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Getting Started

Getting Started

Learn the basics of 1stopro, including setup, navigation, customization, and key features and benefits.

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Product Upload

Product Upload

Upload Product and Pricing information to create Proposals, enter Orders and Manage delivery of Items.

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Deals

Deals

Manage the status of all Sales Opportunities and report on every stage of your sales process.

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Jobs

Jobs

Connect your whole team and manage the installation process end-to-end in one place.

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Commissions

Commissions

Easily calculate Sales Commissions after a deal is signed and share them for approval by the sales manager.

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Parts and Supplies

Parts and Supplies

Manage inventory and track costs for items used on a jobsite.

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Product Costs

Product Costs

Manage and track Product Costs and items for delivery.

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Getting Started

Getting Started

Learn the basics of 1stopro, including setup, navigation, customization, and key features and benefits.

3 Articles by
,
Proposals and Contracts

Proposals and Contracts

Create and send proposals for digital signature.

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Contacts

Contacts

Track leads, schedule appointments, and manage the status of all Contact types.

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Contract Change Orders

Contract Change Orders

Fully integrated Contract Change Orders ensure all changes are updated and tracked appropriately.

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Shipping Tickets

Shipping Tickets

Track the delivery all items to a jobsite.

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Permissions

Permissions

Profiles, Roles and Data Sharing

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FAQs

A short list of frequently asked questions  and tips about using 1stopro.

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