TUTORIALS

1.Leads

Menu Leads

Creating new lead

To create a new lead please use a form on the top of the left menu
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List of all leads and orders

List of all leads and orders This list consist of all your leads, either entered by hand or automatically inserted by HTTP posts from your lead providers.
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Onsite Estimates

Calendar view of scheduled onsite estimates You need to create an estimate first in order to view it on Mobile Estimator How to create onsite estimate (survey)
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Job Calendar

You can view your booked jobs in many different ways. Read more

Today’s Task

Daily, weekly or monthly view of follow-up calls scheduled by sales persons

Schedule

Calendar view of booked jobs

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