Tips and Tricks
Best Practices and Helpful Hints for Features You Use Every Day
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.
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.
Contractor Drawing Tricks
At this point, you've probably had the chance to click around in the drawing tool. Here are some tips you may not already know!
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.