Video Tutorials

Quick, focused video walkthroughs to help you and your team get up to speed fast with Best Estimator—covering Project Setup, the Estimate Builder, Costbook management, PDF Settings, and more.

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Coming Soon

We're recording short, powerful video tutorials to help you and your team get up to speed fast. Each video will focus on one topic, so you can learn exactly what you need without sitting through hours of content.

Soon you'll see videos here for:

  • Project Setup
  • Estimate Builder
  • Costbook import/editing
  • PDF Settings & tax
  • Attaching photos to proposals
  • Pricing Rules

In the meantime, our written tutorials are available and cover everything you need to get started. Check out the Project Setup, Estimate Builder, Costbook Template, and PDF Settings tutorials in the Tutorials section.

Upcoming Videos

Here's what we're working on. Check back soon for the full video library.

Project Setup (Video Coming Soon)

This video will show you how to configure Project Setup questions, group selectors, and visibility rules so you can guide every estimate the same way. Learn how to create intake questions that automatically filter your costbook and keep the Estimate Builder focused.

Estimated: 8–10 minutes
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Estimate Builder (Video Coming Soon)

A complete walkthrough of the Estimate Builder interface. See how to navigate master categories and subcategories, add line items, adjust quantities, and watch totals update in real time. Perfect for new users or team training.

Estimated: 10–12 minutes
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Costbook Template (Video Coming Soon)

Learn how to structure your costbook CSV for maximum efficiency. This video covers column meanings, best practices for Item Groups, how group/level connects to Project Setup, and the download/upload workflow for keeping your costbook current.

Estimated: 12–15 minutes
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PDF Settings & Contract Layout (Video Coming Soon)

Master your proposal presentation. This video explains tax settings (rates, taxable columns), labor display options (itemized vs. lump sum), line layout controls, section labeling, and how to configure which Project Setup answers appear on the final PDF.

Estimated: 8–10 minutes
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Need help before the videos are live?

Our written tutorials cover everything you need to get started with Best Estimator. Check out the detailed guides for Project Setup, Estimate Builder, Costbook Template, and PDF Settings in the Tutorials section.