Training Center
Get your team up to speed
70 articles
- CRM & Tasks Overview 🎥
- How to Create and Manage Leads
- Creating a Lead
- Connect a Lead Contact to QuickBooks
- Creating automated email marketing campaigns
- Enable Payment In Documents
- Online Document signing - Manual Client Signing
- Edit email content sent to the recipient when sending a document
- How to send Documents
- How to add Attachments to Documents
- How to Create Folders for File Storage
- Creating Cost Options in Client Proposals
- Creating Cost Options for Client Proposals
- How to Prepare an Estimate
- How To Create a Flexible Estimate
- Setting Up Your Costings
- How To Copy Your Estimate To A Lead
- Specifications: Create Clearer Proposals for your Clients
- Bid Packages-Requesting a Quote
- Applying Purchases Tax to Estimates
- How to Print or Export your Estimate to a PDF or CSV file
- Upload Plans for Takeoff and Set Your Scale
- Bulk Update Pricing in your Catalogs
- Allowance Markup Distribution
- Create a Job (from a Lead/Estimate)
- How To Create a Change Order
- How to Create a Purchase Order
- Automatically Create Purchase Orders
- How to Create Different Job Types
- Manage Multiple Contacts for Each Supplier or Sub
- Enable Portal Access for Subs or Suppliers
- Client Selections Report
- How to Create New Tasks
- Assigning Tasks to Roles
- Streamline Your Workflow with Task Categories
- Add a Checklist to a Task
- Responding to Subcontractor Schedule Proposals
- Create a Change Order From an Allowance Item
- Importing Data into Jack