Training Documents

AdministratorThe individual that sets up and maintains the application.

CSR/Call Taker – The individual that enters the new lead/job and day-to-day functions.

Estimator – The individual that completes the site visit, uploads the initial pictures, creates the estimate and applies the budget.

Project Manager – The individual that maintains the budget, schedules the job, and ensures the job stays on task.

Sales & Marketing – The individual building relationships.

Mobile – An overview of field functionality using.