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Property Intel Tip: Catalog Groups

  • February 28, 2025
  • 0 replies
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Kbaird
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I’ve long lamented that we can’t import groups of service with their kits into opportunities. We’ve begun to use PI to work around this. We have the catalog groups set up with the kits in them in PI. Once we launch “Estimate in PropertyIntel” we can use the “+” to add a group and choose one that we’ve already made. This has been big for our pool construction teams.