Account Set Up

• Set Up Your Personal Account Settings
• Set Up Your Company Details
• Set Up Your Users (and Roles/Permissions)
• Set Up Your Field Employees
• Set Up Your Customers
• Set Up Your Vendors
• Set Up Vendor Pricing
• Set Up Your Item Catalog
• Set Up Your Custom Lists
• Workflow Settings (Company Defaults)
• Workflows: Configure Pricing (Company Level)
• Set Up Your Projects
• Projects: Configure Pricing
• My Projects Dashboard