Guide 20: Add New Project | Scribe

Guide 20: Add New Project

  • Impulse Takeoffs |
  • 15 steps |
  • 2 minutes
  • ConestproConestpro
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Start by logging into ConEstPro.com
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At the top of the screen, click on the red button "Add New Project"
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All four fields shown are mandatory. Delivery Date is the date you need the completed project delivered to you IF you approve it. Make sure you give yourself enough time for internal review.
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Click "Continue to Step 2: Services"
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Carefully choose one or more services that you need completed. We will provide you with a proposal based on the work involved for the services requested.
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Click "Continue to Step3: Scope"
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Carefully review the list and click on the items you want included. You will be able to add specifics at the bottom of the page, so just be as close as you can here. If you want ALL Trades, just click on the "Check All" button and we will include all trades that pertain to the project.
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At the bottom of the page are three text areas for you to fill in as necessary: Inclusion Notes: This is where you can be as specific as you want as to what should be included on the proposal. We don't want to miss anything that is critical to you. Exclusion Notes: This is where you can exclude anything from consideration so we don't charge you for things you need. For example, say you floor and wall tile, but in the exclusion box, you list "Stained Concrete". Breakout Notes: Each project will combine quantites and estimates into one base project unless you fill out breakout notes before the proposal is approved. For example, you might want breakouts by floor, building, phase, etc. Be clear, because it's very hard to do it after the project is delivered.
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Fill in NOTES fields as necessary.
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Click "Continue to Step 4: Plans & Specs"
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Click here to upload files from your local computer
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If you prefer to load a link, we can retrieve the files ourselves. If an access key and/or password is necessary for us to access files, make sure you include them.
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Click "Submit Project"
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After Submit, you may see the "Files are Loading..." note shown below. Do not leave the screen or click refresh until this note disappears or your project may not load correctly.
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If you have any issues or concerns, call our office for assistance. 770.325.3850