Job Reference Documents

Adding New Lead/Job  View PDF

Job Preliminary Report  View PDF

Job Document Merge  View PDF

Job Documents & Pictures View PDF

Job Correspondence  View PDF

Job Tasks  View PDF

Send Job to Xactimate  View PDF

Job – Schedule (Gantt Chart)  View PDF

Job Save & Add Copy  View PDF

Linked Jobs Overview  View PDF

Compliance Template – Overview  View PDF

DryLINK Integration  View PDF

Financials – Job Costs

Job Cost Overview  View PDF

Job Costs – Budget  View PDF

Job Costs – Applying Manually  View PDF

Job Costs – Reports  View PDF

Remove Xactimate Estimate  View PDF

Create Estimate Invoice View PDF

Other Resources

Email/Document Sync Instructions View PDF

Job Not Sold  View PDF

Additional Job Contacts  View PDF

Job – Company Change  View PDF

Job – Loss Type Change  View PDF

Move Jobs Between Offices  View PDF

To Do > Schedule – Overview  View PDF

Export Appointments  View PDF

Password Reset  View PDF