LEARN HOW TO USE THE APP
Learn How to Use the App in Less than 60 Minutes!
Learn How to Use the App Video Series
- Install the App on Your Tablet
- Build Your First Quick Proposal in less than 5 minutes!
- Build a Quote - Flowchart
- Discount equipment, accessories and services
- Add Overall Job Items to a Proposal (New feature 10/2019)
- Install Manager Pro - Add Overall Job Costs, Installation Kit Items and Labor Options to a Quote (New feature)
Navigation Menu
How Do I Start a Job?
Build a System
Accessories, Additional Services and Materials
Signature
- Getting Started - Signature Tab
- Notes & Payment, Total Investment
- How do I Enter Mail-In Rebates?
- Final Notes - Install Date, Customer Notes, Office Notes
- Final Notes - Settings
- Final Notes - Taxes & Fees
Complete a Job
Frequently Asked Questions
- What happens when I edit an old quote AFTER a Business Rule Change?
- What happens when I edit an old proposal after a pricing update?
- Is there a way to get a proposal more than 1-year old back onto the tablet?
- How to send a Proposal via DocuSign
- Multiple Price Books - How do I move a customer to a different price book? Reassign the customer class?
- Multiple Price books - How do I select a specific price book for a customer?