Job File Creation & Project Management
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Creating a Job (4:16)
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Accessing a Job (0:54)
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Job Information (5:53)
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Job Discussion & Notes (1:40)
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Photo Documentation (2:36)
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Job: Upload Files and Get Forms Signed (1:53)
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*How to Create a Form* (Goes with above section) (2:14)
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Job Schedule (1:35)
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Inventory Tracking (1:32)
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Moisture Mapper (2:14)
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Uploading a Scan (0:30)
Creating Custom Price Lists, T&M Terms, and Milestones
Time and Material Documentation
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Creating a ROM/Estimate (6:17)
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Billing Overview (1:45)
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Adding Resources: Equipment, Consumables, Vehicles (1:36)
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Adding Labor Costs (3:08)
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Additional Labor: Accessing the mobile time cards (1:17)
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Adding Expenses (0:33)
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Editing Previous Entries (0:43)
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Validating Days (Required prior to invoicing) (0:53)
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Downloading Daily Logs & Overview (0:40)
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Creating an Invoice (1:33)
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Adjusting Pricing During Job (1:24)
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Adjusting T&M Terms During Job (1:36)
Mobile View of Job File
Centralized Company Communication
Software Navigation
Updating your Company Profile
Create and Manage Customer Profiles
