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209: Estimating - Creating an Opportunity

In this video, you will learn how to create an Opportunity for Contracts and Workorders.

Aspire Software avatar
Written by Aspire Software
Updated over 11 months ago

In this video, you will:

  • Understand the differences between contract and work order opportunities

  • Discover the different invoice types for contract and work order opportunities

  • Learn how to create an opportunity

Sections

  • 0:00 Introduction

  • 0:29 Overview of Opportunities

  • 1:52 Creating an Opportunity

  • 3:33 Contract and Work Order Invoice Types

  • 9:49 Review

Training Video

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