My first problem is I don't even know what I need.
I'm trying to streamline my estimating process. I would like to have a questionnaire when I first open the template with basic info like project name, address... also square footage. It would also have flow charts that would operate based on check boxes selected. Those boxes would then populate new questions based on the prior selections.
On a separate sheet I would like to list my material costs. The material lists would be separated by supplier. I can send the list to the supplier and they would return the form with current pricing. I would then cut and paste to update my price list.
Then based on my selected systems and materials it would then auto populate an estimate.
So my main question is can you create a flow chart based on check boxes and create a list?
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