Additional instructions for navigating and using ActualizeIt: Stay up to date on the latest ActualizeIt developments.
Schedule Inventory / Equipment Inventory / Equipment Any kind of physical asset (hard drives, gear, equipment) can be added to the inventory section. Barcode scanning is available via the check in/check out function using a bar code scanner or camera on a mobile device. Shipping tickets can also be generated using the ship function. Schedule …
[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”none” scene_position=”center” text_color=”dark” text_align=”left” id=”user-guide” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/4″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_wp_custommenu nav_menu=”5″ el_class=”kb-sidebar”][/vc_column][vc_column column_padding=”padding-3-percent” column_padding_position=”left” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”3/4″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]You have the ability to add new people or companies needed for …
Creating a New Bid 1. Navigate to Bids From the Dashboard, click ‘Bids’ in the Main Navigation 2. Select Bid Type Click and hold the ‘+’ button to open the popup menu; select the bid type. 3. Create Bid Type Once bid type is selected, click the ‘+’ to create the bid. 4. New Bid …
Before a Bid is Awarded 1. Resource Calendar Go to the Schedule page and double click on a day to add a booking. 2. Add Booking Fill in any details about the job, including status of the booking. 3. Booking Details Fill in any details about the job, including status of the booking. 4. Multi-Book …
Jobs Screen 1. Jobs Screen From the Jobs screen, you can start entering Work Orders (actual staff time), Purchase Orders (actual outside costs), etc. A. Work Orders B. Purchase Orders Work Orders Screen A. Charges You can select items from your Bid (shown in green on the right) and start adding actual costs. B. Bid …
Logging In The ActualizeIt Process 1. Create Bid Process starts by creating a new bid 2. Award Bid Award the bid to client/partner(s) 3. Automatically Create Job Job is automatically created when bid is awarded 4. Schedule Resources Schedule resources after job is created 5. Track Actuals Track actuals for Work Orders and Purchase Orders …