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Training Videos
Videos covering the entire One Click Contractor estimation process.
Introduction
- How can I create an Agreement for signature by the customer using Quick Start?
- Internal Job Scheduler
- Sending an Agreement for Digital Signature
- Generating a Customer Proposal
- Design Tools Tab
- Notes and History Tab
- Measurements Tab
- Documents Tab
- Photos Tab
- Tools Tab
- Setting Appointments and Sending Invitations
- Starting a Virtual Meeting and Screen Share
- Customer Tabs and Features
- Navigation Basics - Add Customer Job
- Navigation Basics - View Customer Jobs
- User Sign On and Basic Resources
- Introduction and Overview of One Click Contractor
Estimation and Pricing
- How to download an Estimate CSV directly to your device.
- Estimate Tab - Overview Tab
- Estimates Tab - Creating an Estimate Template
- Estimates Tab - Adding and Editing Custom Line Items
- Estimates Tab - Create a New Estimate without a Template
- Estimates Tab - Create New Estimate with Template
- Estimates Tab - Adding Line Items to Groups
- Estimates Tab - Group Basics
- Estimates Tab - Create an Estimate by Importing a ProVia Order
- Estimates Tab - Introduction to Fundamentals and Capabilities