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Onboarding Video

Topics:

  • 00:00:00 – Introduction
  • 00:02:38 – Dashboard Tour – What sections are in the dashboard
  • 00:04:42 – Setting up Organization – Settings on tab page applies to all users and records
  • 00:06:14 – User setup and access – Adding, Editing and Deleting user access
  • 00:09:35 – Project and Proposal Setting
  • 00:20:50 – Invoice and Email Settings – Settings for Notifications and Emails for invoices and other email templates
  • 00:24:52 – Payment and Subscription Settings
  • 00:31:00 – Inventory – Add, Update and Delete inventory list of your organization
  • 00:39:28 – Clients – Add, Update and Delete clients of your organization
  • 00:43:35 – Project Creation – Steps to cover in creating a project
  • 00:45:20 – Mockup
  • 00:54:26 – Project Proposal
  • 01:13:34 – Project Invoicing and Payment
  • 01:16:15 – Inventory Prep
  • 01:22:30 – Schedule and Routing
  • 01:30:00 – Employee Web App
  • 01:34:03 – Installation and Bases
  • 01:35:00 – Removal and Storage
  • 01:36:02 – Reviews
  • 01:36:48 – Project Glance and Time Clock
  • 01:38:50 – Reports
  • 01:39:00 – Help and Support