Knowledge Base

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Knowledge Base

Training Videos

Training Videos

Videos covering the entire One Click Contractor process

GAF Lead Perfection Integration Enhancement

Job Scheduler Basics

Introduction

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

How can I create an Agreement for signature by the customer using Quick Start?

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Estimation and Pricing

Signable Documents

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

Price Presentation Drawer

How to download an Estimate CSV directly to your device.

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Quick Start

Quick Start Document/Agreement Process

Presentations

Presentations Tab - Virtual Meeting with Screen Share

Presentations Tab - Basics

Presentations Tab - Navigation Basics