CONSTRUCTION USER MANUAL

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CONSTRUCTION

ScopeX Construction Software empowers construction professionals to continuously monitor projects. With Scopex Construction, architects and contractors can reduce waste and costly delays and deliver higher-quality projects in time to accept new business at an accelerated rate. Scopex consist of Lead, Invoice, order, approval, fleet, maintenance, accounting report

Login page

Login Instruction

Step 1: Enter the valid email and password

Step 2: Click the Login button for Logging in

Contact Creation

Basic Contact Creation

Step 1- Click the contacts Module in the menu

Step 2- Click Create button on the Top Left of the page

Contact Creation

Entering Contact Details (If Contact is a Company)

Step 1 – Click the “Company” radio button

Step 2 – Enter Company name in the name field

Step 3 – Enter all the details as per the Fields

Step 4 – Click the ADD button in the Contacts & Address Sub menu to create multiple addresses

Step 5- Click Save to create Contact

Entering Contact Details (If Contact is an Individual)

Step 1- Click the “Individual” radio button

Step 2-Enter the Name of the Individual

Step 3-Enter the Name of the Company that the Person Belongs to

Step 4- Enter all the details as per the Fields

Step 5- Click the ADD button in the Contacts & Address Sub menu to create multiple addresses

Multiple Address Types

For Including additional addresses in existing address

Step 1- Click the Required address button to be included

Step 2- Fill in the required Details of Contact

Step 3- Click Save and New to include more address

Step 4- After filling up the details, click Save & Close

Creating Internal Notes

Step 1- Click Internal Notes Sub Menu

Step 2- You can give notes about the contact here

Creating Sales & Purchase

For Fill the contact type

Step 1- Click Sales & Purchase on the submenu

Step2- choose customer or vendor check box based on the contact type

Step 3- select the salesperson for Allot a Person to deal with the Customer

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