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Jobs Management & Mobile Estimator
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Arborgold Updates
8.1 Release Documentation (Coming Soon)
8.0 Release Documentation
7.14 Release Documentation
7.13 Release Documentation
7.12 Release Documentation
7.11 Release Documentation
7.10 Release Documentation
7.9 Release Documentation
7.8 Release Documentation
7.7 Release Documentation
Industry Use Cases
Snow
Plant Health Care
Webinars
2023 Webinars
2022 Webinars
2021 Webinars
Integrations
Email Settings
Google Calendar Integration
Third Party Data Integrations (Site One, Landscape Hub, Angi)
Arborgold Payments
Settings
Service Settings
Company Settings
Dashboard Settings
Items: Resource Set Up
Material Set Up
Service Set Up
Pricing Models
Customer Relationship Management (CRM) & Message Center
Customer Essentials
Address Basics
Managing Customer Lists and Data
Utilizing the Message Center
Jobs Management & Mobile Estimator
Job Creation
Job Management from Job Information
Job Management from Job Tab
Mobile Estimator
Scheduling & Arborgold Crew
Basic Scheduling
Specialty Scheduling
Arborgold Crew
Accounts Receivables
Accounting Tutorials
Job Specific Accounting
AR - Credit Card Payments with Arborgold Payments
Customer Portal
Payroll Tracking and Job Costing
Job Costing Processes and Reporting
Payroll Time
Supply Chain Management & Accounts Payable
Supply Chain Management
Accounts Payable
Communication and Renewals
Renewals
Other Marketing Features
Reports and Analytics
Analytics
Customer Analytics
Back to home
Help and Support Center
Jobs Management & Mobile Estimator
Quick Start Tutorials Onboarding
Arborgold Updates
8.1 Release Documentation (Coming Soon)
8.0 Release Documentation
7.14 Release Documentation
7.13 Release Documentation
7.12 Release Documentation
7.11 Release Documentation
7.10 Release Documentation
7.9 Release Documentation
7.8 Release Documentation
7.7 Release Documentation
Industry Use Cases
Snow
Plant Health Care
Webinars
2023 Webinars
2022 Webinars
2021 Webinars
Integrations
Email Settings
Google Calendar Integration
Third Party Data Integrations (Site One, Landscape Hub, Angi)
Arborgold Payments
Settings
Service Settings
Company Settings
Dashboard Settings
Items: Resource Set Up
Material Set Up
Service Set Up
Pricing Models
Customer Relationship Management (CRM) & Message Center
Customer Essentials
Address Basics
Managing Customer Lists and Data
Utilizing the Message Center
Jobs Management & Mobile Estimator
Job Creation
Job Management from Job Information
Job Management from Job Tab
Mobile Estimator
Scheduling & Arborgold Crew
Basic Scheduling
Specialty Scheduling
Arborgold Crew
Accounts Receivables
Accounting Tutorials
Job Specific Accounting
AR - Credit Card Payments with Arborgold Payments
Customer Portal
Payroll Tracking and Job Costing
Job Costing Processes and Reporting
Payroll Time
Supply Chain Management & Accounts Payable
Supply Chain Management
Accounts Payable
Communication and Renewals
Renewals
Other Marketing Features
Reports and Analytics
Analytics
Customer Analytics
Jobs Management & Mobile Estimator
Job Creation
Creating a Proposal
Utilizing the Service Details Pop Up
Different Methods of Using Sections
Understanding Service Status
Adding Notes to the Service
When to Use ‘Do Not Invoice’ and ‘Add-On’
Adding Service Tags to Services
Adding Service Pictures
When to Use the Service Discount Calculator
How to Assign Resources to a Service
Entering Programs on Jobs
Utilizing the Service Action Drop Down
Discounting a Job using the Job Discount
Adding Job Tags to Jobs
Accessing the CAD Design Tool
Utilizing the Job Details Page
Adding Notes to the Job
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Job Management from Job Information
How to Customize Columns in the Job Information Page
Understanding the Job Information Page
Sending a Proposal Via Email to Your Client
Printing a Proposal
Sending a Proposal Via Text to Your Client
Updating Job Status
Copying or Moving Jobs
Deleting and Restoring Jobs
Understanding the Profit & Loss Chart
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Job Management from Job Tab
Understanding Job Statuses, Services and Projects on the Jobs Tab
How to Customize Your Columns in the Jobs Tab
How to Filter, Search and Sort in the Jobs Tab
Printing and Emailing Proposals in Batch from the Jobs Tab
Exporting to Excel on the Jobs Tab
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Mobile Estimator
Quick Overview of Mobile Estimator 7
Email Setup in Mobile Estimator
Adding Customers and Jobsites in Mobile Estimator 7
Editing Customers and Jobsites in Mobile Estimator 7
Creating a Proposal in ME7
Downloading the Mobile Estimator 7 App for Android Devices
Downloading the Mobile Estimator 7 App for Apple Devices
Messages and Appointments in Mobile Estimator 7
Searching for Jobs in the Mobile Estimator 7 App
Adding a Service Picture on ME7
Scheduling in Mobile Estimator 7
Routing in Mobile Estimator 7
See more