Help Articles
Learn how to use Erro, from getting started with your account to invoicing, and handling change orders. Browse the sections below for step-by-step guides and resources to help you make the most of Erro.
Getting Started
Step-by-step guides to help you begin
Account Setup
Get started with your new account.
Erro Support
QuickStart Guide
Go from lead to invoice in one simple walkthrough
Erro Support
Leads
Managing your leads effectively
Add a Tag or Stage to a Lead
Learn how to add a tag or stage to a lead.
Erro Support
Create an Email Template
Learn how to create an email template.
Erro Support
Create an Email Campaign
Learn how to create an email campaign.
Erro Support
Edit Your Lead Form
Learn how to customize and edit your lead form.
Erro Support
Library
Utilizing the product library
Create a Library
Create and manage your product library.
Erro Support
Create a Budget
Create a budget for your library items.
Erro Support
Calculate Profit for Library Items
Set and calculate profit margins for your library items.
Erro Support
Calculate Tax for Library Items
Set and calculate tax for your library items.
Erro Support
Sales Template
Templates to streamline your sales process
Create a Sales Template
Create and manage your sales templates.
Erro Support
Estimate
Creating and managing estimates
Create an Estimate
Step-by-step guide to creating an estimate.
Erro Support
Save a Revision of an Estimate
Step-by-step guide to saving a revision of an estimate.
Erro Support
Approve or Reject an Estimate
Step-by-step guide to approving or rejecting an estimate.
Erro Support
Send a Draft Proposal
Step-by-step guide to sending a draft proposal.
Erro Support
Send a Proposal
Step-by-step guide to sending a proposal.
Erro Support
Proposal
Creating and managing proposals
Create a Proposal
Step-by-step guide to creating a proposal.
Erro Support
Invoice
Creating and managing invoices
Create an Invoice
Step-by-step guide to creating an invoice.
Erro Support
Change Order
Creating and managing change orders
Create a Change Order
Step-by-step guide to creating a change order.
Erro Support