Getting Started
CRM
Material Manager
Equipment Manager
Labor Manager
Service Manager
Proposal Building
Duplicating a Proposal
Changing Company and Contact Information
Initiating a Proposal Request and Job Number
Finding Proposal Request Information
Tabs Introduction
Asphalt Phase
Concrete Phase
Non-Asphalt Industry Phase
Sealcoating Phase
Striping Phase – Cost
Striping Phase – Price
Subcontracting Phase
Editing Photos
Site Mapping Using LotBot
Creating a Proposal PDF Email
Phase Processing
Adding a Note
Adding Photos and Documents
Recording and Tracking Customer Concerns
Processing Phases
Using the Processing Checklist