Project Tracking
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Sold Estimate Project Status

Hey Team! Need some advice... We have sold estimates that our a package we sell to our clients at an in-home demo with a sales rep. Then after selling the estimate we have an installation team that needs to go out to preform the equipment install. Af...

lbrewste by New Contributor III
  • 3879 Views
  • 2 replies
  • 2 kudos

Construction Punch Lists

This question is for new construction workflow: Does anyone have a suggestion or solution they are using to create punch lists on jobs? For example, our Field Sup (FS) goes out to look at a phase 2/top out job for a project and needs to create a punc...

intownpl by New Contributor II
  • 5194 Views
  • 5 replies
  • 1 kudos