Adding New Lead/Job — (rev 05/20)
Job Preliminary Report — (rev 02/19)
Job Document Merge — (rev 02/19)
Job Documents & Pictures — (rev 04/20)
Job Correspondence — (rev 04/20)
Job Tasks — (rev 03/21)
Send Job to Xactimate — (rev 04/20)
Job – Schedule (Gantt Chart) — (rev 05/20)
Job Save & Add Copy — (rev 04/20)
Linked Jobs Overview — (rev 04/20)
Financials – Job Costs
Job Cost Overview — (rev 02/19)
Job Costs – Budget — (rev 02/19)
Job Costs – Applying Manually — (rev 02/19)
Job Costs – Reports — (rev 02/19)
Remove Xactimate Estimate — (rev 05/20)
Create Estimate Invoice — (rev 06/20)
Other Resources
Email/Document Sync Instructions — (rev 02/19)
Job Not Sold — (rev 02/19)
Additional Job Contacts — (rev 02/19)
Job – Company Change — (rev 02/19)
Job – Loss Type Change — (rev 02/19)
Move Jobs Between Sites (Office, Location or Department) — (rev 02/19)
To Do > Schedule – Overview — (rev 04/21)
Password Reset — (rev 10/19)