Curriculum
- 17 Sections
- 100 Lessons
- 10 Weeks
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- Login4
- Dashboard6
- 2.1How to Customize the Dashboard in Web App1 Minute
- 2.2Exploring the Global Search in Web App
- 2.3Understanding the Options to Create a New Job, Customer, Quote, Invoice, Employee, and Broadcast in Web App
- 2.4Job Statistics and Filter in Mobile App3 Minutes
- 2.5How to Access Recent Notifications in Mobile App1 Minute
- 2.6Understanding Shortcut Options in Mobile App2 Minutes
- Jobs26
- 3.1How to Create a Job in Web App4 Minutes
- 3.2How to Update a Job Status in Web App2 Minutes
- 3.3How to Create Customers within a Job in Web App1 Minute
- 3.4How to Accept or Reject a Job in Mobile App2 Minutes
- 3.5How to Access Your Current Day’s Jobs in Mobile App2 Minutes
- 3.6How to Access and Filter Jobs in Mobile App
- 3.7How to Update the Job Status in Mobile App1 Minute
- 3.8How to Add Job Notes in Mobile App
- 3.9How to Use the In-Built Chat Application in Mobile App
- 3.10How to Add Parts and Services to a Job in Mobile App
- 3.11Understanding Job Activities in Mobile App
- 3.12How to Add a Part or Service to a Job in Web App4 Minutes
- 3.13How to Add an Asset to a Job in Web App4 Minutes
- 3.14How to View, Sort, or Filter Jobs in Web App4 Minutes
- 3.15How to Add a Contract to a Job in Web App7 Minutes
- 3.16How to Create a Recurring Job in Web App4 Minutes
- 3.17How to Clone a Job in Web App4 Minutes
- 3.18How to Create an Invoice from a Job in Web App6 Minutes
- 3.19How to Manage Job-Level Time Logs in Web App2 Minutes
- 3.20How to Create a Quote from a Job in Web App5 Minutes
- 3.21How to Manage Job-Level Time Logs in Mobile App2 Minutes
- 3.22How to Create a Job in Mobile App2 Minutes
- 3.23How to Log Time Spent on a Job in Mobile App1 Minute
- 3.24How to Create a Quote from a Job in Mobile App2 Minutes
- 3.25How to Create an Invoice from a Job in Web App5 Minutes
- 3.26How to Create an Invoice From a Job in Mobile App2 Minutes
- Calendar1
- Dispatch Board8
- 5.1Calendar Resource View in Web App3 Minutes
- 5.2How to Assign Unassigned, Unscheduled, or Overdue Jobs in Web App5 Minutes
- 5.3How to Create a Job on Dispatch Board in Web App6 Minutes
- 5.4How to Navigate the Resource View on Dispatch Board in Web App2 Minutes
- 5.5How to Navigate the Timeline View on Dispatch Board in Web App2 Minutes
- 5.6How to Customize the Jobs View on Dispatch Board in Web App3 Minutes
- 5.7How to Customize the Scheduler View on Dispatch Board in Web App3 Minutes
- 5.8How to Customize the Map View on Dispatch Board in Web App2 Minutes
- Customers2
- Organizations2
- Properties1
- Maps0
- Timesheets8
- 11.1Understanding the Difference Between Timesheets and Job Time Logs
- 11.2How to Manage Working Hours of Your Employees in Web App2 Minutes
- 11.3How to Create a Time-Off Request in Web App3 Minutes
- 11.4How to Manage Time Off Requests in Web App1 Minute
- 11.5How to Export Timesheets in Web App2 Minutes
- 11.6Understanding the Difference Between Job Level Time Logs and Timesheets in Mobile App2 Minutes
- 11.7How to Create a Time-Off Request in Mobile App2 Minutes
- 11.8How to Manually Update Punch In and Punch Out Time in Mobile App2 Minutes
- Parts and Services4
- Quotations10
- 13.1How to Create a Quote in Web App5 Minutes
- 13.2How to Add Multiple Line Items for Approval in Web App2 Minutes
- 13.3How to Send a Quote for Approval in Web App3 Minutes
- 13.4How to Create a Job from a Quote in Web App3 Minutes
- 13.5How Can a Customer Approve a Quote in Web App3 Minutes
- 13.6How to Create an Invoice from a Quote in Web App3 Minutes
- 13.7How to Create a Contract from a Quote in Web App4 Minutes
- 13.8How to Clone a Quote in Web App2 Minutes
- 13.9How to Create an Invoice from a Quote in Web App5 Minutes
- 13.10How to Create a Quote in the Mobile App2 Minutes
- Invoices9
- 14.1How to Create an Invoice in Web App5 Minutes
- 14.2How to Send an Invoice to a Customer in Web App3 Minutes
- 14.3How to Generate a Payment Link in Web App2 Minutes
- 14.4How to Mark an Invoice as Paid in Web App3 Minutes
- 14.5How to Create an Invoice in Mobile App2 Minutes
- 14.6How to Create an Invoice From a Job in Mobile App2 Minutes
- 14.7How to Convert a Quote Into an Invoice in Mobile App2 Minutes
- 14.8How to Collect Payments in Mobile App2 Minutes
- 14.9How to Send an Invoice Payment Link in Mobile App
- Contracts4
- Assets6
- 16.1How to Create an Asset in Web App3 Minutes
- 16.2How to View Asset Details, Add an Attachment, and Make Edits in Web App4 Minutes
- 16.3How to Create a New Job for an Asset in Web App4 Minutes
- 16.4How to Print the Asset Barcode in Web App2 Minutes
- 16.5How to Edit an Asset in Web App3 Minutes
- 16.6How to Create Planned Preventive Maintenance Schedules in Web App4 Minutes
- Employees8
- 17.1How to Add a New User with Business Hours in Web App3 Minutes
- 17.2How to Add a User to an Appropriate Team in Web App2 Minutes
- 17.3How to Manage a Team in Web App3 Minutes
- 17.4How to Manage Shifts in Web App2 Minutes
- 17.5How to Activate or Deactivate Users in Web App2 Minutes
- 17.6How to Reset a User’s Password in Web App1 Minute
- 17.7How to Add Skill Sets and Configure Them in Settings4 Minutes
- 17.8How to Set Up User Locations in Web App
- Reports1
