OCC Estimator Administration Dashboard
Manage organization-level settings including company information, notification preferences, document layouts, job menu configurations, and other global settings.
Admin Dashboard FAQs
- Job Resulting Not Showing for a User
- Can I Result Separate Estimates on the Same Job?
- Where can I access and download my invoices?
- Can I have one username for Multiple Organizations? - Selecting an Active Organization
- How can I view the Job Results in OCC Estimator? - How to use Filter By and Apply Filters
Trouble Shooting
Information
Customers
Global Settings
- General Settings - Dynamic Presentation
- Job Resulting - Configuring Job Resulting
- Job Resulting - Understanding Job Resulting Emails and Downloads
- Job Resulting - Understanding Job Resulting Fields
- Job Types, Levels, and Locations
- Alerts and Notifications - Managing Alerts and Notification Recipients
- Alerts and Notifications - Managing Fully Executed Signable Document Notifications
- Alerts and Notifications - One Off Document Signature Notifications
- Commission Method - Custom Commission Calculation
Analytics
Estimator Settings
Measurements
Document Coding
- Document Coding Workflow: End-to-End Process
- Understanding Auto-Filled and Coded Documents
- Coding a Document Part 1: Auto-Fill and Signature Basics
- Coding a Document Part 2: Creating PDF Form Fields
- Coding a Document Part 3: Adding Signature Fields
- Supported Auto-Fill Fields for Documents
- Scribble Short Codes & Signature Tags
Documents settings
Presentations
Financing & Pricing
- How to Configure Slides/Drops Settings
- How the Titles Settings Affect Price Presentation
- Understanding Price Presentation Settings
- 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