Navigating the System
This collection of articles shows different navigations within the program
By Caleb and 1 other2 authors72 articles
- ***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
- Submit Your Customer List
- How to change Unit Descriptions
- Parts
- Variable Refrigerant Units and Ductless
- Walk-Me-Through a Template
- Adding a New Unit
- 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
- Customizing Proposal 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
- How to Delete Templates
- How to Copy Templates
- ServiceTitan Integration
- How to Enable VRF Mini Split
- Use Local Data vs. Universal Data