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Articles on:FAQ's
Answers to common setup, pricing, and scheduling questions in Elevation Advisor.

Categories

  • Onboarding
  • Profit Genie
  • Proposals
  • Smart Calendar
  • Mobile App
  • Project Budget
  • Best Practices
  • FAQ's
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  • FAQs
    Setup & Configuration Q: What is Profit Genie, and why is it required during setup? Profit Genie reverse engineers pricing based on your overhead, labor, and profit goals. It ensures proposals are financially sound from the start. (Pages 5, 28–31) Q: Why should I list myself as both a field and overhead employee? If you are an owner-operator, this ensures labor recovery for both install work and administrative tasks. (Pages 14, 95–96) Q: Can I skip entering employerFew readers
  • Troubleshooting
    Login & Access I can’t log in. Double-check your email and password. Click “Forgot Password” to reset it. Still stuck? Ask your admin to verify your account is active. I didn’t get my invitation email. Check your spam/junk folder. Ask your admin to resend the invite from the Members page. Why does Elevation Advisor stop working after being idle? What you might see: You leave Elevation Advisor open for an extended perios, thFew readers

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