Quickbooks

• Connect iRestore to QuickBooks Online (V2)
• Connect Multiple Offices to QuickBooks Online
• Creating and Sending Invoices from iRestore to QuickBooks
• Installing the Quickbooks Desktop Connector
• Installing the Quickbooks Online Connector
• Matching a Customer / Job with Quickbooks Online
• Retrieve Job Billing Information from Quickbooks
• Retrieving the Quickbooks Item and Vendor Lists
• Sending a Customer to Quickbooks
• Sending a Job to Quickbooks Desktop

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Training Videos

• Admin Training - Adding a New Company & Contact
• Admin Training - New Job - Billing Tab
• Admin Training - New Job - Contacts Tab
• Admin Training - New Job - Header
• Admin Training - New Job - Job Detail Tab - Job Status
• Admin Training - New Job - Job Detail Tab - Assigning Employees
• Admin Training - New Job - Job Detail Tab - Loss & Insurance Fields
• Admin Training - New Job - Job Detail Tab - Phone/Email/County/Community Fields
• Admin Training - New Job - Job Detail Tab - Referral Fields
• Admin Training - New Job - Job Reports

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Assigning Employees

• Admin Training - New Job - Billing Tab
• Admin Training - New Job - Job Detail Tab - Job Status
• Admin Training - New Job - Job Detail Tab - Assigning Employees
• Admin Training - New Job - Tasks Tab
• Marketing Training - iPad - Reports - Ratings
• Marketing Training - Routes - New Route
• Setting up Text Notifications for Employees
• Tech Training - My Active Jobs - Job Detail - Focus Board Notes
• Tech Training - My Active Jobs - Job Detail - Job Contacts
• Tech Training - New Job - Notification Box

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Billing

• Admin Training - New Job - Billing Tab
• Admin Training - New Job - Job Detail Tab - Loss & Insurance Fields
• Admin Training - New Job - Job Detail Tab - Referral Fields
• Admin Training - New Job - Job Reports
• Admin Training - New Job - Notes Tab
• Admin Training - New Job - Pictures Tab
• Admin Training - New Job - Timeline Tab
• Managing Budgets and Purchase Orders
• Marketing Training - Company Rating
• Marketing Training - iPad - Job Forms

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Companies

• Admin Training - Adding a New Company & Contact
• Admin Training - New Job - Contacts Tab
• Admin Training - New Job - Job Detail Tab - Referral Fields
• Admin Training - New Job - Notes Tab
• Admin Training - Searching for Companies
• Marketing Training - Companies - New Company
• Marketing Training - Company Rating
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Company Detail - Notes
• Marketing Training - iPad - Export to Excel

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Contacts

• Admin Training - Adding a New Company & Contact
• Admin Training - New Job - Contacts Tab
• Admin Training - New Job - Job Detail Tab - Referral Fields
• Admin Training - New Job - Job Reports
• Admin Training - New Job - Notes Tab
• Marketing Training - Companies - New Company
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Company Detail - Notes
• Marketing Training - iPad - Export to Excel
• Marketing Training - iPad - Reports - Contacts Birthday

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Documents

• Adding Documents to the Document Library
• Marketing Training - iPad - Job Forms
• Signing Forms using Email
• Tech Training - My Active Jobs - Job Detail - Day 1 - Forms
• Tech Training - My Active Jobs - Job Detail - Last Day - Certificate of Satisfaction

Equipment

• Adding Equipment Storage Locations
• Adding Equipment to Your Inventory
• Admin Training - New Job - Job Detail Tab - Loss & Insurance Fields
• Admin Training - New Job - Job Reports
• Admin Training - New Job - Tasks Tab
• Requesting Barcodes from Metal Craft
• Tech Training - My Active Jobs - Job Detail - Day 1 - Equipment Inventory
• Tech Training - My Active Jobs - Job Detail - Day 1 - Job Scope - Equipment
• Tech Training - My Active Jobs - Job Detail - Last Day - Pull Equipment
• Training - New Job Set Up

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Excel

• Marketing Training - iPad - Export to Excel

Insurance

• Admin Training - New Job - Contacts Tab
• Admin Training - New Job - Job Detail Tab - Loss & Insurance Fields
• Admin Training - New Job - Job Reports
• Admin Training - New Job - Notes Tab
• Admin Training - New Job - Pictures Tab
• Marketing Training - iPad - Job Forms
• Tech Training - My Active Jobs - Job Detail
• Tech Training - My Active Jobs - Job Detail - Day 1 - 24 Hour Report
• Tech Training - My Active Jobs - Job Detail - Day 1 - Job Scope - Rooms
• Tech Training - My Active Jobs - Job Detail - Job Contacts

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iPad

• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Company Detail - Notes
• Marketing Training - iPad - Export to Excel
• Marketing Training - iPad - Job Forms
• Marketing Training - iPad - Reports - Call Log
• Marketing Training - iPad - Reports - Collected by Account Rep
• Marketing Training - iPad - Reports - Contacts Birthday
• Marketing Training - iPad - Reports - Ratings
• Marketing Training - iPad - Reports - Sales by Referral Source
• Marketing Training - iPad - Routes

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Jobs

• Admin Training - New Job - Billing Tab
• Admin Training - New Job - Contacts Tab
• Admin Training - New Job - Header
• Admin Training - New Job - Job Detail Tab - Job Status
• Admin Training - New Job - Job Detail Tab - Assigning Employees
• Admin Training - New Job - Job Detail Tab - Loss & Insurance Fields
• Admin Training - New Job - Job Detail Tab - Phone/Email/County/Community Fields
• Admin Training - New Job - Job Detail Tab - Referral Fields
• Admin Training - New Job - Job Reports
• Admin Training - New Job - Maps Tab

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Logging In

• Remove Saved Login Credentials

Loss Information

• Admin Training - New Job - Header
• Admin Training - New Job - Job Detail Tab - Loss & Insurance Fields
• Admin Training - New Job - Notes Tab
• Tech Training - New Job - Loss Date & Type
• Tech Training - New Job - Source & Loss Description
• Training - New Job Set Up

Maps

• Admin Training - New Job - Maps Tab
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Routes
• Marketing Training - Routes Detail
• Tech Training - My Active Jobs - Accept Job
• Training - New Job Set Up

Marketing

• Marketing Training - Companies - New Company
• Marketing Training - Company Rating
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Company Detail - Notes
• Marketing Training - iPad - Export to Excel
• Marketing Training - iPad - Job Forms
• Marketing Training - iPad - Reports - Call Log
• Marketing Training - iPad - Reports - Collected by Account Rep
• Marketing Training - iPad - Reports - Contacts Birthday
• Marketing Training - iPad - Reports - Ratings

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Notes

• Admin Training - New Job - Job Reports
• Admin Training - New Job - Notes Tab
• Marketing Training - Companies - New Company
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Company Detail - Notes
• Marketing Training - iPad - Reports - Call Log
• Marketing Training - iPad - Routes
• Tech Training - My Active Jobs - Job Detail - Day 1 - Add Job Notes
• Tech Training - My Active Jobs - Job Detail - Day 1 - Dryout Log
• Tech Training - My Active Jobs - Job Detail - Day 1 - Job Scope - Equipment

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Pictures

• Admin Training - New Job - Job Reports
• Admin Training - New Job - Pictures Tab
• Tech Training - My Active Jobs - Job Detail - Day 1 - 24 Hour Report
• Tech Training - My Active Jobs - Job Detail - Day 1 - Pictures
• Training - New Job Set Up

Referrals

• Admin Training - New Job - Contacts Tab
• Admin Training - New Job - Job Detail Tab - Referral Fields
• Admin Training - New Job - Notes Tab
• Marketing Training - Company Rating
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Reports - Ratings
• Marketing Training - iPad - Reports - Sales by Referral Source
• Marketing Training - Routes - New Route
• Tech Training - My Active Jobs - Job Detail - Day 1 - 24 Hour Report
• Tech Training - New Job - Referral & Assigning Employees

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Reports

• Admin Training - New Job - Billing Tab
• Admin Training - New Job - Job Reports
• Admin Training - New Job - Timeline Tab
• Marketing Training - iPad - Export to Excel
• Marketing Training - iPad - Job Forms
• Marketing Training - iPad - Reports - Call Log
• Marketing Training - iPad - Reports - Collected by Account Rep
• Marketing Training - iPad - Reports - Contacts Birthday
• Marketing Training - iPad - Reports - Ratings
• Marketing Training - iPad - Reports - Sales by Referral Source

Routes

• Marketing Training - Companies - New Company
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Routes
• Marketing Training - Routes - New Route
• Marketing Training - Routes Detail

Tasks

• Admin Training - New Job - Notes Tab
• Admin Training - New Job - Tasks Tab
• Marketing Training - iPad - Company Detail
• Marketing Training - iPad - Routes
• Task Management
• Training - New Job Set Up
• Training - Tasks

Training Documents

• Adding a New Employee
• Adding Documents to the Document Library
• Adding Equipment Storage Locations
• Adding Equipment to Your Inventory
• Adding Scope Line Items
• Choosing an Employee Type
• Creating an Estimate or Invoice
• How to Remove a Saved Password in FileMaker (Windows)
• Job Detail Header
• Job Statuses

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Scheduling

• New Calendar Intro
• Schedule Error: FMP URL Failed
• Scheduling an Appointment
• Training - Schedule

Company Cam

• Setup Company Cam

iRestore

• iRestore
• iRestore Checklist
• Remove Saved Login Credentials

Encircle

• Encircle Integration

Troubleshooting

• Fix for Images that Display a Gray Box
• Unable to View Documents in iRestore