Click here to view a Video on How to Create a Package in QuoteAnywhere [https://www.dropbox.com/s/arknh12egkny7r9/Package%20Editor%20-%20QuoteAnywhere.mp4?dl=0]
Click here to watch a Video on How To Create a Package in WeEstimate [https://www.dropbox.com/s/6zvtmiv3ows5pwv/Package%20Editor%20-%20WeEstimate.mp4?dl=0]
To view Archived Proposals simply go to your user dashboard and select the ARCHIVED Tab Here you can view all of your Archived Proposals. If you have access to other users you will see their Archived proposals under "My Employees" Archiving the job...
1) System > Data List 2) Select Data list to be edited 3) click 4) Enter title/name of item under the appropriate data list and save by clicking 'Update'.
CREATE A QUOTE IN LESS THAN 10 MINUTES BEGIN A NEW PROJECT To begin click the NEW PROJECT button from your Dashboard STEP 1: From the new project screen enter the name of your customer. In this example we chose Advanced Construction. The client is ...
Click here to view a video on How To Create An Estimate to Contractors [https://www.dropbox.com/s/3p3arldzxctev7d/Creating%20a%20Contractor%20Bid.mp4?dl=0]
MAIN NAVIGATION PANEL AND DASHBOARD Navigating in WeOpportunity is easy! At the left hand side of your screen you'll see the Main Navigation Panel. The options available (visible) are based on User permissions set by your System Administrator. The image...
Hi Andrea - That is a group right. When you highlight the group in System Configuration you should see an option to select this permission. See screenshot here: http://www.screencast.com/t/dVw9aiWF7 Warm Regards, Diane Gross Application Support
The issue was a missing stored procedure ret_UpdateJobCustomer.
Hi Michelle, There is a program option named "RAR TCV Multiplier" that defines the term length Calculated for RMR commissions. If you set this option to 0 it will calculate the term length on the job. Thanks
This has been fixed with a change in sp_AddAlt store procedure (Changeset 11975) [https://wesuite.visualstudio.com/WeSuite%20Database/_versionControl/changeset/11975#_a=summary]. Not all the tax fields were retrieved from the base job. Added the missing ...
V4.0 WEOPPORTUNITY NEW FEATURES! WeSuite is proud to present the new WeSuite v4.0 along with the WeSuite Go! mobile application for IOS and Android. We’ve been working around the clock to release a new and improved WeOpportunity packed with new features...