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.
Similar Posts
Video Tutorial — Setting up custom fields in the admin panel
In this video tutorial, we show how to set up custom bid fields in the admin panel.
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 — Work Order Report
In this video tutorial, we show how to use the Work Order report for your field superintendent, foreman or crew leader.
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 — Copy Job Function
In this video tutorial, we show when and how to use the “copy job” function.
Video Tutorial — Adding default activities in the admin panel
In this video tutorial, we show how to set up default activities in the admin panel so that users can more maximize the benefits of the integrated CRM (Customer Relationship Management) functions within the Workman’s Dashboard app for contractors.
