Help

Customization Setup

Modified: 7 Jun 2026 Viewpoint Estimating Installation and Setup Help

Customize Viewpoint Estimating for your business.

Complete the Initial Setup process first.
  1. Create additional data fields to customize certain documents and records for your business on the User-Defined Fields screen.
  2. Edit the format of Viewpoint Estimating forms to customize them for your business on the Modify Forms screen.
  3. Edit the format of Viewpoint Estimating reports to customize them for your business on the Modify Reports screen.
Once you complete the customization setup process, continue to the vendor setup process.
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