Administration

Terminology

• Glossary of Terms

User Roles/Managing Employees

• User Roles/Billable Status Defined
• Managing Employees
• Setting Up Mobile Users

Repair Library (deficiencies/issues)

• Managing Repair Library in Bulk
• Viewing & Managing your Repair Library

Material Library

• Viewing & Managing your Material Library

Lead Type Library

• Viewing & Managing your Lead Type Library

Custom Fields

• Adding Custom Fields

Company Setup

• Company Settings
• Property Approval

Email Sources

• What Are Email Sources & How Are They Used

Default Stage Definitions

• Service Stage Definitions
• Opportunity Stage Definitions