BuildManager has a logical workflow where the users do not have to go searching for buttons or dialogue boxes.

Think of BM in two phases:

Phase 1

Leads to Quoting. Hit the buttons in the form.

> Create Lead (creates the lead form)

> Create Invoice (creates an invoice to a lead if you want to charge for a site visit)

> Create Quote (creates a quote or proposal)

Phase 2

Job Card to Invoicing (If you WIN the job)

> Create Job (you must choose if Fixed Price or Cost Plus)

> Progress Claims (if Fixed Price)

> Site Summaries (if Cost Plus)

> $ Creates Invoices in Fixed Price

> Create Invoice if Cost Plus

That's really all there is to it.