Date: Wednesday 5/25/16 4pm Pacific Time Webinar notes: We migrated you… Your pricing is the same, don’t need to fiddle — funniest part is that people who are just joining will find this system incredibly intuitive… it’s the users who are used to the old workflow are going to have to do a bit of […]
Company Setup
Welcome Video & Quick Setup Tips
Check out the video that gives you the fast-start method of getting your account up and running. The suggested order of things to accomplish: Administrator Setup your timezone company name & info Default start times and arrival windows for jobs Company Profile Create company users Upload company logo / headshot Setup proposal success options Set […]
Opting people in and out of communications
Sometimes you will need to turn off communications with a specific customer. This video will show you how to do that.
Building Out The Window Tinting – One Film Module
How to setup the Window Tinting – One Film module Start at Settings > Services to access your active & inactive modules. Find the “Window Tinting” service, and then the “Window Tinting” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will […]
Building Out The Window Cleaning (Rough) Module
How to setup the Window Cleaning – Rough module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning “Rough” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter […]
Building Out The Window Cleaning (Exact Pane / Story Ladderwork) Module
How to setup the Window Cleaning – Exact Pane / Story Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Pane / Story Ladderwork” module. It may be active or inactive, but by clicking on the name of the module next to […]
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
How to setup the Window Cleaning – Exact Window / Story Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Window / Story Ladderwork” module. It may be active or inactive, but by clicking on the name of the module next to the […]
Building Out The Window Cleaning (Exact Window / SqFt Ladderwork) Module
How to setup the Window Cleaning – Exact Window / SqFt Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Window / SqFt Ladderwork” module. It may be active or inactive, but by clicking on the name of the module next to […]
Building Out The Window Cleaning (Exact Pane / SqFt Ladderwork) Module
How to setup the Window Cleaning – Exact Pane / SqFt Ladderwork module Start at Settings > Services to access your active & inactive modules. Find the “Window Cleaning” service, and then the “Window Cleaning (Exact Pane / SqFt Ladderwork” module. It may be active or inactive, but by clicking on the name of the module […]
Building Out The Upholstery Cleaning Module
How to setup the upholstery cleaning module (by room) Start at Settings > Services to access your active & inactive modules. Find the “Upholstery Cleaning” service, and then the “Upholstery Cleaning” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter […]