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  1. Intelligent Mobile Support
  2. LEARN HOW TO MANAGE THE APP
  3. Learn How to Manage the App Series

Learn How to Manage the App Series

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  • Log-In to the Management Portal
  • Management Portal Basics (SBP Release 8)
  • Submit update requests to the document section
  • Schedule a Job (Sales Call)
  • Manage Equipment
  • Manage Accessories
  • Manage Add-Ons
  • Manage Materials
  • Manage Financing Programs
  • Manage Finance Programs (V9)
  • Manage Final Notes
  • Manage Sales Presentation
  • Manage Forms - Comfort Survey, Site Survey and Custom Forms
  • Manage Custom Settings
  • Deal Manager - Remote Customer Acceptance, View Proposals and Forms
  • Customizations for Sales Presentation and Customer Quote (PDF)
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