10 Steps to get your company onboarded
On-Boarding Step 1:
Complete User Profile
On-Boarding Step 2:
Complete Company Profile
On-Boarding Step 3:
Complete Office Profile
On-Boarding Step 4:
Add More Offices
On-Boarding Step 5:
Add More Users
On-Boarding Step 6:
Add Categories
On-Boarding Step 7:
Add Calendar Crews
On-Boarding Step 8:
Proposal Preface, Pricing, & Terms
On-Boarding Step 9:
Modify Proposal Item Components
On-Boarding Step 10:
Modify Direct Costs