Advice and answers from the Better. Team

Logging In/Signing On

How to log into your BPro Software

Home

Dashboards, Timesheets, Punch In, Punch Out, Jobs for the Day, Scheduler, Leads, Email Marketing and User 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

Order, Job, Estimate, Sales Process, Manage Tab, Schedule Tab, Cart, Checkout, Close Order, Customer Tab, Recurring Orders, Tips, Jobs List, Order List, Search Jobs

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

NOP

Better's New Order Process which is much easier to navigate with fewer clicks and many enhancements.