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 04/21) View PDF

Job Tasks (rev 03/21) View PDF

Send Job to Xactimate (rev 04/21) 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 Offices (rev 02/19) View PDF

To Do > Schedule – Overview (rev 04/21) View PDF

Export Appointments (rev 04/21) View PDF

Password Reset (rev 10/19) View PDF