Tools Menu explained
- TOOLS>Products>Manage products.-TOOLS>Templates >Roof Templates-TOOLS>Suppliers>Manage Suppliers
- TOOL>COMPANY DOCS
- TOOLS>CLAIMS
- TOOLS>DIRECTORY
- TOOLS>TEMPLATES>EVENT TEMPLATES
- TOOLS>TEMPLATES>NOTE TEMPLATES
Enterprise- Admin & Office- Video & Tutorials
These pages/videos have been created to guide users with the Admin role or title. Admins can edit all settings within the system to include, Employees, Commission Structures, Email/Text Templates and automations, Suppliers, Document Templates, Integrations, Roof Templates, Inspection Templates, Regions, and Process Checklist.