Managing Templates
- Adding Cost Items
- Display Lines
- Creating Templates
- Managing Templates
- Clone a Template to Create a New Template
- Editing Template Settings: Display Lines, Status Options, Default Reports, etc.
- Importing and Exporting Templates
- Adding Services to Templates
- Adding Sections to Templates
- Field Types
- Workflow Field Types
- Adding & Editing Fields
- Field Keys
- Multiple Selection Field
- Copying an Existing Field
- Create and use dynamic field groups
- Copying Field Groups
- Moving Fields
- Importing Selection Field Names and Values
- Editing Sections
- Adding Documents/Attachments
- GPS & Geocoding Projects
- Conditional Logic
- Statuses & Workflow States
- Photo Resolution and Compression Settings
- Report Logo
- Example Photos
- Adding Field Groups with Dynamic Items
- Move the location of a field group
- Read Only Workflow