Getting Started
Here's the list of articles helping you get ArboStar up and running for your company:
Let's start with adding a new client. To learn how to create a new client and add a lead to them, please click here .
Creating Leads - Creating a lead is the first step in the workflow if the client exists in the system. Leads can be converted to estimates. To learn how to create a new lead, please click here .
Creating an Estimate – Make estimations and send them to your clients for them to know what costs they’re looking at. To learn how to create a new estimate, please click here .
Creating a Workorder – After your estimate is confirmed, you can now create a WO. To learn how to create a new WO, please click here .
Creating a Job on the Crew Schedule – Set up a job and assign a team to do the job. To learn how to create a crew schedule, please click here .
Invoicing and Payment – After the scheduled job is done, it's time to invoice the client and receive the payment. To learn how to invoice and add payments, please click here .
Let's start with adding a new client. To learn how to create a new client and add a lead to them, please click here .
Creating Leads - Creating a lead is the first step in the workflow if the client exists in the system. Leads can be converted to estimates. To learn how to create a new lead, please click here .
Creating an Estimate – Make estimations and send them to your clients for them to know what costs they’re looking at. To learn how to create a new estimate, please click here .
Creating a Workorder – After your estimate is confirmed, you can now create a WO. To learn how to create a new WO, please click here .
Creating a Job on the Crew Schedule – Set up a job and assign a team to do the job. To learn how to create a crew schedule, please click here .
Invoicing and Payment – After the scheduled job is done, it's time to invoice the client and receive the payment. To learn how to invoice and add payments, please click here .
Updated on: 14/11/2023