Help Articles
Learn how to use Erro, from getting started with your account to invoicing, and handling change orders. Browse the sections below for step-by-step guides and resources to help you make the most of Erro.
Getting Started
Step-by-step guides to help you begin
Account Setup
Get started with your new account.
Erro Support
QuickStart Guide
Go from lead to invoice in one simple walkthrough
Erro Support
Leads
Managing your leads effectively
Add a Tag or Stage to a Lead
Learn how to add a tag or stage to a lead.
Erro Support
Create an Email Template
Learn how to create an email template.
Erro Support
Create an Email Campaign
Learn how to create an email campaign.
Erro Support
Edit Your Lead Form
Learn how to customize and edit your lead form.
Erro Support
Embed Your Lead Form
Learn how to embed your lead form on your website.
Erro Support
Library
Utilizing the product library
Create a Library
Create and manage your product library.
Erro Support
Create a Budget
Create a budget for your library items.
Erro Support
Calculate Profit for Library Items
Set and calculate profit margins for your library items.
Erro Support
Calculate Tax for Library Items
Set and calculate tax for your library items.
Erro Support
Sales Template
Templates to streamline your sales process
Create a Sales Template
Create and manage your sales templates.
Erro Support
Estimate
Creating and managing estimates
Create an Estimate
Step-by-step guide to creating an estimate.
Erro Support
Save a Revision of an Estimate
Step-by-step guide to saving a revision of an estimate.
Erro Support
Approve or Reject an Estimate
Step-by-step guide to approving or rejecting an estimate.
Erro Support
Proposal
Creating and managing proposals
Create a Proposal
Step-by-step guide to creating a proposal.
Erro Support
Create a Proposal Template
Step-by-step guide to creating a proposal template.
Erro Support
Edit a Proposal Template
Step-by-step guide to editing a proposal template.
Erro Support
Send a Draft Proposal
Step-by-step guide to sending a draft proposal.
Erro Support
Send a Proposal
Step-by-step guide to sending a proposal.
Erro Support
Sign a Proposal
Step-by-step guide to signing a proposal.
Erro Support
Invoice
Creating and managing invoices
Create an Invoice
Step-by-step guide to creating an invoice.
Erro Support
Edit an Invoice
Step-by-step guide to editing an invoice.
Erro Support
Create a Payment Schedule
Step-by-step guide for creating a payment schedule.
Erro Support
Send an Invoice
Step-by-step guide for sending an invoice.
Erro Support
Record a Payment
Step-by-step guide for recording a payment.
Erro Support
Change Order
Creating and managing change orders
Create a Change Order
Step-by-step guide to creating a change order.
Erro Support
Organization Management
Managing your organization settings and members
Organization Overview
What is an organization.
Erro Support
Manage Organization Members
Step-by-step guide to viewing/inviting/removing organization members.
Erro Support
Update Organization Details/Branding
Personalize your Erro Organization by adding your own branding and details.
Erro Support
Manage Your Erro Subscription
Update your subscription to Erro including plan details and billing information.
Erro Support
Manage Organization Permissions
Manage roles and permissions for users within your organization to control access and capabilities.
Erro Support
Team Management
Creating and managing teams
Manage Team Permissions
Learn how to manage team permissions and roles.
Erro Support
Manage Team Members
Learn how to add and remove people from your team.
Erro Support
Manage Team Details
Learn how to customize your team details and add branding information.
Erro Support
Turn On Internal Approvals
Learn what Internal Approvals are and how to enable them.
Erro Support
Turn On Base and Options Pricing
Learn what Base and Options Pricing is and how to enable it.
Erro Support
Account Management
Managing details for your personal account
Change Account Details
Step-by-step on how to change account details.
Erro Support
View and Manage Team Memberships
Step-by-step on how to manage your team memberships.
Erro Support
View and Manage Organization Memberships
Step-by-step on how to manage your Organization memberships.
Erro Support