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  • Contents Inventory
  • Work Orders
  • Working with estimates
  • Price Codes
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Help Center

Guides, walkthroughs, and support for Operant360

Contents Inventory

How the Documentation sub-phase turns work-area photos into one inventory list that feeds every Contents sub-phase estimate.

Work Orders

Dispatch staff and subtrades with work orders.

Working with estimates

Full workflow for the Estimate tab on a phase: generating AI estimates, editing line items, templates, default line items, copy-paste, revisions, previewing the PDF, and sending to clients.

Price Codes

How categories and item codes work, adding codes one at a time, and bulk-importing your price list from a spreadsheet.