Learn to Use Contractor Accelerator

This article is designed for new users to learn about the main functions within Contractor Accelerator!

Please forward this article to any new users. 

Customer Intake - Quickly add a customer to the CRM

When a customer calls in, you'll want to add that lead to the system. Here you will learn how to go through customer intake and schedule that first evaluation appointment. For more information on customer intake and managing customer information, click here. To learn more about how you can set customer appointments, click here.

1. Use our Quick Add button 
2. Complete the required information and schedule an evaluation appointment or send the customer an introduction email.

or

1. Select the CRM drop-down then select Customers.
2. Select Create New Customer.
3. Complete the required information and schedule an evaluation appointment or send the customer an introduction email.

Create a Drawing - Create visuals with tools built for your industry

Once you get to the customer evaluation, you'll want to create a drawing of the property. Here you will learn how to create a drawing and get insight into editing options for specific icons. For more information on the drawing tool, click here.

1. Select Sales from the top navigation bar and click on Drawings.
2. Give the drawing a name, assign it to a project, and choose the paper size.
3. Click to expand a section within the tools on the left then select an icon.
4. Click or click and drag to place the element within the application.

Create a Bid - Complete and email detailed bids

Now that you've made your drawing, you'll need to create a bid. Here you will learn how to build a bid, set your payment terms, and add any additional drawings or media before sending to the customer. For more information on bid creation and changes you can make within a bid, click here.

1. From the CRM drop-down, select Customers.
2. Select a customer.
3. From the Customer Management page, choose a property.
4. Access the Bids tab then Add Bid.

Edit Your User Profile - Set up customized information

1. Select the User Menu icon in the upper right in Contractor Accelerator.
2. Select Profile.
3. Edit profile information such as phone number, email, and bio. 
4. Add a picture of yourself. Keep in mind that this will be customer-facing.
5. Connect your calendar.

For more information on how to edit your User Profile, click here.

Where is the Help Center?

Looking for more information on a specific part of the system? You can click on your user profile in the top right corner of CA and find the "Help" link. This will take you to the Help Center to search keywords for answers to any question you may have.

How do I contact support?

Can't find what you need to know within the Help Center? From the Help Center, you will see a pop-up in the bottom right corner where you can search keywords for an answer on a topic. For example, if I have a question about pricing, all I need to do is type in the word and hit the enter key. Results will populate with links to Help Center. If you can't find what you're looking for, there will be a "Contact Us" button to send support an email.