Projects

Project Requests

• Project Request Forms
• View project requests
• Accept / Decline Requests
• Save leads as customers
• Send emails

Project Estimates

• Creating estimates
• Estimate approvals
• Manually approve estimates

Active Projects

• Creating projects
• Google Maps
• Manage occurrences
• Deleting projects
• Duplicate a project

Payment Collection

• Invoices & Payments
• Create an invoice
• Cancel an invoice
• Collection methods
• Down payment calculations

Item Library

• Create a new item
• Library maintenance

Schedule

• Schedule management
• Filter by Employee