Training Videos and Articles We Love!

Initial Set Up

System Set Up - Workforce Management

• Creating a New Employee - Video / Article

• Creating an Employee Template & Assigning Templates - Article

• How to Make an Employee Inactive - Video / Article

Workflow at a Glance

• Workflow Example - Video / Article

• Company Preferences Defaults - Video

• Create a New Customer - Video / Article

• Create an Estimate - Video

• Create a Job from an Estimate - Video

• Create a Single Invoice - Video / Article

• Taking a Payment on an Invoice - Video / Article

Data Implementation

• QuickBooks Desktop Setup Instructions - Videos / Article

• QuickBooks Online Setup Instructions - Video

• Using the Data Import Tool - Video / Article

• Profit Rhino Flat Rate Setup Instructions - Article

System Foundation

System Set Up - Taxes, Fees, & Discounts

• How to Create and Apply Taxes - Video / Article

• Making Customers Taxable - Video

Workflow - Creating a Customer

• Create a New Customer - Video / Article

• Navigating Your Customers List - Video

• Parent/Sub Relationships - Video / Article

• Create a Customer Service Agreement - Video / Article

• Service Agreement Dashboard - Article

Workflow - Estimates

• Create an Estimate - Video

• Using Multi-Option Estimates - Video / Article

• Estimate Dashboard Walkthrough - Video

• Estimate Templates - Video / Article

• Estimate Statuses - Article

Workflow - Jobs

• Create a Job from an Estimate - Video

• Job Templates - Video / Article

• Repeating Jobs - Video / Article

• How to Batch Edit Jobs - Article

• Job Statuses - Article

Workflow - Invoicing & Taking Payments

• Creating a Single Invoice - Video / Article

• Invoice Dashboard Walkthrough - Video

• Taking a Deposit on a Job - Video / Article

• Taking a Payment on an Invoice - Video / Article

Mobile App & Payment System

Mobile App

• Mobile App Walkthrough - Video

Payments

• FusionPay Walkthrough - Article

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 - Video / Article

• Inventory Management - Article