• Contents
  • Search
  • Account Management
    • Log In
    • Request a User Account
    • Approve User Account Requests
    • Recover a Forgotten Password
    • Change Your Password
    • Adding New Users
    • Making a User Inactive
    • Designating a User to View All Orders/Shipments
    • Granting Users Access to Your Projects
    • Setting User Defaults
    • User Administration
    • E-mailing a User
    • Search for a User
    • Modifying User Properties
    • Permission Levels
    • Deleting a User Account
    • Importing/Exporting User Accounts
      • How it works
      • Tables Affected
      • Cautions and warnings
      • Searching and filtering user accounts
      • Exporting Accounts
      • Editing the Excel File
      • Importing accounts
  • Company Management
    • Companies in the Solution Center
    • Creating a new company
    • Configuring Company Properties
    • Deleting a Company
  • Project Management
    • Creating a New Project
    • Deleting Projects
    • Adding Line Items
    • Pricing a Line Item
    • Making Changes to Existing Selections
    • Marking Projects as Inactive
  • Quotes
    • Project Quotes
    • Preparing a Quote
    • Printing a Quote
    • Exporting a Quote
    • Requesting a Special Multiplier/Commission Rate
    • Accessory Only Quotes
    • Estimating Multipliers/Commissions
  • Orders
    • Project Orders
    • Creating an Order from an Existing Quote
    • Printing an Order
    • Reopen an Order
    • Making Changes to a Reopened Order
    • Check Order Status
    • Preparing an Order
    • File Uploads
    • Accessory Only Orders
    • Estimating Multipliers/Commissions
    • Submitting an Order
  • Price Verification
    • Price Verification Tool
    • Formatting Order String CSV Files
  • Legal
    • ClimateMaster Terms & Conditions
    • Privacy Policy
    • Terms of Use
  • Calculations
    • Multiplier Calculations
    • Commission Calculations
    • Commission Schedule
  • Dashboards
    • Dashboards
  • Misc
    • Copying or Moving Line Items Between Projects
    • Project Customer Service
    • Searching the Solution Center
    • Schedule Page
    • Reviewing Special Multiplier Requests
    • Reviewing Special Engineering Requests
    • Creating a Submittal
    • Adding Accessories to a Quote or Order
    • Quick Ship
    • Menus
    • Shipping Cycles
    • Discontinued Models
    • Quoted Shipping
    • Freight Calculations
    • Special Engineering Requests
    • Credit Review and Approval
  • E-mails
    • Forgotten Password and Reset Password E-mail
    • User Account Request E-mail
    • User Account Approval E-mail
    • User Account Denial E-mail
    • Engineering Request E-mail
    • Engineering Approval E-mail
    • Special Multiplier Request E-mail
    • Special Multiplier Approval E-mail
    • Order Submitted E-mail
  • Sales Intelligence
    • Sales Intelligence
  • DOAS
    • Selecting and Pricing DOAS units
    • Creating new DOAS worksheets
    • Accessing DOAS worksheets
    • Configuring DOAS worksheets
    • Submitting DOAS worksheets for Engineering Review
    • Reviewing DOAS worksheets
    • Submitting DOAS orders
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