Training Videos

PEP Cloud Basics

Walk Through a Basic Interior Estimate (4:48)

Add a New Client (0:15)

Start a New Estimate (0:15)

Adding Items & Materials to an Estimate (3:50)

How to Use a Form (1:06)

Organize with Areas (0:25)

Adjust Pricing on the Fly (1:47)

Make + Email a Proposal (0:48)

Make + Share an eBid (1:45)

Using Notes (1:48)

Configure Quick Text (0:39)

Quick Text for Email (0:47)

Add Pictures to an Estimate (1:47)

Client Tabs (1:41)

Area Tabs (0:33)

Make Your Own Form (1:22)

Include a Discount (1:37)

Grouping Items on an eBid or Proposal (3:51)

Group Items on a Proposal (2:11)

Group Items on the eBid (2:10)

Job Tracking &

Pipelines &

Scheduling

Pipelines Overview (2:30)

Pipeline Customizations (2:00)

Job Tracking (0:19)

Schedule Events on PEP’s Calendar (4:50)

Setup Multiple Crews (2:15)

Behind the Scenes

Proof Company Info (2:03)

Configure Quick Text (0:39)

Quick Text for Email (0:47)

Make Your Own Form (1:22)

Tagging and Segmenting (2:07)

Tagging Clients and Jobs (1:19)

Segment Your Client List (0:53)

Areas

Organize with Areas (0:25)

Area Tabs (0:33)

eBid’s

eBid – How It Works (1:25)

Make + Share an eBid (1:45)

Customize the eBid (5:11)

The Email Campaign (2:31)

eBid Campaign that Includes the Initial Email (4:11)

Automate the “Thank You” Email (1:16)

What is “Pick & Choose”? (1:04)

How to Enable the Pick & Choose Feature (0:31)

How to Exclude Items from Pick & Choose (0:52)

How to Make Pick & Choose the Default (1:08)

Group Items on the eBid (2:10)