crm-tradesman
Getting Started with Tradesman CRM
An overview of the tradesman features in Relentify CRM.
How to Create a Job
Create a job record to track work from enquiry to completion.
Scheduling Jobs
Schedule jobs and assign them to workers.
Tracking Materials and Costs
Record materials used on a job and track costs.
Before, During, and After Photos
Capture photos at each stage of a job for documentation.
Job Costing
Compare quoted vs actual costs to measure job profitability.
Using the Job Calendar
View and manage all scheduled jobs on a calendar.
Completing a Job and Invoicing
Mark a job as complete and generate an invoice.