Hello Estimate Team Members!
Below is a step-by-step document that you should save to your digital files and/or print for your reference when working on the new estimate request process as of May 2026.
This new process will allow all communications between sales and the estimate team to remain IN OASIS ONLY and attached to the specific opportunity! (no more emails necessary)
- OASIS Estimate Requests Training Guide (for the Estimate Team)
Time = Approximately 14 minutes long
Once you have reviewed and saved the above file, please proceed to the lesson below for a video that will walk you through the process.
After watching the video once, we also suggest watching it again on one screen and try an actual request on your other screen (pausing the video while you work through the steps yourself).
If you have any technical issues with this course, please reach out to Learning@nthdegree.com .
If you have any technical issues with creating your requests in OASIS, please reach out to OASISsupport@nthdegree.com .