Have you ever had a job go south because it wasn’t reviewed before the customer signed? This webinar focus’ on the Automated Approval Module to enable pre-sale estimate reviews based on data such as: total sale price, gross profit margin, labor, or parts included on jobs, the job type, and more. Use of a post-sale approval for final review before winning jobs ensures passing the right information to finance, installation and operations for delivery excellence. We will demonstrate creation of approval plans with unique triggers and permissions, the tie to User Thresholds, default approval plans for Regions/Offices, and assignment of plans to Users.

After this webinar you will be able to:
• Identify how use of Automated Approvals will improve your sales
• Understand approval plan ‘triggers’ and User Thresholds
• Consider approval plans for different sales users