Manage organization-level settings including company information, notification preferences, document layouts, job menu configurations, and other global settings.
Everything you need to know about building Price Lists within OCC!
Manage the entire estimate-to-signature workflow: capture customer details, run inspections, take measurements, build estimates, and send proposals and agreements for signature.
Build and manage estimates using groups, line items, discounts, markup pricing, payment terms, and generating agreement and proposal documents.
Connect OCC with external systems such as CRMs, financing platforms, measurement providers, and manufacturer tools. Configure data syncing, document push/pull behavior, and user mapping.
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