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- You can access the settings menu from your profile menu where you can find your account name.
Estimate
How to create an estimate? (Basic)
How to start a project and create an estimate from start to finish.
Estimate Editor (Advance)
Learn more about the estimate editor. This advanced 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 tasks is an optional feature but can be used if you want to display all details and costs 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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