Emma at improveit 360
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Recent activity by Emma at improveit 360-
Enterprise Package Features
improveit 360 offers three main Package options: Professional, Enterprise, and the Products & Materials Add-On Package. (Note: If your company is part of the Supportworks or Contractor Nation deale...
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Centah Integration Details Slick
Download a printable version of this document below.
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Centah Lead Integration Processes
The Centah Lead Integration package can be added to any Enterprise Edition improveit 360 system. For more details and pricing, see also: Centah Lead Integration Details Slick See also: Centah p...
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Give User Access to a Tab
Each Custom Object is available as a Tab. Your company's System Administrator will set the Tabs that can be accessed on the Toolbar based on each User's Profile. Individual Users can edit the order...
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Lead Entry Page Add to Field Sets on each Object
Each company using improveit 360 tracks different information at the Lead capture stage. For this reason, your System Administrator will work with your Marketing Manager to determine which Fields s...
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Products & Materials: Enter Installed Quantity after Installation
The final feature of the Products & Materials Add-On Package is automated job costing of Materials. Once the Installed Quantities of Materials on the Project have been entered, improveit 360 will a...
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Assign Sale Items and Related Materials to Projects
The video below will guide you through Assigning Sale Items and their related Material records to a Project. Keep in mind, you need to have the Products & Materials Add On Package, or the Supportwo...
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Create Materials for the Products you sell
The video below will guide you through creating Material records for each Product sold by your company. Keep in mind, you need to have the Products & Materials Add On Package, or the Supportworks* ...
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Products & Materials - Troubleshooting
In this Article is for organizations using the Products and Materials Add-On Package, or organizations with the Supportworks* Package. Below we will review the steps when troubleshooting missing Ma...
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Creating and Ending Sources
Sources are the individual marketing efforts used to advertise your business. If your company is bringing Data into improveit 360 from a previous CRM system, the Data Conversion process includes th...