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Home Watch ITHWIT for Method:CRM Help

Estate Management

  • What is the Estate Management App?The Estate Management App works as an overlay over the existing HWIT applications to provide extra functionality often required by home watch companies who
  • The Estate Management Preferences ScreenEstate Management has a number of options for itself, so it contains its own Preferences Screen in order to manage those options. Access the Preferences sc
  • Converting Estimates to Work OrdersYou have the ability to take Estimates that you have created in your QuickBooks system and convert those into Work Orders. If you have entered Estimates fo
  • Price Levels by CustomerYou can set up different prices by customer (Customer Group) that will appear when the customer enters information into the Customer Portal – specifically