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Articles in this section

  • What happens to estimates in the proposal stage if my estimator leaves? Can I reallocate Jobs?
  • How do I see the status of all my Jobs?
  • Can I control what features a foreman can use vs crew member?
  • What if I have a client with multiple properties?
  • Can clients approve different sections of estimate?
  • What devices can I use TreePlotter JOBS on?
  • Can I print out an invoice?
  • What is the difference between a Client Name and Contact Name?
  • Does the client see my calendar/schedule?
  • Does TreePlotter JOBS integrate into Quickbooks?

Does the client see my calendar/schedule?

  • December 30, 2019 21:51
  • Updated

No, your clients cannot see the calendar portion of the application. They have limited access to only view their specific estimate. 

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  • What happens to estimates in the proposal stage if my estimator leaves? Can I reallocate Jobs?
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