In this video tutorial, we show how to use the Work Order report for your field superintendent, foreman or crew leader.
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Video Tutorial — Basic Company Setup
This video tutorial is the first in a series covering Admin setup functions during initial setup of the software. These items are basic (more advanced items are covered later) including: company contact info, logo, default bid descriptions, units and rates, default bid comments, common lead sources, default bid header and contract language.
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Video tutorial — Setting up sales tax rates in the admin panel
In this video tutorial, we show how to set up sales tax rates to automate and ensure accuracy of tracking sales tax for each job.
Video tutorial — Adding standard lead sources in the admin panel
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