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Understanding and enabling Job Resources

Learn what Job Resources are and how they allow optional documents to be included in estimates and agreements.

What Job Resources are

Job Resources are documents that can be selected or excluded per estimate.

These documents are not automatically included in every proposal or agreement. Instead, they allow representatives to add documentation based on the needs of a specific job.

Common examples include:

  • Additional disclosures

  • Customer acknowledgement forms

  • Supplemental agreements requiring signature

  • Visual aids used to help explain products or services during a sales conversation

Where Job Resources Are Configured

Job Resources are configured in the Documents library when uploading a document.

When a document is marked as a Job Resource, it becomes available in the Estimator across the entire organization.

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Once enabled:

  • All users will be able to access the document

  • The document can be selected when building an estimate

 

Important Notes

  • Job Resources are available organization-wide once enabled.

  • These documents are optional and must be selected manually in the estimator.

  • Layout documents are always included automatically, while Job Resources are job-specific selections.