Knowledge Base

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Adding a New Employee
Adding a Signature to your iRestore Email Integration
Adding Documents to the Document Library
Adding Equipment Storage Locations
Adding Equipment to Your Inventory
Adding Scope Line Items
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
Admin Training - New Job - Maps Tab
Admin Training - New Job - Notes Tab
Admin Training - New Job - Pictures Tab
Admin Training - New Job - Tasks Tab
Admin Training - New Job - Timeline Tab
Admin Training - Searching for Companies
Choosing an Employee Type
Clocking In and Out of a Job
Connect iRestore to QuickBooks Online (V2)
Connect Multiple Offices to QuickBooks Online
Creating a Gmail Development Project for iRestore Integration
Creating a Purchase Order for a Job
Creating an Estimate or Invoice
Creating and Sending Invoices from iRestore to QuickBooks
Creating Timecards for Subcontractors
Encircle Integration
Fix for Images that Display a Gray Box
How to Remove a Saved Password in FileMaker (Windows)
Install FileMaker 16 32-bit Version
Installing iRestore on iPad / iPhone
Installing iRestore on Windows
Installing the Quickbooks Desktop Connector
Installing the Quickbooks Online Connector
iRestore
iRestore Checklist
Job Detail Header
Job Statuses
Managing Budgets and Purchase Orders
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
Marketing Training - iPad - Reports - Sales by Referral Source
Marketing Training - iPad - Routes
Marketing Training - Routes - New Route
Marketing Training - Routes Detail
Matching a Customer / Job with Quickbooks Online
Merging Companies
New Calendar Intro
Onboarding Process
PPE Checklist
Referral Reference Chart
Remove Saved Login Credentials
Removing an Employee
Requesting Barcodes from Metal Craft
Retrieve Job Billing Information from Quickbooks
Retrieving the Quickbooks Item and Vendor Lists
Schedule Error: FMP URL Failed
Scheduling an Appointment
Sending a Customer to Quickbooks
Sending a Job to Quickbooks Desktop
Sending an Email with Outlook
Sending Job Reports or Documents with Gmail
Sending Timecards to QuickBooks Desktop
Setting Overtime on Timecards
Setting up Text Notifications for Employees
Setting up the FM Books Connector
Setting Up Your Outlook Account in iRestore
Setup Company Cam
Signing Forms using Email
Task Management
Tech Training - My Active Jobs
Tech Training - My Active Jobs - Accept Job
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 - Add Job Notes
Tech Training - My Active Jobs - Job Detail - Day 1 - Dryout Log
Tech Training - My Active Jobs - Job Detail - Day 1 - Equipment Inventory
Tech Training - My Active Jobs - Job Detail - Day 1 - Forms
Tech Training - My Active Jobs - Job Detail - Day 1 - Job Scope
Tech Training - My Active Jobs - Job Detail - Day 1 - Job Scope - Equipment
Tech Training - My Active Jobs - Job Detail - Day 1 - Job Scope - Rooms
Tech Training - My Active Jobs - Job Detail - Day 1 - Pictures
Tech Training - My Active Jobs - Job Detail - Day 2-N
Tech Training - My Active Jobs - Job Detail - Focus Board Notes
Tech Training - My Active Jobs - Job Detail - Job Buttons
Tech Training - My Active Jobs - Job Detail - Job Contacts
Tech Training - My Active Jobs - Job Detail - Last Day - Add Job Notes
Tech Training - My Active Jobs - Job Detail - Last Day - Certificate of Satisfaction
Tech Training - My Active Jobs - Job Detail - Last Day - Pull Equipment
Tech Training - New Job - Customer Contact Info
Tech Training - New Job - Loss Date & Type
Tech Training - New Job - Notification Box
Tech Training - New Job - Referral & Assigning Employees
Tech Training - New Job - Source & Loss Description
Tools Checklist
Training - New Job Set Up
Training - Schedule
Training - Tasks
Training Videos Table of Contents
Transferring Equipment
Twilio
Unable to View Documents in iRestore
Uninstalling FileMaker 14 on Windows 7
Updating the Quickbooks Online FMBooks connector
Updating to FileMaker 18 on Windows
Upgrade to FileMaker 16 - Windows 10
Using Gmail With iRestore
Using Purchase Orders within iRestore
Using the QuickBooks Auto Sync with iRestore
Viewing and Submitting Timecards for Approval
Water Truck Inventory
Webinar - Prepping for CAT - 01/14/20