The Development Wizard

Please click on the image below to access the Development Wizard Training Guide.

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• Related Articles

• The Development Wizard

  Please click on the image below to access the Development Wizard Training Guide.

• Development Financial Tab

  Please click on the image below to access the Development Financial Tab Training Guide.

• Estimates - Proposed Work Type

  This article is part of the Estimates section. Find all related articles here: Estimates If you chose Proposed Work as the Type for your estimate, then when you accept a quote it will become a Proposed Work instead of a Job. Follow the steps in ...

• Creating a User Report to Verify Clients with Email

  Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email.

• Proposed Works - Recording and Monitoring Payments

  This article is part of the Proposed Works section. Find all related articles here: Proposed Works Taking a Payment Payments towards a Proposed Work can be taken through the Daily Posting screen or via the Client Portal. You can also allocate funds ...