Knowledge Base
Go to One Click Contractor
Frequently Asked Questions
Training Videos
Introduction
Estimation and Pricing
Quick Start
Presentations
Frequently Asked Questions
Company Information
Pricing, Proposals, and Agreements
Screen Share
Measurements
User Permissions
Documents
Notifications
Images
How to Calendar Sync
Safari
Financing
Integrations
Zapier
CRM
Measurement Providers
Estimation
Finance
Payments
ProVia
PLNAR
GAF Project/Leads
Users Permissions
Enrollment
ProVia
Measurements
New Releases
Payments
New Releases
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Knowledge Base
Frequently Asked Questions
Training Videos
Introduction
Estimation and Pricing
Quick Start
Presentations
Frequently Asked Questions
Company Information
Pricing, Proposals, and Agreements
Screen Share
Measurements
User Permissions
Documents
Notifications
Images
How to Calendar Sync
Safari
Financing
Integrations
Zapier
CRM
Measurement Providers
Estimation
Finance
Payments
ProVia
PLNAR
GAF Project/Leads
Users Permissions
Enrollment
ProVia
Measurements
New Releases
Payments
New Releases
Frequently Asked Questions
How can I collect payments in One Click?
TEMO Emailing the Order CSV
Documents Tab - The Magic Wand Icon
How to Change/Reset Password
How to Access OCC Profile Information
How to Set Up Your OCC Account
Lowe's IHC: Create a New Job
Lowes Warranty Validation
Making Chrome your default browser
How to Delete an Estimate in OCC
How to Import jobs from a CSV file
How do I enroll in GAF Leads?
Customer Filter Tool
OCC & PaySimple: How To Create and Edit Payment Forms
OCC & PaySimple: Understanding Credit Card Failure and Decline Codes
OCC & PaySimple: Understanding Credit Card Funding Time
OCC & PaySimple: Understanding Quickbooks Payments Sync
OCC & PaySimple: How To Log In for the First Time
OCC & PaySimple: How To Reconcile Deposits
Company Information
How do I change my company contact information?
How can I update/change my Organization's billing information?
Pricing, Proposals, and Agreements
Why won’t the Finance Options populate on a Proposal?
How Do I Import a Project from SoftQuote Into One Click Contractor
Price Presentation Basics
Why does detailed pricing not show up on my Proposal or Agreement?
Screen Share
What devices/platforms support screen share
Can I Screen Share from an iPad?
I'm using the Basic Screen Share and my customer can't see my screen
Measurements
How do I manually import 3rd party Measurements?
Utilizing Rapid Area Measurements
Creating a Window Estimate using the Window-inator tool
User Permissions
Can I have one username for Multiple Organizations?
Why can't I log in to One Click Contractor?
How do I add/remove users on One Click Contractors?
Documents
Do you support PDF form filling?
I'm trying to upload a document but I'm getting an error
Notifications
One Click Contractor Notifications
User Notification - Job Created/Reassigned
Organization Notifications - Signed Documents
User Notifications - Signed Document
User Notification - Customer Photo Uploaded
See more
Images
I'm having an issue when uploading photos
How to Calendar Sync
Calendar Sync feature
Safari
My Screen keeps Flickering/Constantly Refreshing when trying to get to One Click.
Financing
OCC HomeVest Financing: Part 2
OCC HomeVest Financing: Part 3
OCC HomeVest Financing: Part 1
Integrated Payments in One Click Contractor
