How to Start Using ActualizeIt
- 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.
|View scheduled resources for current day.
|Click here to access your timesheets.
|D. Quick Links
|Use the Quick Links to view open bids, active jobs, and un-approved time.