The new package editor allows you lots of flexibility. In this video you will see: How you can add up to 5 package options to a service How you can rename the packages How you can edit the line items How you can remove or add certain items to or from packages
Getting Started
How to make house size, stories, or basement required or not
In this video we demonstrate how to give a quote but not necessarily have to enter in certain pieces of information regarding the structure if the quote doesn’t need it to calculate the bid. Keep in mind that even though the video doesn’t cover this… the call screen is ALWAYS set to always ask for […]
Webinar: Using the new services with your modules.
Date: Wednesday 5/25/16 4pm Pacific Time Webinar notes: We migrated you… Your pricing is the same, don’t need to fiddle — funniest part is that people who are just joining will find this system incredibly intuitive… it’s the users who are used to the old workflow are going to have to do a bit of […]
Welcome Video & Quick Setup Tips
Check out the video that gives you the fast-start method of getting your account up and running. The suggested order of things to accomplish: Administrator Setup your timezone company name & info Default start times and arrival windows for jobs Company Profile Create company users Upload company logo / headshot Setup proposal success options Set […]
Building Out The Window Tinting – One Film Module
How to setup the Window Tinting – One Film module Start at Settings > Services to access your active & inactive modules. Find the “Window Tinting” service, and then the “Window Tinting” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will […]
Building Out The Window Cleaning (Rough) Module
How to setup the Window Cleaning – Rough module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning “Rough” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter […]
Building Out The Window Cleaning (Exact Pane / Story Ladderwork) Module
How to setup the Window Cleaning – Exact Pane / Story Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Pane / Story Ladderwork” module. It may be active or inactive, but by clicking on the name of the module next to […]
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
How to setup the Window Cleaning – Exact Window / Story Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Window / Story Ladderwork” module. It may be active or inactive, but by clicking on the name of the module next to the […]
Building Out The Window Cleaning (Exact Window / SqFt Ladderwork) Module
How to setup the Window Cleaning – Exact Window / SqFt Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Window / SqFt Ladderwork” module. It may be active or inactive, but by clicking on the name of the module next to […]
Building Out The Window Cleaning (Exact Pane / SqFt Ladderwork) Module
How to setup the Window Cleaning – Exact Pane / SqFt Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Pane / SqFt Ladderwork” module. It may be active or inactive, but by clicking on the name of the module […]