Below you can find a list of our most frequently viewed solution articles. Not seeing the topic you need? Visit our support portal for a full list of articles and job aids.

Client User Registration and Getting Started

New User Registration (client-SSO) - To be used if you have an email address

New Client User Registration (Non-SSO) - To be used for IMCs that do not have an email

Community Archives Overview - Client App - This will provide a general overview of the Client Application

Community Notifications - How to subscribe to Community Notifications 

Community Information, Document Management and Adding Inspections

Community Onboarding (Enterprise Client) - Instructions for Centralized branches with C3 integration on how to stage a Community to the Marketplace

Adding a New Community (No Accounting Integration) - Instructions on how to add a Community if your accounting system is not integrated

Community Questionnaires / Requests for Information - How to add or update Community information 

Community Documents - Instructions for adding or updating a Community document

Community Inspections (i.e. CCIs) - How to complete an inspection for an order

PowerBI Reporting

Financials Report - Provides details on how to run and view reports related to revenue

Operations (V3) Report - Provides an overview of completed and pending orders