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We recently released a new version of 247PRO on September 11, 2020. New changes will not be reflected in the tutorials below but many functionalities remained the same. Here are the updates for you to consider till we upload new tutorial videos. Thank you for your patience.
- The color scheme has changed from orange to blue.
- Navigation update:
- The left navigation "main menu" moved to the top right corner, which you can find all the products.
- You can access to your setting menu from your profile menu.
- Quick links are now on the top left-hand corner for better accessibility. You will also see your notifications on the top right.
Estimate
How to create an estimate? (Basic)
Learn the basics of how to create an estimate with 247PRO.
Estimate Editor (Advance)
Learn more about the estimate editor. This advance tutorial will explain details about the estimate editor. Learn about how to customize your item list and how to add your own materials and costs with the Bill of Task. Bill of task is an optional feature but can be used if you want to display all details and cost for a project.
Customizing Estimate in the Estimate Summary
Learn to customize your estimate. Add overhead and profit, tax, discounts, show or hide estimate details, and more.
Project Management
Project Management Features
Learn about 247PRO's project management features; Estimate, Invoice, Change, Work Order, and Material List.
Invoice
Learn how to create an invoice from scratch or from an estimate or payment schedule.
My Account
Setting up your account info
Input your company info, add users, manage your subscription, check billing history, or manage your payment info.
Estimate Template Manager
Create and manage your own estimate templates
Learn how to create your own templates with 247PRO.
Estimate Settings
Save time by setting your estimate settings
Setup default parameters to save more time during your estimate process. Add your default overhead, profit, tax, contract terms, and more.
Navigation
Navigating the platform
Learn where certain features are from the dashboard, navigation bar, and account settings.
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