Billable rate groups: Set billing rates once for a group of jobs, then apply the group to any job.
Skills and agents: Use built-in skills, like Receipt Hound or COI expiration tracking, and run them on a schedule.
Change order types and signatures: The difference between external, internal and budget modification change orders, plus how to send change orders to clients for signature.
Purchase orders: How to create a PO, link bills to it, and adjust it when work comes in under budget.
Approval workflows: How to flag bills that don't have a linked PO before they're approved.
Don't see a feature in your account? Contact your Adaptive rep to have it turned on.