Create and Manage Jobs (Projects and Work Orders)
- Sales Management
- Qualify and Archive Leads
- Notifications
- The Job Workspace
- Labels
- Scheduling and Calendar Views
- "Test" Jobs
- Removing and/or Combining Duplicate Participants
- Creating Leads
- Managing Job Status with Milestones
- About Leads and TCPA Compliance
- Using Job/Project Roles
- Using SolarNexus When you Work as a Subcontractor
- Using Roof Effectiveness Score to Qualify Leads