Company & Price List Settings
Manager and admin tools for running your organization: company settings, price list updates, user management, and how pricing appears in the Estimator.
Pricing Bahavior
Org Management
Org Permissions Troubleshooting
Job Types, Job resulting & Job Status
My Team User Management
Price List Settings
My Account Management
My Team Tool Integration
Markup, Taxes, Payment Terms & Discounts
Documents
- Adding, Modifying, and Deleting a User in One Click Contractor
- Document Coding Workflow: End-to-End Process
- Understanding Auto-Filled and Coded Documents
- Supported Auto-Fill Fields for Documents
- Scribble Short Codes & Signature Tags
- Uploading Documents to One Click Contractor Administration Dashboard
- All Documents - Layout configuration: proposals, agreements & Inspections
- Understanding and enabling Job Resources
- Understanding How Documents Work in One Click Contractor
Alerts & Notifications
Price Presentation & Financing Settings
- How to Configure Slides/Drops Settings
- How the Titles Settings Affect Price Presentation
- How to Enable Price Presentation
- Set Up Discounts in the Administration Dashboard
- Price Presentation Basics
- How to enable and configure Price Presentation
- How to Configure Payment Terms Settings in One Click Contractor
- Commission Method - Custom Commission Calculation