Basic and Advanced View Mode

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• Basic Quote Training Part 2: Create a Quote

  Downloadable version at the bottom of this article Step 2- Create a Quote The process for creating a quote can be described in these steps: 1) Add Required Area Data 2) Enter data for calculating square footage 3) Enter data for edges 4) Add ...

• Basic Quote Training Part 1: Create a Job and Customer

  Downloadable version available at the bottom of this article. Step 1- Create a Customer Create a customer using the quote Wizard or by manually entering a customer Option 1: Create Quote- 1. Click on the Create Quote icon to the left side of the Home ...

• Tracking Jobs

  Table of Contents Intro (0:00) Add a Customer (0:11) Create Quote - Customer, Job, Area (0:17) Create a Customer (0:25) Add Basic & Contact Info (0:38) Job View (1:30) Create a Job (1:48) Job IDs (2:24) Job Site Contact Info (2:35) Job Details (3:15) ...

• Quote Basics

  These videos cover the basics of creating a quote in ActionFlow. Creating a Quote - The Basics We will cover the basics of how to create a quote in ActionFlow. Table of Contents Basic Data Structure - Customer, Job, Area (0:00) Finding Customers and ...

• Webinars

  February 26, 2025 - Shop Efficiency January 22, 2025 - Hourly Definitions Defined December 11, 2024 - Tame the Beast - Inventory Best Practices Presentation Slides November 13, 2024 - ActionFlow in the Shop Presentation Slides October 16, 2024 - A ...