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Workflow at a Glance
- Core Workflow Example - Video / Article
- Company Preferences Defaults - Video
- Create a New Customer - Guide / Video / Article
- Creating a New Estimate - Guide / Video
- Creating a New Job - Guide / Video
- Invoicing a Job - Guide / Video / Article
- Taking a Payment on an Invoice - Guide / Video / Article
Initial Set Up
System Set Up - Workforce Management
- Creating a New Employee - Guide / Video / Article
- Creating an Employee Template & Assigning Templates -Guide / Article
- How to Make an Employee Inactive - Guide / Video / Article
System Set Up - Other
- Company Information - Guide / Video
- Communication Templates - Guide / Video / Article
- Outbound Email Settings - Guide / Video / Article
- Internal Rule Notifications - Guide / Video / Article
- Creating and Using Custom Fields - Guide / Video / Article
- Dispatch Grid Overview - Guide / Video / Article
- Dispatch Grid Configurations - Guide / Video / Article
- Reports Dashboard - Guide / Video / Article
- Reports Center - Guide / Video / Article
Data Implementation
- QuickBooks Desktop Setup Instructions - Guide / Videos / Article
- QuickBooks Online Setup Instructions - Guide / Video
- Using the Data Import Tool - Guide / Video / Article
- Profit Rhino Flat Rate Setup Instructions - Article
System Foundation
System Set Up - Taxes, Fees & Discounts
- How to Create a Tax, Fees & Discounts - Guide / Video / Article
- Making Customers Taxable - Guide / Video
System Set Up - Creating Products & Services
- How to Create a Service - Guide / Video / Article
- How to Create a Product - Guide / Video
- Creating Product Categories - Guide / Video / Article
Workflow - Creating a Customer
- Create a New Customer - Guide / Video / Article
- Navigating Your Customer List - Guide / Video
- Parent/Sub Relationships - Guide / Video / Article
- Create a Customer Service Agreement - Video / Article
- Service Agreement Dashboard - Article
Workflow - Estimates
- Creating a New Estimate - Guide / Video
- Using Multi-Option Estimates - Guide / Video / Article
- Estimate Dashboard Walkthrough - Guide / Video
- Estimate Templates - Video / Article
- Estimate Statuses - Guide / Video / Article
Workflow - Jobs
- Creating a New Job - Guide / Video
- Jobs Dashboard - Guide / Video
- Job Templates - Video / Article
- Repeating Jobs -Guide / Video / Article
- How to Batch Edit Jobs - Article
- Job Statuses - Guide / Video / Article
Workflow - Invoicing & Taking Payments
- Invoicing a Job - Guide / Video / Article
- Invoice Dashboard Walkthrough - Guide / Video
- Taking a Deposit on a Job - Guide / Video / Article
- Taking a Payment on an Invoice - Guide / Video / Article
Mobile App & Payment System
Mobile App
- Mobile App Walkthrough (Basic) - Guide / Video
- Mobile App Walkthrough (Advanced) - Guide / Video
- Logging in and Overview - Guide / Video
- Creating an Estimate or Job - Guide / Video
- Adding Line Items - Guide / Video
- Creating a Product -Guide / Video
- Taking a Payment or Deposit - Guide / Video
Payments
Ancillary Implementation
- Creating a Recurring Invoice - Video / Article
- Using Progress Billing - Article
- GPS Tracking - Article
- Profit Rhino Flat Rate - Article
- Customer Web Portal - Article
- Custom Documents - Article
- ServiceCall.ai - Guide / Video / Article
-
Inventory Management - Article