Obi can help guide you to:
Create clients, properties, routines and assets
Create and schedule callout tasks
Create and submit service (sales) quotes
Assign and schedule task appointments
Review and process performed tasks
Create defect quotes and repair tasks
Dispatch (email) completed tasks to clients
Setup your dashboard and favourites
Get a brief introduction to the standard Uptick management reports
A step by step guide is available in the attached PDF below.
