This video covers the introduction the Excel template. This step comes after you are done creating the Job and any comparables needed in the database. This video will go over the HOME tab in the Excel template.
Before moving onto the Excel portion of the process, please ensure that you have installed the Valcre Office Add-In from your Downloads Page.
Also, before starting your work on your first job, you may want to take a minute to make sure your Excel is set up correctly here: Excel Settings Setup.