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