Company headers

Projects

• Add an account
• Prepare an estimate
• Proposal and contract
• Print estimate reports
• Maintenance settings
• Schedule jobs
• Job calendar
• Assignments
• Installations
• Route sheets
• Close jobs
• Post jobs
• Non-billables
• Statements
• Reports
• Your vendors

• Services
• Disclaimers

• PlanTech
• Palmtech

• Photo locator
• Availability

Navigation menu bar
"Accounts" has been clicked.

Account information

Main button to access estimate/Bid Preparation for current account, current project and current phase.

Click on "Add new account". The account number is automatically generated by the program. Type the account name and press <Enter> to generate the key that will be used for sorting. Type the additional information that define the account. When finished click on "Save" (YELLOW). A default project for the new account is also created, as well as the default area (or phase called "Completed Project Area").
You can add new projects to the same account by clicking "Add project", define the Project name (above the project list), the address and additional information. When finished, click on "Save" (PURPLE)
You can also add phases to the project by Clicking on the button that has the project name and phases
("Sample Project Phases").

In a nutshell: An account can have many projects, and each project can have many phases.
You can created as many accounts as you need.

DO NOT FORGET TO SAVE EACH TIME YOU MODIFY THE DATA OF AN ACCOUNT OR A PROJECT