Jobs, calendar, map view, attachments, and job logs
Learn how to run the operational heartbeat of the CRM: create jobs, manage due dates, use map and calendar views, handle attachments, and review job history.
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Operations
Operations guides
Run jobs, scheduling, map view, assignments, attachments, and day-to-day field coordination efficiently.
Clients, subcontractors, users, and assignment workflows
Understand how the CRM handles internal users, clients, subcontractors, permissions, and the assignment logic that keeps everyone aligned.
Read guideMessaging, notifications, mentions, and team communication
Use the inbox, per-job chat threads, pinning, notifications, and communication preferences to keep the office, field, subcontractors, and clients aligned.
Read guideData Imports and CSV Handling
Learn how to bulk import legacy data into the CRM using the CSV import tool.
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