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.… Read more

In this video tutorial, we show how to set up custom bid fields in the admin panel.… Read more

This video tutorial is the second in a series covering Admin setup functions during initial setup of the software. These items are more advanced than the first video, and include: set up of initial job and invoice numbers, pay period intervals, overtime pay logic, grace periods for timekeeping, default activities for the CRM management and default tax rates.… Read more

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.… Read more