Projects
- Creating a new Project
- Project settings
- Profit Margins - Projects & Tasks
- How to create a project if your merchant is ITM
- Document Storage
- Financials
Tasks
- Default Task Templates
- Task Types
- Managing Tasks
- Adding tasks and sub tasks
- Generating tasks / Creating tasks from an Estimate
- Task Budget and Quote
Estimates
- Importing an Own Take-off Template to a Project
- How to Import a Quantifier Estimate to a Project
- Creating an Estimate
- Pricing an Estimate
- Estimate Actions
- Changing an Estimates status