Your customer information has a sleek new look with all the familiar functionality!
Project Details
New Lead - Click the drop down to change the status of your project. You can quickly sort and view projects by status to ensure you always know exactly what's happening with every job.
Documents - Navigate to the Documents menu where you can generate a sketch report, estimate, material order, sign-able contract or summary report.
Edit Details - Assign an office and adjust customer details including address, contact information, billing and insurance details.
Add Notes - Add contract, delivery, installation, and pre-start checklist notes to appear on your documents, or general project notes.
If you have any issues navigating the new project page layout, we're happy to help! Please contact our Support Team or give us a call at 877-766-3762!