Admin Training

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Companies
Adding a New Company & Contact
Searching for Companies
New Job
Header
Job Detail Tab - Referral Fields
Job Detail Tab - Assigning Employee Fields
Job Detail Tab - Loss & Insurance Fields
Job Detail Tab - Phone, Email, County & Community Fields
Job Detail Tab - Job Status
Contacts Tab
Tasks Tab
Billing Tab
Timeline Tab
Pictures Tab
Notes Tab
Maps Tab
Job Reports
Scheduling
Scheduling Training Video

Marketing / Business Development Training

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Companies
Adding a New Company
Company Rating Field

iPad
Company Detail
Company Detail - Notes Tab
Routes
New Route
Route Detail

iPad
Running a Route
Reports & Forms
iPad
Exporting to Excel
Job Forms
Call Log Report
Collected by Account Rep Report
Contacts Birthday Report
Ratings Report
Sales by Referral Source Report

Tech Training

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My Active Jobs
Jobs List
Job Detail
Job Contacts
Focus Board Notes
Job Buttons
Accept Job
New Job
Customer Contact Info
Loss Date & Type Fields
Referral Company, Account Rep, Claims Specialist, and Technician
Reported Source & Initial Loss Description
New Job Notification
Day 1
Forms
Adding Pictures
Completing 24 Hour Report
Completing the Job Scope
Adding Rooms
Adding Equipment
Dryout Log
Customer Equipment Inventory
Adding Job Notes
Day 2-N
Completing Additional Days
Last Day
Pulling Equipment
Signing Certificate of Satisfaction
Adding Job Notes

Knowledge Base

Training Videos Table of Contents

Admin Training

Marketing / Business Development Training

Tech Training