Tips and Tricks
Best Practices and Helpful Hints for Features You Use Every Day
Create and Manage Your Bids Even Faster With These Shortcuts
You may have noticed a bit of a facelift to the bid recently. All the functionality is still there; we just updated a few icons and moved some buttons up for easier access. With this new look, we also added a few things you have been asking for to help you create your bids even faster.
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!
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.
Automated Text Message Appointment Reminders
You already know how to confirm customer appointments with automated emails, but did you know you can do the same with text messaging? Check out how this free feature can help you communicate with your customer!
Adding a Customer Without an Appointment
Learn how to add a customer without scheduling an appointment and see how this changes your workflow, tracking, and reporting.