Export EMS

Use Export EMS to download a copy of the Estimate Management System (EMS) file to any location on your computer. When you add an estimate to Mitchell Connect, your estimate is removed from your estimating system. Use Export EMS to save a copy of your estimate for future reference. You can export the EMS file from the Job Overview Page or the Estimate Manager page.

How to

Follow the steps to export a committed estimate from Mitchell Cloud Estimating in an EMS or BMS format.

  1. On the Job Overview page, click Export EMS on the Estimate card.

  2. The following functionality occurs depending on your export settings:
  • The file is exported to the folder you specified in the Export & Import Settings window settings.
  • If you have not already configured the export settings, in the Export EMS window, click Browse for Location to find the folder to export the EMS file and click Export. Click Change if you need to change the export folder.

  1. Click Done to return to the Job Overview page.

Note: For more information, visit the Configure EMS/BMS Export Path help topic.

Export the Estimate from the Estimate Manager page. You can only export the latest version of the estimate.

  1. On the Estimate Manager page, click Export.

  1. In the Export EMS window, click Browse for Location to select a save location for the EMS file or Change if you want to change the current location.

  2. Click Export to download the file.
  3. Click Done.

Related Topics Link IconRelated topics