FEATURE | WEB/DESKTOP APP | MOBILE APP | SPANISH |
Eano Pro Getting Started |
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How to Manage Project-Specific Schedule (Schedule Tab) |
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How to Create an Estimate with AI |
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How to Create an Estimate Manually |
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How to Create an Estimate from Opportunities |
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How to Create an Estimate from an Email Inquiry |
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How to Create an Estimate by File Upload or Screenshot |
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How to Create an AI Takeoff |
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How to Assign Multiple Cost Types and Configure Your Quote |
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How to Set Up Your Cost Book |
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How to Manage Opportunities |
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How to Manage Projects |
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How to Navigate Project Overview |
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How to Manage Client-Optional Subprojects |
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How to Manage All Files |
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How to Manage Fixed Price Finances |
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How to Manage Cost Plus Finances |
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How to preview as Client & Send quote |
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How to Navigate Improved Quote Sending and Visibility |
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How to Manage Project-Specific Income |
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How to Manage Project-Specific Expenses |
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How to Add an Invoice to Income or Expenses |
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How to Export Financial Reports and Set Custom Reminders |
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Payment Milestone (Payment Schedule) |
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How to Create a Change Order |
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How to Change Your App Language as a Field Worker |
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How to Change Your App Language as the Owner |
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Scope | WEB/DESKTOP APP | MOBILE APP |
How to Assign Multiple Cost Types to Each Line Item |
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How to Create Optional Scopes |
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How to Group and Move Line Items and Scopes |
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How to Add Items from Your Cost Book |
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People | WEB/DESKTOP APP | MOBILE APP |
How to Manage People |
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How to Manage Team Permissions |
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How to Manage Timesheets |
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How to add a subcontractor/vendor |
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How to Navigate Subcontracts and Add Subs Quickly |
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How to Add a Vendor or Sub via Self-Serve Form |
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How to Add Internal Users |
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How to find new subs |
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How to Manage Subcontracts, Work Order, Purchase Order |
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How to Clock In and Out |
Daily Log | WEB/DESKTOP APP | MOBILE APP |
Ways to upload daily log | ||
How to Upload a Daily Log or Receipt as a Field Worker |
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How to Upload a Daily Log from Projects as a Worker |
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How to Navigate Updated Task Details and Daily Log Annotations |
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How to Navigate Updated Daily Logs and Expenses |
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Finance | WEB/DESKTOP APP |
How to Manage Finances | |
How to Manage Project-Specific Finances | |
How to Import Scope Expenses | |
How to Connect Stripe to Eano Pro on Desktop | |
Manual Expense Tracking and QuickBooks Integration | |
How to Sync Quickbooks with Eano Pro | |
How to Connect Stripe to Eano Pro |
Client Communication | WEB/DESKTOP APP | MOBILE APP |
How to Manage Chat |
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How to Manage Project-Specific Chat (Chat Tab) |
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How to Manage Project Tasks |
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How to Manage Tasks as a Worker |
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