Estimating
Learn about the Estimating tab in Administration as well as topics related to Admin setup! Create and manage divisions, service types, items, and pricing here!
Managing Chemical Tank Mixtures
How to Setup and Use Dump Fees
Using Electronic Signatures for Proposals
Adding Items to the Item Catalog
Adding a Labor Item to the Item Catalog
Adding a Material Item to the Item Catalog
Adding Equipment Items to the Item Catalog
Adding Sub Items to the Item Catalog
Creating Other Items in the Item Catalog
Creating a Kit for the Item Catalog
Using the Catalog Item Import Spreadsheet
Item Name vs. Item Alternate Name vs. Item Code
Purchase Units vs. Allocation Units
Creating an Auto-Kit in the Items Catalog
Basics of Item Catalog Management