The GridView tab is a powerful way to look up key information in your shop. Saving views in the GridView is a quicker way to retrieve focused information.
Learn more about the "Overview" visual reporting tool in the Dashboard. The Overview can display Completed and Projected job statuses (Created, Accepted, Templated, Fabricated, Installed) as Job Count, Revenue, T Dollars, Margin, and Square Feet. The ...
Deliver the signature request to the recipient from ActionFlow Choose a job that is ready for a digital signature. While you can attach a signature placeholder to any report footer, eSignatures are most commonly used with Invoices and Quotes. ...