How To

Contacts

• How To Edit A Contact
• How to Create A Contact
• How To Delete A Contact

Tasks

• How To Create A Task
• How To Complete, View, Edit,  And Delete Tasks

Communication

• How to Email, Text, or Call a Contact

Projects

• How To Add Multiple Contacts To A Project
• How To Create A Project
• How To Edit And Delete A Project
• How To Use Project Comments
• How To Upload Photos To A Project

Photos and Documentation

• How To Take Photos And Videos With The Exterio Mobile App
• How To Edit A Photo: Marking It Up And Cropping

Estimates

• How to Rename, Duplicate, and Delete an Estimate
• How To Edit An Estimate
• How To Create Estimates
• How To Use The Enhanced Siding Integration And Measurement Template For Siding Estimates
• How To Use Estimate Metrics And The Scratchpad Inside Your Estimate
• How To Mark An Estimate As Sold Manually
• How To Search Items In Your Estimate

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Inspection Reports

• How To Create, Edit, And Send An Inspection Report

Workflows

• How To Set Up A Workflow Automation

Customer Portal

• How To Use And Share The Customer Portal