Registration Process

• Complete the registration form.
• Submit your payment.
• Receive an email granting your company access to the site.

Company Setup

• Add Employees:
  • Click the Employees icon and enter employee details.
  • Click Create Employee Account and assign one of three dashboard roles:
  • Administrator: Full access to all site information.
  • Standard Employee: Access to features and data for projects assigned to them.
  • View-Only Employee: Read-only access to projects assigned to them.
• Select the Contacts icon and enter contact information.
• Once employees and contacts are set up, you’re ready to start using Glazing Resources.

Managing Bids

• Click Add Bid.
• Enter the required information and click Save Project.

• Attach project files.
• Attach associated customers.
• Schedule and track labor.
• Close the job (move to Archive) or delete it.
• Submit your bid:
• Via personal email—then attach the bid file to GR.
• Directly through BMP—enabling automated follow-up emails.

• Click a job name to view details, recipients, and the submitted bid.
• Attach files and customers.
• Schedule and track labor.
• Close (archive) or delete the job.
• Send follow-ups, revisions, or resubmit quotes.
• Convert a bid to a job.

• View bids grouped by customer.
• Click a job name for details and bid access.

• View archived bids by project name or submission date.
• Click a job name for details and bid access.
• Attach files and customers, schedule labor, or manage the job (close/archive/delete).
• Send follow-ups, revisions, resubmit quotes, or convert to a job.

Calendar

All company calendars are fully synchronized. View by day, week, or month.

• Bids Tab: Displays current bids by due date.
  • Add a project via the Add Project icon or by clicking a calendar date.
• Jobs Tab: Shows current jobs by completion date.
  • Add a job via the Add Project icon or calendar date.
  • Convert projects to jobs once added.
• Labor Tab: Displays scheduled labor.
  • Schedule labor via the Schedule Labor icon.
  • Download labor data for payroll or job costing.
• Events Tab: Shows scheduled events.
  • Schedule events via the Add Event icon.
  • Enable email reminders for events.
• Tasks Tab: Lists tasks.
  • Add tasks via the Add Task icon.

Company Dashboards

Your company dashboard—your home page on GR—provides quick access to all features via icons.

• Administrators: Full create, modify, delete, and share permissions across the site.
• Standard Employees: Full permissions for projects assigned to them.
• View-Only Employees: Read-only access to assigned projects.