences.
When downloading and requesting documents, your name, email address and contact number will be shown to the builder that has posted the project - so it's worth checking that this is all correct.
You can also set a preference for project distance information to show kilometres or miles by using the ‘show distance in’ dropdown menu.
Email Preferences
Your email preferences can also be managed in the Settings - My Profile tab. We recommend spending a moment here to make sure you have a streamlined inbox experience.
You can change the frequency of each email type, or unsubscribe if an email type isn’t required. For example, you may never quote to builders, so unsubscribing from Tender Invitation Reminders would be appropriate.
As a minimum, we suggest leaving the Watchlist and Speci-Finder email notifications active.
Be sure to click the Update Email Preferences button at the bottom of the screen to save any changes.
Company Profile
The Company Profile tab is where you'll add your company name, trades, and office information. Only Administrators have access to this section. For more information about User Permissions, click here
Clicking on the box labelled Trades will bring up all of the trades you may identify yourself with. Don't see your trade? Don't panic!
For now, select the trade(s) most relevant to your products, helping us highlight relevant projects for you on the Tenders and Awarded pages. These match on the trades selected by the Builders when uploading their plans. For example;
A lighting supplier might choose Electrical Services from the Trade list, while a supplier of wood-based products might select Carpentry and Joinery.
Keep in mind that your Settings are private, so there's no chance of your trade selection confusing builders.
Regarding your office information, this helps us locate you to display projects in your area, so don't skip out on things like Street Address and Postcode.
Wondering what to do if you have multiple offices and teammates to add to EstimateOne? We've got you covered. Click here to see how to manage Multiple Offices.
Invoices & Licenses
When upgrading to our full membership, you will find all invoices and membership details here.