INNERGY

An overview of the Sales pipeline in INNERGY — covering Contacts, Opportunities, Bids, Takeoff, and Forecaster and how they connect.

Getting Started with Sales in INNERGY

Tools and processes for managing sales activities, customer relationships, and sales pipelines.

Sales

Explains the different statuses and stages an Opportunity moves through in INNERGY, from active bidding to won, lost, or inactivated.

Understanding Opportunity Statuses and Stages

Explains what the Emails tab in Opportunities and Projects is for, how to use the INNERGY Outlook Add-in to add emails, and what to expect in the Emails tab.

How to Add Emails to an Opportunity or Project

How to resolve stuck uploads, pending processing states, and file failures in Takeoff Sheets, Shop Drawings, and Opportunity Files.

Troubleshooting File Upload and Processing Failures in INNERGY

Learn about Opportunities in this section.

Opportunities

Step-by-step guide to generating and sending a Bid Proposal to a customer from within INNERGY.

How Do I Send a Bid Proposal to a Customer?

Explains the won/lost workflow for Bids and Opportunities in INNERGY — what happens when a bid is awarded or declined and the steps to take in each case.

How Do I Mark a Bid as Won or Lost?

Explains the relationship between Bids and the Takeoff Application in INNERGY — how they connect and how to move between them.

How Do Bids and Takeoff Work Together?

Find out more about Bids and how to create them here.

Bids

A beginner's guide to building your first estimate in Takeoff — from opening Takeoff on a Bid through to a completed budget summary.

Getting Started with Takeoff: Your First Estimate

Solutions to the most common issues users encounter in the Takeoff Application, including sheet, product, cost, and display problems.

Troubleshooting Common Takeoff Issues

Drop a Task marker on a Plan Viewer sheet, link it to a Work Order, and jump straight to that Work Order from the marker.

How do I link a Plan Viewer marker to a Work Order in Takeoff?

New Plan Viewer features in Takeoff

Common questions and answers about how Distributed Costs work, and how they interact with Alternates in Takeoff and Change Orders in Projects.

Distributed Costs, Alternates & Change Orders — Q&A

What Are Distributed Costs & how do they work with Alternates & Change Orders?

Learn how to use AI-powered product detection in the Takeoff New Plan Viewer to automatically recognize products from drawings and convert suggestions into real products with one click.

How to Use AI Product Detection in Takeoff

Sheets and Shop Drawings: automatic AI-powered sheet scale detection and assignment on upload.

Sheets and Shop Drawings Management

Use the new Add New Operations button on the Takeoff Labor setup grid to pull operations created in the library after your Takeoff started.

Add new operations to a Takeoff already in progress

Understand the Takeoff Application here. 

Takeoff

Log in to INNERGY

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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