Answers, in a few lines.
How the everyday parts of the app work.
Your account
Sign in with a passkey
Sign in with Face ID, Touch ID or your device’s screen lock. No passkey on this device? Ask for a code by email. Add or rename passkeys in Settings › Security.
Add users
In Settings › Users, tap + Add user. They get an email with a link to set up their account, and their role decides what they can see and do.
Your company
Settings › Company holds your company’s details, markets and sites. Settings › Proposals holds your proposal defaults and payment schedule.
Where you’re signed in
Settings › Security lists every device you’re signed in on.
Everyday work
Customers and opportunities
Customers holds your clients, leads and trade partners. Each opportunity is organized by Space, with the designs and products in each one.
Proposals
Build the proposal from the opportunity’s Spaces. Your customer reviews and signs it online, and the accepted proposal becomes the project.
Service tickets
Open a ticket in Service, book a visit and check in on site. Parts needed on a visit become a change order.
Purchase orders
Purchasing lists what each project needs to buy. Send purchase orders to your distributors and track each order until it’s received.
amp
amp credits
Pro includes 5,000 amp credits per user each month, and Max 10,000. Open amp to see how many you’ve used and when they reset.
Where amp works
amp is in the iPhone, iPad and Mac apps. Talk or type, from any screen.