After opening the program, the system takes you to the Main Menu.

This is the “center point” for navigating throughout QuoteSoft Pipe. This screen allows you to access the sections of QuoteSoft Pipe. Be sure to watch for new information! Quote Software will send you messages about program updates and other issues through the Main Menu viewer.

The Database has over 70,000 unique items used in the mechanical trade! You can access the Database screen two ways: click 

 from the Main Menu or click 

 on the Job List tab. Each item is classified by having a unique Family, Group, Subclass, Class, and optional Type & Accessory genealogy. When you first open the Database screen, only the Family is shown.

The Database section will take approximately 45 minutes.

1. To select a 1/2″ 150# Black Malleable Tee, select Fitting (Family).

2. Select Black Malleable (Group).

3. Select 150# Black Mall Threaded (Class).

4. Select Tee (Type).

5. Select ½” (Size).
   The following screen is an example of that Family, Group, Class, Type, and Item (Size).

   Open

   

   
   All database items are accessed in this manner, although some may require a different number of selections. After selecting the Size (Item), the Item detail screen appears. This contains all the information about the item. Notice the picture of the Tee in the above screen. It has three joints. You can set the material for the joint (Joint Group) and the type of joint (Joint Class) on the Item screen.

   Open

   

   
   Now you will look at a Copper Fitting that is a little different.

6. Select 

    on the Black Malleable Fitting screen.

7. On the Database screen, select the Family, Group, Class, Type, and Item to match the screen below.

   Open

   

   
   This is an Item screen for an Elbow. There are two joints. Notice that the fields say “SPEC” instead of a designated Joint Group and Joint Class. This means the end treatment will come from the Spec during report time (instead of looking here for the end treatment). You'll assign a Joint Group and Joint Class at the time when you build your Spec.

   Open

   

8. Select 

    on the Wrot Copper Elbow screen.

9. Select 150# Black Malleable Tee (do not select the Item (Size) yet).

10. Select the 

     button.

There is a quick way to find items in the database. It’s called 

.

When you click the arrow to the right of Search Item Description, a pick list appears. You can search for: Item Description, Supplier Code, Part Number, Accounting Code, Material Group, Labor Group, or Group/Class Description. When you select one of these items, a screen appears asking for the text you want to search for:

Type the text and click 

. The computer searches the database for your icon.

The Edit All tool is one way Quote Software made it quick and easy for you to set up your system.

When you selected 

 a screen appears that allows you to change information for all items from a single screen.

You can quickly change the information in each column by clicking on the column header of the information you would like to change. Keep in mind that you cannot change the information in every column. You can only change the columns in circles below.

There are many items in the database that are defaulted to Quoted. Below is an example of a valve that is set to Quoted.

You can see these Quoted items later in the program by selecting the “Quotes” tab.

If items already exist in the same Family, Group, Class and Type as the new item, then the new item can be copied from one of these as follows:

1. Close the “Edit All” screen.

2. Click on Pipe (Family), Copper Tube (Group), and Type L Hard (Class).

3. Click 

   . Confirm by clicking 
   .

4. Click 

    to accept to Group Copper Tube. A “rename” screen appears.
   Open

   

5. Type in Demo Pipe.

6. Click 

   .

7. Click 

   .

8. Click on the Description column header. A screen appears asking what you would like to do. For this example, you will replace the current description with a new description.

   Open

   

9. Click 

   Open

   

   .

10. Type Demo Pipe.

11. Click 

    .

You may want to “lock” items in the database to make sure no one changes prices of items. This is important when you apply Harrison Updates. These “locked” items will not be changed during any kind of update. At the top of the"Item" screen, you will see Lock Item, Lock All, and Unlock All.

Click the appropriate button. If you want to lock a single item, make sure the yellow bar is on the row you would like to lock.

You can export (or import) database items from Excel. Go to the “Edit All” screen for a database item you would like to export or import, click 

. A screen appears asking if you would like to import or export:

If you select Export, the data is transferred directly to an Excel workbook.

Find the following items in the database and write on the line the Window where you found the item.

Sleeves – Family: _____________________________________________________________

Check Valve with a Quoted List Price – Subclass:____________________________________

Excavation – Family: __________________________________________________________

Sand Bedding – Group: ________________________________________________________

Victaulic Style 07 Coupling – Group: _____________________________________________

Copper Pull Tee – Subclass: _____________________________________________________

Standard Weld-O-Let – Group: __________________________________________________

In the system, you enter different multipliers for large jobs, small jobs, out-of-town jobs, change orders, etc. Upon receipt of your system, all multipliers are 1.0. It is your responsibility to find and enter the appropriate multipliers to reflect the market conditions for your firm.

You can access the Material Multipliers screen by clicking 

 from the Main Menu.

These files store the Multipliers and are set up by Group information. You will be instructed how to store the Multipliers and which Multipliers are used for each Pipe, Fitting, Valve, Flange, Hanger, Joint and Specialty item.

NOTE: This is an important tool to make more money on your change orders.