D-Tools

How to run and use the Change Order History report

Change Order History

How to run and use the Company Profile report

Company Profile

Contract

Cover Page

How to run and use the Line Item Detail report

Line Item Detail

How to run and use the Line Item Detail (Discount and Net Price) report

Line Item Detail (Discount and Net Price)

How to run and use the Line Item Detail (Install Price) report

Line Item Detail (Install Price)

How to run and use the Line Item Detail (Unit and Total Price) report

Line Item Detail (Unit and Total Price)

How to run and use the Location Summary report

Location Summary

How to run and use the Product Details report

Product Details

How to run and use the Project Contact Information report

Project Contact Information

Proposal

How to run and use the Proposal (Equipment and Labor Price) Report

Proposal (Equipment and Labor Price)

How to run and use the Proposal (Install Price) report

Proposal (Install Price)

How to run and use the Proposal Summary report

Proposal Summary

Quote

How to run and use the Scope of Work Document report

Scope of Work Document

How to run and use the Solution Summary report

Solution Summary

How to run and use the System Summary report

System Summary

Ashok P

Client Reports

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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