• Using the Projects Page

  The Projects tab in Elevation Advisor is your team’s central hub for managing all accepted or active jobs. Only proposals that have been accepted by the client will appear here, once a proposal gets the green light, it automatically moves into the Projects section. When that happens, all key project assets are transferred automatically, including: Designs and proposal sketches Site photos and general notes A PDF copy of the original proposal From that point forward, thFew readers

• Using the Project Budgets Page

  The View Project Budget section is your go-to tool for tracking and managing materials for a specific job. It gives both office staff and field crews a clear picture of what’s already been ordered, what still needs to be ordered, and what’s on-site. While anyone can access this page, it’s especially useful for crew leads working in the field. Figure 1: View Project Budget page, displaying material tracking and ordering options. (https://elevation-knowledgebase.s3.us-east-1.amazonaws.coFew readers