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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?
    • 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