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Basics
How to Log-in
Basics of Monterra
Quoting & Estimating Methodology in Monterra
Integrate CRM (Hubspot, Zoho, Salesforce)
Site Walk
Manage Site Visits
Mobile App Quick Start
Design
Basic Map Navigation
Add Map Elements
Edit & Delete Map Elements
Draw Conduit Assembly
Draw Trenching
Upload Image (Floorplan) to Map
Multiple Levels or Floors
Attach Charger Add-ons
Attach Circuit Breakers and Conduit Accessories
Itemized Design Mode
Rules Builder Automation
Edit Map Marker Appearance
Save Map as Image
Multi-select Map Elements
Annotate Map with Textbox
Create a Single Line Diagram
Inviting a Guest Collaborator
Quote
Adjust Project Financials
Add Additional Costs and Percentage Adders
Set Labor Rates
Add Taxes
Blended Project Markups & Adjustments
Custom Quoting Categories
Export Financials Table (BOM) as Excel
Photos, Notes, and Files
Attach Photos, Notes, and Files to Projects
Document Builder
Build and Save Proposal Versions and Templates
Home
Basics
Integrate CRM (Hubsp...
Integrate CRM (Hubspot, Zoho, Salesforce)

Note: CRM integrations are a paid add-on. Please reach out to [email protected] for support purchasing and configuring the add-on.

 

 

 

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