Account Information
Summary
To create your account, click on the Sign Up button and fill in the required information. Once completed, you will be required to confirm the verification code sent to your email address. After confirming, you will be redirected to subscription page to select your subscription plan.
Creating Your Account
To create your account, click on the Sign Up button and fill in the required information. Once completed, you will be required to confirm the verification code sent to your email address. After confirming, you will be redirected to subscription page to select your subscription plan.
Billing Information
Billing information is handled through Stripe. In order to start your free trial and subscribe to a plan, you will need to enter your billing information and you can update it at any time.
Updating Your Password
To update your password, go to the login screen and click on the 'Forgot Password' link. Enter your username and submit. You will receive an email with a recovery code to reset your password.
Getting Invited to a Business
If you already have an account and are invited to a business, you will receive an email with a link to join the business. If you do not have an account, you will be required to create one. After joining the busines, you will see it appear in a dropdown in the top left of the navigation bar.
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Subscription Information
Summary
You may select from three subscription options: CRM, Estimates, or Ultimate. All subscription options are available for a 30-day free trial and are billed based on the plan number of users selected. Please note that plans are billed monthly or annually, and all users must be on the same plan.
Subscription Plans
The complete list of subscription plans can be found on the pricing page. You may select from three subscription options: CRM, Estimates, or Ultimate. All subscription options are available for a 30-day free trial and are billed based on the plan number of users selected. Please note that plans are billed monthly or annually, and all users must be on the same plan.
Updating Your Subscription
Subscription plans can be updated at any time. To update your subscription, go to the settings page and select Subscription, then Manage Subscription. You may adjust the number of users, change your plan, or cancel your subscription at any time.
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User and Role Information
Summary
Once you have created your account and subscribed, you can invite users to join your business through the settings. After inviting users, you can assign them a role. Custom roles can be created to manage user access based on your business needs.
Inviting Users
To invite users, go to the settings page and select Users. Click on the Invite User button and enter the user's email address. The user will receive an email with a link to join your business. Once the user accepts the invitation, they will be added to your business.
Creating Roles
To create a role, go to the settings page and select Roles. Click on the Create Role button and enter the role name. You can also assign permissions to the role. Once the role is created, click the boxes to add permissions
Managing Users and Roles
In the settings page, you can manage users and roles. You can also assign roles to users by clicking on the user and selecting the role from the dropdown. You can also remove users from your business by clicking on the user and clicking Delete Users Selected.
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Lead Form Information
Summary
Go to the outreach page to set up your lead form. You can customize the form's color, content, and style to best suit your needs. Once you have created your lead form, you can embed it on your website with the provided link.
Creating Your Lead Form
Go to the outreach page to set up your lead form. Select Edit Lead Form to customize the form's color, content, and style to best suit your needs. Once you have created your lead form, copy the link to the form and paste it on your website using an iframe like the example below.
Embedding Your Lead Form
<iframe src="https://app.errobuilt.com/forms/f3a192ce-d2d5-0e86-b636-38386e4c84fd" title="Errobuilt Lead Form"> </iframe>
Managing Your Lead Form
Any changes made to the lead form will be updated in real time. You can make changes to the form at any time throguh the outreach page. Customer information will be saved and presented as it was submitted.
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Email Template and Campaign Information
Summary
Create email templates and campaigns to automate your lead follow-up process by going to the outreach page. You can customize the email templates to match your branding and style. Once you have created your email templates, you can add them to your campaigns. To assign a campaign to a lead, go to the lead and select the campaign you want to assign.
Create an Email Template
To create an email template, go to the outreach page and select Add New Template. You can customize the email template to match your branding and style. Once you have created your email template, you can add it to your campaigns.
Create a Campaign
Create a campaign by going to the outreach page and selecting Add New Campaign. You can customize the campaign to send emails on a schedule that you set. Once you have created your campaign, you can assign it to your email templates.
Managing Email Templates and Campaigns
Email templates and campaigns can be managed through the outreach page. You can edit, delete, and view email templates and campaigns. Editing campaigns that are currently assigned to leads will not affect the lead's campaign. You can also view the email templates and campaigns that are currently assigned to leads.
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Lead Information
Summary
Once a lead submits the form on your website, it will be added to the leads page. Alternatively, you can manually add leads. Once a lead is created, you can add additional information to the lead, such as tags, notes, assigned representative. You can also assign a campaign to the lead to automate follow-up emails.
Creating a Lead
To create a lead, go to the leads page and select Add New Lead. You can manually add leads or fill out the form embedded on your website. Once a lead is created, you can add additional information to the lead, such as tags, notes, assigned representative.
Importing Leads
Optionally, you can import leads from a CSV or xlsx file. To import leads, go to the leads page and select Import Leads. You will have the option to upload your file or download a template. Once the file is uploaded, all fields will be visible when clicking on the lead.
Updating Lead Columns
To edit the columns shown on the leads page, update your lead form to require the fields you want to show. Once the lead form is updated, all fields maked required will be shown on the leads page.
Managing Leads
Leads can be managed through the leads page. You can edit, delete, assign representatives, assign email campaigns, and view leads. Editing leads that are currently assigned to campaigns will not affect the lead's campaign. Leads imported, or added from preview lead form templates will still have all fields visible when clicking on the lead.
Searching and Filtering Leads
Click on the magnifying glass icon to search for leads. You can search by name, email, phone number, or any other field. You can also filter leads by all columns shown on the leads page. To filter leads, click on the filter icon and select the field you want to filter by. You can also sort, reorder, resize, and more by clicking on the column header.
Exporting Leads
Select the export icon to export leads. This will let you print the leads page, or export the leads to a CSV file.
Deleting Leads
Check the box next to the leads you want to delete and select Delete Leads Selected. This will delete the leads from your business.
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Lead Follow-Up Information
Summary
Once you have created your email templates and campaigns, you can automate lead follow-up by assigning a campaign to a lead. The campaign will automatically send follow-up emails to the lead based on the schedule you set. You will see a record of the lead's activity when clicking on the lead.
Assigning a Campaign to a Lead
After a campaign is created, you can assign it to a lead. To assign a campaign to a lead, go to the leads page and select the lead you want to assign a campaign to. Select the campaign from the dropdown and it will be assigned to that lead.
Viewing Lead Activity
Click on the lead to view the lead's activity. You will see a record of the lead's activity, including the emails sent. You can also view the lead's information, notes, and assigned representative.
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Library Item Information
Summary
These are the items you will use in your templates and estimates. A library item can be a product, service, or any other item you want to include in your templates and estimates. You can create library items by going to the library page. Library items are assigned the following attributes: Name, Category, Unit of Measure, and Item # (optional). In order to calculate the total unit price, budgets must be created to reflect the cost of the item to your customers. Budgets are created by adding costs directly, or using formulas to calculate the price based on other budgets.
Creating a Library
Select Create a New Library to create a library. You can create multiple libraries to organize your items. Once the library is created, you can add items to the library.
Importing Library Items
To import library items, go to the library page and select Import. You will have the option to upload your file or download a template. Once the file is uploaded and the library is named, budgets and items will be visible.
Exporting Library Items
To export library items, go to the library page and select Export. You will have the option to print or export the library items to a CSV file.
Creating a Library Item
Click the + button to the top left of the library page and select Add Item to create a library item. Enter a name for the item and then enter the Unit of Measure (UoM) and Category for the item. The UoM and Category will be added to a list for quickly updating other items that are in the same Category and UoM. Optionally, you can enter an item number and upload an image.
Adding Item Images
Click the box under Img to upload an image for the item. Once the image is uploaded, it can be clicked to view it in full size. You can edit the image by clicking the three dots icon and selecting Edit Image.
Creating Budgets
Budgets are used to calculate the price of the item. To create a budget, click the + button to the top left of the library page and select Add Budget. Enter a name for the budget and then enter the cost for the item. Optionally, you can enter a formula to calculate the price based on other budgets.
Creating Formulas
Formulas are used to calculate the price of the item based on other budgets. To create a formula, select the three dots icon and select Edit Formula. Enter the formula in the text box and click Save. Here are some examples of formulas: "Budget 1 Name" + "Budget 2 Name" will add the two budgets together. (("Budget 1 Name" - "Budget 2 Name") * 1.75) will subtract the two budgets and then multiply by 1.75. By updating the formula here, this will apply to all items in the library. To overwrite the formula for a specific item, double click the amount shown for that cell and overwrite the formula.
Managing Library Items
Libray items can be updated at any time. Budgets, categories, images, and units of measure will be reflected in new templates and estimates not signed. By clicking the three dots icon, you can delete libray items. Library items that are deleted will be highlighted in red and will not be able to be used in new templates or estimates.
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Summary
Pricing Template Information
Once your library items are created, create a template. Add categories to your template to organize your library items. In your category, add a row to create a selection of base and option items. Optionally, you can add a description to the selection to provide more information in the estimate process. Selections and categories can be reordered to your liking.
Creating a Template
To create a template, go to the templates page and type the name of the template you want to create into the dropdown. Select Add to create the template. You can create multiple templates to organize your items. Once the template is created, you can add categories and selections to the template.
Creating a Category
Categories are used to organize your item selections. To create a category, go to the templates page and select the template you want to add a category to. Select Add Category and enter a name for the category.
Creating a Selection
Click Add Row to create a selection. Selections are used to group base and option items together. Select the Edit icon under options to add the base and option items that will be presented in the estimate. The Unit of Measure (UoM) and Category will be added based on the information in the Library. Optionally, you can enter a description for the selection that can be seen and edited from an estimate.
Reordering Selections and Categories
To reorder selections and categories, click and drag the "⣿" icon to your desired order.
Managing Templates
Templates, selections, and categories can be updated at any time. Templates that are deleted will no longer be available to use with new estimates. To delete a selection, click the trash icon next to the selection. To delete a category, click the category name and select delete. To delete a template, click the dropdown and select the trash icon next to the template name.
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Estimate Information
Summary
After a template is created, you can create an estimate. Select the template you want to use enter the quantities for the units of measure (UoM) you specified for each item. Under the options, select from the base and option items you've created. The price for the base item is listed as "Included" for the line item, however, for the options, the difference in price is listed. The total price for the base or option item selected is still reflected in the total at the bottom of the estimate. Optionally, you can also add a description for each selection.
Creating an Estimate
Estimates are created from templates. To create an estimate, go to the estimates page and select the template you want to use.
Copying an Estimate
Copy an estimate by selecting the estimate you want to copy and selecting Actions then Copy Estimate. This will create a new estimate with the same information as the original estimate.
Adjusting Quantities for Units of Measure
Under the parameters section, add the quantities for the units of measure (UoM) you specified. The UoM quantities will be added to add items using that UoM.
Adjusting Quantities for Line Items
If you have a UoM that should be a different quantity than specified under the parameters section, you can double click the quantity for that line item and enter the new quantity. This will overwrite the quantity specified under the parameters section.
Selecting Options
The base items are selected by default. To select an option, click the dropdown and select the option you want to use. The price for the base item is listed as 'Included' for the line item, however, for the options, the difference in price is listed. The total price for the base or option item selected is still reflected in the total at the bottom of the estimate.
Adding a Description
Descriptions will be imported from the template. You can edit these descriptions to reflect speicific information for the estimate. To edit a description, double click the description and enter the new description.
Saving and Managing Estimates
To save an estimate after it is created, select the Actions then Save button. To manage estimates, go to the estimates page and select the estimate you want to manage. You can edit, delete, and view estimates.
On The Fly Items
In the event that a template is missing items, you can add items on the fly. To add an item on the fly, select the + icon and select the missing item from the Library.
Deleteing Items
To delete an item, select the item you want to delete and select the trash icon. This will delete the item from the estimate.
Deleting Estimates
Estimates can be deleted by selecting the estimate you want to delete and selecting Actions then Delete Estimate. This will delete the estimate from your business.
Selected Item No Longer Exists
If you see a red box with the message 'Selected Item No Longer Exists', this means that the item has been deleted from the Library. You can either delete the item from the estimate, update the template, or delete the item and select a new item from the dropdown.
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Estimate Signature Information
Summary
Estimates can be sent for signature after they are created by going to the estimates page and selecting the estimate you want to send.The estimate will be sent to the email address associated with the estimate. Before sending the estimate, you can optionally add additional information, preview, and revise if needed. Once the estimate is sent, you will receive a notification when the estimate is signed. After it is signed, you will recieve a copy of the document and an audit log of the signature.
Sending an Estimate for Signature
Once the estimate is created, you can send it for signature. To send an estimate for signature, go to the estimates page and select Actions and then Request Client Signature.
Viewing Signed Documents
Select the change order in the dropdown, select the Actions then select Download Signed Form
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Change Order Information
Summary
An estimate is eligible for a change order after the estimate is signed. To create a change order, go to the estimates page and select the estimate you want to create a change order for. A change order will track the changes made to a signed estimate once saved. After the change order is created it is able to be sent for signature to approve the changes made.
Creating a Change Order
To create a change order, go to the estimates page and select the estimate you want to create a change order for. Select the Actions then Create Change Order buttons. A change order will track the changes made to a signed estimate once saved. It will also include change order history for the original contract, and any additional change order revisions created. After the change order is created it is able to be sent for signature to approve the changes made.
Sending a Change Order for Signature
Once the change order is created, you can send it for signature. To send a change order for signature, go to the estimates page and select Actions and then Request Client Signature.
Viewing Signed Change Orders
Select the change order in the dropdown, select the Actions then select Download Signed Form. This will show you the signed change order.