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Jobs Management & Mobile Estimator

Jobs Management & Mobile Estimator

Jobs contain services offered to your client. Jobs have statuses like Proposal, Declined, Work Order, Completed

Job Creation

Creating a Proposal

Adding Notes to the Job

Adding Notes to the Service

Understanding Service Details

Using the Job Discount

Using the Service Discount Calculator

Using Sections

Adding Programs (Bundles) to Jobs

Adding Job Tags to Jobs

Adding Service Tags to Services

Understanding Service Status

Adding Service Pictures

How to Assign Resources to a Service

Utilizing the Service Action Drop Down

‘Do Not Invoice’ and ‘Add-On’

Accessing the CAD Design Tool

Utilizing the Job Details Page

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Job Management from Job Information

E Proposal Overview

Customizing Columns in the Job Information Page

Job Information Overview

Emailing a Proposal/Job/Estimate/Bid to your customer

Printing a Proposal

Texting A Proposal To Your Customer

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

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