Customer Service, Admin & Selections
Your Pre-Site Team needs to see this
13 articles
Manage client contact details
Enable portal access for your Client
How to Create a Selection Set
Costing of Selection Options
Link an Allowance to a Selection Set
How to create a variation
How Variations Are Automatically Created from Approved Selections
Allowances - how to customise the display of allowances in your proposals
Print a statement showing all approved variations
Send a variation for approval
Link a variation to an allowance
Link a Variation to a Selection Set
JACK App's Communication Log
