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 04/21)
Job Tasks (rev 03/21)
Send Job to Xactimate (rev 04/21)
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 Offices (rev 02/19)
To Do > Schedule – Overview (rev 04/21)
Export Appointments (rev 04/21)
Password Reset (rev 10/19)