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App Features

  • Distribution List - Creating a List
  • Customized Proposals, Job Info Page and Custom PDF’s
  • Editing, Adding, and Removing Discounts:
  • Document Packets - Company Documents
  • Document Packets - Adding PDF's
  • App Section - Overview
  • Forms - Automation
  • Project Display Preferences
  • SVT Form Updating (Removing Products & Services):

Categories

  • Accounting Details
  • App Configuration
  • Customer Portal
  • Quick Start
  • Settings
  • Admin Overview Items
  • App Features
  • Appointment
  • Billing -User setting
  • Company
  • Configuration
  • Contract Details
  • Drawing Tools
  • Integrations
  • Meeting
  • Network related
  • Presentation
  • Products
  • Solutions
  • Assets
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