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How to Create and Edit a Phase

Updated

To create a new phase in Electric Ease, follow these steps:

  1. Navigate to the "Takeoff" section of your estimate.
  2. Click the blue "Add a New Phase" button.
  3. Enter a name for the new phase in the "Phase Name" field.
  4. Optionally, add a description or notes for the phase in the "Area" or "Cost Code" fields.
  5. Click "Submit" to create the new phase and add it to your estimate.
  6. To edit a phase, open the phase you wish to edit then click the gear icon at the right side of the phase then click “Edit”

Once the phase is created, you can add assemblies and materials by clicking the blue “Add Assemblies” button or clicking on the “Additional Material” bar below assemblies then clicking the blue “Add Material” button.

If you have any issues during the process or need further assistance, refer to the Electric Ease documentation or contact their support team for help.