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.|
|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.|