Learn How to Manage the App Series
- 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)