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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 and its Services
- 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
- Assigning Resources to a Service on a Job
- Utilizing the Service Action Drop Down
- ‘Do Not Invoice’ and ‘Add-On’
- Accessing the CAD Tool
- Utilizing the Job Details Page
- Infographic: Notes in Arborgold
- Job Statuses in Arborgold
Job Management from Job Information
- 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
- Deactivate and Restoring Jobs
- Understanding the Profit & Loss Chart
- E Proposal Overview
Job Management from Job Tab
Mobile Estimator
- 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 Mobile Estimator 7
- 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 Appointments and Services in Mobile Estimator 7
- Routing in Mobile Estimator 7