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How will AK Dash help my business?
AK Dash will help your business by streamlining the proposal creation process, storing customer information, and improving organization. With its task management and notification features, you can stay on track with follow-ups and appointments. This professional proposal tool will ultimately lead to increased conversion rates, time savings, and better management of your pavement business, allowing you to win more deals and achieve your business goals.
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How to set up a company?
After your account is activated, you'll receive a URL to access the login page. Use the username and password you created during sign-up to log in. Once logged in, you may see an alert indicating that your information is incomplete. Don't worry; it's easy to complete the setup process for your Company. You'll need to provide the following information:
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Company information
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Goals & Targets
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Team Members
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Authorization Disclaimer
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Payment Terms
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Notifications
Once you've filled out these details, click on the "Save" button to complete the process.
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What is the size requirement of the company logo?
The company logo should meet specific size requirements. It should be 16:9 aspect ratio or at least 1000 pixels wide and 500 pixels tall. Please ensure that your logo meets these dimensions for optimal display in AK Dash.
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Where can I customize the categories under "Target"?
To customize the categories under "Target," follow these simple steps. From the left navigation panel, click on "Goals." Then, click on the three dots and select edit, which will take you to a screen where you can easily customize the categories as per your preferences. It's a straightforward process that allows you to set your desired targets effortlessly.
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How to add a lead?
Adding a lead is easy! After you've set up your company profile and company targets, it's time to enter leads into the system. To do this, go to the "Create a lead" at the Quick Start section on the left-hand side of the page. Fill out the required fields for the lead, and then simply click the "Save" button. That's all you need to do to start managing your leads efficiently with AK Dash.
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How to edit an existing lead?
Editing an existing lead is a breeze! Start by clicking on "Leads" in the left navigation menu. Next, choose the lead you want to edit by clicking the three dots next to it, and select “Edit.” This will take you to the page where you can make your desired changes. After you've finished editing, simply click "Save" at the bottom, and your lead will be updated with the new information.
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How to add an account?
Adding an account is a crucial step when one of your leads is ready to proceed with a proposal. To create an account, navigate to the Quick Start section on the left-hand side and click on "Create an account." Ensure all mandatory fields are completed accurately, and then simply click the "Save" button.
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How to edit existing details of an account?
To edit the existing details of an account, follow these easy steps. Go to the "Accounts" section in the left menu. Click on the specific account you want to edit by selecting the three dots on the right and choosing "Edit." This will take you to a page where you can easily make changes to the account's information. When you're done editing, just click the "Save" button.
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How to add an account contact?
After successfully setting up an account, it's time to add an account contact. Begin by clicking on "Contacts" in the left navigation panel. On the new page, click "New" to create a new contact entry. Fill in the required fields with the contact's information, and when you're done, simply click "Save."
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How to add a property?
Adding a property in AK Dash is a simple process. After creating a contact, you can easily do so by selecting "Create a property" from the "Quick start" section on the left navigation panel. Once redirected, choose the appropriate account from the drop-down field. Complete all the necessary fields for the property, and then click on the "Save" button.
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How to add a customer logo?
If you didn't have the customer's logo when you created their account, don't worry. Start by finding the specific account from the list. To do this, click on "Accounts" in the "Main navigation" section on the left side of the menu. Next, click on the three dots icon and choose "Edit." Scroll down to the logo section at the bottom of the page. Click on "Choose File" to select the logo you want to upload, and then click "Save."
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How to create a proposal?
After creating an account, contact, and property, follow these steps to generate a proposal. In the left navigation menu, under the "Quick start" section, select "Create a proposal." Complete all the required fields for the proposal, and when you finish the page, click the "Next Step" button to move on to the next page. There are a total of 3 steps (or 3 pages). Finally, click "Finish" on the last page to save your proposal.
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How to edit an existing proposal?
Go to the "Proposals" section in the left navigation menu. Then, choose the particular proposal you wish to modify by clicking on the three dots icon at the end of the proposal's row, and select "Edit." You will be redirected to a page where you can conveniently make the necessary changes to the proposal. After you have finished editing, don't forget to click the "Next Step" button at the bottom of the page, until you can click the "Finish" button on the final step or page.
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How to create a new scope of work?
First, open your proposal for editing. On the first page, click the "Next Step" button at the bottom to proceed to the next page. Below the mapping tool, locate the "Services" section. Click on the "Add A Service" button, and a floating window will appear. Complete all the necessary fields for the new scope, then click "Save." Remember to save any changes made to your proposal.
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How to edit an existing scope of work?
Start by selecting and opening your proposal for editing. On the first page, click the "Next Step" button at the bottom to proceed to the next page. Locate the "Services" tab below the mapping tool. Click on the pen icon at the end of the service/scope you wish to edit. This will enable you to make the necessary changes to the scope. Complete all the required fields, and then click "Save" to update the scope with your modifications. Remember to save your proposal as well.
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How to add images and files to a proposal?
To begin, choose and open a proposal for editing. Proceed to the 3rd or final step of the proposal by clicking the "Next Step" button located at the bottom of each page. On the 3rd page, you will come across the "Choose File" button (indicated by a + sign). Click on this button to upload the desired image or files to be included in the proposal. Once you have successfully uploaded all the necessary items, click the "Finish" button to finalize the changes.
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How to send a proposal?
Sending professional and polished proposals to your clients is effortless, creating a favorable impression and assisting you in closing deals smoothly. To begin, choose and open the proposal you wish to send. Scroll down to the bottom of the page and find the "Email Link" button. Clicking on it will allow you to choose your preferred method of sending the email. Provide all the required information for the recipient, such as their email address and any additional details you wish to include in the email. Once you have filled in the necessary fields, proceed to send the proposal.
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How to create a task?
To create a new task, click on the "Task" tab on the left-hand side of the screen under the “Main navigation” section, then click on the "Add Additional Task" button. Provide the required task details, including the title and a comprehensive description of the task's purpose. Set the due date for the task, whether it's a follow-up appointment or any other important event. After filling in all the details, click "Save" at the bottom to create the new task.
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How to edit an existing task?
To make changes to an existing task, go to the "Task" tab on the left side of the screen, under the "Main navigation" section. Locate the task you want to edit and click on it to open its details. From there, you can modify the title, description, time, or date as needed. After making the desired changes, click "Save" to update the task with the new information.
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How will I know if my proposal has been seen?
With AK Dash, you'll have full visibility into the status of your proposal. Once you've sent your proposal, you can easily track if it has been viewed. AK Dash provides you with notifications when your client opens the proposal, giving you real-time insights into their engagement. This feature allows you to stay informed about your proposal's progress, helping you follow up at the right time and increase your chances of winning the deal. With AK Dash, you can be confident that you're always in the loop, ensuring effective communication and better closing rates for your business.
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How to sign-up for AK Dash?
To sign up for AK Dash, simply visit our website or use the provided sign-up link. Fill out the required form with your information. Create a secure password for your account. Once verified, you can start using AK Dash and explore its features.
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I am having trouble signing in. It says the account name and password is incorrect. What to do?
If you are experiencing difficulties signing in and receiving an error message, don't worry, we're here to help. To resolve the issue, please reach out to our dedicated support team at info@pavemanpro.com. They will be more than happy to assist you in resolving any login problems or account-related issues promptly.
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How to send my proposals to Quickbooks?
Once you have created and finalized a proposal, you can easily send it to QBO for seamless invoicing and payment tracking. Simply select and open the proposal you want to sync, and at the upper part of the page, you'll find the "Send to QBO" button. Click on this button, fill out the necessary information, and then click "Save."