Application Guides
Documentation and how-to guides for REYESCO's applications, open to everyone — no account needed.
ClientManager
Construction/business management platform.
Feature
- Asset Entity Reference
- Campaign Entity Reference
- Communication Entity Reference
- Company Entity Reference
- Employee Entity Reference
- Lead Entity Reference
- Opportunity Entity Reference
- Person Entity Reference
- Project Entity Reference
- Property Entity Reference
- Qbo Integration
- Reference Tables (Alphabetical)
- Report Builder
- Site Settings Entity Reference
- QuickBooks Online Integration
- Report Builder
How-To
- How To: All Attachments
- How To: Build an Estimate
- How To: Choose Columns
- How To: Client Portal Workflow
- How To: Cost Database
- How To: Cross Tab Analysis
- How To: Current Users
- How To: Custom Fields
- How To: Data Import
- How To: Distance, Directions & Map
- How To: Document Header Footer
- How To: Document Library
- How To: Document Templates
- How To: Event Scheduling
- How To: Expenses
- How To: Franchise Dashboard
- How To: Important Dates
- How To: Invoicing, Payments & Credit Memos
- How To: Journal Entries Chart Of Accounts
- How To: Knowledge Base
- How To: Leave Management
- How To: Manage Employees
- How To: Manage Opportunities
- How To: Manage Properties
- How To: Messages
- How To: Org Reporting Charts
- How To: People Dashboard
- How To: Policy Library
- How To: Projects Dashboard
- How To: Query Builder
- How To: Reports
- How To: Roles Permissions
- How To: Run Campaigns
- How To: Sending Email Sms
- How To: Service Requests
- How To: Tab Order
- How To: Timesheets
- How To: Track Assets
- How To: Vendor Portal Workflow
- How To: Work a Project
- How To: Work Leads
- How To: Site Configuration — Hide the tabs and reference-list values your business doesn't need - a per-tenant, Administrator-only settings overlay.
- How To: Service Catalog & Client Upsells — Show past clients a catalog of services they're likely to need next, based on their own real project history.