All In One Job Management

    1. How to navigate the main menu

    2. How to navigate the menu video

    3. How to log in

    4. The different roles in FieldInsight video

    5. How to add a staff member video

    6. Calendar Settings

    7. The calendar: managing your team video

    8. Custom Fields

    9. Staff Management

    1. How to Add a Job

    2. How to add a job video

    3. Completing a Job

    4. Customer relationship Management (CRM)

    5. Scheduling

    6. How to schedule an ongoing job video

    7. Navigating the Mobile application

    8. Customise your job statuses to your business video

    9. Uploading Photos & Custom Fields

    10. Job Navigator

    11. Custom Series

    1. Getting Started with Timesheets

    2. Add and submit timesheets from the field video

    3. Office Timesheets

    4. Timesheet Reporting

    5. Timesheet Settings

    6. Timesheet approval flow video

    1. Quoting Workflow

    2. Invoicing

    3. How to create templates video

    4. Inventory

    5. Packages for Quoting and Inventory

    6. Purchase Orders

    7. How to create a purchase order and send it to your supplier video

    8. Bills

    9. Bill management on your jobs videos

    1. Getting started with AssetInsight video

    2. Asset Management

    3. Adding an Asset

    4. Completing Asset Maintenance Test

    5. Complete an asset test from the office video

    6. Generating an Asset Test Report

    7. Complete an asset test from the MobileApp video

    1. Project Management

    2. Add multiple contacts to your projects video

    3. Track your bills against your project video

About this course

Business Performance comes with great Systems and Software.