Navigating the System
This collection of articles shows different navigations within the program
***NEW Information on Ipad Browser Issues (11-2021)
Load Calculation Instructions
Gross Profit and Included Services
How to reset your network settings on your device
Bulk Import of Parts and "Bulk Part" process
Unit Import NEW PROCESS
Updating Pricing
Adding Images to the Customer Record
Watch my video on how to add an upgrade to the program
Leads Tab in the Proposal Program
AHRI issue
Reload Page Function
Terms and Conditions - Create and Add Hyperlinks
Give a Video to a Proposal Offering
Set Up Email Document
Inserting a Google Review Link on Your Proposals and Emails
Adding Bulk Parts to the Proposal
Printed Proposal Cover
My Retail Price is Changing Around Price Increase Time
Printing a Price Book
Clearing Cache in Safari
Clearing Cache in Chrome and Safari
Load Analyzer – Glass (Steps 3 & 4)
Microf Info and Enroll
What is VRF and Diversity in HVAC?
VRF
Reset the Status
Company Defaults - Upgrades - Embed videos
Unintended Consequences
I want a different appearance for my proposal
Creating a Service Ticket
Creating a Proposal from a Template
How to utilize the Dispatch Area
Safari / iPad Updates
Inactivate a Proposal
Microf Video
I want to add a user to the program
**NEW** Upgrades Above Terms and Conditions
Adding a list of customers
How to change Unit Descriptions
Parts
Variable Refrigerant Units and Ductless
Walk-Me-Through a Template
I want to add a unit or two to my list
Add a list of Units or Update my Pricing
Issue - Print Issue in Admin
How do you Create a Report for Sold Jobs
How do I add a list of parts to my account
How do we create new Admin Accounts?
What Kinds of Devices can I use
Submit a Trouble Ticket
Does changing my defaults affect my older proposals
How to Perform a Load Analyzer
One of my units doesn't have an image or a description
UGH!!! Where is my customer's email?
Deleting Proposals in the Program
Setting Appointments
Adjusting Email Templates
Adding and editing sales reps/techs
Changing Your Quality Headers
Changing the status of a Unit
Add a Part
Printing Templates to a Pricebook
The NEW VERSION DIFFERENCE
AHRI information
Adjusting a Template
Connecting Proposals and FieldEdge