Advice and answers from the Better. Team
Logging In/Signing On
How to log into your BPro Software
Team Management (User/Employee Management)
CRM
Customer Relationship Management; Create a Customer, Delete a Customer, Customer Info and History, Customer Profile, Customer Intel, Pricing, Tax Exemptions, Discounts, Pipelines and Actions.
Order Process
Jobs, Estimates, Payments, Scheduling, Closure
Reports
Export Reports, Revenue Report, Schedule Payments Reports, Royalty, Pick Sheet Reports, Inventory Reports, Commissions Report,
Customize
Location Builder, Products and Services Builder, Customer Intel Builder, Business Emails Builder, Actions Builder,
Integrations
Quickbooks Online, Syncs, Quickbooks Desktop,
Recent Tab
How do I get back to a screen I left, Where is what I was just doing, What did i do recently?
Support
Events Grid
Complete Feature Guides
Misc
Better's New Order Process which is much easier to navigate with fewer clicks and many enhancements.