Import/Export Items Export Item Prices You can export prices of existing Items to an Excel file or to a Google Sheet. This...
Managing Schedule Templates You can manage Schedule Templates for the following: Construction Sales Pre-Construction Warranty You can use Schedule Templates to quickly create...
Locations You can manage locations that were aggregated by the system while adding new contacts and entering their addresses. The system...
Managing Milestone Events A milestone event is a significant event in the house construction or contract signing. You can configure milestone events, so...
Office Roles & Permissions You can use Office Roles for distribution of permissions across Users depending on the specific roles that they perform in...
Users You can manage accounts of Users who can have access to the system and its specific sections. To manage users,...
Franchises System Variables To configure Franchisee variables, on the navigational sidebar, select Setup. Once the Setup section expands, select System Variables. On the...
Estimating System Variables To configure Estimating variables, on the navigational sidebar, select Setup. Once the Setup section expands, select System Variables. On the...
Jobs System Variables To configure Job variables, on the navigational sidebar, select Setup. Once the Setup section expands, select System Variables. On the...
Payables System Variables To configure Payable variables, on the navigational sidebar, select Setup. Once the Setup section expands, select System Variables. On the...
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