New User InterFace
- How to Archive and Unarchive Prospects
- Merging Customers
- How To Upload a PDF (or other doc) To a Page in The Big Proposal
- Creating Customer and Prospect "Types"
- Adding A Prospect
- Work Order Format
- Adding Job Locations
- How to Mark a Job as "Completed"
- How to Edit and Delete Recurring Jobs
- Importing from QuickBooks Online in TCF
- Customize Your Estimates
- Setting your Appt. Time Defaults
- Creating an Estimate and Invoice Email Template
- Customize Your Invoices
- Big Proposal Copy: Creating Additional Proposals (NEW UI)
- How to Add, Edit, and Delete Job Types or Job Packages
- Restoring a Deleted Job
- Color Coding (New UI)
- Sales Tax
- How to Create and Use Job Checklists