video1.0<iframe src="https://www.loom.com/embed/6cf7728d7fbd42a3bfc472e487d78618" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/6cf7728d7fbd42a3bfc472e487d78618-6524d22c7988323e.gif664.4705In this video, I walk you through the process of managing lever 360 estimates and revenues, focusing on revenue recognition as a key communication tool between our production and accounting teams. I demonstrate how to add revenue items, whether from an external estimating platform or directly within our system, and highlight the importance of keeping track of dollar amounts attached to jobs. I also cover how to create detailed estimates, including multi-item entries and room-specific scopes. Please ensure to review the statuses of your estimates and adjust them as needed to reflect accurate sale amounts. Lastly, I encourage you to generate and send estimates promptly to streamline our invoicing process.