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

Select Job types

Select tasks from list (see below).

Confirm starting date of first job and ending date.

Add notes and comments for jobs (Notes are the office only, comments are public.

Check tasks and services for jobs. Click on "Accept all selected jobs" to define the descriptions of the jobs above.

Additional services (See Services)