Tips and Tricks

Best Practices and Helpful Hints for Features You Use Every Day

Global Searchfinal

The Top Questions About Global Search

Are you using the global search tool to its fullest potential? Check out this post for answers to some popular questions that will help you find out!

Categories: Project Management, CRM
Bid Image

Quickly Access Bid Information

Need to get job information quickly? Find out how to easily access line items, images, drawings, financials, and more without having to download the bid document.

Photos job files

Installation Users

Your office staff, salespeople, and management all have access to the system, but what about those doing the work? Yes, your installation teams can use the software too! Here are a few benefits of giving your Crew Leaders access to the system at the installation user level.

Preview Pipeline Tips

Clean Up Project Status Pipeline

Are you noticing a LOT of projects building up in some of the stages of your pipeline? Here are a few tips to help you clear out inactive projects and ensure your active projects keep moving forward.