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  • Estimate Template

    Hello, Can someone please point me in the direction of building a custom estimating detail report for Items summed by location? I have gone through all the templates and can not seem to find one that will capture the way that my company would like.…

  • Can we edit/add/delete Stage Levels?

    Can we edit/add/delete Stage Levels? This is a step when adding lead stage.

  • Change Order Import

    I have always been confused on why the Change Order Module does not have an excel import similar to how the Prime Contract excel import works, anyone else battle this concept? What is your methods to do this more efficiently? We have found several but…

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