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1
How to Create Your First Project in bpmPro
Step-by-step guide to creating and managing your first project from lead to completion.
5 min readGetting Started
2
Setting Up Stripe Payment Integration
Connect your Stripe account to start accepting online payments from customers.
3 min readPayments
3
Understanding the Projects Board
Learn how to use the Projects Board to visualize your pipeline and track project progress.
7 min readProjects
4
Importing Quotes from ES Windows
How to import your existing ES Windows quotes into bpmPro for seamless management.
4 min readIntegration
5
Managing Your Sales Team and Commissions
Set up commission structures and track sales performance for your team.
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6
Scheduling Installations and Managing Crews
Best practices for scheduling jobs and assigning installation crews.
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How do I set up payment reminders?
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Great question! To set up payment reminders in bpmPro...