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The Basics
Learn the basics of entering jobs, scheduling crews and navigating the platform
Customer Intake
Scheduling
Mobile
Job Management
- File View Navigation
- Creating a Custom Job Report PDF
- How to Add Photos On Desktop
- File Status Defined
- Automatic File Status Updates
- What To Do When Email Is Not Sending
- Master Jobs Required Fields
- How to update an address to an existing file
- How To View Closed Jobs In Files
- How to update the 'referred by' field on the Master Job
- Milestone Definitions
- Opening A File Within The Same Tab Vs. A New Tab In The Browser