When working with an estimate, if you need to assign a new subcontractor that does not exist in the address book, you can add the subcontractor directly from the spreadsheet as follows:
- In the spreadsheet, do one of the following:
- In the Sub Name column for the item for which you want to add the subcontractor, type the subcontractor's name, and then press Enter.
- In the Sub Name column for the item for which you want to add the subcontractor, open the bid grid, type the new subcontractor's name on a blank line, and then press Enter
- At the message asking if you want to add a new company, click [Yes].
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Enter the new subcontractor information in the New Company window.
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When you finish setting up the subcontractor, click [Save].
Important! Be sure to save the new address entry before closing the window, or the new name will not appear in the spreadsheet.
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Close the window.
The new subcontractor name appears in the spreadsheet.