Video 209: Estimating - Creating an Opportunity

Prev Next

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

Sections

  • 0:00 Introduction

  • 0:29 Overview of Opportunities

  • 1:52 Creating an Opportunity

  • 3:33 Contract and Work Order Invoice Types

  • 9:49 Review

Training Video