How do I track Bidding emails and quotes from the various Vendors or Subcontractors?

• Related Articles

• How do I update an Estimate if its status is not set to Bidding?

  To update an Estimate that is not in Bidding, go to the Menu and select Estimates and pick the Estimate you wish to make changes to. On the top you will see the status it is in and from here, please click Bidding or Draft and that will enable you to ...

• How do I assign or restrict Project access for Employees and Subcontractors??

  To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...

• How do I track Retainage on an Invoice?

  To track Retainage on an Invoice, please go to Menu and select Invoices. Here select the one you wish to track the Retainage for. Once here, in the Details tab, check the Retainage option as that will show the current retainage.

• How do I track calls and meetings with a lead?

  In the Leads module, you can pick any Lead you wish to track the calls for, and once inside the Lead, select the Sales tab. Under Sales tab at the bottom, you will see the Activity panel and you can Add a New Activity and choose the type as "call" to ...

• Where can I track all the payments done by me for any particular project?

  To track Payments done for any particular Project, go to the Menu and select Projects and open the respective Project. Click on the Financials tab and then scroll down to Payments. This will contain the history of the payments made.