Job Reference Documents

Adding New Lead/Job — (rev 05/20) View PDF

Job Preliminary Report — (rev 02/19) View PDF

Job Document Merge — (rev 02/19) View PDF

Job Documents & Pictures — (rev 04/20) View PDF

Job Correspondence — (rev 04/20) View PDF

Job Tasks — (rev 02/19) View PDF

Send Job to Xactimate — (rev 04/20) View PDF

Job – Schedule (Gantt Chart) — (rev 05/20) View PDF

Job Save & Add Copy — (rev 04/20) View PDF

Linked Jobs Overview — (rev 04/20) View PDF

Financials – Job Costs

Job Cost Overview — (rev 02/19) View PDF

Job Costs – Budget — (rev 02/19) View PDF

Job Costs – Applying Manually — (rev 02/19) View PDF

Job Costs – Reports — (rev 02/19) View PDF

Remove Xactimate Estimate — (rev 05/20) View PDF

Create Estimate Invoice — (rev 06/20) View PDF

Other Resources

Email/Document Sync Instructions — (rev 02/19) View PDF

Job Not Sold — (rev 02/19) View PDF

Additional Job Contacts — (rev 02/19) View PDF

Job – Company Change — (rev 02/19) View PDF

Job – Loss Type Change — (rev 02/19) View PDF

Move Jobs Between Sites (Office, Location or Department) — (rev 02/19) View PDF

Export Appointments — (rev 02/19) View PDF

Password Reset — (rev 10/19) View PDF