Quick Links:
Logging In
- To access ActualizeIt, you will need FileMaker Pro and a Launcher file or the IP of the server. You can add the host name or IP as a favorite.
- Click on the Launcher and log in using your username and password.
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
Dashboard and Main Navigation
A - Main Navigation
Use the main navigation to access data within the system.
B - Resources
View scheduled resources for current day.
C - Timesheets
Click here to access your timesheets.
D - Quick Links
Use the Quick Links to view open bids, active jobs, and un-approved time.
