Using Office App
All you need to know about customizing your account
By Ben and 2 others3 authors60 articles
- Keeping your Equipment Models Current
- Active and Archived Consultations
- Unarchive a Consultation
- Archive a Consultation
- Set up Survey Questions Checklist
- Financing (Text Only Option)
- Proposal PDF on iOS Devices
- Activating Auto Follow-Up Emails
- Use Text Only Options to Collect Intended Method of Payment
- AutoPilot Video Tutorial
- AutoPilot Overview
- Manage your connected warehouses
- Show or Hide Product Model Numbers on Proposals
- Show or Hide Individual System Pricing on Proposals
- Show or Hide AHRI Information on Proposals
- Enable Energy Tag (E-Tag) By Default Setting
- Sorting Installation Items
- Managing Installation Items Catalog
- Specific Items for Specific System types
- Custom Equipment Importer Validation Fields
- Creating Custom Equipment Catalog
- Mass Upload Custom Equipment via the Importer (Video)
- Mass Update Cost of Custom Equipment (Video)
- How do I view a list of my accessories?
- Removing an Accessory
- How to Include Accessories in Live Bundles
- How to Add Feature Highlights for Custom Equipment
- Custom Equipment - Kickstart Customer
- Live Equipment Manager
- Edit the Image of Live Equipment
- AHRI for a Subset of Custom Equipment Brands
- How to add model numbers to custom accessories
- Creating Commercial Quotes with Packaged Unit Systems
- How to Add Assets to Custom Accessories