Watch our complete video walkthroughs to understand not just how to use each module, but why each workflow matters for your business.
How to use CRM module in the software
This section explains how to add a new employee and reviews the different options available in the Employee tab.
In this section, you can manage your team and worker information. You can add team members, assign their roles, set their pay rates, and define their working hours. You can also record overtime, update employee details, create crews, configure available roles, and manage any subcontractors you work with.
Compares your initial estimates with your actual real-world performance
The Budget tool helps you plan and forecast your company’s annual financial performance. It allows you to organize labor, equipment, materials, subcontractors, overhead costs, and revenue goals in one centralized place.
This section explains how Time Tracking works in ZevBit, including how employees start and end work sessions, how time entries are recorded, and how permissions and settings affect the feature.
System settings
The Schedule Module allows teams to plan jobs, manage crews, organize subcontractors, and track events through a visual calendar interface. It centralizes scheduling so teams can coordinate job timelines, client meetings, and internal tasks in one place.
The Estimate Tab helps users build, review, and manage project estimates inside ZevBit. It is where pricing, line items, cost details, and estimate structure come together so teams can create clear and accurate proposals for clients.
The Timesheets module in ZevBit allows managers and teams to track employee work hours, review job activity, and monitor project labor in real time.
Manage your invoices in one place.
Learn how to build, edit, send, and manage proposals in ZevBit, from estimate to client-ready proposal.