Advanced View

Advanced View

How to Turn On Advanced View

Please Note!
Advanced view is available in both the Opportunity and Budget Module
Opportunity Module

Opportunity Module
  1. Open the Opportunity module
    1. Click here for information on "How to Open an Existing Opportunity"
  2. Click on "Advanced View"  (located next to the Budget/Estimate Section) 

Budget Module

Budget Module
  1. Open the Budget module
    1. Click here for information on "How to Open an Existing Budget"
  2. On the Budget module main screen
    1. Click on "Advanced View"  (located along the top of the screen) 

  3. On the Job Section screen
    1. Click on "Advanced View"  (located along the top of the screen) 

Warning!
Advanced View should Never be turned "On" if the client can view/see your screen since they will now see both cost and retail pricing
Please Note!
Advanced View is NOT visible on the Homeowners view in the Interactive Budgeting




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