WEBINAR DETAILS
  • When
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  • About
    Take total control of your project’s health, from the first selection to the final paycheck. Learn how to streamline daily operations with selections and change orders, while professionalizing your back office with integrated payments, automated bookkeeping, and seamless payroll.
  • Agenda
    • Visualizing the Build: Use 3D renderings and the Clipper tool to secure fast homeowner buy-in.
    • The Selection Workflow: Master the Selections Tracker and Boards to keep orders and approvals organized.
    • Protecting Your Margins: Document and manage Change Orders to ensure every update is accounted for.
    • Online Payments & Invoicing: Get paid faster by setting up automated invoicing, professional payment schedules, and secure online credit card/ACH processing.
    • Cash Flow & Financing: Offer homeowner financing (Credit Karma/GreenSky) to remove budget hurdles and close jobs.
    • Automated Accounting: Sync every financial transaction seamlessly with QuickBooks Online.
    • Integrated Payroll: Use the Gusto Integration to streamline team compensation and track labor costs against project budgets.
    • Access training, support, and resources to keep your team sharp.
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