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.

Text message - crop

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!

User friendly

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.

Categories: CRM
Configure Installment Payments - Tips

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.

Categories: Billing