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get started

Getting Started

Welcome to SalesPro! If you are just getting started this article will teach you the best way to start building your account. This includes videos and articles on building your price guide, building your contracts/proposals, and configuring the general SalesPro account settings. Looking for a specific How To article? See How Tos. 1. Setting Up

Setting Up Your Price Guide

This section covers how to add your price guide items. There are three different category layouts depending on the amount of items in the category. Simple Items display in a single list whereas drill-down and deep drill-down categories allow you to separate the items into different subcategories. See Measure Sheet Items for an example of

Building Your Contracts

This section covers how to build your contracts in SalesPro. You’ll need to update your company information in the header and create different body sections that will contain the scope of work. Next you’ll need to link the scope of work sections to your price guide (estimate) in order to pull over the job specifications

account configuration

Account Configuration

This section covers all of the general account configuration settings in SalesPro. These include all of the App Settings like where all of the various documents should be sent. This also goes through the various integrations that can be configured such as CRMs, financing, DocuSign, and Secure Payment Capture. Lastly it covers the Resources area

building an estimate

Building an Estimate

This section allows you to enter in customer information or pull appointment information from an integrated CRM. From here, you can add measure sheet items, upcharges, and additional details. Once you’ve filled out the estimate, you can then Result it.

Frequently Asked Questions

We’ve put together a list of commonly asked questions to give you more information on how to set up your SalesPro account. System What are your business hours? We are open Mondays to Fridays from 8:30 a.m. to 5:00 p.m. EST. Where is your business located? We are located at 8820 Columbia 100 Pkwy #300,