PROEDGE BUILD TRAININ
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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 |