TRANSCRIPTION
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--- CLIP 1: Intro & CRM ---

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[00:00:00]

So, now that we've gone through the budget, we're going to go through the next step, which is going to be creating the client, scheduling the initial consultation, and then creating the estimate. If you haven't completed the budget, do not worry. You can totally start writing estimates and everything before finishing the budget. It's going to use our default numbers. Once you finish the budget and you save it as default, that's when your estimates from that point forward will begin using the different numbers like labor costs and overhead recovery profit margins from your budget. So let's go ahead and jump into writing an estimate. You can go ahead and get started with that, and you can finish out the budget when you

[00:00:46]

have time. Again, if you guys have any questions at any time, feel free to send a message through the support chat down here in the bottom. From there, we're going to now click on the CRM, and you should see the client that you've previously created here. If you don't, just go ahead and create a new client here, fill out the information. Let's go ahead and click into this client, and you'll land here on the dashboard page where you see the overall information for this project. You can always edit this at any time, add additional users, that type of stuff.