April 19th 2023 Webinar: Site inventory and Mapping Features - with Jerry Jerome

Where’s Waldo??  How to get the most out of the Plant Inventory, the Landscape Measuring Tool, and the CAD Map

Outline of Webinar Topics:

• Entering the Client/Address Information

• Job Site validation
• GPS vs Address
• What do they each mean and do
• Turf Measurements
• Plant Inventory

• What is it? Enterprise Level Only

• How does it work?
• What can you do with it?
• Plant Inventory/Details
• Irrigation/Lighting
• Creating a Proposal
• PHC Sample
• Turf/Irrigation Sample
• Mobile Estimator
• Permissions
• Mobile Crew
• Permissions

• What the Customer Sees - E-Proposal

• Service Line Item
• Assigned Plant Inventory Item
• Service Pictures
• CAD Map

• How does the App look?

• Mobile Estimator
• Plant Inventory
• CAD Map
• Mobile Crew
• Plant Inventory
• CAD Map

Questions?

Documentation Links:

- Plant Assignment (Associating Site Inventory to a Service)

- Job Site Validation

- See CAD Map in both Apps

- Mobile App permissions