NOTE: Based on customer feedback regarding confusing functionality, the AI Search feature has been disabled. The excellent Keyword search continues to function normally. The Aspire team strives to optimizes the platform search tools to provide the best customer experience possible.

Video 209: Estimating - Creating an Opportunity

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In this video, you will

  • Understand the differences between contract and work order opportunities

  • Discover the different invoice types for contract and work order opportunities

  • Learn how to create an opportunity