PROEDGE BUILD TRAINING

LOGIN PAGE

OVERALL NAVIGATION		TOPIC	DURATION
	VIDEO #1	*Overall Navigation & Training*	5 mins
CUSTOMER SETUP
	VIDEO #1	*Learn to setup a new customer*	5 mins
JOB SETUP
	VIDEO #1	*Learn to setup a new job – and understand all the fields*	5 mins
JOB MANAGER
	VIDEO #1	*Job Manager #1 – Intro & Overview*	5 mins
	VIDEO #2	*Job Scheduling #1 -Learn scheduling new jobs & tasks*	5 mins
	VIDEO #3	*Job Scheduling #2 – more job scheduling tasks*	5 mins
	VIDEO #4	*Job Scheduling #3 – more job scheduling tasks*	5 mins
	VIDEO #5	*Job Manager #2 – Scheduling, work orders, contacts, notes*	5 mins
	VIDEO #6	*Job Manager #3 – Notes & Client Access & Equipment*	5 mins
	VIDEO #7	*Job Manager #4 – Equipment, Warranty, Invoicing*	5 mins
	VIDEO #8	*Job Manager #5 – Invoicing & Job Costing*	5 mins
	VIDEO #9	*Job Manager #6 – Contracts, Selections & JOB ON HOLD*	5 mins
JOB REPORTS
	VIDEO #1	*Reports – Job Manager (How to Use)*	5 mins
CUSTOMER PORTAL
	VIDEO #1	*Client Login & Introduction (What the clients see)*	5 mins
	VIDEO #2	*Client Login – Equipment / Warranty / Schedule*	5 mins