Enterprise SR (Sales Rep)- Videos & Tutorials

These pages/videos have been created to guide users with the SR (Sales Rep) role or title. The typical responsibilities of a user with the SR role/title may include, prospecting, performing inspections, creating roof drawings/roof measurements, creating estimates, delivering contracts to the customers, and submitting prospects to management for approval to become jobs. The responsibilities of an SR may vary from company to company but can be easily configured on the individual employee permission page, Tools, Employees, Manage Employees, select Permissions.