In this video tutorial, we show how to set up standard lead sources in the admin panel so your users can track what methods of marketing and advertising are effective.
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This video tutorial explains the Uninvoiced Jobs Labor report. This report is useful to ensure that (1) you never complete a job and forget to bill the customer (2) to track labor hours and costs for projects in-process and (3) to influence scheduling and move jobs up the calendar that are nearly done to 100%…
Video tutorial — Inviting and setting up new users
In this video tutorial, we show how to invite new users and set up and configure proper roles.
Video tutorial — Setting up default bid line descriptions in admin panel
In this video tutorial, we show how to set up default bid line items in the admin panel to automate the process of creating a bid.
Video tutorial — Setting up default bid comments in the admin panel
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About this Blog
How better to get an edge in an old-economy business than with new-economy tools. Rainier Asphalt & Concrete was founded by my brother Tom in 2000. It has steadily grown to generate more than $4 million in annual revenues and withstood the furor of the Great Recession. Tom invited me to manage finance and IT in 2007….
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.
