Tips and Tricks
Best Practices and Helpful Hints for Features You Use Every Day
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.
Editing Payment Details
If you have been using the system, most of the bids you quote start out with the same payment terms preset in the software. But what if that needs to be changed for a particular bid? Here’s a quick rundown of how you can change your payment terms for an individual bid.
Getting the Most From the Question “How Did You Hear About Us?”
How do you know if your marketing dollars are being put to good use? Learn how to organize the Marketing section within Contractor Accelerator to help you make better marketing decisions based on real data.