Archive for Getting Started Tutorials

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 standard lead sources in the admin panel so your users can track what methods of marketing and advertising are effective.… Read more

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.… Read more

This video tutorial shows how to set up default bid comments in the admin panel so users can click and select common items on the bottom of their bid proposals.… Read more

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

Video Tutorial — Advanced Company Setup

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

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.… Read more