Knowledge Base
Menu
Knowledge Base
What’s New
Release Notes
US
AU
NZ
Knowledge Base
Search For
Search
Getting Started
User Profile
Changing the Language
Go To Menu
Sending Emails
Application Event Log
View all →
Google
Google Drive
Google Calendar
Google Drive for Desktop
View all →
iPad App
Plan Bank
Accessing the Plan Bank
View all →
Customer Portal
How to invite a client to the Customer Portal
Client Guide the Customer Portal
How to Update the Customer Portal
How to reset a password on the Customer Portal
View all →
Dashboards
Franchisee Dashboard
Sales Dashboard
Configuring Dashboard Widgets
Master Dashboard
Corporate Dashboard
View all →
Supplier Portal
Inviting to Supplier Portal
View all →
Website
Meet the Team
Profile photo standards and requirements
View all →
Sales
Sales & Leads Budgets
Sales System Variables
Sales Process Workflow
RFQ Management
House & Land Packages
View all →
Job Admin
Jobs
Creating a Quick Job
Job Specification
Job Color Selection
Job Details for DPP Jobs
View all →
Xero
Xero Issues Log
Troubleshooting Common Xero Errors
Bank Account Management in Xero
How to Enter Supplier Invoices in Xero
How to Enter Supplier Credit Notes in Xero
View all →
Accounting
Xero Issues Log
Making a Claim
Making a Draw Using a Lender’s Schedule
Jobs Not Proceeding
How to Finalize a Job
View all →
Schedules
Contacts
Contact Management
Employee Contact Details
Creditor / Supplier Contact Details
Inviting to Supplier Portal
Customer Contact Details
View all →
Estimating
Bulk Update House Plans & Components
Bulk Delete House Plans
Graphic Take Off (GTO)
Expression Builder
How to Prepare a Job Estimate for Construction
View all →
Manager
Re-do Job Estimate
Cash Flow Forecast
Franchise Monthly Report
EoM Reports
WIP – Profit Adjustment
View all →
Reports
Reports
How to Download a List of Suppliers & Subcontractors
View all →
Setup
Email Recipients
Sub Offices
Sub Offices
Mobile App Checklists
View all →
Needs Update
User Profile
Viewing and Editing Leads
How to Use the Leads Board
Sales Folders
How to Produce a 1st Contact Letter
View all →
Need Support?
Can't find the answer you're looking for?
Contact Support
English (United States)
English (United States)
English (Australia)
English (New Zealand)
English (United States)
English (United States)
English (Australia)
English (New Zealand)
English (United States) 
English (Australia) 
English (New Zealand)