Electronic Documents Signing for Quotes You can track the signing of electronic documents by the customer and other owners. The system communicates with the Eversign...
How to Create a DPP Job Deposit/Pending/Preliminary (DPP) Jobs are a special type of Jobs that allow you to deposit monies prior to the sale being...
Price Book Management List of Price Books You can manage Price Books for estimation of House projects for constructions. On the navigational sidebar,...
Price Book Defaults You can manage default markup and rounding parameters in the Price Book. These will be used when a new House...
House Plans You can manage House Plans that are included into the Price Book. You can perform the following operations on House...
Items & Components You can manage Items and Component, as well as Cost Centers they attribute to. The Cost Center they are added...
Linking with Specification Templates You can link Items and Components from the Price Book with specific paragraphs and/or sections in the Specification Template. That...
Linking with Color Selection Masters You can link Items and Components from the Price Book with specific Headings, Subheadings, and Items in the Color Selection...
Contact Management Contacts are people, companies, and locations which your business has relationships with. Contacts may fall into the following types: You...
Employee Contact Details Assign the Employee type to the contact. The Employee tab appears, as follows: For the employee contact type, specify the...
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