Lock or Unlock Estimates in EstimationPRO

Lock or Unlock Estimates in EstimationPRO

Feb 17, 2012

              1. Log into http://estimationpro.com/client enter in your username and password information. Then click Estimate Manager on your home screen.   2. Click on the estimate that you need to edit.   3. On the left side of the screen click on Lock/Unlock Estimate   4. Select Lock or Unlock and Insert CEO...

How to Install estimationPRO

How to Install estimationPRO

Feb 17, 2012

Step 1: Check for Windows Updates Open Windows Update by clicking the Start button. In the search box, type Update, and then, in the list of results, click Windows Update. In the left pane, click Check for updates, and then wait while Windows looks for the latest updates for your computer. If you see a message telling you that important updates are available, or telling you to review important updates, click the message and at minimum, select the important updates to install. Click Install Updates.Read and accept the...

Integrate Jobtracker with Google Calendar & send SMS notifications

Integrate Jobtracker with Google Calendar & send SMS notifications

Feb 10, 2012

Jobtracker can be configured to send text messages when a new activity is assigned to a Jobtracker user.  An activity is defined as a meeting, a call and/or a task that has been placed on your Jobtracker calendar.   Automatic SMS messaging through Jobtracker engages free Google technology to forward your scheduled Jobtracker activities. There are two pieces for setting this up. First, each user must create a Google account that includes the Google calendar option. Secondly, Jobtracker must be setup to send alerts to...

Home Screen Dashlets Are Blank

Home Screen Dashlets Are Blank

Feb 9, 2012

Home Screen Dashlet’s have customizable filters.  What this means is you can choose settings that determine what information is displayed within the Dashlet.  If you are not seeing Leads, Calls, Contracted Jobs etc., that you expect to see, it’s probably because you need to change the settings/filter for the Dashlet. Using the My Leads Dashlet as an example, here is how you can edit a Dashlet filter. In this scenario, I am logged into JOBTRACKER as an office administrator and am currently entering new Leads into...