How to add your company info, logo, payment schedule, terms and conditions, etc.
How to add/remove users, install the mobile app, clocking in and out, permissions.
Importing customers, creating new leads, lead statuses, client activity, etc
Creating new projects, pricing and costing, contracts, invoices, production schedule
Gmail, Google Calendar, QuickBooks, Zapier, CompanyCam, Payment Processing, Open API
How to add automation for emails, texts, to-do tasks, the call queue, and lead status
Connect QuickBooks, manage the queue, and create/edit invoices.
Manage leads and sources, configure lead statuses, and perform bulk actions.
Set up default contract information, collect eSignatures, and add attachments.
Manage conversations and create email and SMS templates to build automations.
Technical FAQs, resetting passwords, and subscription/account management.
Set up time tracking, manage time cards, schedule time off, etc.
Instructions for setting up and using our advanced estimating tool.
Build estimates, track expenses, use work orders, and customize the project pipeline.
Breakdowns of reports, where the data comes from, and how to review the information.