Estimates

Please click on the image below to access the Estimates Training Guide.

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  Please click on the image below to access the Helpsheet for Notifications in CPL.

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  Please click on the image below to access the Helpsheet for Email Types Keyword Lists.

• Insurance Module

  You will find links below to 2 Insurance Module Training Guides which take you through setting up insurance policies in CPL and running through the insurance claims process. Insurance Policies Training Guides Insurance Policies Training Guide v1.2 ...

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  You will find links below to Invoicing Guides and Helpsheets which will guide you through the process of generating client invoices in CPL. Invoicing Guides and Helpsheets Processing Owner Charges for Actual - Client Invoicing Training Guide v1.0 ...

• Working with Contractors who are using Blockworx

  Please click on the image below to access the Working with Contractors who are using Blockworx Training Guide.