General Tips & Tricks

In this webinar, we cover the general tips & tricks when using Manage360.


Topics will include:

  • Creating and Using Custom Views

  • Housekeeping for Estimates

  • Managing and Closing Jobs

  • Keeping Billing Up to Date

  • Custom Reports in Manage360

  • Proposal Display Options

  • Cleaning Up Opportunities

  • Mobile App Tip for Material Tracking

  • Best Practices for Snow Work

  • Open Q&A and Report Use Cases