Interactive Budgeting. Dealer View
1. Open Budget for your client and click on the Job Section Name that you would like to review with your client
2. Click on Live Tracking
During your Interactive Budget Analysis you will be able to perform the following functions:
Both the dealer and client can make budget selections from your 3-column budget analysis.
The dealer controls what products are shared by clicking Share Products for Homeowner located in two locations.
To share all products within the budget click on Share Products for Homeowner.
To share only the products within a specific category/subcategory click on Share Products.
Quickly add or update product and labor quantities for each item.
The pricing for each column within the budget will change automatically as the quantities are adjusted.
Clicking on Advanced View will allow the dealer to see both cost and retail pricing.
Your client will only see the retail pricing.
Clicking on Actions then Edit next to any of the categories/subcategories will allow you to adjust any of the product details such as Tax Type, Markup, Price, Label (Description), Upcharge.
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